Institutional Fund
Inman Jager Wealth Management, LLC
Hattiesburg, MSCIK 20520445 filings on record
Portfolio Value
$171.14M
Q1 2026
Holdings
84
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+4.8%
from $163.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp9.9%
- Ishares Tr9.5%
- Ssga Active ETF Tr3.9%
- Spdr Series Trust3.2%
- Spdr Series Trust3.1%
- Vanguard Bd Index Fds3.1%
- Other67.3%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 45.6K | $16.90M | 9.9% | +221 | Added |
| 2 | Ishares Tr | 24.9K | $16.28M | 9.5% | +3.5K | Added |
| 3 | Ssga Active ETF Tr | 168.2K | $6.68M | 3.9% | −509 | Reduced |
| 4 | Spdr Series Trust | 96.1K | $5.44M | 3.2% | +10.0K | Added |
| 5 | Spdr Series Trust | 54.6K | $5.34M | 3.1% | +5.8K | Added |
| 6 | Vanguard Bd Index Fds | 71.5K | $5.26M | 3.1% | −1.5K | Reduced |
| 7 | Ishares Tr | 49.8K | $4.16M | 2.4% | +9.9K | Added |
| 8 | Ishares Tr | 61.3K | $4.14M | 2.4% | −819 | Reduced |
| 9 | Ishares Tr | 16.3K | $4.04M | 2.4% | −314 | Reduced |
| 10 | Chevron Corp New | 19.4K | $4.02M | 2.3% | +368 | Added |
74 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio