IW
| |
Inlight Wealth Management, LLC13F | |
| Inlight Wealth Management, LLC | |
| Last update 2025-07-22 | 249 Stocks (9 new) |
| Value $193.00 Mil | Turnover 15 % |
Inlight Wealth Management, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 416,549 | 23,747.5 | +9.55% | 12.290 | +1.07% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 69,709 | 12,668.9 | +9.33% | 6.560 | +0.56% | 0.020 | +14.13% | +7.91% | 75,230.7 | ||
CEF |
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
| 402,557 | 12,117.0 | -2.60% | 6.270 | -0.19% | 0.210 | +7.46% | +32.74% | 6,136.1 | Asset Management | |
IJR | iShares Core S&P Small-Cap ETF | 134,894 | 11,891.0 | +9.34% | 6.150 | +0.53% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
ISHG |
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
| 142,544 | 10,913.2 | New Holding | 5.650 | +5.65% | 1.770 | +3.66% | +13.39% | 614.9 | ||
COWZ | Pacer US Cash Cows 100 ETF | 196,227 | 10,812.1 | +8.50% | 5.600 | +0.44% | 0.050 | +13.56% | +2.38% | 20,868.5 | ||
VTV | Vanguard Value ETF | 58,455 | 10,331.4 | +9.62% | 5.350 | +0.47% | 0.010 | +11.15% | +7.87% | 135,521.3 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 205,268 | 8,871.7 | +10.06% | 4.590 | +0.42% | 0.070 | +10.32% | +19.71% | 12,184.2 | ||
IWS | iShares Russell Mid-Cap Value ETF | 55,344 | 7,313.2 | +0.17% | 3.790 | +0.01% | 0.060 | +14.97% | +7.03% | 13,700.4 | ||
XLU | Utilities Select Sector SPDR ETF | 84,161 | 6,872.6 | +118.33% | 3.560 | +1.93% | 0.030 | +8.51% | +13.09% | 20,513.7 |
Inlight Wealth Management, LLC's Historical Top Holdings Breakdowns
Inlight Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ISHG |
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
| 2025-06-30 | New Buy New Buy | +5.65% | 70.32 ($73.88) 76.56 | $76.39 | 3.40% | New holding | 142,544 | 142,544 | |
XLU | Utilities Select Sector SPDR ETF | 2025-06-30 | Add Add | +1.93% | 73.09 ($79.67) 82.77 | $84.41 | 5.95% | Add 118.33% | 84,161 | 45,614 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -1.79% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | Reduce -42.11% | 7,488 | -5,446 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +1.07% | 45.65 ($53.52) 57.01 | $58.50 | 9.30% | Add 9.55% | 416,549 | 36,317 | |
DK | Delek US Holdings Inc | 2025-06-30 | Sold Out Sold Out | -1.03% | 11.55 ($16.78) 22.77 | $24.64 | 46.84% | Sold Out | 0 | -110,225 | |
BILL | BILL Holdings Inc | 2025-06-30 | New Buy New Buy | +0.97% | 37.81 ($44.23) 48.03 | $46.54 | 5.22% | New holding | 40,547 | 40,547 | |
FRSH | Freshworks Inc | 2025-06-30 | New Buy New Buy | +0.92% | 12.07 ($14.4) 15.98 | $14.49 | 0.62% | New holding | 118,886 | 118,886 | |
VBR | Vanguard Small Cap Value ETF | 2025-06-30 | Add Add | +0.60% | 162.76 ($185.12) 195.77 | $204.67 | 10.56% | Add 129.62% | 10,544 | 5,952 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-06-30 | Add Add | +0.57% | 141.87 ($158.37) 164.49 | $170.22 | 7.48% | Add 152.87% | 11,010 | 6,656 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.56% | 152.93 ($172.62) 181.74 | $187.43 | 8.58% | Add 9.33% | 69,709 | 5,948 |
Inlight Wealth Management, LLC Total Holding History ($B)
Inlight Wealth Management, LLC's Asset Allocation
Inlight Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Inlight Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Inlight Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Inlight Wealth Management, LLC's Holdings Heat Map
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Inlight Wealth Management, LLC's Holdings Bubble Chart
Inlight Wealth Management, LLC News
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