Inman Jager Wealth Management, LLC
Q3 2025 13F Holdings
- Locationhattiesburg, MS
- Num holdings
83
- Value ($000)
$156,609
- Date Filed11/03/2025
- Form type13F-HR
- CIK0002052044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $24.35 M | 16 % | 47,006 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.74 M | 8 % | 19,042 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $6.78 M | 4 % | 167,208 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.28 M | 3 % | 71,032 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $4.71 M | 3 % | 45,066 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $4.30 M | 3 % | 77,759 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.05 M | 3 % | 16,730 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.05 M | 3 % | 62,004 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.68 M | 2 % | 25,888 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.51 M | 2 % | 40,254 |
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