DOSSIER · 13F-HR · Q2 2026

Inman Jager Wealth Management, LLC

$188M in tracked AUM across 90 positions as of Q2 2026.

IJ
CIK 0002052044 · last filed Jun 30, 2026
Total AUM
$188M
as of Q2 2026
Holdings
90
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Inman Jager Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$19M25K10.0%
02
MSFT
MICROSOFT CORP
$17M46K9.2%
03
TOTL
SSGA ACTIVE ETF TR
$7M180K3.8%
04
SPYG
SPDR SERIES TRUST
$7M55K3.5%
05
SPYV
SPDR SERIES TRUST
$6M99K3.2%
06
BND
VANGUARD BD INDEX FDS
$6M79K3.1%
07
IWM
ISHARES TR
$5M16K2.6%
08
IJH
ISHARES TR
$5M61K2.5%
09
IDEV
ISHARES TR
$5M51K2.4%
10
DVY
ISHARES TR
$4M25K2.1%

Filing history

2026Q2Jun 30
$188M 9.8%
90 positionsView →
2026Q1Mar 31
$171M 4.8%
84 positionsView →
2025Q4Dec 31
$163M 4.3%
81 positionsView →
2025Q3Sep 30
$157M 5.9%
83 positionsView →
2025Q2Jun 30
$148M 10.8%
79 positionsLocked
2025Q1Mar 31
$133M 4.0%
83 positionsLocked
2024Q4Dec 31
$128M
80 positionsLocked