Inman Jager Wealth Management, LLC
RIA/Wealth
Inman Jager Wealth Management, LLC is a RIA/Wealth based in Hattiesburg, MS led by Christopher David Inman, reporting $189.3M in AUM as of Q3 2025 with 56% ETF concentration and 16% allocation to MSFT.
Managing PartnerChristopher David Inman
- Portfolio Value
- $156.6M
- Positions
- 83
- Top Holding
- MSFT at 15.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Inman Jager Wealth Management, LLC's portfolio (46.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $24.3M | 15.55% | +$108.3K Bought | 0.00% 47.0K shares | |
ETF ETF | $12.7M | 8.14% | +$149.9K Bought | — 19.0K shares | |
ETF ETF | $6.8M | 4.33% | -$331.5K Sold | — 167.2K shares | |
ETF ETF | $5.3M | 3.37% | -$288.6K Sold | — 71.0K shares | |
ETF ETF | $4.7M | 3.01% | +$243.4K Bought | — 45.1K shares | |
ETF ETF | $4.3M | 2.75% | +$263.2K Bought | — 77.8K shares | |
ETF ETF | $4.0M | 2.58% | -$209.5K Sold | — 16.7K shares | |
ETF ETF | $4.0M | 2.58% | -$151.7K Sold | — 62.0K shares | |
ETF ETF | $3.7M | 2.35% | -$196.8K Sold | — 25.9K shares | |
ETF ETF | $3.5M | 2.24% | -$254.9K Sold | — 40.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Inman Jager Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+38.51% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-30.53% | |
-22.73% | |
-20.06% | |
-18.68% |
Analytics
Portfolio insights and performance metrics for Inman Jager Wealth Management, LLC
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