Inman Jager Wealth Management, LLC - Portfolio overview

Inman Jager Wealth Management, LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 9.85%
2. IVV - ISHARES TR, 9.49%
3. TOTL - SSGA ACTIVE ETF TR, 3.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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