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CIK: 0001731795
Total reported value
$314.6M
$314.6M
234 檔
36.2%
According to the latest 13F quarterly dataset, Inlight Wealth Management, LLC managed an equity portfolio of $314.6M at the end of Q4 2025, spanning 234 distinct U.S. exchange-listed positions.
Inlight Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 24 holdings and trimming 29 positions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.73% | +0.50% | +27.38% | |
| 2 | ISHG | Ishares -3 Year Internationa | ETF-Other | 8.71% | -0.97% | +61.19% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.99% | +0.14% | +35.80% | |
| 4 | CEF | Sprott Physical Gold And Sil | Stock-Other | 6.69% | -0.06% | -0.71% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.56% | +0.89% | +24.33% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.68% | -0.68% | +26.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.53% | +0.05% | +28.57% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.67% | — | +28.72% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.28% | -0.33% | +144.71% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.83% | -0.10% | -0.71% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.65% | +0.48% | +115.80% | |
| 12 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.59% | — | -1.01% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.44% | — | -0.95% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.43% | +0.31% | +148.82% | |
| 15 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.24% | -0.62% | -2.29% | |
| 16 | T | At&t Inc | Stock-Comm Services | 2.10% | -0.94% | +7.31% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | +0.53% | +143.15% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.74% | +0.60% | +103.62% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.70% | -0.52% | +21.50% | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.59% | -0.18% | -13.43% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.14% | -1.22% | |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.27% | -0.10% | -11.97% | |
| 23 | BILL | Bill Holdings Inc | Stock-Tech | 1.16% | -0.11% | +42.37% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.00% | +0.17% | -7.05% | |
| 25 | BP | Bp Plc-spons Adr | Stock-Energy | 0.96% | -0.41% | -3.53% | |
| 26 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.95% | +0.11% | +77.62% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.91% | -0.28% | -5.58% | |
| 28 | MTCH | Match Group Inc | Stock-Comm Services | 0.78% | +0.04% | -0.50% | |
| 29 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.62% | +0.07% | -1.42% | |
| 30 | AMPY | Amplify Energy CORP | Stock-Other | 0.47% | -0.29% | -0.85% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.03% | +40.40% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.22% | — | +0.09% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.03% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | +0.19% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.15% | -0.01% | — | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.14% | — | — | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.13% | — | — | |
| 38 | GSAT | Globalstar Inc | Stock-Other | 0.13% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.02% | +0.57% | |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.12% | -0.04% | — | |
| 41 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.12% | -0.03% | — | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.12% | — | — | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | -0.01% | +44.66% | |
| 44 | WK | Workiva Inc | Stock-Tech | 0.11% | -0.08% | EXIT | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.11% | -0.01% | +29.63% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.11% | — | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | -4.22% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.10% | -0.01% | +44.39% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 234 disclosed positions in Q4 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, RSP) accounted for 36.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $303.5K
Top Position Liquidated / Trimmed
APP
前期市值: $84.8K
During Q4 2025, Inlight Wealth Management, LLC's top holdings by market value included VEA (12.7%)、ISHG (8.7%)、RSP (7.0%). The largest single position, VEA, represented 12.7% of total portfolio value.
In Q4 2025, Inlight Wealth Management, LLC made 99 total portfolio adjustments, initiating 12 new buys, adding to 34 positions, trimming 29 holdings, and fully liquidating 24 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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