Inman Jager Wealth Management, LLC: 13F holdings
CIK 20520442026Q2
| Positions | 90 |
|---|---|
| Reported value | $187.9m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 25,197 | $18.9m | 10.0% |
| MSFT MICROSOFT CORP | 46,223 | $17.2m | 9.2% |
| TOTL SSGA ACTIVE ETF TR | 180,465 | $7.1m | 3.8% |
| SPYG SPDR SERIES TRUST | 55,240 | $6.6m | 3.5% |
| SPYV SPDR SERIES TRUST | 99,177 | $6.0m | 3.2% |
| BND VANGUARD BD INDEX FDS | 78,723 | $5.8m | 3.1% |
| IWM ISHARES TR | 16,071 | $4.8m | 2.6% |
| IJH ISHARES TR | 61,243 | $4.7m | 2.5% |
| VGK ISHARES TR | 51,361 | $4.6m | 2.4% |
| DVY ISHARES TR | 25,163 | $3.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052044")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.