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INMAN JAGER WEALTH MANAGEMENT, LLC
INMAN JAGER WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
INMAN JAGER WEALTH MANAGEMENT, LLC runs INMAN JAGER WEALTH MANAGEMENT, LLC and currently holds 90 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $187.91M. Their top holdings are IVV, MSFT, TOTL, SPYG, SPYV. The top five represent 29.7% of reported portfolio weight. INMAN JAGER WEALTH MANAGEMENT, LLC ranks #944 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INMAN JAGER WEALTH MANAGEMENT, LLC initiated 8 new positions. They added to 56 existing positions. They trimmed 15 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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90 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 10.04% | $609.18 | $769.30 | +26.28% | Added +1.12% |
 MSFT MICROSOFT CORP | 9.18% | $421.04 | $483.24 | +14.77% | Added +1.27% |
 TOTL SSGA ACTIVE ETF TR | 3.79% | $39.50 | $38.78 | -1.82% | Added +7.28% |
 SPYG SPDR SERIES TRUST | 3.50% | $91.10 | $120.23 | +31.98% | Added +1.21% |
 SPYV SPDR SERIES TRUST | 3.21% | $52.82 | $63.52 | +20.26% | Added +3.21% |
 BND VANGUARD BD INDEX FDS | 3.08% | $72.28 | $72.23 | -0.07% | Added +10.18% |
 IWM ISHARES TR | 2.57% | $220.96 | $299.93 | +35.74% | Trimmed -1.40% |
 IJH ISHARES TR | 2.51% | $62.32 | $76.75 | +23.15% | Trimmed -0.12% |
 IDEV ISHARES TR | 2.43% | $74.17 | $93.31 | +25.80% | Added +3.21% |
 DVY ISHARES TR | 2.09% | $131.36 | $164.09 | +24.92% | Added +0.29% |
Showing 1-10 of 90