Inlight Wealth Management, LLC Top Holdings and 13F Report (2025) About Inlight Wealth Management, LLCInvestment ActivityInlight Wealth Management, LLC has $193.20 million in total holdings as of June 30, 2025.Inlight Wealth Management, LLC owns shares of 249 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.35% of the portfolio was purchased this quarter.About 3.95% of the portfolio was sold this quarter.This quarter, Inlight Wealth Management, LLC has purchased 289 new stocks and bought additional shares in 29 stocks.Inlight Wealth Management, LLC sold shares of 52 stocks and completely divested from 48 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $23,747,479Invesco S&P 500 Equal Weight ETF $12,668,914SPROTT PHYSICAL GOLD & SILVER TRUST $12,116,966iShares Core S&P Small-Cap ETF $11,890,975iShares 1-3 Year International Treasury Bond ETF $10,913,169 Largest New Holdings this Quarter 464288125 - iShares 1-3 Year International Treasury Bond ETF $10,913,169 Holding090043100 - BILL $1,875,704 Holding358054104 - Freshworks $1,772,590 Holding655844108 - Norfolk Southern $138,480 Holding78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF $89,515 Holding Largest Purchases this Quarter iShares 1-3 Year International Treasury Bond ETF 142,544 shares (about $10.91M)Utilities Select Sector SPDR Fund 45,614 shares (about $3.72M)Vanguard FTSE Developed Markets ETF 36,317 shares (about $2.07M)BILL 40,547 shares (about $1.88M)Freshworks 118,886 shares (about $1.77M) Largest Sales this Quarter Berkshire Hathaway 5,446 shares (about $2.65M)SPROTT PHYSICAL GOLD & SILVER TRUST 10,738 shares (about $323.21K)WisdomTree Emerging Markets SmallCap Dividend Fund 4,643 shares (about $256.48K)Pacer US Small Cap Cash Cows ETF 6,439 shares (about $256.37K)Mosaic 4,970 shares (about $181.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInlight Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$23,747,479$2,070,434 ▲9.6%416,54912.3%ETFRSPInvesco S&P 500 Equal Weight ETF$12,668,914$1,080,990 ▲9.3%69,7096.6%ETFSPROTT PHYSICAL GOLD & SILVER TRUST$12,116,966$323,214 ▼-2.6%402,5576.3%CEFIJRiShares Core S&P Small-Cap ETF$11,890,975$1,015,846 ▲9.3%134,8946.2%ETFISHGiShares 1-3 Year International Treasury Bond ETF$10,913,169$10,913,169 ▲New Holding142,5445.6%ETFCOWZPacer US Cash Cows 100 ETF$10,812,108$846,942 ▲8.5%196,2275.6%ETFVTVVanguard Value ETF$10,331,409$906,506 ▲9.6%58,4555.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$8,871,667$811,065 ▲10.1%205,2684.6%ETFIWSiShares Russell Mid-Cap Value ETF$7,313,156$12,685 ▲0.2%55,3443.8%ETFXLUUtilities Select Sector SPDR Fund$6,872,587$3,724,839 ▲118.3%84,1613.6%ETFUBERUber Technologies$6,485,376$163,275 ▼-2.5%69,5113.4%Computer and TechnologyTAT&T$5,886,280$10,511 ▼-0.2%378,5553.0%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$5,386,950$256,479 ▼-4.5%97,5192.8%FinanceVODVodafone Group$5,104,701$130,148 ▼-2.5%478,8652.6%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$4,252,560$40,351 ▼-0.9%62,9172.2%ETFGDXVanEck Gold Miners ETF$4,092,228$39,149 ▼-0.9%78,6062.1%ETFVZVerizon Communications$4,080,404$18,044 ▲0.4%94,3012.1%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$3,910,511$256,369 ▼-6.2%98,2172.0%ETFBRK.BBerkshire Hathaway$3,637,446$2,645,504 ▼-42.1%7,4881.9%FinancePFEPfizer$2,598,770$120,255 ▼-4.4%107,2101.3%MedicalCVSCVS Health$2,578,955$156,516 ▼-5.7%37,3871.3%MedicalBPBP$2,368,020$139,503 ▼-5.6%79,1191.2%EnergyVBRVanguard Small-Cap Value ETF$2,056,192$1,160,703 ▲129.6%10,5441.1%ETFMTCHMatch Group$2,046,370$49,856 ▼-2.4%66,2471.1%Computer and TechnologySIRIUSXM HOLDINGS INC COMMON STOCK$1,995,496$124,658 ▼-5.9%86,8741.0%StockBILLBILL$1,875,704$1,875,704 ▲New Holding40,5471.0%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,810,705$1,094,646 ▲152.9%11,0100.9%ETFFRSHFreshworks$1,772,590$1,772,590 ▲New Holding118,8860.9%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,577,293$955,418 ▲153.6%25,4320.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,308,450$767,656 ▲141.9%20,7230.7%ManufacturingAMPYAmplify Energy$913,280$50,374 ▼-5.2%285,4000.5%EnergyAAPLApple$460,959$821 ▼-0.2%2,2470.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$441,673$149,595 ▲51.2%7,5140.2%ETFVWOVanguard FTSE Emerging Markets ETF$381,545$354 ▼-0.1%69,9690.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$373,0440.0%2,8040.2%ETFMSFTMicrosoft$351,443$18,889 ▼-5.1%7070.2%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$351,0010.0%3,5280.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$346,0240.0%2,8000.2%ETFCSLCarlisle Companies$320,0260.0%320,0260.2%Multi-Sector ConglomeratesNVDANVIDIA$262,279$6,794 ▲2.7%1,6600.1%Computer and TechnologyGOOGAlphabet$248,760$34,599 ▼-12.2%1,4020.1%Computer and TechnologyWKWorkiva$246,8990.0%3,6070.1%Computer and TechnologyHDHome Depot$235,016$367 ▼-0.2%6410.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$227,833$3,006 ▲1.3%9,3220.1%ETFSCHPSchwab U.S. TIPS ETF$212,853$47,731 ▲28.9%7,9780.1%ETFIVWiShares S&P 500 Growth ETF$210,8970.0%210,8970.1%ETFIVEiShares S&P 500 Value ETF$198,7350.0%179,2930.1%ETFVGITVanguard Intermediate-Term Treasury ETF$177,875$52,334 ▲41.7%2,9740.1%ETFSLViShares Silver Trust$166,9040.0%5,0870.1%ETFXOMExxon Mobil$164,5030.0%1,5260.1%EnergyCMGChipotle Mexican Grill$160,3080.0%2,8550.1%Retail/WholesaleMARMarriott International$156,2760.0%5720.1%Consumer DiscretionaryATOAtmos Energy$154,1100.0%1,0000.1%UtilitiesVOOVanguard S&P 500 ETF$153,959$76,127 ▲97.8%2710.1%ETFCOSTCostco Wholesale$152,451$990 ▼-0.6%1540.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$151,689$52,999 ▲53.7%1,4740.1%ETFNSCNorfolk Southern$138,480$138,480 ▲New Holding5410.1%TransportationGLOBALSTAR INC COM NEW$138,1440.0%5,8660.1%StockDLRDigital Realty Trust$134,2340.0%7700.1%FinanceDISWalt Disney$133,372$1,241 ▼-0.9%1,0750.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$125,6870.0%5230.1%ETFEPDEnterprise Products Partners$124,040$38,949 ▼-23.9%4,0000.1%EnergyJPMJPMorgan Chase & Co.$123,7920.0%4270.1%FinanceGSThe Goldman Sachs Group$123,1490.0%1740.1%FinanceISRGIntuitive Surgical$120,094$1,630 ▼-1.3%2210.1%MedicalLIILennox International$116,3680.0%2030.1%ConstructionGOOGLAlphabet$113,760$176 ▲0.2%6460.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$112,7210.0%1,2610.1%FinanceJNJJohnson & Johnson$111,8130.0%7320.1%MedicalWELLWelltower$110,6860.0%7200.1%FinanceCVXChevron$100,663$143 ▼-0.1%7030.1%EnergyIAUiShares Gold Trust$100,1500.0%1,6060.1%FinanceTXRHTexas Roadhouse$100,0770.0%5340.1%Retail/WholesaleCOPXGlobal X Copper Miners ETF$94,5000.0%2,1000.0%ETFITWIllinois Tool Works$93,7080.0%3790.0%IndustrialsVPUVanguard Utilities ETF$93,3740.0%5290.0%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$89,515$89,515 ▲New Holding3,1890.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$87,6300.0%3,0000.0%ETFUPSUnited Parcel Service$81,459$58,243 ▼-41.7%8070.0%TransportationJNPRJuniper Networks$79,8600.0%2,0000.0%Computer and TechnologyURAGlobal X Uranium ETF$77,6200.0%2,0000.0%ETFXARSPDR S&P Aerospace & Defense ETF$77,2040.0%3660.0%ETFSDYSPDR S&P Dividend ETF$75,8730.0%5590.0%ETFITAiShares U.S. Aerospace & Defense ETF$74,3240.0%3940.0%ETFHOODRobinhood Markets$73,500$30,898 ▼-29.6%7850.0%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$69,9010.0%8510.0%FinanceAZNAstraZeneca$69,8800.0%1,0000.0%MedicalVGKVanguard FTSE Europe ETF$67,7020.0%67,7020.0%ETFNFLXNetflix$65,6170.0%490.0%Consumer DiscretionaryPINSPinterest$63,4720.0%1,7700.0%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$63,4120.0%8390.0%ManufacturingIVViShares Core S&P 500 ETF$60,227$5,588 ▼-8.5%970.0%ETFAVBAvalonBay Communities$58,8120.0%2890.0%FinanceGLDSPDR Gold Shares$57,9180.0%1900.0%FinanceNNNNNN REIT$57,6020.0%1,3340.0%FinanceSPOTSpotify Technology$56,7830.0%740.0%Computer and TechnologyTSLATesla$48,602$52,096 ▼-51.7%1530.0%Auto/Tires/TrucksAPPLOVIN CORP COM CL A$47,961$6,652 ▲16.1%1370.0%StockAMZNAmazon.com$43,659$1,975 ▼-4.3%1990.0%Retail/WholesalePMPhilip Morris International$43,529$182 ▼-0.4%2390.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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