Inman Jager Wealth Management, LLC Portfolio Holdings

Inman Jager Wealth Management, LLC

  • $148 Billion
  • Q2 2025

Inman Jager Wealth Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.3B, Ishares Core S&P 500 ETF with a value of $11.7B, Ssga Active ETF Tr Spdr Doblel with a value of $7.03B, Vanguard Bd Index Fd Inc Total with a value of $5.52B, and Spdr Portfolio with a value of $4.07B.

Examining the 13F form we can see an increase of $14.4B in the current position value, from $133B to 148B.

Inman Jager Wealth Management, LLC is based out at Hattiesburg, MS

Below you can find more details about Inman Jager Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $82.3 Billion
Technology: $31.8 Billion
Industrials: $5.69 Billion
Energy: $4.44 Billion
Consumer Defensive: $3.99 Billion
Financial Services: $3.86 Billion
Healthcare: $3.83 Billion
Utilities: $3.57 Billion
Other: $8.13 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Billion 7.9% of portfolio
18,818
Q2 2025 Reduced 2.5%
$0
$7.03 Billion 4.76% of portfolio
175,378
Q2 2025 Reduced 1.59%
$0
$5.52 Billion 3.73% of portfolio
74,912
Q2 2025 Reduced 1.31%
$0
$4.07 Billion 2.75% of portfolio
42,737
Q2 2025 Added 18.7%
$0
$3.99 Billion 2.7% of portfolio
64,328
Q2 2025 Reduced 1.57%
$0
$3.82 Billion 2.58% of portfolio
73,002
Q2 2025 Added 22.07%
$0
$3.8 Billion 2.57% of portfolio
17,596
Q2 2025 Reduced 1.12%
$0
$3.62 Billion 2.45% of portfolio
27,273
Q2 2025 Reduced 3.42%
$0
$3.6 Billion 2.44% of portfolio
43,173
Q2 2025 Reduced 2.69%
$0
$2.88 Billion 1.95% of portfolio
59,788
Q2 2025 Reduced 2.98%
$0
$2.77 Billion 1.88% of portfolio
31,026
Q2 2025 Reduced 2.26%
$0
$2.25 Billion 1.52% of portfolio
29,533
Q2 2025 Added 21.98%
$0
$2.17 Billion 1.46% of portfolio
86,513
Q2 2025 Added 43.11%
$0
$1.89 Billion 1.28% of portfolio
21,240
Q2 2025 Reduced 2.06%
$0
$1.88 Billion 1.27% of portfolio
21,979
Q2 2025 Added 30.84%
$0
$1.76 Billion 1.19% of portfolio
19,806
Q2 2025 Added 30.38%
$0
$1.6 Billion 1.08% of portfolio
19,322
Q2 2025 Added 56.11%
$0
$1.58 Billion 1.07% of portfolio
2,775
Q2 2025 Reduced 0.14%
$0
$1.32 Billion 0.89% of portfolio
47,805
Q2 2025 Reduced 1.49%
$0
$1.14 Billion 0.77% of portfolio
33,103
Q2 2025 Reduced 2.23%
$0
$1.06 Billion 0.72% of portfolio
16,068
Q2 2025 Reduced 5.96%
$0
$1 Billion 0.68% of portfolio
17,741
Q2 2025 Reduced 3.01%
$0
$977 Million 0.66% of portfolio
12,252
Q2 2025 Added 2.53%
$0
$971 Million 0.66% of portfolio
14,139
Q2 2025 Reduced 3.85%
$0
$849 Million 0.57% of portfolio
10,985
Q2 2025 Reduced 9.18%
$0
$832 Million 0.56% of portfolio
7,615
Q2 2025 Added 1.85%
$0
$776 Million 0.52% of portfolio
1,406
Q2 2025 Added 1.74%
$0
$759 Million 0.51% of portfolio
5,624
Q2 2025 Reduced 1.8%
$0
$717 Million 0.48% of portfolio
16,770
Q2 2025 Reduced 1.21%
$0
$675 Million 0.46% of portfolio
13,437
Q2 2025 Added 5.47%
$0
$654 Million 0.44% of portfolio
6,591
Q2 2025 Reduced 1.96%
$0
$616 Million 0.42% of portfolio
2,201
Q2 2025 Reduced 0.63%
$0
$505 Million 0.34% of portfolio
5,924
Q1 2025 Reduced 0.54%
$0
$404 Million 0.27% of portfolio
4,871
Q1 2025 Added 6.7%
$0
$398 Million 0.27% of portfolio
3,644
Q1 2025 Reduced 15.45%
$0
$297 Million 0.2% of portfolio
5,580
Q2 2025 Added 18.5%
$0
$279 Million 0.19% of portfolio
11,456
Q2 2025 Added 16.66%
$0
$265 Million 0.18% of portfolio
9,922
Q2 2025 Added 16.87%
$0
$263 Million 0.18% of portfolio
425
Q1 2025 Added 2.66%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $148 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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