Inlight Wealth Management, LLC Top Holdings and 13F Report (2025) About Inlight Wealth Management, LLCInvestment ActivityInlight Wealth Management, LLC has $161.56 million in total holdings as of March 31, 2025.Inlight Wealth Management, LLC owns shares of 289 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.06% of the portfolio was purchased this quarter.About 10.80% of the portfolio was sold this quarter.This quarter, Inlight Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 9 stocks.Inlight Wealth Management, LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $19,327,207SPROTT PHYSICAL GOLD & SILVER TRUST $11,741,711Invesco S&P 500 Equal Weight ETF $11,045,318iShares Core S&P Small-Cap ETF $10,173,559Pacer US Cash Cows 100 ETF $9,903,675 Largest New Holdings this Quarter 81369Y886 - Utilities Select Sector SPDR Fund $3,039,431 Holding922908611 - Vanguard Small-Cap Value ETF $855,450 Holding922908512 - Vanguard Mid-Cap Value ETF $698,991 Holding464287507 - iShares Core S&P Mid-Cap ETF $585,075 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $471,846 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 93,177 shares (about $4.74M)Utilities Select Sector SPDR Fund 38,547 shares (about $3.04M)Vanguard Small-Cap Value ETF 4,592 shares (about $855.45K)Invesco S&P 500 Equal Weight ETF 4,233 shares (about $733.28K)Vanguard Mid-Cap Value ETF 4,354 shares (about $698.99K) Largest Sales this Quarter GLOBALSTAR INC COM NEW 82,134 shares (about $1.71M)Warner Bros. Discovery 219,133 shares (about $1.49M)SPROTT PHYSICAL GOLD & SILVER TRUST 41,365 shares (about $1.18M)BP 18,158 shares (about $613.56K)CVS Health 8,581 shares (about $581.36K) 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$19,327,207$4,736,190 ▲32.5%380,23212.0%ETFSPROTT PHYSICAL GOLD & SILVER TRUST$11,741,711$1,175,180 ▼-9.1%413,2957.3%CEFRSPInvesco S&P 500 Equal Weight ETF$11,045,318$733,283 ▲7.1%63,7616.8%ETFIJRiShares Core S&P Small-Cap ETF$10,173,559$467,405 ▲4.8%123,3706.3%ETFCOWZPacer US Cash Cows 100 ETF$9,903,675$73,488 ▲0.7%180,8566.1%ETFVTVVanguard Value ETF$9,211,604$634,824 ▲7.4%53,3265.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$7,402,250$126,333 ▲1.7%186,5024.6%ETFIWSiShares Russell Mid-Cap Value ETF$6,959,591$37,791 ▼-0.5%55,2484.3%ETFBRK.BBerkshire Hathaway$6,888,3900.0%12,9344.3%FinanceTAT&T$5,775,292$332,098 ▼-5.4%379,2313.6%Computer and TechnologyUBERUber Technologies$5,192,076$537,780 ▼-9.4%71,2613.2%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$4,935,446$448,703 ▼-8.3%102,1623.1%FinanceVODVodafone Group Public$4,601,363$524,645 ▼-10.2%491,0742.8%Computer and TechnologyVZVerizon Communications$4,258,578$291,120 ▼-6.4%93,8842.6%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$3,924,600$361,275 ▼-8.4%104,6562.4%ETFGDXVanEck Gold Miners ETF$3,648,087$161,998 ▼-4.3%79,3582.3%ETFGDXJVanEck Junior Gold Miners ETF$3,633,001$157,986 ▼-4.2%63,5142.2%ETFXLUUtilities Select Sector SPDR Fund$3,039,431$3,039,431 ▲New Holding38,5471.9%ETFPFEPfizer$2,842,414$248,028 ▼-8.0%112,1711.8%MedicalBPBP$2,830,913$613,556 ▼-17.8%83,7801.8%EnergyCVSCVS Health$2,686,694$581,363 ▼-17.8%39,6561.7%MedicalMTCHMatch Group$2,117,263$236,558 ▼-10.0%67,8611.3%Retail/WholesaleSIRIUSXM HOLDINGS INC COMMON STOCK$2,080,927$450,156 ▼-17.8%92,3011.3%StockDKDelek US$1,661,091$415,103 ▼-20.0%110,2251.0%EnergyAMPYAmplify Energy$1,126,271$243,306 ▼-17.8%301,1420.7%EnergyVBRVanguard Small-Cap Value ETF$855,450$855,450 ▲New Holding4,5920.5%ETFVOEVanguard Mid-Cap Value ETF$698,991$698,991 ▲New Holding4,3540.4%ETFIJHiShares Core S&P Mid-Cap ETF$585,075$585,075 ▲New Holding10,0270.4%ETFAAPLApple$499,977$444 ▲0.1%2,2510.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$471,846$471,846 ▲New Holding8,5650.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$357,525$842 ▼-0.2%70,0340.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$349,0980.0%2,8040.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$343,9090.0%3,5280.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$335,2440.0%2,8000.2%ETFCSLCarlisle Companies$320,0260.0%320,0260.2%Multi-Sector ConglomeratesVGSHVanguard Short-Term Treasury Index ETF$291,631$291,631 ▲New Holding4,9690.2%ETFMSFTMicrosoft$279,662$375 ▲0.1%7450.2%Computer and TechnologyWKWorkiva$273,8070.0%3,6070.2%Computer and TechnologyGOOGAlphabet$249,477$30,618 ▲14.0%1,5970.2%Computer and TechnologyHDHome Depot$235,287$91,623 ▼-28.0%6420.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$210,8970.0%210,8970.1%ETFSCHXSchwab US Large-Cap ETF$203,117$203,117 ▲New Holding9,1990.1%ETFWBDWarner Bros. Discovery$198,436$1,493,521 ▼-88.3%29,1150.1%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$198,2510.0%179,2930.1%ETFXOMExxon Mobil$181,487$181,487 ▲New Holding1,5260.1%EnergyEPDEnterprise Products Partners$179,440$252,534 ▼-58.5%5,2560.1%EnergyNVDANVIDIA$175,258$104,700 ▼-37.4%1,6170.1%Computer and TechnologySCHPSchwab U.S. TIPS ETF$166,422$166,422 ▲New Holding6,1890.1%ETFSLViShares Silver Trust$157,646$157,646 ▲New Holding5,0870.1%ETFATOAtmos Energy$154,580$154,580 ▲New Holding1,0000.1%UtilitiesUPSUnited Parcel Service$152,226$152,226 ▲New Holding1,3840.1%TransportationCOSTCostco Wholesale$146,596$146,596 ▲New Holding1550.1%Retail/WholesaleCMGChipotle Mexican Grill$143,350$143,350 ▲New Holding2,8550.1%Retail/WholesaleMARMarriott International$136,250$136,250 ▲New Holding5720.1%Consumer DiscretionaryFLGTFulgent Genetics$135,200$491,587 ▼-78.4%8,0000.1%MedicalMOSMosaic$134,294$502,117 ▼-78.9%4,9720.1%Basic MaterialsVGITVanguard Intermediate-Term Treasury Index ETF$124,681$124,681 ▲New Holding2,0990.1%ETFGLOBALSTAR INC COM NEW$122,365$1,713,319 ▼-93.3%5,8660.1%StockJNJJohnson & Johnson$121,395$121,395 ▲New Holding7320.1%MedicalCVXChevron$117,772$117,772 ▲New Holding7040.1%EnergySDSandRidge Energy$114,337$422,369 ▼-78.7%10,0120.1%EnergyLIILennox International$113,848$113,848 ▲New Holding2030.1%ConstructionISRGIntuitive Surgical$110,940$110,940 ▲New Holding2240.1%MedicalDLRDigital Realty Trust$110,333$110,333 ▲New Holding7700.1%FinanceWELLWelltower$110,311$110,311 ▲New Holding7200.1%FinanceDISWalt Disney$107,138$107,138 ▲New Holding1,0850.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$105,714$105,714 ▲New Holding5230.1%ETFJPMJPMorgan Chase & Co.$104,743$104,743 ▲New Holding4270.1%FinanceEFAiShares MSCI EAFE ETF$103,062$103,062 ▲New Holding1,2610.1%FinanceGOOGLAlphabet$99,712$99,712 ▲New Holding6450.1%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$99,228$99,228 ▲New Holding9590.1%ETFGSThe Goldman Sachs Group$95,054$95,054 ▲New Holding1740.1%FinanceIAUiShares Gold Trust$94,690$94,690 ▲New Holding1,6060.1%FinanceITWIllinois Tool Works$93,996$93,996 ▲New Holding3790.1%IndustrialsVPUVanguard Utilities ETF$90,358$90,358 ▲New Holding5290.1%ETFTXRHTexas Roadhouse$88,980$88,980 ▲New Holding5340.1%Retail/WholesaleIGTInternational Game Technology$85,235$85,235 ▲New Holding5,2420.1%Consumer DiscretionaryDCTHDelcath Systems$85,049$85,049 ▲New Holding6,6810.1%MedicalTSLATesla$82,154$82,154 ▲New Holding3170.1%Auto/Tires/TrucksCOPXGlobal X Copper Miners ETF$82,047$82,047 ▲New Holding2,1000.1%ETFSDYSPDR S&P Dividend ETF$75,845$75,845 ▲New Holding5590.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$75,120$75,120 ▲New Holding3,0000.0%ETFAZNAstraZeneca$73,500$73,500 ▲New Holding1,0000.0%MedicalJNPRJuniper Networks$72,380$72,380 ▲New Holding2,0000.0%Computer and TechnologyVOOVanguard S&P 500 ETF$70,426$70,426 ▲New Holding1370.0%ETFVGKVanguard FTSE Europe ETF$67,7020.0%67,7020.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$67,544$67,544 ▲New Holding8510.0%FinanceCAGConagra Brands$66,862$66,862 ▲New Holding2,5070.0%Consumer StaplesAVBAvalonBay Communities$62,025$62,025 ▲New Holding2890.0%FinanceBENFranklin Resources$61,196$237,892 ▼-79.5%3,1790.0%FinanceITAiShares U.S. Aerospace & Defense ETF$60,321$60,321 ▲New Holding3940.0%ETFIVViShares Core S&P 500 ETF$59,561$59,561 ▲New Holding1060.0%ETFXARSPDR S&P Aerospace & Defense ETF$58,813$58,813 ▲New Holding3660.0%ETFNNNNNN REIT$56,895$56,895 ▲New Holding1,3340.0%FinancePINSPinterest$54,870$54,870 ▲New Holding1,7700.0%Computer and TechnologyGLDSPDR Gold Shares$54,747$54,747 ▲New Holding1900.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$52,857$52,857 ▲New Holding8390.0%ManufacturingHQIHireQuest$49,861$191,066 ▼-79.3%4,1900.0%Business ServicesHOODRobinhood Markets$46,406$46,406 ▲New Holding1,1150.0%FinanceURAGlobal X Uranium ETF$45,840$45,840 ▲New Holding2,0000.0%ETFShowing 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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