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Inman Jager Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    hattiesburg, MS
  • Num holdings

    84

  • Value ($000)

    $171,138

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$16.9M
10 %

45,645

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$16.28M
10 %

24,919

T
TOTL

SSGA ACTIVE ETF TR

STATE STREET DOU
78467V848
$6.68M
4 %

168,226

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$5.44M
3 %

96,096

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$5.34M
3 %

54,582

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$5.26M
3 %

71,451

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$4.16M
2 %

49,765

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.14M
2 %

61,317

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$4.04M
2 %

16,300

C
CHV

CHEVRON CORPORATION

COM
166764100
$4.02M
2 %

19,417

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