Titelia

Holdings of Inman Jager Wealth Management, LLC

83 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.3 % of the equity sleeve

Sector breakdown

  • Funds 19.2 %
  • Technology 15.2 %
  • Industrials 4.7 %
  • Health care 3.6 %
  • Consumer staples 2.7 %
  • Utilities 2.6 %
  • Consumer discretionary 2.4 %
  • Financials 1.9 %
  • Communication 1.7 %
  • Energy 1.6 %
  • Materials 1.3 %
  • Real estate 0.9 %
  • Unattributed 42.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US83170.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 45,64516.9M $
2iShares Core S&P 500 ETF 24,91916.3M $
3Ssga Active Trust 168,2266.7M $
4SPDR Series Trust 96,0965.4M $
5SPDR Series Trust 54,5825.3M $
6Vanguard Total Bond Market ETF 71,4515.3M $
7iShares Core MSCI International Developed Markets ETF 49,7654.2M $
8iShares Core S&P Mid-Cap ETF 61,3174.1M $
9iShares Russell 2000 ETF 16,3004M $
10Chevron Corp 19,4174M $
11iShares Select Dividend ETF 25,0893.8M $
12Schwab Intermediate-Term U.S. Treasury ETF 149,6133.7M $
13iShares Core MSCI EAFE ETF 38,8333.5M $
14Vanguard Intermediate-Term Corporate Bond ETF 37,4223.1M $
15Caterpillar Inc 4,3373.1M $
16iShares MSCI Emerging Markets ETF 52,7253M $
17iShares MSCI EAFE ETF 28,9732.8M $
18iShares Core MSCI Emerging Markets ETF 39,3462.7M $
19Exxon Mobil Corp 16,1662.7M $
20JPMorgan Chase & Co 8,6682.5M $
21Southern Co/The 26,3792.5M $
22Vanguard S&P Small-Cap 600 Value ETF 24,4792.5M $
23Apple Inc 9,8052.5M $
24Lockheed Martin Corp 3,9872.4M $
25Merck & Co Inc 19,3172.3M $
26Verizon Communications Inc 45,2962.3M $
27Dow Inc 54,4872.3M $
28Coca-Cola Co/The 28,3872.2M $
29State Street SPDR S&P 600 Smal 22,2192.1M $
30Johnson & Johnson 8,3892.1M $
31Entergy Corp 17,5032M $
32International Business Machines Corp. 8,0421.9M $
33Vanguard Real Estate ETF 21,2391.9M $
34Procter & Gamble Co/The 12,0511.7M $
35McDonald's Corp. 5,5691.7M $
36iShares Core S&P Small-Cap ETF 13,7981.7M $
373M Co 10,9491.6M $
38Vanguard S&P 500 ETF 2,5361.5M $
39NVIDIA Corp 8,5691.5M $
40SPDR Series Trust 24,6991.5M $
41Crown Castle Inc 17,9081.5M $
42Palantir Technologies Inc 9,9531.5M $
43Pfizer Inc 48,9651.4M $
44Home Depot Inc/The 3,9821.3M $
45iShares Trust 30,7311.3M $
46Schwab Strategic Trust 42,5131.3M $
47SPDR SERIES TRUST 11,2491.1M $
48iShares Core MSCI Europe ETF 14,180996.4K $
49iShares Core U.S. REIT ETF 16,774992.9K $
50iShares Core MSCI Total International Stock ETF 11,028955.5K $
51iShares Core MSCI Pacific ETF 12,464953.6K $
52Hancock Whitney Corp 12,674805.9K $
53Invesco QQQ Trust Series 1 1,388801.1K $
54iShares Core S&P Total U.S. Stock Market ETF 5,481780.7K $
55State Street SPDR Portfolio Emerging Markets ETF 16,561776.9K $
56Tesla Inc 2,072770.3K $
57Broadcom Inc 2,361730.8K $
58iShares Core U.S. Aggregate Bond ETF 7,102705K $
59Walmart Inc 5,392670.1K $
60VANGUARD SCOTTSDALE FUNDS 5,924555.3K $
61Vanguard Mid-Cap ETF 1,916550.2K $
62Berkshire Hathaway Inc 1,132542.5K $
63Vanguard Malvern Funds 10,813540.1K $
64Alphabet Inc 1,521436.3K $
65iShares Trust 4,871402.2K $
66Vanguard Russell 1000 Growth ETF 3,644399.7K $
67Intel Corp 8,125358.6K $
68Parker-Hannifin Corp 393351.8K $
69Amazon.com Inc 1,658345.3K $
70AbbVie Inc 1,549336.9K $
71RTX Corp 1,694326.8K $
72Cisco Systems, Inc. 4,015311.5K $
73iShares 5-10 Year Investment Grade Corporate Bond ETF 5,712304K $
74Schwab Short-Term U.S. Treasury ETF 11,914289.2K $
75Schwab US TIPS ETF 10,807287.6K $
76Enterprise Products Partners LP 7,191272.1K $
77State Street SPDR S&P 500 ETF Trust 414269.2K $
78Meta Platforms Inc 432247.2K $
79Salesforce Inc 1,257234.6K $
80Regions Financial Corp 8,445220.6K $
81Vanguard Scottsdale Funds 2,132213.6K $
82General Electric Co 736208.9K $
83Vanguard Index Funds 939204K $