IE
Insider Edges

INMAN JAGER WEALTH MANAGEMENT, LLC 13F portfolio summary

INMAN JAGER WEALTH MANAGEMENT, LLC of INMAN JAGER WEALTH MANAGEMENT, LLC has 84 current stock holdings with a reported portfolio value of $171.1M. The portfolio 1 year return is +14.65%. Top holdings include SPY (0.00%), QQQ (0.00%), MSFT (9.94%), IVV (9.57%), TOTL (3.93%).

Back to investors

INMAN JAGER WEALTH MANAGEMENT, LLC

INMAN JAGER WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

INMAN JAGER WEALTH MANAGEMENT, LLC runs INMAN JAGER WEALTH MANAGEMENT, LLC and currently holds 84 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $171.14M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INMAN JAGER WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INMAN JAGER WEALTH MANAGEMENT, LLC's portfolio at INMAN JAGER WEALTH MANAGEMENT, LLC has delivered returns of +14.65%. Their 3-year annualized return is +12.85%. Looking at the 5-year horizon, INMAN JAGER WEALTH MANAGEMENT, LLC has achieved +12.85% annualized returns at INMAN JAGER WEALTH MANAGEMENT, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.65%
#0/1000
3 Year
+12.85%
#0/1000
5 Year
+12.85%
#0/1000

Portfolio Value

$171.14M

Alpha Score

11.8

#0 of 1000

Holdings

84

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change