Inlight Wealth Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Inlight Wealth Management, LLC reported 50 stock positions worth $172.9 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 12.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.9%) and Sprott Physical Gold and Sil (CEF, 6.2%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001731795
Portfolio Value
$172.9M (Q4 2024)
SEC Filing
0001731795-25-000002 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $172.9M $172.9M Q4 2024 Q1 2025: $161.6M Q1 2025 Q2 2025: $193.2M Q2 2025 Q3 2025: $213.0M Q3 2025 Q4 2025: $273.1M Q4 2025 Q1 2026: $270.1M Q1 2026 Q2 2026: $314.6M Q2 2026

Holdings 50 stocks · $172.9M

IVW iShares S&P 500 Growth ETF 12.20% 210,897 $21.1M —
VEA Vanguard Ftse Developed ETF 7.94% 287,055 $13.7M —
CEF Sprott Physical Gold and Sil 6.25% 454,660 $10.8M —
IJR iShares Core S&P Small-Cap E 6.10% 117,702 $10.6M —
RSP Invesco S&P 500 Equal Weight 6.03% 59,528 $10.4M —
COWZ Pacer US Cash Cows 100 ETF 5.86% 179,514 $10.1M —
VTV Vanguard Mrngstr Val ETF-Aui 4.86% 49,651 $8.4M —
IWS iShares Russell Mid-Cap Valu 4.15% 55,548 $7.2M —
IQLT iShares MSCI International Q 3.94% 183,319 $6.8M —
BRK.B Berkshire Hathaway Inc. Class B 3.39% 12,934 $5.9M —
DGS Wisdomtree Em Small Cap 3.15% 111,450 $5.5M —
T AT&T Inc. 3.00% 401,038 $5.2M —
CALF PCR US SM CP CSH CWS ETF-Usd 2.91% 114,290 $5.0M —
UBER Uber Technologies Inc. 2.74% 78,642 $4.7M —
VOD Vodafone Group PLC-SP ADR 2.69% 547,066 $4.6M —
VZ Verizon Communications Inc. 2.32% 100,302 $4.0M —
CCJ Cameco Corp. 2.03% 68,295 $3.5M —
PFE Pfizer Inc. 1.87% 121,959 $3.2M —
BP BP PLC-Spons ADR 1.74% 101,938 $3.0M —
GDXJ Vaneck Junior Gold Miners 1.64% 66,276 $2.8M —
GDX Vaneck Gold Miners ETF 1.63% 82,882 $2.8M —
SIRI Sirius XM Holdings Inc. 1.48% 112,268 $2.6M —
DK Delek US Holdings Inc. 1.47% 137,770 $2.5M —
WBD Warner Bros Discovery Inc. 1.45% 248,248 $2.5M —
MTCH Match Group Inc. 1.43% 75,443 $2.5M —
AMPY Amplify Energy Corp. 1.27% 366,197 $2.2M —
CVS CVS Health Corp. 1.25% 48,237 $2.2M —
GRNT Granite Ridge Resources Inc. 0.90% 239,968 $1.6M —
FLGT Fulgent Genetics Inc. 0.40% 37,088 $685K —
MOS The Mosaic Co. 0.33% 23,562 $579K —
AAPL Apple Inc. 0.33% 2,249 $563K —
SD Sandridge Energy Inc. 0.32% 46,997 $550K —
EPD Enterprise Products Partners 0.23% 12,653 $397K —
WK Workiva Inc. 0.23% 3,607 $395K —
IJS iShares S&P Small-Cap 600 Va 0.22% 3,528 $383K —
IJT iShares S&P Small-Cap 600 GR 0.22% 2,804 $380K —
VWO Vanguard Ftse Emerging Marke 0.21% 70,199 $357K —
IJJ iShares S&P Mid-Cap 400 Valu 0.20% 2,800 $350K —
HD Home Depot Inc. 0.20% 892 $347K —
NVDA Nvidia Corp. 0.20% 2,583 $347K —
CSL Carlisle Cos Inc. 0.19% 320,026 $320K —
BEN Franklin Templeton Inc. 0.18% 15,537 $315K —
MSFT Microsoft Corp. 0.18% 744 $314K —
HQI Hirequest Inc. 0.17% 20,246 $287K —
GOOG Alphabet Inc. Class C 0.15% 1,401 $267K —
IVE iShares S&P 500 Value ETF 0.11% 179,293 $198K —
GSAT Globalstar Inc. 0.11% 88,000 $182K —
MEI Methode Electronics Inc. 0.09% 13,841 $163K —
VGK Vanguard Ftse Europe ETF 0.04% 67,702 $68K —
SHF HOLDINGS INC 0.00% 10,400 $5K —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 62$314.6MVEA, IJR, RSP, ISHG, VTV
Q1 2026 50$270.1MVEA, ISHG, RSP, IJR, COWZ
Q4 2025 233$273.1MVEA, ISHG, RSP, CEF, IJR
Q3 2025 244$213.0MVEA, ISHG, CEF, RSP, IJR
Q2 2025 248$193.2MVEA, RSP, CEF, IJR, ISHG
Q1 2025 287$161.6MVEA, CEF, RSP, IJR, COWZ
Q4 2024 50$172.9MIVW, VEA, CEF, IJR, RSP