Inlight Wealth Management, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$193.2B

Holdings

249

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (249 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
416,549$23.7B12.29%
2
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
69,709$12.7B6.56%
3
CEF/USPROTT PHYSICAL GOLD & SILVER TRUST
402,557$12.1B6.27%
4
IJRISHARES CORE S&P SMALL CAP ETF
134,894$11.9B6.15%
5
ISHGISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
142,544$10.9B5.65%
6
COWZPACER US CASH COWS 100 ETF
196,227$10.8B5.60%
7
VTVVANGUARD VALUE ETF
58,455$10.3B5.35%
8
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
205,268$8.9B4.59%
9
IWSISHARES RUSSELL MID-CAP VALUE ETF
55,344$7.3B3.79%
10
XLUUTILITIES SELECT SECTOR SPDR FUND
84,161$6.9B3.56%
11
UBERUBER TECHNOLOGIES INC COM
69,511$6.5B3.36%
12
TAT&T INC
378,555$5.9B3.05%
13
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
97,519$5.4B2.79%
14
VODVODAFONE GROUP PLC NEW SPONSORED ADR
478,865$5.1B2.64%
15
GDXJVANECK JUNIOR GOLD MINERS ETF
62,917$4.3B2.20%
16
GDXVANECK GOLD MINERS ETF
78,606$4.1B2.12%
17
BACVERIZON COMMUNICATIONS INC
94,301$4.1B2.11%
18
CALFPACER US SMALL CAP CASH COWS ETF
98,217$3.9B2.02%
19
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
7,488$3.6B1.88%
20
PFEPFIZER INC COM
107,210$2.6B1.35%
21
CVSCVS HEALTH CORP COM
37,387$2.6B1.33%
22
BPBP PLC ADR
79,119$2.4B1.23%
23
VBRVANGUARD SMALL CAP VALUE ETF
10,544$2.1B1.06%
24
MTCHMATCH GROUP INC NEW COM
66,247$2.0B1.06%
25
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
86,874$2.0B1.03%
26
BILLBILL HOLDINGS INC COM
40,547$1.9B0.97%
27
VOEVANGUARD MID-CAP VALUE ETF
11,010$1.8B0.94%
28
FRSHFRESHWORKS INC CLASS A COM
118,886$1.8B0.92%
29
IJHISHARES CORE S&P MID-CAP ETF
25,432$1.6B0.82%
30
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
20,723$1.3B0.68%
31
AMPYAMPLIFY ENERGY CORP NEW COM
285,400$913.3M0.47%
32
AAPLAPPLE INC COM
2,247$461.0M0.24%
33
VGSHVANGUARD SHORT-TERM TREASURY ETF
7,514$441.7M0.23%
34
VWOVANGUARD FTSE EMERGING MARKETS ETF
69,969$381.5M0.20%
35
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
2,804$373.0M0.19%
36
MSFTMICROSOFT CORP COM
707$351.4M0.18%
37
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
3,528$351.0M0.18%
38
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,800$346.0M0.18%
39
CSLCARLISLE COS INC COM
320,026$320.0M0.17%
40
NVDANVIDIA CORPORATION COM
1,660$262.3M0.14%
41
GOOGALPHABET INC CAP STK CL C
1,402$248.8M0.13%
42
WKWORKIVA INC COM CL A
3,607$246.9M0.13%
43
HDHOME DEPOT INC COM
641$235.0M0.12%
44
SCHXSCHWAB U.S. LARGE-CAP ETF
9,322$227.8M0.12%
45
SCHPSCHWAB US TIPS ETF
7,978$212.9M0.11%
46
IVWISHARES S&P 500 GROWTH ETF
210,897$210.9M0.11%
47
IVEISHARES S&P 500 VALUE ETF
179,293$198.7M0.10%
48
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
2,974$177.9M0.09%
49
SLVISHARES SILVER TRUST
5,087$166.9M0.09%
50
XOMEXXON MOBIL CORP COM
1,526$164.5M0.09%
51
CMGCHIPOTLE MEXICAN GRILL INC COM
2,855$160.3M0.08%
52
MARMARRIOTT INTL INC NEW CL A
572$156.3M0.08%
53
ATOATMOS ENERGY CORP COM
1,000$154.1M0.08%
54
VOOVANGUARD S&P 500 ETF
271$154.0M0.08%
55
COSTCOSTCO WHSL CORP NEW COM
154$152.5M0.08%
56
STIPISHARES 0-5 YEAR TIPS BOND ETF
1,474$151.7M0.08%
57
NSCNORFOLK SOUTHN CORP COM
541$138.5M0.07%
58
GSATGLOBALSTAR INC COM NEW
5,866$138.1M0.07%
59
FQIDIGITAL RLTY TR INC COM
770$134.2M0.07%
60
DISDISNEY WALT CO COM
1,075$133.4M0.07%
61
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
523$125.7M0.07%
62
EPDENTERPRISE PRODS PARTNERS L P COM
4,000$124.0M0.06%
63
JPMJPMORGAN CHASE & CO. COM
427$123.8M0.06%
64
GSGOLDMAN SACHS GROUP INC COM
174$123.1M0.06%
65
ISRGINTUITIVE SURGICAL INC COM NEW
221$120.1M0.06%
66
LIILENNOX INTL INC COM
203$116.4M0.06%
67
GOOGLALPHABET INC CAP STK CL A
646$113.8M0.06%
68
EFAISHARES MSCI EAFE ETF
1,261$112.7M0.06%
69
JNJJOHNSON & JOHNSON COM
732$111.8M0.06%
70
WELLWELLTOWER INC COM
720$110.7M0.06%
71
CVXCHEVRON CORP NEW COM
703$100.7M0.05%
72
IAU*ISHARES GOLD TRUST
1,606$100.2M0.05%
73
TXRHTEXAS ROADHOUSE INC COM
534$100.1M0.05%
74
COPXGLOBAL X COPPER MINERS ETF
2,100$94.5M0.05%
75
ITWILLINOIS TOOL WKS INC COM
379$93.7M0.05%
76
VPUVANGUARD UTILITIES ETF
529$93.4M0.05%
77
BWZSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
3,189$89.5M0.05%
78
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
3,000$87.6M0.05%
79
UPSUNITED PARCEL SERVICE INC CL B
807$81.5M0.04%
80
JNPJUNIPER NETWORKS INC COM
2,000$79.9M0.04%
81
URAGLOBAL X URANIUM ETF
2,000$77.6M0.04%
82
XARSPDR S&P AEROSPACE & DEFENSE ETF
366$77.2M0.04%
83
SDYSPDR S&P DIVIDEND ETF
559$75.9M0.04%
84
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
394$74.3M0.04%
85
HOODROBINHOOD MKTS INC COM CL A
785$73.5M0.04%
86
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
851$69.9M0.04%
87
AZNASTRAZENECA PLC SPONSORED ADR
1,000$69.9M0.04%
88
VGKVANGUARD FTSE EUROPE ETF
67,702$67.7M0.04%
89
NFLXNETFLIX INC COM
49$65.6M0.03%
90
PINSPINTEREST INC CL A
1,770$63.5M0.03%
91
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
839$63.4M0.03%
92
IVVISHARES CORE S&P 500 ETF
97$60.2M0.03%
93
AVBAVALONBAY CMNTYS INC COM
289$58.8M0.03%
94
GQ9SPDR GOLD SHARES
190$57.9M0.03%
95
NNNNNN REIT INC COM
1,334$57.6M0.03%
96
SPOTSPOTIFY TECHNOLOGY S A SHS
74$56.8M0.03%
97
TSLATESLA INC COM
153$48.6M0.03%
98
APPAPPLOVIN CORP COM CL A
137$48.0M0.02%
99
AMZNAMAZON COM INC COM
199$43.7M0.02%
100
4I1PHILIP MORRIS INTL INC COM
239$43.5M0.02%
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