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

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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