Inlight Wealth Management, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$273.1M

Holdings

234

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (234 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
556,615$34.8M12.73%
2
ISHGISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
316,251$23.8M8.71%
3
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
99,712$19.1M6.99%
4
CEF/USPROTT PHYSICAL GOLD & SILVER TRUST
398,877$18.3M6.69%
5
IJRISHARES CORE S&P SMALL CAP ETF
175,294$17.9M6.56%
6
COWZPACER US CASH COWS 100 ETF
257,643$15.5M5.68%
7
VTVVANGUARD VALUE ETF
79,037$15.1M5.53%
8
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
280,326$12.7M4.66%
9
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
209,756$9.0M3.28%
10
IWSISHARES RUSSELL MID-CAP VALUE ETF
54,837$7.7M2.83%
11
VBRVANGUARD SMALL CAP VALUE ETF
34,194$7.2M2.65%
12
GDXJVANECK JUNIOR GOLD MINERS ETF
62,129$7.1M2.59%
13
GDXVANECK GOLD MINERS ETF
77,543$6.7M2.43%
14
VOEVANGUARD MID-CAP VALUE ETF
37,343$6.6M2.43%
15
VODVODAFONE GROUP PLC SPONSORED ADR
463,548$6.1M2.24%
16
TAT&T INC
405,204$5.7M2.10%
17
IJHISHARES CORE S&P MID-CAP ETF
84,489$5.6M2.04%
18
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
65,355$4.8M1.74%
19
BACVERIZON COMMUNICATIONS INC
114,187$4.7M1.70%
20
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
76,069$4.4M1.59%
21
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
7,397$3.7M1.36%
22
CALFPACER US SMALL CAP CASH COWS ETF
78,005$3.5M1.27%
23
BILLBILL HOLDINGS INC COM
58,201$3.2M1.16%
24
CVSCVS HEALTH CORP COM
34,365$2.7M1.00%
25
BPBP PLC ADR
75,579$2.6M0.96%
26
FRSHFRESHWORKS INC CLASS A COM
211,247$2.6M0.95%
27
PFEPFIZER INC COM
100,345$2.5M0.91%
28
MTCHMATCH GROUP INC NEW COM
65,821$2.1M0.78%
29
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
85,104$1.7M0.62%
30
AMPYAMPLIFY ENERGY CORP NEW COM
282,296$1.3M0.47%
31
VGSHVANGUARD SHORT-TERM TREASURY ETF
13,648$801K0.29%
32
AAPLAPPLE INC COM
2,250$611K0.22%
33
GOOGALPHABET INC CAP STK CL C
1,395$437K0.16%
34
VWOVANGUARD FTSE EMERGING MARKETS ETF
70,100$416K0.15%
35
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
3,528$401K0.15%
36
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
2,804$395K0.14%
37
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,800$368K0.13%
38
GSATGLOBALSTAR INC COM NEW
5,866$358K0.13%
39
MSFTMICROSOFT CORP COM
711$343K0.13%
40
SLVISHARES SILVER TRUST
5,087$327K0.12%
41
FXEINVESCO CURRENCYSHARES EURO TRUST
3,002$325K0.12%
42
CSLCARLISLE COS INC COM
320,026$320K0.12%
43
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
5,254$314K0.11%
44
WKWORKIVA INC COM CL A
3,607$311K0.11%
45
SCHPSCHWAB US TIPS ETF
11,656$308K0.11%
46
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
3,024$303K0.11%
47
NVDANVIDIA CORPORATION COM
1,590$296K0.11%
48
STIPISHARES 0-5 YEAR TIPS BOND ETF
2,768$283K0.10%
49
HDHOME DEPOT INC COM
780$268K0.10%
50
SCHXSCHWAB U.S. LARGE-CAP ETF
9,322$250K0.09%
51
VOOVANGUARD S&P 500 ETF
369$231K0.08%
52
IVWISHARES S&P 500 GROWTH ETF
210,897$210K0.08%
53
GOOGLALPHABET INC CAP STK CL A
646$202K0.07%
54
IVEISHARES S&P 500 VALUE ETF
179,293$200K0.07%
55
XOMEXXON MOBIL CORP COM
1,526$183K0.07%
56
MARMARRIOTT INTL INC NEW CL A
572$177K0.06%
57
ATOATMOS ENERGY CORP COM
1,000$167K0.06%
58
NSCNORFOLK SOUTHN CORP COM
541$156K0.06%
59
GSGOLDMAN SACHS GROUP INC COM
174$152K0.06%
60
JNJJOHNSON & JOHNSON COM
732$151K0.06%
61
JPMJPMORGAN CHASE & CO. COM
427$137K0.05%
62
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
899$133K0.05%
63
WELLWELLTOWER INC COM
720$133K0.05%
64
COSTCOSTCO WHOLESALE CORPORATION COM
152$131K0.05%
65
IAU*ISHARES GOLD TRUST
1,606$130K0.05%
66
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
523$130K0.05%
67
VTIVANGUARD TOTAL STOCK MARKET ETF
383$128K0.05%
68
EPDENTERPRISE PRODS PARTNERS L P COM
4,000$128K0.05%
69
ISRGINTUITIVE SURGICAL INC COM NEW
221$125K0.05%
70
EFAISHARES MSCI EAFE ETF
1,261$121K0.04%
71
DISDISNEY WALT CO COM
1,071$121K0.04%
72
FQIDIGITAL RLTY TR INC COM
770$119K0.04%
73
COPXGLOBAL X COPPER MINERS ETF
1,500$107K0.04%
74
CVXCHEVRON CORP NEW COM
703$107K0.04%
75
CMGCHIPOTLE MEXICAN GRILL INC COM
2,700$99K0.04%
76
LIILENNOX INTL INC COM
203$98K0.04%
77
ITWILLINOIS TOOL WKS INC COM
379$93K0.03%
78
AZNASTRAZENECA PLC SPONSORED ADR
1,000$91K0.03%
79
TXRHTEXAS ROADHOUSE INC COM
534$88K0.03%
80
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
366$88K0.03%
81
BWZSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
3,189$87K0.03%
82
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
394$84K0.03%
83
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
2,500$81K0.03%
84
UPSUNITED PARCEL SERVICE INC CL B
807$80K0.03%
85
SDYSTATE STREET SPDR S&P DIVIDEND ETF
559$77K0.03%
86
SCHFSCHWAB INTERNATIONAL EQUITY ETF
3,127$75K0.03%
87
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
1,104$74K0.03%
88
VPUVANGUARD UTILITIES ETF
400$74K0.03%
89
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
851$74K0.03%
90
SPYSPDR S&P 500 ETF TRUST
107$72K0.03%
91
VGKVANGUARD FTSE EUROPE ETF
67,702$67K0.02%
92
GQ9SPDR GOLD SHARES
171$67K0.02%
93
IVVISHARES CORE S&P 500 ETF
97$66K0.02%
94
TSLATESLA INC COM
135$60K0.02%
95
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
839$59K0.02%
96
AVBAVALONBAY CMNTYS INC COM
289$52K0.02%
97
NNNNNN REIT INC COM
1,334$52K0.02%
98
VIGVANGUARD DIVIDEND APPRECIATION ETF
235$51K0.02%
99
URAGLOBAL X URANIUM ETF
1,200$51K0.02%
100
MUBISHARES NATIONAL MUNI BOND ETF
445$47K0.02%
Page 1 of 3Next