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CIK: 0001731795
Total reported value
$314.6M
$314.6M
245 檔
26.5%
As reported in its official Q3 2025 Form 13F filing, Inlight Wealth Management, LLC's tracked investment portfolio stood at $314.6M with 245 total positions.
In Q3 2025, Inlight Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 35 holdings to manage risk exposure.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.29% | +0.50% | +4.90% | |
| 2 | ISHG | Ishares -3 Year Internationa | ETF-Other | 7.02% | -0.97% | +37.64% | |
| 3 | CEF | Sprott Physical Gold And Sil | Stock-Other | 6.92% | -0.06% | -0.21% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.54% | +0.14% | +5.33% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.41% | +0.89% | +4.52% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.50% | -0.68% | +3.96% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.38% | +0.05% | +5.17% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.52% | — | +6.10% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.62% | -0.10% | -0.21% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.51% | -0.33% | +1.85% | |
| 11 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.92% | — | -0.25% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.81% | — | -0.40% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.69% | -0.94% | -0.25% | |
| 14 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.58% | -0.62% | -0.93% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.36% | -0.18% | -9.90% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.94% | -0.52% | -0.34% | |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.82% | -0.10% | -9.78% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | -0.14% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.55% | +0.48% | +50.27% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 1.31% | +0.17% | -1.11% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.27% | -0.28% | -0.87% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 1.27% | -0.41% | -0.98% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.23% | +0.31% | +36.31% | |
| 24 | MTCH | Match Group Inc | Stock-Comm Services | 1.10% | +0.04% | -0.14% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | +0.53% | +36.63% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.02% | +0.60% | +54.88% | |
| 27 | BILL | Bill Holdings Inc | Stock-Tech | 1.02% | -0.11% | +0.82% | |
| 28 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.94% | +0.07% | -0.63% | |
| 29 | AMPY | Amplify Energy CORP | Stock-Other | 0.70% | -0.29% | -0.24% | |
| 30 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.66% | +0.11% | +0.04% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.27% | — | +0.04% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.27% | -0.03% | +29.37% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | — | — | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.19% | — | — | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | — | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.03% | -0.50% | |
| 39 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.15% | -0.03% | — | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.15% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | +21.68% | |
| 42 | WK | Workiva Inc | Stock-Tech | 0.15% | -0.08% | EXIT | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | — | — | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.11% | -0.01% | +12.71% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.10% | -0.01% | +22.13% | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.10% | -0.04% | — | |
| 48 | GSAT | Globalstar Inc | Stock-Other | 0.10% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | — |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 245 disclosed positions in Q3 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, ISHG, CEF) accounted for 26.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ISHG
市值: $14.9M
Top Position Liquidated / Trimmed
DK
前期市值: $1.7M
During Q3 2025, Inlight Wealth Management, LLC's top holdings by market value included VEA (12.3%)、ISHG (7.0%)、CEF (6.9%). The largest single position, VEA, represented 12.3% of total portfolio value.
In Q3 2025, Inlight Wealth Management, LLC made 134 total portfolio adjustments, initiating 15 new buys, adding to 26 positions, trimming 58 holdings, and fully liquidating 35 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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