Data as of Q4 2025 (Dec 31, 2025)

Inman Jager Wealth Management, LLC

•CIK: 2052044•Filing: Q4 2025

**Inman Jager Wealth Management, LLC** manages $163M across 81 positions, exhibiting a core focus on diversified, large-cap equity exposure. Top holdings reveal significant allocations to technology and broad market indices, notably MSFT at $22.0M and IVV at $14.7M. The portfolio maintains substantial fixed-income and sector diversification, with notable positions in TOTL ($6.8M) and BND ($5.4M). This structure suggests a disciplined approach balancing growth potential with established market stability.

Total AUM
$163.3M
QoQ Performance
+4.3%
Positions
52
Top 10 Concentration
45.5%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
IVV
MSFT13.5%
IVV9.0%
TOTL4.2%
BND3.3%
SPYG3.2%
SPYV3.0%
IJH2.5%
IWM2.5%

📈 Biggest Buys

IVV
ISHARES TR
+12.4%
9.0% of portfolio
DOW
DOW INC
+86.4%
0.7% of portfolio
IDEV
ISHARES TR
+19.5%
2.0% of portfolio
SPMD
SPDR SERIES TRUST
+214.9%
0.5% of portfolio
NVDA
NVIDIA CORPORATION
+45.6%
1.0% of portfolio

📉 Biggest Sells

MSFT
MICROSOFT CORP
-3.4%
13.5% of portfolio
AVGO
BROADCOM INC
-22.4%
0.5% of portfolio
VOO
VANGUARD INDEX FDS
-12.7%
0.9% of portfolio
SCHV
SCHWAB STRATEGIC TR
-10.9%
0.8% of portfolio
IEUR
ISHARES TR
-11.6%
0.6% of portfolio

Sector Breakdown

Other54.0%
Technology19.0%
ETF10.1%
Industrial4.2%
Healthcare3.2%
Financial3.1%
Consumer2.8%
Utilities1.3%

🚪 Exited Positionssold since Q3 2025

MFUT
TIDAL TRUST II
SOLD
$245.5K
OKLO
OKLO INC
SOLD
$223.3K

Changes from Q3 2025

↑43 increased
↓24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

MSFT13.5%
MICROSOFT CORP
$22.0M
IVV9.0%
ISHARES TR
$14.7M
TOTL4.2%
SSGA ACTIVE ETF TR
$6.8M
BND3.3%
VANGUARD BD INDEX FDS
$5.4M
SPYG3.2%
SPDR SERIES TRUST
$5.2M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.