Inlight Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Inlight Wealth Management, LLC 13F Holdings
CIK 0001731795 · ATLANTA, GA
As of Sep 30, 2025, Inlight Wealth Management, LLC reported
245 positions worth $212.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 436,979 | $26.2M | 12.30% |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ISHG | — | 196,193 |
|
4.9M7.02% |
| CENTRAL FUND OF CANADA LTD | CEF | — | 401,721 |
4.7M | 6.92% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 73,424 |
3.9M | 6.54% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 140,987 |
3.7M | 6.41% |
| PACER US CASH COWS 100 ETF | COWZ | — | 203,999 |
1.7M | 5.51% |
| VANGUARD VALUE INDEX FUND | VTV | — | 61,475 |
1.5M | 5.38% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 217,781 | $9.6M | 4.52% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 55,230 | $7.7M | 3.62% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 85,716 | $7.5M | 3.51% |
| VANECK JUNIOR GOLD MINERS ETF | GDXJ | — | 62,760 | $6.2M | 2.92% |
| VANECK GOLD MINERS ETF | GDX | — | 78,289 | $6.0M | 2.81% |
| AT&T INC | T | Communication Services | 377,607 | $5.7M | 2.69% |
| VODAFONE GROUP PLC-SP ADR | VOD | Communication Services | 474,400 | $5.5M | 2.58% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 87,865 | $5.0M | 2.36% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 93,979 | $4.1M | 1.94% |
| PACER US SMALL CAP CASH COWS ETF | CALF | — | 88,609 | $3.9M | 1.82% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,488 | $3.8M | 1.77% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 15,845 | $3.3M | 1.55% |
| CVS HEALTH CORP | CVS | Healthcare | 36,972 | $2.8M | 1.31% |
| PFIZER INC | PFE | Healthcare | 106,277 | $2.7M | 1.27% |
| BP PLC | BP | Energy | 78,347 | $2.7M | 1.27% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 15,008 | $2.6M | 1.23% |
| MATCH GROUP INC | MTCH | Communication Services | 66,154 | $2.3M | 1.10% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 34,747 | $2.3M | 1.06% |