Inman Jager Wealth Management
Inman Jager Wealth Management reported 90 stocks worth $188M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (10.0%), MSFT (9.2%) and TOTL (3.8%). Compared with Q1 2026, the fund opened new positions in AMD, IONQ and CRWD, added to IVV, MSFT and TOTL, trimmed IWM, IJH and CAT and sold out of VTIP and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $18.9M | 10.0% | 25K | +278 (+1%) | 7 of 7 | |
| 2 |  MSFT Microsoft Corp | $17.2M | 9.2% | 46K | +578 (+1%) | 7 of 7 | |
| 3 |  TOTL Ssga Active ETF TR | $7.1M | 3.8% | 180K | +12K (+7%) | 7 of 7 | |
| 4 |  SPYG Spdr Series Trust | $6.6M | 3.5% | 55K | +658 (+1%) | 7 of 7 | |
| 5 |  SPYV State Street | $6M | 3.2% | 99K | +3,081 (+3%) | 7 of 7 | |
| 6 |  BND Vanguard BD Index Fds | $5.8M | 3.1% | 79K | +7,272 (+10%) | 7 of 7 | |
| 7 |  IWM Ishares TR | $4.8M | 2.6% | 16K | −229 (−1%) | 7 of 7 | |
| 8 |  IJH Ishares TR | $4.7M | 2.5% | 61K | −74 (−0%) | 7 of 7 | |
| 9 |  IDEV Ishares TR | $4.6M | 2.4% | 51K | +1,596 (+3%) | 7 of 7 | |
| 10 |  DVY Ishares Select Dividend | $3.9M | 2.1% | 25K | +74 (+0%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Inman Jager Wealth Management 13F FAQ
What does Inman Jager Wealth Management own?
Inman Jager Wealth Management reported 90 stocks worth $188M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (10.0%), MSFT (9.2%) and TOTL (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Inman Jager Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 52 added to, 13 trimmed and 2 sold out. New positions include AMD, IONQ and CRWD. It sold all of VTIP and CRM.
When will Inman Jager Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Inman Jager Wealth Management's portfolio worth?
The Q2 2026 filing reports $188M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.