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CIK: 0001731795
Total reported value
$314.6M
$314.6M
249 檔
22.7%
At the close of Q2 2025, Inlight Wealth Management, LLC disclosed equity holdings valued at approximately $314.6M, spread across 249 reported holdings.
During Q2 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 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.29% | +0.50% | +9.55% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.56% | +0.14% | +9.33% | |
| 3 | CEF | Sprott Physical Gold And Sil | Stock-Other | 6.27% | -0.06% | -2.60% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.15% | +0.89% | +9.34% | |
| 5 | ISHG | Ishares -3 Year Internationa | ETF-Other | 5.65% | -0.97% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.60% | -0.68% | +8.50% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.35% | +0.05% | +9.62% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.59% | — | +10.06% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.79% | -0.10% | +0.17% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.56% | -0.33% | +118.33% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.36% | — | -2.46% | |
| 12 | T | At&t Inc | Stock-Comm Services | 3.05% | -0.94% | -0.18% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.79% | -0.18% | -4.54% | |
| 14 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.64% | -0.62% | -2.49% | |
| 15 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.20% | — | -0.94% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.12% | — | -0.95% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.11% | -0.52% | +0.44% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.02% | -0.10% | -6.15% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.14% | -42.11% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.35% | -0.28% | -4.42% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.33% | +0.17% | -5.72% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 1.23% | -0.41% | -5.56% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | +0.48% | +129.62% | |
| 24 | MTCH | Match Group Inc | Stock-Comm Services | 1.06% | +0.04% | -2.38% | |
| 25 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.03% | +0.07% | -5.88% | |
| 26 | BILL | Bill Holdings Inc | Stock-Tech | 0.97% | -0.11% | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.94% | +0.31% | +152.87% | |
| 28 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.92% | +0.11% | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | +0.53% | +153.64% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.68% | +0.60% | +141.95% | |
| 31 | AMPY | Amplify Energy CORP | Stock-Other | 0.47% | -0.29% | -5.23% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | -0.18% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.23% | -0.03% | +51.22% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | — | -0.09% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.19% | — | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.02% | -5.10% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | -0.01% | — | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.18% | — | — | |
| 39 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.17% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.01% | +2.66% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.03% | -12.21% | |
| 42 | WK | Workiva Inc | Stock-Tech | 0.13% | -0.08% | EXIT | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | -0.16% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | +1.34% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.11% | -0.01% | +28.91% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | — | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | -0.01% | +41.69% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.09% | -0.04% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.09% | EXIT |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 249 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, RSP, CEF) accounted for 22.7% of total reported equity market value during Q2 2025.
During Q2 2025, Inlight Wealth Management, LLC's top holdings by market value included VEA (12.3%)、RSP (6.6%)、CEF (6.3%). The largest single position, VEA, represented 12.3% of total portfolio value.
In Q2 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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