Inman Jager Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Hattiesburg, MS
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$187,914
Net value change ($000)
+16,776 (9.8%)
New positions
8
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 2,593 15.9%
SPYG 1,229 23.0%
IWM 787 19.5%
INTC 779 217.0%
SPYV 592 10.9%
IJH 581 14.0%
IEMG 575 21.0%
CAT 562 18.3%
JPM 544 21.3%
EEM 522 17.4%
Top Reduces (Value $000, Stocks/ETFs)
DOW -776 -34.2%
CVX -763 -19.0%
VTIP -540 -100.0%
XOM -490 -17.9%
VZ -325 -14.3%
PLTR -318 -21.8%
LMT -259 -10.7%
CRM -235 -100.0%
PFE -65 -4.7%
IDV -59 -4.5%
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