Inlight Wealth Management, LLC

CIK: 0001731795Latest portfolio: $273.1M · Q4 2025

Holdings

234

Total Value

$273.1M

New Positions

232

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
556,615$34.8M12.73%NEW
2
ISHGISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
316,251$23.8M8.71%NEW
3
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
99,712$19.1M6.99%NEW
4
CEF/USPROTT PHYSICAL GOLD & SILVER TRUST
398,877$18.3M6.69%NEW
5
IJRISHARES CORE S&P SMALL CAP ETF
175,294$17.9M6.56%NEW
6
COWZPACER US CASH COWS 100 ETF
257,643$15.5M5.68%NEW
7
VTVVANGUARD VALUE ETF
79,037$15.1M5.53%NEW
8
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
280,326$12.7M4.66%NEW
9
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
209,756$9.0M3.28%NEW
10
IWSISHARES RUSSELL MID-CAP VALUE ETF
54,837$7.7M2.83%NEW
11
VBRVANGUARD SMALL CAP VALUE ETF
34,194$7.2M2.65%NEW
12
GDXJVANECK JUNIOR GOLD MINERS ETF
62,129$7.1M2.59%NEW
13
GDXVANECK GOLD MINERS ETF
77,543$6.7M2.43%NEW
14
VOEVANGUARD MID-CAP VALUE ETF
37,343$6.6M2.43%NEW
15
VODVODAFONE GROUP PLC SPONSORED ADR
463,548$6.1M2.24%NEW
16
TAT&T INC
405,204$5.7M2.10%NEW
17
IJHISHARES CORE S&P MID-CAP ETF
84,489$5.6M2.04%NEW
18
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
65,355$4.8M1.74%NEW
19
BACVERIZON COMMUNICATIONS INC
114,187$4.7M1.70%NEW
20
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
76,069$4.4M1.59%NEW
21
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
7,397$3.7M1.36%NEW
22
CALFPACER US SMALL CAP CASH COWS ETF
78,005$3.5M1.27%NEW
23
BILLBILL HOLDINGS INC COM
58,201$3.2M1.16%NEW
24
CVSCVS HEALTH CORP COM
34,365$2.7M1.00%NEW
25
BPBP PLC ADR
75,579$2.6M0.96%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.4771237941910014e+199T)
Technology0.0% ($3.1742587212561132e+60T)
Communication Services0.0% ($6.123574017014374e+27T)
Unknown0.0% ($1.8268371813011984e+22T)
Industrials0.0% ($3.2015698938033335e+21T)
Healthcare0.0% ($2.7272498151125916e+21T)
Consumer Cyclical0.0% ($2681779988604645376.0T)
Energy0.0% ($262412901831281088.0T)
Consumer Defensive0.0% ($1.3T)
Real Estate0.0% ($133.5B)
Utilities0.0% ($16.8M)
Basic Materials0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$273.1M234
Q3 2025Oct 28, 2025$213.0B0
Q2 2025Jul 22, 2025$193.2B249
Q1 2025Apr 22, 2025$161.6B289
Q4 2024Feb 13, 2025$152.0B50

Fund Information

CIK0001731795
Most Recent FilingJan 23, 2026
Number of Filings5

Inlight Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $273.1M across 234 holdings. The largest position is VANGUARD FTSE DEVELOPED MARKETS ETF (VEA), representing 12.7% of the portfolio. Compared to the previous quarter, the fund opened 234 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.