Inlight Wealth Management, LLC
CIK: 0001731795SEC EDGAR →
Portfolio Value
$273.1M
Holdings
234
As of
Q4 2025
New Positions
234
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | 556,615 | $34.8M | 12.73% |
| 2 | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 316,251 | $23.8M | 8.71% |
| 3 | INVESCO S&P 500 EQUAL WEIGHT ETF | 99,712 | $19.1M | 6.99% |
| 4 | SPROTT PHYSICAL GOLD & SILVER TRUST | 398,877 | $18.3M | 6.69% |
| 5 | ISHARES CORE S&P SMALL CAP ETF | 175,294 | $17.9M | 6.56% |
| 6 | PACER US CASH COWS 100 ETF | 257,643 | $15.5M | 5.68% |
| 7 | VANGUARD VALUE ETF | 79,037 | $15.1M | 5.53% |
| 8 | ISHARES MSCI INTL QUALITY FACTOR ETF | 280,326 | $12.7M | 4.66% |
| 9 | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 209,756 | $9.0M | 3.28% |
| 10 | ISHARES RUSSELL MID-CAP VALUE ETF | 54,837 | $7.7M | 2.83% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (234)
$34.8M · 557K shares
$23.8M · 316K shares
$19.1M · 100K shares
$18.3M · 399K shares
$17.9M · 175K shares
$15.5M · 258K shares
$15.1M · 79K shares
$12.7M · 280K shares
$9.0M · 210K shares
$7.7M · 55K shares
$7.2M · 34K shares
$7.1M · 62K shares
$6.7M · 78K shares
$6.6M · 37K shares
$6.1M · 464K shares
$5.7M · 405K shares
$5.6M · 84K shares
$4.8M · 65K shares
$4.7M · 114K shares
$4.4M · 76K shares
$3.7M · 7K shares
$3.5M · 78K shares
$3.2M · 58K shares
$2.7M · 34K shares
$2.6M · 76K shares
$2.6M · 211K shares
$2.5M · 100K shares
$2.1M · 66K shares
$1.7M · 85K shares
$1.3M · 282K shares
$801K · 14K shares
$611K · 2K shares
$437K · 1K shares
$416K · 70K shares
$401K · 4K shares
$395K · 3K shares
$368K · 3K shares
$358K · 6K shares
$343K · 711 shares
$327K · 5K shares
$325K · 3K shares
$320K · 320K shares
$314K · 5K shares
$311K · 4K shares
$308K · 12K shares
$303K · 3K shares
$296K · 2K shares
$283K · 3K shares
$268K · 780 shares
$250K · 9K shares
$231K · 369 shares
$210K · 211K shares
$202K · 646 shares
$200K · 179K shares
$183K · 2K shares
$177K · 572 shares
$167K · 1K shares
$156K · 541 shares
$152K · 174 shares
$151K · 732 shares
$137K · 427 shares
$133K · 899 shares
$133K · 720 shares
$131K · 152 shares
$130K · 2K shares
$130K · 523 shares
$128K · 383 shares
$128K · 4K shares
$125K · 221 shares
$121K · 1K shares
$121K · 1K shares
$119K · 770 shares
$107K · 2K shares
$107K · 703 shares
$99K · 3K shares
$98K · 203 shares
$93K · 379 shares
$91K · 1K shares
$88K · 534 shares
$88K · 366 shares
$87K · 3K shares
$84K · 394 shares
$81K · 3K shares
$80K · 807 shares
$77K · 559 shares
$75K · 3K shares
$74K · 1K shares
$74K · 400 shares
$74K · 851 shares
$72K · 107 shares
$67K · 68K shares
$67K · 171 shares
$66K · 97 shares
$60K · 135 shares
$59K · 839 shares
$52K · 289 shares
$52K · 1K shares
$51K · 235 shares
$51K · 1K shares
$47K · 445 shares
$46K · 300 shares
$45K · 2K shares
$45K · 200 shares
$45K · 199 shares
$44K · 3K shares
$43K · 152 shares
$40K · 500 shares
$38K · 239 shares
$37K · 155 shares
$33K · 256 shares
$33K · 58 shares
$32K · 500 shares
$32K · 97 shares
$31K · 400 shares
$30K · 236 shares
$30K · 320 shares
$29K · 94 shares
$28K · 774 shares
$28K · 101 shares
$28K · 12K shares
$27K · 1K shares
$26K · 100 shares
$26K · 463 shares
$24K · 94 shares
$23K · 2K shares
$23K · 284 shares
$23K · 145 shares
$21K · 45 shares
$21K · 500 shares
$20K · 500 shares
$19K · 100 shares
$19K · 64 shares
$19K · 277 shares
$17K · 110 shares
$17K · 223 shares
$17K · 675 shares
$16K · 200 shares
$14K · 81 shares
$13K · 42 shares
$12K · 159 shares
$12K · 103 shares
$12K · 258 shares
$11K · 18 shares
$10K · 73 shares
$9K · 400 shares
$9K · 60 shares
$9K · 212 shares
$9K · 15 shares
$8K · 159 shares
$8K · 200 shares
$8K · 167 shares
$8K · 2K shares
$8K · 43 shares
$8K · 366 shares
$7K · 450 shares
$7K · 68 shares
$7K · 136 shares
$7K · 7 shares
$7K · 55 shares
$7K · 33 shares
$7K · 113 shares
$6K · 200 shares
$6K · 135 shares
$6K · 60 shares
$6K · 20 shares
$6K · 239 shares
$6K · 71 shares
$6K · 30 shares
$6K · 80 shares
$5K · 123 shares
$5K · 23 shares
$5K · 84 shares
$5K · 23 shares
$5K · 100 shares
$5K · 150 shares
$5K · 109 shares
$5K · 152 shares
$5K · 583 shares
$5K · 68 shares
$5K · 500 shares
$5K · 82 shares
$5K · 13 shares
$4K · 138 shares
$4K · 253 shares
$4K · 30 shares
$4K · 90 shares
$4K · 67 shares
$4K · 81 shares
$4K · 14 shares
$3K · 30 shares
$3K · 30 shares
$3K · 66 shares
$3K · 46 shares
$3K · 500 shares
$3K · 107 shares
$3K · 11 shares
$3K · 40 shares
$3K · 100 shares
$3K · 200 shares
$3K · 121 shares
$3K · 100 shares
$3K · 141 shares
$2K · 35 shares
$2K · 17 shares
$2K · 52 shares
$2K · 27 shares
$2K · 250 shares
$2K · 94 shares
$2K · 100 shares
$2K · 22 shares
$1K · 62 shares
$1K · 44 shares
$1K · 14 shares
$1K · 200 shares
$1K · 100 shares
$1K · 40 shares
$1K · 19 shares
$1K · 190 shares
$0 · 200 shares
$0 · 46 shares
$0 · 96 shares
$0 · 91 shares
$0 · 4 shares
$0 · 3 shares
$0 · 15 shares
$0 · 2 shares
$0 · 2 shares
$0 · 159 shares
$0 · 2 shares
$0 · 1 shares
$0 · 27 shares
$0 · 100 shares
$0 · 500 shares
$0 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $212.7M | 77.9% |
| Unknown | 15 | $22.5M | 8.2% |
| Communication Services | 17 | $16.9M | 6.2% |
| Technology | 42 | $8.2M | 3.0% |
| Healthcare | 16 | $5.7M | 2.1% |
| Energy | 12 | $4.4M | 1.6% |
| Industrials | 18 | $912K | 0.3% |
| Consumer Cyclical | 17 | $877K | 0.3% |
| Real Estate | 4 | $264K | 0.1% |
| Consumer Defensive | 6 | $196K | 0.1% |
| Utilities | 3 | $179K | 0.1% |
| Basic Materials | 1 | $0 | 0.0% |