Inlight Wealth Management, LLC
- SEC CIK
- 0001731795
- Latest filing
- Jul 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 234
- −11 vs. Q3 2025
- Portfolio value
- $273.1M
- +$60.1M (+28.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 556,615 | $34.8M | 12.7% | +119,636+27.4% | Added | – |
| iShares Tr464288125 | 3YRTB ETF | 316,251 | $23.8M | 8.7% | +120,058+61.2% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 99,712 | $19.1M | 7.0% | +26,288+35.8% | Added | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 398,877 | $18.3M | 6.7% | −2,844−0.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 175,294 | $17.9M | 6.6% | +34,307+24.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 257,643 | $15.5M | 5.7% | +53,644+26.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 79,037 | $15.1M | 5.5% | +17,562+28.6% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 280,326 | $12.7M | 4.7% | +62,545+28.7% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 209,756 | $8.95M | 3.3% | +38,324+22.4% | AddedConverted for a 2-for-1 split | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 54,837 | $7.73M | 2.8% | −393−0.7% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 34,194 | $7.24M | 2.7% | +18,349+115.8% | Added | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 62,129 | $7.07M | 2.6% | −631−1.0% | Reduced | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 77,543 | $6.65M | 2.4% | −746−1.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 37,343 | $6.62M | 2.4% | +22,335+148.8% | Added | – |
| VODVodafone Group Public Ltd Co | ADR | 463,548 | $6.12M | 2.2% | −10,852−2.3% | Reduced | History |
| TAT&T Inc. | Stock | 405,204 | $5.74M | 2.1% | +27,597+7.3% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 84,489 | $5.58M | 2.0% | +49,742+143.2% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,355 | $4.75M | 1.7% | +33,259+103.6% | Added | – |
| VZVerizon Communications Inc | Stock | 114,187 | $4.65M | 1.7% | +20,208+21.5% | Added | History |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 76,069 | $4.35M | 1.6% | −11,796−13.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,397 | $3.72M | 1.4% | −91−1.2% | Reduced | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 78,005 | $3.46M | 1.3% | −10,604−12.0% | Reduced | – |
| BILLBILL Holdings, Inc. | Stock | 58,201 | $3.17M | 1.2% | +17,320+42.4% | Added | History |
| CVSCVS Health Corp | Stock | 34,365 | $2.73M | 1.0% | −2,607−7.1% | Reduced | History |
| BPBP PLC | ADR | 75,579 | $2.62M | 1.0% | −2,768−3.5% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 211,247 | $2.59M | 0.9% | +92,317+77.6% | Added | History |
| PFEPfizer Inc | Stock | 100,345 | $2.50M | 0.9% | −5,932−5.6% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 65,821 | $2.13M | 0.8% | −333−0.5% | Reduced | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 85,104 | $1.70M | 0.6% | −1,223−1.4% | Reduced | History |
| AMPYAmplify Energy Corp. | COM | 282,296 | $1.29M | 0.5% | −2,408−0.8% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 13,648 | $801.5K | 0.3% | +3,927+40.4% | Added | – |
| AAPLApple Inc. | Stock | 2,250 | $611.7K | 0.2% | +2+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,395 | $437.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,100 | $416.3K | 0.2% | +131+0.2% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,528 | $401.2K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,804 | $395.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,800 | $368.5K | 0.1% | 00.0% | Unchanged | – |
| GSATGlobalstar, Inc. | COM NEW | 5,866 | $358.1K | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 711 | $343.7K | 0.1% | +4+0.6% | Added | History |
| SLViShares Silver Trust | ETF | 5,087 | $327.7K | 0.1% | 00.0% | Unchanged | History |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 3,002 | $325.6K | 0.1% | 00.0% | Unchanged | History |
| CSLCarlisle Companies Inc | COM | 320,026 | $320.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,254 | $314.9K | 0.1% | +1,622+44.7% | Added | – |
| WKWorkiva Inc | COM CL A | 3,607 | $311.1K | 0.1% | 00.0% | Unchanged | History |
| Schwab US Tips ETF808524870 | ETF | 11,656 | $308.8K | 0.1% | +2,664+29.6% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,024 | $303.5K | 0.1% | +3,024 | New | – |
| NVDANVIDIA Corp | Stock | 1,590 | $296.6K | 0.1% | −70−4.2% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,768 | $283.4K | 0.1% | +851+44.4% | Added | – |
| HDHome Depot, Inc. | Stock | 780 | $268.4K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,322 | $250.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 369 | $231.6K | 0.1% | +60+19.4% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 210,897 | $210.9K | 0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 646 | $202.3K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 179,293 | $200.4K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 1,526 | $183.6K | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 572 | $177.5K | 0.1% | 00.0% | Unchanged | History |
| ATOAtmos Energy Corp | COM | 1,000 | $167.6K | 0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 541 | $156.2K | 0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 174 | $152.9K | 0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 732 | $151.5K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 427 | $137.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 899 | $133.7K | <0.1% | +899 | New | – |
| WELLWelltower Inc. | REIT | 720 | $133.6K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 152 | $131.1K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 523 | $130.9K | <0.1% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 1,606 | $130.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 383 | $128.4K | <0.1% | +251+190.2% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 4,000 | $128.2K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 221 | $125.2K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,071 | $121.8K | <0.1% | −5−0.5% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 1,261 | $121.1K | <0.1% | 00.0% | Unchanged | – |
| DLRDigital Realty Trust, Inc. | COM | 770 | $119.1K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 1,500 | $107.7K | <0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 703 | $107.1K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 2,700 | $99.9K | <0.1% | −122−4.3% | Reduced | History |
| LIILennox International Inc | COM | 203 | $98.6K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 379 | $93.3K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,000 | $91.9K | <0.1% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 534 | $88.6K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 366 | $88.3K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 3,189 | $87.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288760 | US AER DEF ETF | 394 | $84.6K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,500 | $81.5K | <0.1% | −500−16.7% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 807 | $80.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 559 | $77.8K | <0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 3,127 | $75.2K | <0.1% | +1,361+77.1% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 851 | $75.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,104 | $74.2K | <0.1% | +479+76.6% | Added | – |
| Vanguard Utilities ETF92204A876 | ETF | 400 | $74.0K | <0.1% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 107 | $73.0K | <0.1% | +107 | New | History |
| GLDSPDR Gold Trust | ETF | 171 | $67.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 67,702 | $67.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 97 | $66.4K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 135 | $60.7K | <0.1% | +35+35.0% | Added | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 839 | $59.9K | <0.1% | 00.0% | Unchanged | – |
| NNNNNN REIT, Inc. | REIT | 1,334 | $52.9K | <0.1% | 00.0% | Unchanged | History |
| AVBAvalonbay Communities Inc | COM | 289 | $52.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 235 | $51.6K | <0.1% | +30+14.6% | Added | – |
| Global X Uranium ETF37954Y871 | ETF | 1,200 | $51.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 445 | $47.7K | <0.1% | +100+29.0% | Added | – |
Sold out since Q3 2025 (24)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 118 | $84.8K | <0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 74 | $51.7K | <0.1% | History |
| ALABAstera Labs, Inc. | Stock | 240 | $47.0K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 255 | $46.5K | <0.1% | History |
| SESea Ltd | SPONSORD ADS | 212 | $37.9K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 210 | $37.5K | <0.1% | History |
| CIENCiena Corp | COM NEW | 175 | $25.5K | <0.1% | History |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 373 | $24.0K | <0.1% | – |
| CRDOCredo Technology Group Holding Ltd | Stock | 155 | $22.6K | <0.1% | History |
| RDDTReddit, Inc. | Stock | 81 | $18.6K | <0.1% | History |
| TWLOTwilio Inc | CL A | 95 | $9.51K | <0.1% | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 75 | $6.78K | <0.1% | History |
| TTWOTake Two Interactive Software Inc | COM | 24 | $6.20K | <0.1% | History |
| HUBSHubSpot Inc | COM | 11 | $5.15K | <0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 25 | $5.09K | <0.1% | History |
| MELIMercadolibre Inc | COM | 2 | $4.67K | <0.1% | History |
| USOUnited States Oil Fund, LP | UNITS | 62 | $4.57K | <0.1% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 178 | $2.85K | <0.1% | History |
| DALDelta Air Lines, Inc. | COM NEW | 41 | $2.33K | <0.1% | History |
| SNAPSnap Inc | Stock | 270 | $2.08K | <0.1% | History |
| NMAXNewsmax Inc. | Stock | 100 | $1.24K | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 59 | $1.17K | <0.1% | History |
| ORCLOracle Corp | Stock | 2 | $562 | <0.1% | History |
| VICRVicor Corp | COM | 5 | $249 | <0.1% | History |