ETF Holders

Inman Jager Wealth Management, LLC ETF holdings

Hattiesburg, MS

Reported $112.9M in 45 ETFs in its Form 13F for June 30, 2026.

ETF value
$112.9M
ETFs held
45
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
60.1%
of $187.9M

Top 10 of 45 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$18.9M25,197+278 shares
TOTLState Street DoubleLine Total Return Tactical ETF$7.1M180,465+12,239 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$6.6M55,240+658 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$6.0M99,177+3,081 shares
BNDVanguard Total Bond Market ETF$5.8M78,723+7,272 shares
IWMiShares Russell 2000 ETF$4.8M16,071−229 shares
IJHiShares Core S&P Mid-Cap ETF$4.7M61,243−74 shares
IDEViShares Core MSCI International Developed Markets ETF$4.6M51,361+1,596 shares
DVYiShares Select Dividend ETF$3.9M25,163+74 shares
SCHRSchwab Intermediate-Term U.S. Treasury ETF$3.9M158,148+8,535 shares
35 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002052044. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Inman Jager Wealth Management, LLC own?

Inman Jager Wealth Management, LLC reported 45 ETF positions worth $112.9M in its Form 13F for June 30, 2026. The largest was IVV, at $18.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.