Filed: 11/3/2025ACC: 0001951757-25-001260
📋 What this filing means
INMAN JAGER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $156.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$156.61M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$65.67M41.9%
CORE S&P500 ETF$12.74M8.1%
SPDR TR TACTIC$6.78M4.3%
TOTAL BND MRKT$5.28M3.4%
PRTFLO S&P500 GW$4.71M3.0%
PRTFLO S&P500 VL$4.30M2.7%
RUSSELL 2000 ETF$4.05M2.6%
Portfolio Concentration
Top 3$43.88M28.0%
4–10$29.58M18.9%
11–25$35.04M22.4%
Rest$48.11M30.7%
Top 3 weight
28.0%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
MICROSOFT CORP
SOLEShares47.01K
TypeSH
Market value$24.35M
15.55%
Sole
0.00
Shared
0.00
None
47.01K
ISHARES TR
SOLEShares19.04K
TypeSH
Market value$12.74M
8.14%
Sole
0.00
Shared
0.00
None
19.04K
SSGA ACTIVE ETF TR
SOLEShares167.21K
TypeSH
Market value$6.78M
4.33%
Sole
0.00
Shared
0.00
None
167.21K
VANGUARD BD INDEX FDS
SOLEShares71.03K
TypeSH
Market value$5.28M
3.37%
Sole
0.00
Shared
0.00
None
71.03K
SPDR SERIES TRUST
SOLEShares45.07K
TypeSH
Market value$4.71M
3.01%
Sole
0.00
Shared
0.00
None
45.07K
SPDR SERIES TRUST
SOLEShares77.76K
TypeSH
Market value$4.30M
2.75%
Sole
0.00
Shared
0.00
None
77.76K
ISHARES TR
SOLEShares16.73K
TypeSH
Market value$4.05M
2.58%
Sole
0.00
Shared
0.00
None
16.73K
ISHARES TR
SOLEShares62K
TypeSH
Market value$4.05M
2.58%
Sole
0.00
Shared
0.00
None
62K
ISHARES TR
SOLEShares25.89K
TypeSH
Market value$3.68M
2.35%
Sole
0.00
Shared
0.00
None
25.89K
ISHARES TR
SOLEShares40.25K
TypeSH
Market value$3.51M
2.24%
Sole
0.00
Shared
0.00
None
40.25K
ISHARES TR
SOLEShares55.67K
TypeSH
Market value$2.97M
1.90%
Sole
0.00
Shared
0.00
None
55.67K
CHEVRON CORP NEW
SOLEShares18.14K
TypeSH
Market value$2.82M
1.80%
Sole
0.00
Shared
0.00
None
18.14K
ISHARES TR
SOLEShares29.82K
TypeSH
Market value$2.78M
1.78%
Sole
0.00
Shared
0.00
None
29.82K
ISHARES TR
SOLEShares33.35K
TypeSH
Market value$2.67M
1.71%
Sole
0.00
Shared
0.00
None
33.35K
JPMORGAN CHASE & CO.
SOLEShares8.34K
TypeSH
Market value$2.63M
1.68%
Sole
0.00
Shared
0.00
None
8.34K
APPLE INC
SOLEShares9.53K
TypeSH
Market value$2.43M
1.55%
Sole
0.00
Shared
0.00
None
9.53K
SCHWAB STRATEGIC TR
SOLEShares94.21K
TypeSH
Market value$2.37M
1.51%
Sole
0.00
Shared
0.00
None
94.21K
VANGUARD ADMIRAL FDS INC
SOLEShares23.31K
TypeSH
Market value$2.22M
1.42%
Sole
0.00
Shared
0.00
None
23.31K
SOUTHERN CO
SOLEShares23.19K
TypeSH
Market value$2.20M
1.40%
Sole
0.00
Shared
0.00
None
23.19K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.74K
TypeSH
Market value$2.18M
1.39%
Sole
0.00
Shared
0.00
None
7.74K
CATERPILLAR INC
SOLEShares4.46K
TypeSH
Market value$2.13M
1.36%
Sole
0.00
Shared
0.00
None
4.46K
SPDR SERIES TRUST
SOLEShares20.85K
TypeSH
Market value$1.97M
1.26%
Sole
0.00
Shared
0.00
None
20.85K
ISHARES INC
SOLEShares29.78K
TypeSH
Market value$1.96M
1.25%
Sole
0.00
Shared
0.00
None
29.78K
VANGUARD INDEX FDS
SOLEShares20.62K
TypeSH
Market value$1.88M
1.20%
Sole
0.00
Shared
0.00
None
20.62K
LOCKHEED MARTIN CORP
SOLEShares3.66K
TypeSH
Market value$1.83M
1.17%
Sole
0.00
Shared
0.00
None
3.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 47.01K | SH | $24.35M 15.55% | 0.00 | 0.00 | 47.01K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.04K | SH | $12.74M 8.14% | 0.00 | 0.00 | 19.04K |
SSGA ACTIVE ETF TRSOLE | SPDR TR TACTIC | 167.21K | SH | $6.78M 4.33% | 0.00 | 0.00 | 167.21K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 71.03K | SH | $5.28M 3.37% | 0.00 | 0.00 | 71.03K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 45.07K | SH | $4.71M 3.01% | 0.00 | 0.00 | 45.07K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 77.76K | SH | $4.30M 2.75% | 0.00 | 0.00 | 77.76K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.73K | SH | $4.05M 2.58% | 0.00 | 0.00 | 16.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 62K | SH | $4.05M 2.58% | 0.00 | 0.00 | 62K |
ISHARES TRSOLE | SELECT DIVID ETF | 25.89K | SH | $3.68M 2.35% | 0.00 | 0.00 | 25.89K |
ISHARES TRSOLE | CORE MSCI EAFE | 40.25K | SH | $3.51M 2.24% | 0.00 | 0.00 | 40.25K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 55.67K | SH | $2.97M 1.90% | 0.00 | 0.00 | 55.67K |
CHEVRON CORP NEWSOLE | COM | 18.14K | SH | $2.82M 1.80% | 0.00 | 0.00 | 18.14K |
ISHARES TRSOLE | MSCI EAFE ETF | 29.82K | SH | $2.78M 1.78% | 0.00 | 0.00 | 29.82K |
ISHARES TRSOLE | CORE MSCI INTL | 33.35K | SH | $2.67M 1.71% | 0.00 | 0.00 | 33.35K |
JPMORGAN CHASE & CO.SOLE | COM | 8.34K | SH | $2.63M 1.68% | 0.00 | 0.00 | 8.34K |
APPLE INCSOLE | COM | 9.53K | SH | $2.43M 1.55% | 0.00 | 0.00 | 9.53K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 94.21K | SH | $2.37M 1.51% | 0.00 | 0.00 | 94.21K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 23.31K | SH | $2.22M 1.42% | 0.00 | 0.00 | 23.31K |
SOUTHERN COSOLE | COM | 23.19K | SH | $2.20M 1.40% | 0.00 | 0.00 | 23.19K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.74K | SH | $2.18M 1.39% | 0.00 | 0.00 | 7.74K |
CATERPILLAR INCSOLE | COM | 4.46K | SH | $2.13M 1.36% | 0.00 | 0.00 | 4.46K |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP GRW | 20.85K | SH | $1.97M 1.26% | 0.00 | 0.00 | 20.85K |
ISHARES INCSOLE | CORE MSCI EMKT | 29.78K | SH | $1.96M 1.25% | 0.00 | 0.00 | 29.78K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 20.62K | SH | $1.88M 1.20% | 0.00 | 0.00 | 20.62K |
LOCKHEED MARTIN CORPSOLE | COM | 3.66K | SH | $1.83M 1.17% | 0.00 | 0.00 | 3.66K |
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