Inlight Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Inlight Wealth Management, LLC reported 287 stock positions worth $161.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.0% of the portfolio, followed by Sprott Physical Gold and Sil (CEF, 7.3%) and Invesco S&P 500 Equal Weight (RSP, 6.8%). Compared with Q4 2024, it opened 240 new positions, sold out of 3, added to 9 and reduced 28. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +32%) and the biggest sale an exit from Cameco (CCJ).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001731795
- Portfolio Value
- $161.6M (Q1 2025)
- SEC Filing
- 0001731795-25-000004 ↗ filed Apr 22, 2025
Holdings Value
Holdings 287 stocks · $161.6M
| VEA Vanguard Ftse Developed ETF | 11.96% | 380,232 | $19.3M | Add +32.5% |
| CEF Sprott Physical Gold and Sil | 7.27% | 413,295 | $11.7M | Reduce -9.1% |
| RSP Invesco S&P 500 Equal Weight | 6.84% | 63,761 | $11.0M | Add +7.1% |
| IJR iShares Core S&P Small-Cap E | 6.30% | 123,370 | $10.2M | Add +4.8% |
| COWZ Pacer US Cash Cows 100 ETF | 6.13% | 180,856 | $9.9M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.70% | 53,326 | $9.2M | Add +7.4% |
| IQLT iShares MSCI International Q | 4.58% | 186,502 | $7.4M | Add +1.7% |
| IWS iShares Russell Mid-Cap Valu | 4.31% | 55,248 | $7.0M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.26% | 12,934 | $6.9M | No change |
| T AT&T Inc. | 3.57% | 379,231 | $5.8M | Reduce -5.4% |
| UBER Uber Technologies Inc. | 3.21% | 71,261 | $5.2M | Reduce -9.4% |
| DGS Wisdomtree Em Small Cap | 3.05% | 102,162 | $4.9M | Reduce -8.3% |
| VOD Vodafone Group PLC-SP ADR | 2.85% | 491,074 | $4.6M | Reduce -10.2% |
| VZ Verizon Communications Inc. | 2.64% | 93,884 | $4.3M | Reduce -6.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 2.43% | 104,656 | $3.9M | Reduce -8.4% |
| GDX Vaneck Gold Miners ETF | 2.26% | 79,358 | $3.6M | Reduce -4.3% |
| GDXJ Vaneck Junior Gold Miners | 2.25% | 63,514 | $3.6M | Reduce -4.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.88% | 38,547 | $3.0M | New |
| PFE Pfizer Inc. | 1.76% | 112,171 | $2.8M | Reduce -8.0% |
| BP BP PLC-Spons ADR | 1.75% | 83,780 | $2.8M | Reduce -17.8% |
| CVS CVS Health Corp. | 1.66% | 39,656 | $2.7M | Reduce -17.8% |
| MTCH Match Group Inc. | 1.31% | 67,861 | $2.1M | Reduce -10.1% |
| SIRI Sirius XM Holdings Inc. | 1.29% | 92,301 | $2.1M | Reduce -17.8% |
| DK Delek US Holdings Inc. | 1.03% | 110,225 | $1.7M | Reduce -20.0% |
| AMPY Amplify Energy Corp. | 0.70% | 301,142 | $1.1M | Reduce -17.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 4,592 | $855K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.43% | 4,354 | $699K | New |
| IJH iShares Core S&P Midcap ETF | 0.36% | 10,027 | $585K | New |
| AAPL Apple Inc. | 0.31% | 2,251 | $500K | Add +0.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.29% | 8,565 | $472K | New |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 70,034 | $358K | Reduce -0.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.22% | 2,804 | $349K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.21% | 3,528 | $344K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.21% | 2,800 | $335K | No change |
| CSL Carlisle Cos Inc. | 0.20% | 320,026 | $320K | No change |
| VGSH Vanguard Short-Term Treasury | 0.18% | 4,969 | $292K | New |
| MSFT Microsoft Corp. | 0.17% | 745 | $280K | Add +0.1% |
| WK Workiva Inc. | 0.17% | 3,607 | $274K | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 1,597 | $249K | Add +14.0% |
| HD Home Depot Inc. | 0.15% | 642 | $235K | Reduce -28.0% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 210,897 | $211K | No change |
| SCHX Schwab US Large-Cap ETF | 0.13% | 9,199 | $203K | New |
| WBD Warner Bros Discovery Inc. | 0.12% | 29,115 | $198K | Reduce -88.3% |
| IVE iShares S&P 500 Value ETF | 0.12% | 179,293 | $198K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 1,526 | $181K | New |
| EPD Enterprise Products Partners | 0.11% | 5,256 | $179K | Reduce -58.5% |
| NVDA Nvidia Corp. | 0.11% | 1,617 | $175K | Reduce -37.4% |
| SCHP Schwab U.S. Tips ETF | 0.10% | 6,189 | $166K | New |
| SLV iShares Silver Trust | 0.10% | 5,087 | $158K | New |
| ATO Atmos Energy Corp. | 0.10% | 1,000 | $155K | New |
| UPS United Parcel Service Class B | 0.09% | 1,384 | $152K | New |
| COST Costco Wholesale Corp. | 0.09% | 155 | $147K | New |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 2,855 | $143K | New |
| MAR Marriott International Class A | 0.08% | 572 | $136K | New |
| FLGT Fulgent Genetics Inc. | 0.08% | 8,000 | $135K | Reduce -78.4% |
| MOS The Mosaic Co. | 0.08% | 4,972 | $134K | Reduce -78.9% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 2,099 | $125K | New |
| GSAT Globalstar Inc. | 0.08% | 5,866 | $122K | No change |
| JNJ Johnson & Johnson | 0.08% | 732 | $121K | New |
| CVX Chevron Corp. | 0.07% | 704 | $118K | New |
| SD Sandridge Energy Inc. | 0.07% | 10,012 | $114K | Reduce -78.7% |
| LII Lennox International Inc. | 0.07% | 203 | $114K | New |
| ISRG Intuitive Surgical Inc. | 0.07% | 224 | $111K | New |
| DLR Digital Realty Trust Inc. | 0.07% | 770 | $110K | New |
| WELL Welltower Inc. | 0.07% | 720 | $110K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,085 | $107K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.07% | 523 | $106K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 427 | $105K | New |
| EFA iShares MSCI Eafe ETF | 0.06% | 1,261 | $103K | New |
| GOOGL Alphabet Inc. Class A | 0.06% | 645 | $100K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 959 | $99K | New |
| GS Goldman Sachs Group Inc. | 0.06% | 174 | $95K | New |
| IAU iShares Gold Trust | 0.06% | 1,606 | $95K | New |
| ITW Illinois Tool Works | 0.06% | 379 | $94K | New |
| VPU Vanguard Utilities ETF | 0.06% | 529 | $90K | New |
| TXRH Texas Roadhouse Inc. | 0.06% | 534 | $89K | New |
| BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG | 0.05% | 5,242 | $85K | New |
| DCTH Delcath Systems Inc. | 0.05% | 6,681 | $85K | New |
| TSLA Tesla Inc. | 0.05% | 317 | $82K | New |
| COPX Global X Copper Miners ETF | 0.05% | 2,100 | $82K | New |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 559 | $76K | New |
| SCHG Schwab US Large-Cap Growth | 0.05% | 3,000 | $75K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 1,000 | $74K | New |
| JNPR Juniper Networks Inc. | 0.04% | 2,000 | $72K | New |
| VOO Vanguard S&P 500 ETF | 0.04% | 137 | $70K | New |
| VGK Vanguard Ftse Europe ETF | 0.04% | 67,702 | $68K | No change |
| DLN Wisdomtree US Largecap Divid | 0.04% | 851 | $68K | New |
| CAG Conagra Brands Inc. | 0.04% | 2,507 | $67K | New |
| AVB Avalonbay Communities Inc. | 0.04% | 289 | $62K | New |
| BEN Franklin Templeton Inc. | 0.04% | 3,179 | $61K | Reduce -79.5% |
| ITA iShares U.S. Aerospace & Def | 0.04% | 394 | $60K | New |
| IVV iShares Core S&P 500 ETF | 0.04% | 106 | $60K | New |
| XAR SS SPDR S&P Aerospace Def | 0.04% | 366 | $59K | New |
| NNN NNN REIT Inc. | 0.04% | 1,334 | $57K | New |
| PINS Pinterest Inc. Class A | 0.03% | 1,770 | $55K | New |
| GLD SPDR Gold Shares | 0.03% | 190 | $55K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 839 | $53K | New |
| HQI Hirequest Inc. | 0.03% | 4,190 | $50K | Reduce -79.3% |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 1,115 | $46K | New |
| URA Global X Uranium ETF | 0.03% | 2,000 | $46K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 62 | $2K | New |
Total filed on the 13F, all lines: $161.6M.
Portfolio Sells Q4 2024 → Q1 2025
| CCJ Cameco Corp. | Sold out | 0.00% | −2.03 |
| WBD Warner Bros Discovery Inc. | Reduce -88.3% | 0.12% | −1.33 |
| GRNT Granite Ridge Resources Inc. | Sold out | 0.00% | −0.90 |
| AMPY Amplify Energy Corp. | Reduce -17.8% | 0.70% | −0.57 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -8.4% | 2.43% | −0.48 |
| DK Delek US Holdings Inc. | Reduce -20.0% | 1.03% | −0.45 |
| FLGT Fulgent Genetics Inc. | Reduce -78.4% | 0.08% | −0.31 |
| MOS The Mosaic Co. | Reduce -78.9% | 0.08% | −0.25 |
| SD Sandridge Energy Inc. | Reduce -78.7% | 0.07% | −0.25 |
| SIRI Sirius XM Holdings Inc. | Reduce -17.8% | 1.29% | −0.19 |
| BEN Franklin Templeton Inc. | Reduce -79.5% | 0.04% | −0.14 |
| HQI Hirequest Inc. | Reduce -79.3% | 0.03% | −0.13 |
| EPD Enterprise Products Partners | Reduce -58.5% | 0.11% | −0.12 |
| MTCH Match Group Inc. | Reduce -10.1% | 1.31% | −0.12 |
| PFE Pfizer Inc. | Reduce -8.0% | 1.76% | −0.11 |
| DGS Wisdomtree Em Small Cap | Reduce -8.3% | 3.05% | −0.10 |
| NVDA Nvidia Corp. | Reduce -37.4% | 0.11% | −0.09 |
| MEI Methode Electronics Inc. | Reduce -78.8% | 0.01% | −0.08 |
| HD Home Depot Inc. | Reduce -28.0% | 0.15% | −0.06 |
| SHF HOLDINGS INC | Sold out | 0.00% | −0.00 |
| BP BP PLC-Spons ADR | Reduce -17.8% | 1.75% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 0.22% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.5% | 4.31% | +0.15 |
| VOD Vodafone Group PLC-SP ADR | Reduce -10.2% | 2.85% | +0.16 |
| VZ Verizon Communications Inc. | Reduce -6.4% | 2.64% | +0.32 |
| CVS CVS Health Corp. | Reduce -17.8% | 1.66% | +0.41 |
| UBER Uber Technologies Inc. | Reduce -9.4% | 3.21% | +0.47 |
| T AT&T Inc. | Reduce -5.4% | 3.57% | +0.58 |
| GDXJ Vaneck Junior Gold Miners | Reduce -4.2% | 2.25% | +0.61 |
| GDX Vaneck Gold Miners ETF | Reduce -4.3% | 2.26% | +0.63 |
| CEF Sprott Physical Gold and Sil | Reduce -9.1% | 7.27% | +1.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +32.5% | 11.96% | +4.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 1.88% | +1.88 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.4% | 5.70% | +0.84 |
| RSP Invesco S&P 500 Equal Weight | Add +7.1% | 6.84% | +0.80 |
| IQLT iShares MSCI International Q | Add +1.7% | 4.58% | +0.65 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.53% | +0.53 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.43% | +0.43 |
| IJH iShares Core S&P Midcap ETF | New | 0.36% | +0.36 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.29% | +0.29 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.8% | 6.13% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +4.8% | 6.30% | +0.19 |
| VGSH Vanguard Short-Term Treasury | New | 0.18% | +0.18 |
| SCHX Schwab US Large-Cap ETF | New | 0.13% | +0.13 |
| XOM Exxon Mobil Corp. | New | 0.11% | +0.11 |
| SCHP Schwab U.S. Tips ETF | New | 0.10% | +0.10 |
| SLV iShares Silver Trust | New | 0.10% | +0.10 |
| ATO Atmos Energy Corp. | New | 0.10% | +0.10 |
| UPS United Parcel Service Class B | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | New | 0.09% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | New | 0.09% | +0.09 |
| MAR Marriott International Class A | New | 0.08% | +0.08 |
| VGIT Vanguard Intermediate-Term T | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| LII Lennox International Inc. | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | New | 0.07% | +0.07 |
| DLR Digital Realty Trust Inc. | New | 0.07% | +0.07 |
| WELL Welltower Inc. | New | 0.07% | +0.07 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| EFA iShares MSCI Eafe ETF | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.06% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.06% | +0.06 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| ITW Illinois Tool Works | New | 0.06% | +0.06 |
| VPU Vanguard Utilities ETF | New | 0.06% | +0.06 |
| TXRH Texas Roadhouse Inc. | New | 0.06% | +0.06 |
| BRSL Brightstar Lottery PLC | New | 0.05% | +0.05 |
| DCTH Delcath Systems Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| COPX Global X Copper Miners ETF | New | 0.05% | +0.05 |
| SDY SS SPDR S&P Dividend ETF | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | New | 0.05% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.05% | +0.05 |
| JNPR Juniper Networks Inc. | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | New | 0.04% | +0.04 |
| DLN Wisdomtree US Largecap Divid | New | 0.04% | +0.04 |
| CAG Conagra Brands Inc. | New | 0.04% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $314.6M | VEA, IJR, RSP, ISHG, VTV |
| Q1 2026 | 50 | $270.1M | VEA, ISHG, RSP, IJR, COWZ |
| Q4 2025 | 233 | $273.1M | VEA, ISHG, RSP, CEF, IJR |
| Q3 2025 | 244 | $213.0M | VEA, ISHG, CEF, RSP, IJR |
| Q2 2025 | 248 | $193.2M | VEA, RSP, CEF, IJR, ISHG |
| Q1 2025 | 287 | $161.6M | VEA, CEF, RSP, IJR, COWZ |
| Q4 2024 | 50 | $172.9M | IVW, VEA, CEF, IJR, RSP |