Inman Jager Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    hattiesburg, MS
  • Num holdings

    83

  • Value ($000)

    $156,609

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0002052044
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$24.35M
16 %

47,006

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$12.74M
8 %

19,042

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$6.78M
4 %

167,208

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$5.28M
3 %

71,032

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$4.71M
3 %

45,066

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$4.30M
3 %

77,759

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$4.05M
3 %

16,730

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.05M
3 %

62,004

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$3.68M
2 %

25,888

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$3.51M
2 %

40,254

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