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Disclosed positions
Inman Jager Wealth Management, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $18,869,904
- Reported amount
- 25,197
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001160Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $18,869,904 | 25,197 | SH | None |
| MICROSOFT CORP | MSFT | COM | $17,242,103 | 46,223 | SH | None |
| SSGA ACTIVE ETF TR | TOTL | ST STR TOTAL ETF | $7,122,954 | 180,465 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $6,573,022 | 55,240 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $6,028,951 | 99,177 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $5,779,055 | 78,723 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $4,828,532 | 16,071 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,722,448 | 61,243 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $4,571,674 | 51,361 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $3,932,977 | 25,163 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $3,899,936 | 158,148 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $3,803,417 | 39,381 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,634,504 | 3,413 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $3,516,411 | 51,402 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,318,688 | 40,061 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $3,285,163 | 39,748 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $3,254,200 | 19,632 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,093,923 | 9,452 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,012,312 | 28,998 | SH | None |
| APPLE INC | AAPL | COM | $3,007,318 | 10,393 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $2,873,177 | 24,488 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $2,644,805 | 22,201 | SH | None |
| SOUTHERN CO | SO | COM | $2,634,896 | 27,530 | SH | None |
| MERCK & CO INC | MRK | COM | $2,605,852 | 20,279 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,371,444 | 8,433 | SH | None |
| COCA COLA CO | KO | COM | $2,368,208 | 29,140 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $2,252,872 | 16,478 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,172,967 | 8,556 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $2,150,940 | 4,222 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,118,774 | 14,286 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $2,074,016 | 21,508 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $2,008,672 | 17,488 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $1,949,418 | 46,042 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,932,129 | 13,176 | SH | None |
| 3M CO | MMM | COM | $1,865,203 | 11,520 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $1,778,556 | 26,326 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,762,354 | 2,566 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,723,775 | 8,615 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,703,494 | 6,302 | SH | None |
| HOME DEPOT INC | HD | COM | $1,627,618 | 4,615 | SH | None |
| DOW HLDGS INC | DOW | COM | $1,492,926 | 54,566 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $1,479,878 | 42,513 | SH | None |
| CROWN CASTLE INC | CCI | COM | $1,432,206 | 18,912 | SH | None |
| PFIZER INC | PFE | COM | $1,309,928 | 54,399 | SH | None |
| ISHARES TR | IDV | INTL SEL DIV ETF | $1,248,617 | 30,138 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $1,225,305 | 11,230 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $1,137,883 | 9,753 | SH | None |
| INTEL CORP | INTC | COM | $1,137,845 | 8,149 | SH | None |
| ISHARES TR | USRT | CRE U S REIT ETF | $1,120,281 | 16,859 | SH | None |
| ISHARES TR | IEUR | CORE MSCI EURO | $1,068,917 | 14,220 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.