Inman Jager Wealth Management, LLC
Q4 2025 13F Holdings
- Locationhattiesburg, MS
- Num holdings
81
- Value ($000)
$163,323
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $21.97M | 14 % | 45,424 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $14.66M | 9 % | 21,397 | ||
SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 | $6.79M | 4 % | 168,735 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.41M | 3 % | 72,991 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $5.21M | 3 % | 48,831 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $4.89M | 3 % | 86,079 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.1M | 3 % | 62,136 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.09M | 3 % | 16,614 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | $3.62M | 2 % | 25,673 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.59M | 2 % | 40,119 |
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