Inman Jager Wealth Management, LLC holds a diversified book of 90 reported positions worth $187.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Russell 2000 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Inman Jager Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Inman Jager Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Inman Jager Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Swiss Re Ltd | 33 / 80 | $1.0B |
| Planning Project LLC | 11 / 80 | $448.9M |
| Constellation Investments, Inc. | 12 / 80 | $2.8B |
| 9823 Capital, L.P. | 8 / 80 | $126.0M |
| Hoffman, Alan N Investment Management | 8 / 80 | $140.7M |
| Fortune 45 LLC | 16 / 80 | $192.5M |
| Mann Financial Group, Inc. | 14 / 80 | $97.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Inman Jager Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $18.9M | 25.2K | 10.0% | ▲+1.1% Added · +278 sh | |
| 2 | Microsoft Corp COM | $17.2M | 46.2K | 9.2% | ▲+1.3% Added · +578 sh | |
| 3 | Ssga Active ETF TR ST STR TOTAL ETF | $7.1M | 180.5K | 3.8% | ▲+7.3% Added · +12K sh | |
| 4 | SPDR Series Trust ST STR P500GRW | $6.6M | 55.2K | 3.5% | ▲+1.2% Added · +658 sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $6.0M | 99.2K | 3.2% | ▲+3.2% Added · +3K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $5.8M | 78.7K | 3.1% | ▲+10% Added · +7K sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $4.8M | 16.1K | 2.6% | ▼−1.4% Reduced · −229 sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $4.7M | 61.2K | 2.5% | ▼−0.1% Reduced · −74 sh | |
| 9 | Ishares TR CORE MSCI INTL | $4.6M | 51.4K | 2.4% | ▲+3.2% Added · +2K sh | |
| 10 | Ishares TR SELECT DIVID ETF | $3.9M | 25.2K | 2.1% | ▲+0.3% Added · +74 sh | |
| 11 | Schwab Strategic TR INT-TRM U.S TRES | $3.9M | 158.1K | 2.1% | ▲+5.7% Added · +9K sh | |
| 12 | Ishares TR CORE MSCI EAFE | $3.8M | 39.4K | 2.0% | ▲+1.4% Added · +548 sh | |
| 13 | Caterpillar Inc COM | $3.6M | 3.4K | 1.9% | ▼−21% Reduced · −924 sh | |
| 14 | Ishares TR MSCI EMG MKT ETF | $3.5M | 51.4K | 1.9% | ▼−2.5% Reduced · −1K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $3.3M | 40.1K | 1.8% | ▲+1.8% Added · +715 sh | |
| 16 | Vanguard Scottsdale FDS INT-TERM CORP | $3.3M | 39.7K | 1.7% | ▲+6.2% Added · +2K sh | |
| 17 | Chevron Corporation COM | $3.3M | 19.6K | 1.7% | ▲+1.1% Added · +215 sh | |
| 18 | JPMorgan Chase & Co COM | $3.1M | 9.5K | 1.6% | ▲+9.0% Added · +784 sh | |
| 19 | Ishares TR MSCI EAFE ETF | $3.0M | 29.0K | 1.6% | ▲+0.1% Added · +25 sh | |
| 20 | Apple Inc COM | $3.0M | 10.4K | 1.6% | ▲+6.0% Added · +588 sh | |
| 21 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $2.9M | 24.5K | 1.5% | ▲~0% Added · +9 sh | |
| 22 | SPDR Series Trust ST STR SP600GRWO | $2.6M | 22.2K | 1.4% | ▼−0.1% Reduced · −18 sh | |
| 23 | Southern Co COM | $2.6M | 27.5K | 1.4% | ▲+4.4% Added · +1K sh | |
| 24 | Merck & Co Inc COM | $2.6M | 20.3K | 1.4% | ▲+5.0% Added · +962 sh | |
| 25 | International Business Machs COM | $2.4M | 8.4K | 1.3% | ▲+4.9% Added · +391 sh | |
| 26 | Coca Cola Co COM | $2.4M | 29.1K | 1.3% | ▲+2.6% Added · +753 sh | |
| 27 | Exxon Mobil Corp COM | $2.3M | 16.5K | 1.2% | ▲+1.9% Added · +312 sh | |
| 28 | Johnson & Johnson COM | $2.2M | 8.6K | 1.2% | ▲+2.0% Added · +167 sh | |
| 29 | Lockheed Martin Corp COM | $2.2M | 4.2K | 1.1% | ▲+5.9% Added · +235 sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $2.1M | 14.3K | 1.1% | ▲+3.5% Added · +488 sh | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $2.1M | 21.5K | 1.1% | ▲+1.3% Added · +269 sh | |
| 32 | Entergy Corp New COM | $2.0M | 17.5K | 1.1% | ▼−0.1% Reduced · −15 sh | |
| 33 | Verizon Communications Inc COM | $1.9M | 46.0K | 1.0% | ▲+1.6% Added · +746 sh | |
| 34 | Procter & Gamble Co COM | $1.9M | 13.2K | 1.0% | ▲+9.3% Added · +1K sh | |
| 35 | 3M Co COM | $1.9M | 11.5K | 1.0% | ▲+5.2% Added · +571 sh | |
| 36 | SPDR Series Trust ST STR P400MID | $1.8M | 26.3K | 0.9% | ▲+6.6% Added · +2K sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.6K | 0.9% | ▲+1.2% Added · +30 sh | |
| 38 | Nvidia Corporation COM | $1.7M | 8.6K | 0.9% | ▲+0.5% Added · +46 sh | |
| 39 | McDonalds Corp COM | $1.7M | 6.3K | 0.9% | ▲+13% Added · +733 sh | |
| 40 | Home Depot Inc COM | $1.6M | 4.6K | 0.9% | ▲+16% Added · +633 sh | |
| 41 | Dow Hldgs Inc COM | $1.5M | 54.6K | 0.8% | ▲+0.1% Added · +79 sh | |
| 42 | Schwab Strategic TR US LCAP VA ETF | $1.5M | 42.5K | 0.8% | —Held | |
| 43 | Crown Castle Inc COM | $1.4M | 18.9K | 0.8% | ▲+5.6% Added · +1K sh | |
| 44 | Pfizer Inc COM | $1.3M | 54.4K | 0.7% | ▲+11% Added · +5K sh | |
| 45 | Ishares TR INTL SEL DIV ETF | $1.2M | 30.1K | 0.7% | ▼−1.9% Reduced · −593 sh | |
| 46 | SPDR Series Trust ST STR SP600SM C | $1.2M | 11.2K | 0.7% | ▼−0.2% Reduced · −19 sh | |
| 47 | Palantir Technologies Inc CL A | $1.1M | 9.8K | 0.6% | ▼−2.0% Reduced · −200 sh | |
| 48 | Intel Corp COM | $1.1M | 8.1K | 0.6% | ▲+0.3% Added · +24 sh | |
| 49 | Ishares TR CRE U S REIT ETF | $1.1M | 16.9K | 0.6% | ▲+0.5% Added · +85 sh | |
| 50 | Ishares TR CORE MSCI EURO | $1.1M | 14.2K | 0.6% | ▲+0.3% Added · +40 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.