account_balance

Investment manager · 13F filer · SEC CIK 2052044

Inman Jager Wealth Management, LLC

Reported value$194Mas of Sep 30, 2026

Positions89 3 new, 4 sold out

Top 10 weight45.6%MSFT alone is 12%

FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

MSFTMicrosoft Corp

12.2%

IVViShares Tr

10.5%Added +5%

TOTLSsga Active ETF Tr

3.6%Added +3%

SPYGSPDR Series Trust

3.6%Added +2%

SPYVSPDR Series Trust

3.2%Added +3%

BNDVanguard Bd Index FDS

3.0%Added +4%

IDEViShares Tr

2.5%Added +6%

SCHRSchwab Strategic Tr

2.4%Added +23%

IWMiShares Tr

2.3%

IJHiShares Tr

2.3%

CVXChevron Corp

2.1%

VCITVanguard Scottsdale FDS

2.0%Added +24%

MSFTMicrosoft Corp

12.2%

IVViShares Tr

10.5%Added +5%

TOTLSsga Active ETF Tr

3.6%

SPYGSPDR Series Trust

3.6%

SPYVSPDR Series Trust

3.2%

BNDVanguard Bd Index FDS

3.0%

IDEV2.5%

SCHR

IWM2.3%

IJH2.3%

CVX2.1%

VCIT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

MSFT Microsoft Corp 12.2% Held

IVV iShares Tr 10.5% Added +5%

TOTL Ssga Active ETF Tr 3.6% Added +3%

SPYG SPDR Series Trust 3.6% Added +2%

SPYV SPDR Series Trust 3.2% Added +3%

BND Vanguard Bd Index FDS 3.0% Added +4%

IDEV iShares Tr 2.5% Added +6%

SCHR Schwab Strategic Tr 2.4% Added +23%

IWM iShares Tr 2.3% Held

IJH iShares Tr 2.3% Held

CVX Chevron Corp 2.1% Held

VCIT Vanguard Scottsdale FDS 2.0% Added +24%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 7, 2026 filing

add_circleNew

CRM $284K
JNK $216K
TLT $205K

arrow_upwardAdded

VCIT +24%
SCHR +23%
SPMD +18%
SHY +12%

arrow_downwardTrimmed

VONV −17%
CSCO −13%
VONG −11%
AMZN −5%

remove_circleSold out

XOM $2.25M
ASML $223K
VWO $203K
GEV $202K

Inman Jager Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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