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CIK: 0001731795
Total reported value
$314.6M
$314.6M
289 檔
19.8%
At the close of Q1 2025, Inlight Wealth Management, LLC disclosed equity holdings valued at approximately $314.6M, spread across 289 reported holdings.
During Q1 2025, Inlight Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 289 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.96% | +0.50% | +32.46% | |
| 2 | CEF | Sprott Physical Gold And Sil | Stock-Other | 7.27% | -0.06% | -9.10% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.84% | +0.14% | +7.11% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.30% | +0.89% | +4.82% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.13% | -0.68% | +0.75% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.70% | +0.05% | +7.40% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 4.58% | — | +1.74% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.31% | -0.10% | -0.54% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.26% | -0.14% | — | |
| 10 | T | At&t Inc | Stock-Comm Services | 3.57% | -0.94% | -5.44% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.21% | — | -9.39% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.05% | -0.18% | -8.33% | |
| 13 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.85% | -0.62% | -10.23% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.64% | -0.52% | -6.40% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.43% | -0.10% | -8.43% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.26% | — | -4.25% | |
| 17 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.25% | — | -4.17% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.88% | -0.33% | — | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.76% | -0.28% | -8.03% | |
| 20 | BP | Bp Plc-spons Adr | Stock-Energy | 1.75% | -0.41% | -17.81% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.66% | +0.17% | -17.79% | |
| 22 | MTCH | Match Group Inc | Stock-Comm Services | 1.31% | +0.04% | -10.05% | |
| 23 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.29% | +0.07% | -17.79% | |
| 24 | DK | Delek US Holdings Inc | Stock-Other | 1.03% | — | -19.99% | |
| 25 | AMPY | Amplify Energy CORP | Stock-Other | 0.70% | -0.29% | -17.77% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.48% | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.43% | +0.31% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | +0.53% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.31% | — | +0.09% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.29% | +0.60% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | -0.23% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.22% | — | — | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.21% | -0.01% | — | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.21% | — | — | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.20% | — | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -0.03% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | +0.13% | |
| 38 | WK | Workiva Inc | Stock-Tech | 0.17% | -0.08% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.03% | +13.99% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | -28.03% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 43 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.12% | — | -88.27% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.09% | EXIT | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.11% | — | -58.46% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | -37.40% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.10% | -0.01% | — | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.10% | -0.04% | — | |
| 50 | ATO | Atmos Energy CORP | Stock-Utilities | 0.10% | — | — |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 289 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, CEF, RSP) accounted for 19.8% of total reported equity market value during Q1 2025.
During Q1 2025, Inlight Wealth Management, LLC's top holdings by market value included VEA (12.0%)、CEF (7.3%)、RSP (6.8%). The largest single position, VEA, represented 12.0% of total portfolio value.
In Q1 2025, Inlight Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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