Inman Jager Wealth Management, LLC
Q2 2025 13F Holdings
- Locationhattiesburg, MS
- Num holdings
79
- Value ($000)
$147,905
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $23.28M | 16 % | 46,797 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.68M | 8 % | 18,818 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $7.03M | 5 % | 175,378 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.52M | 4 % | 74,912 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $4.07M | 3 % | 42,737 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.99M | 3 % | 64,328 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $3.82M | 3 % | 73,002 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.80M | 3 % | 17,596 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.62M | 2 % | 27,273 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.60M | 2 % | 43,173 |
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