Inman Jager Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Hattiesburg, MS
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$156,609
Net value change ($000)
+8,704 (5.9%)
New positions
5
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 1,070 4.6%
IVV 1,061 9.1%
SPYG 636 15.6%
AAPL 561 30.1%
SPYV 481 12.6%
IDEV 428 19.1%
IEMG 341 21.0%
VIOV 339 18.0%
NVDA 312 39.9%
CAT 293 16.0%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -362 -100.0%
DOW -264 -29.6%
TOTL -250 -3.6%
BND -233 -4.2%
IBM -193 -8.1%
KO -148 -7.9%
VTIP -131 -19.4%
PLTR -115 -7.0%
CCI -96 -6.5%
IEFA -89 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type