Inman Jager Wealth Management, LLC reported 43 positions worth $79.04M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 1 new position, added to 12, trimmed 21 and exited 3. Its largest holding is Microsoft Corp at 30% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRM Salesforce, Inc. | +1,236 | – | $283.75K | 0.359% |
| CCI Crown Castle Inc. | +1,672 | +8.8% | $111.44K | 1.74% |
| MCD Mcdonalds Corp | +204 | +3.2% | $47.11K | 1.9% |
| DOW Dow Inc. | +1,554 | +2.8% | $42.80K | 1.96% |
| SO Southern Co | +474 | +1.7% | $39.29K | 2.94% |
| PG PROCTER & GAMBLE Co | +200 | +1.5% | $29.06K | 2.46% |
| GOOG Alphabet Inc. | +77 | +5.4% | $26.24K | 0.646% |
| VZ Verizon Communications Inc | +470 | +1.0% | $21.56K | 2.7% |
| ETR Entergy Corp | +197 | +1.1% | $19.55K | 2.22% |
| HD Home Depot, Inc. | +65 | +1.4% | $18.49K | 1.68% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -16.5K | -100.0% | $2.25M | Exited |
| ASML Asml Holding Nv | -112 | -100.0% | $222.82K | Exited |
| GEV GE Vernova Inc. | -172 | -100.0% | $202.08K | Exited |
| CSCO Cisco Systems, Inc. | -607 | -13.4% | $65.33K | 0.535% |
| MRK Merck & Co., Inc. | -429 | -2.1% | $62.34K | 3.65% |
| JPM Jpmorgan Chase & Co | -150 | -1.6% | $49.63K | 3.89% |
| CAT Caterpillar Inc | -60 | -1.8% | $48.65K | 3.44% |
| CVX Chevron Corp | -190 | -1.0% | $38.80K | 5.02% |
| AAPL Apple Inc. | -113 | -1.1% | $37.63K | 4.33% |
| AMZN Amazon Com Inc | -97 | -5.4% | $24.17K | 0.533% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRM Salesforce, Inc. | +1,236 | $283.75K | 0.359% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 46.2K | $23.70M | 29.98% | -23 | 0.0% | Reduced | 0% |
| 2 | CVX Chevron Corp | Energy | 19.4K | $3.97M | 5.02% | -190 | -1.0% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 10.3K | $3.42M | 4.33% | -113 | -1.1% | Reduced | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 9,302 | $3.08M | 3.89% | -150 | -1.6% | Reduced | 0% |
| 5 | MRK Merck & Co., Inc. | Healthcare | 19.9K | $2.88M | 3.65% | -429 | -2.1% | Reduced | 0% |
| 6 | CAT Caterpillar Inc | Industrials | 3,353 | $2.72M | 3.44% | -60 | -1.8% | Reduced | 0% |
| 7 | KO Coca Cola Co | Consumer Staples | 29.1K | $2.51M | 3.17% | -38 | -0.1% | Reduced | 0% |
| 8 | SO Southern Co | Utilities | 28.0K | $2.32M | 2.94% | +474 | +1.7% | Added | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 8,495 | $2.25M | 2.85% | -61 | -0.7% | Reduced | 0% |
| 10 | LMT Lockheed Martin Corp | Industrials | 4,253 | $2.17M | 2.74% | +31 | +0.7% | Added | 0% |
| 11 | VZ Verizon Communications Inc | Communication Services | 46.5K | $2.13M | 2.7% | +470 | +1.0% | Added | 0% |
| 12 | NVDA Nvidia Corp | Technology | 8,580 | $1.96M | 2.48% | -35 | -0.4% | Reduced | 0% |
| 13 | PG PROCTER & GAMBLE Co | Consumer Staples | 13.4K | $1.94M | 2.46% | +200 | +1.5% | Added | 0% |
| 14 | MMM 3M Co | Industrials | 11.6K | $1.90M | 2.4% | +60 | +0.5% | Added | 0% |
| 15 | IBM International Business Machines Corp | Technology | 8,404 | $1.85M | 2.34% | -29 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Inman Jager Wealth Management.
As of its Q3 2026 13F filing, Inman Jager Wealth Management, LLC’s five largest positions were Microsoft Corp (MSFT) at 30.0%, Chevron Corp (CVX) at 5.0%, Apple Inc. (AAPL) at 4.3%, Jpmorgan Chase & Co (JPM) at 3.9%, Merck & Co., Inc. (MRK) at 3.6% of the reported portfolio.
Inman Jager Wealth Management, LLC reported a 13F portfolio worth $79.04M across 43 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Salesforce, Inc. ($283.75K), Crown Castle Inc. ($111.44K), Mcdonalds Corp ($47.11K). It opened 1 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($2.25M), Asml Holding Nv ($222.82K), GE Vernova Inc. ($202.08K). It exited 3 positions entirely.
From the Form 13F-HR reports Inman Jager Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.