Inlight Wealth Management, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$161.6B

Holdings

289

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (289 positions)

StockValue
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$19.3B
CEF/USPROTT PHYSICAL GOLD & SILVER TRUST
$11.7B
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$11.0B
IJRISHARES CORE S&P SMALL CAP ETF
$10.2B
COWZPACER US CASH COWS 100 ETF
$9.9B
VTVVANGUARD VALUE ETF
$9.2B
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$7.4B
IWSISHARES RUSSELL MID-CAP VALUE ETF
$7.0B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$6.9B
TAT&T INC
$5.8B
UBERUBER TECHNOLOGIES INC COM
$5.2B
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
$4.9B
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$4.6B
BACVERIZON COMMUNICATIONS INC
$4.3B
CALFPACER US SMALL CAP CASH COWS ETF
$3.9B
GDXVANECK GOLD MINERS ETF
$3.6B
GDXJVANECK JUNIOR GOLD MINERS ETF
$3.6B
XLUUTILITIES SELECT SECTOR SPDR FUND
$3.0B
PFEPFIZER INC COM
$2.8B
BPBP PLC ADR
$2.8B
CVSCVS HEALTH CORP COM
$2.7B
MTCHMATCH GROUP INC NEW COM
$2.1B
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$2.1B
DKDELEK US HLDGS INC NEW COM
$1.7B
AMPYAMPLIFY ENERGY CORP NEW COM
$1.1B
VBRVANGUARD SMALL CAP VALUE ETF
$855.5M
VOEVANGUARD MID-CAP VALUE ETF
$699.0M
IJHISHARES CORE S&P MID-CAP ETF
$585.1M
AAPLAPPLE INC COM
$500.0M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$471.8M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$357.5M
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$349.1M
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$343.9M
IJJISHARES S&P MID-CAP 400 VALUE ETF
$335.2M
CSLCARLISLE COS INC COM
$320.0M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$291.6M
MSFTMICROSOFT CORP COM
$279.7M
WKWORKIVA INC COM CL A
$273.8M
GOOGALPHABET INC CAP STK CL C
$249.5M
HDHOME DEPOT INC COM
$235.3M
IVWISHARES S&P 500 GROWTH ETF
$210.9M
SCHXSCHWAB U.S. LARGE-CAP ETF
$203.1M
WBDWARNER BROS DISCOVERY INC COM SER A
$198.4M
IVEISHARES S&P 500 VALUE ETF
$198.3M
XOMEXXON MOBIL CORP COM
$181.5M
EPDENTERPRISE PRODS PARTNERS L P COM
$179.4M
NVDANVIDIA CORPORATION COM
$175.3M
SCHPSCHWAB US TIPS ETF
$166.4M
SLVISHARES SILVER TRUST
$157.6M
ATOATMOS ENERGY CORP COM
$154.6M
UPSUNITED PARCEL SERVICE INC CL B
$152.2M
COSTCOSTCO WHSL CORP NEW COM
$146.6M
CMGCHIPOTLE MEXICAN GRILL INC COM
$143.3M
MARMARRIOTT INTL INC NEW CL A
$136.3M
FLGTFULGENT GENETICS INC COM
$135.2M
MOSMOSAIC CO NEW COM
$134.3M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$124.7M
GSATGLOBALSTAR INC COM NEW
$122.4M
JNJJOHNSON & JOHNSON COM
$121.4M
CVXCHEVRON CORP NEW COM
$117.8M
SA2DSANDRIDGE ENERGY INC COM NEW
$114.3M
LIILENNOX INTL INC COM
$113.8M
ISRGINTUITIVE SURGICAL INC COM NEW
$110.9M
FQIDIGITAL RLTY TR INC COM
$110.3M
WELLWELLTOWER INC COM
$110.3M
DISDISNEY WALT CO COM
$107.1M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$105.7M
JPMJPMORGAN CHASE & CO. COM
$104.7M
EFAISHARES MSCI EAFE ETF
$103.1M
GOOGLALPHABET INC CAP STK CL A
$99.7M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$99.2M
GSGOLDMAN SACHS GROUP INC COM
$95.1M
IAU*ISHARES GOLD TRUST
$94.7M
ITWILLINOIS TOOL WKS INC COM
$94.0M
VPUVANGUARD UTILITIES ETF
$90.4M
TXRHTEXAS ROADHOUSE INC COM
$89.0M
IGTINTERNATIONAL GAME TECHNOLOGY SHS USD
$85.2M
DCTHDELCATH SYS INC COM NEW
$85.0M
TSLATESLA INC COM
$82.2M
COPXGLOBAL X COPPER MINERS ETF
$82.0M
SDYSPDR S&P DIVIDEND ETF
$75.8M
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$75.1M
AZNASTRAZENECA PLC SPONSORED ADR
$73.5M
JNPJUNIPER NETWORKS INC COM
$72.4M
VOOVANGUARD S&P 500 ETF
$70.4M
VGKVANGUARD FTSE EUROPE ETF
$67.7M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$67.5M
CAGCONAGRA BRANDS INC COM
$66.9M
AVBAVALONBAY CMNTYS INC COM
$62.0M
BENFRANKLIN RESOURCES INC COM
$61.2M
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$60.3M
IVVISHARES CORE S&P 500 ETF
$59.6M
XARSPDR S&P AEROSPACE & DEFENSE ETF
$58.8M
NNNNNN REIT INC COM
$56.9M
PINSPINTEREST INC CL A
$54.9M
GQ9SPDR GOLD SHARES
$54.7M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$52.9M
HQIHIREQUEST INC COM
$49.9M
HOODROBINHOOD MKTS INC COM CL A
$46.4M
URAGLOBAL X URANIUM ETF
$45.8M
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