Inlight Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Inlight Wealth Management, LLC reported 233 stock positions worth $273.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.7% of the portfolio, followed by iShares -3 Year Internationa (ISHG, 8.7%) and Invesco S&P 500 Equal Weight (RSP, 7.0%). Compared with Q3 2025, it opened 13 new positions, sold out of 24, added to 34 and reduced 33. The biggest buy was iShares -3 Year Internationa (ISHG, shares +61%) and the biggest sale iShares Russell Mid-Cap Valu (IWS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001731795
- Portfolio Value
- $273.1M (Q4 2025)
- SEC Filing
- 0001731795-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 233 stocks · $273.1M
| VEA Vanguard Ftse Developed ETF | 12.73% | 556,615 | $34.8M | Add +27.4% |
| ISHG iShares -3 Year Internationa | 8.71% | 316,251 | $23.8M | Add +61.2% |
| RSP Invesco S&P 500 Equal Weight | 6.99% | 99,712 | $19.1M | Add +35.8% |
| CEF Sprott Physical Gold and Sil | 6.69% | 398,877 | $18.3M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 6.56% | 175,294 | $17.9M | Add +24.3% |
| COWZ Pacer US Cash Cows 100 ETF | 5.68% | 257,643 | $15.5M | Add +26.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.53% | 79,037 | $15.1M | Add +28.6% |
| IQLT iShares MSCI International Q | 4.67% | 280,326 | $12.7M | Add +28.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 3.28% | 209,756 | $9.0M | Add +22.4% |
| IWS iShares Russell Mid-Cap Valu | 2.83% | 54,837 | $7.7M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.65% | 34,194 | $7.2M | Add +115.8% |
| GDXJ Vaneck Junior Gold Miners | 2.59% | 62,129 | $7.1M | Reduce -1.0% |
| GDX Vaneck Gold Miners ETF | 2.44% | 77,543 | $6.7M | Reduce -0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.43% | 37,343 | $6.6M | Add +148.8% |
| VOD Vodafone Group PLC-SP ADR | 2.24% | 463,548 | $6.1M | Reduce -2.3% |
| T AT&T Inc. | 2.10% | 405,204 | $5.7M | Add +7.3% |
| IJH iShares Core S&P Midcap ETF | 2.04% | 84,489 | $5.6M | Add +143.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.74% | 65,355 | $4.8M | Add +103.6% |
| VZ Verizon Communications Inc. | 1.70% | 114,187 | $4.7M | Add +21.5% |
| DGS Wisdomtree Em Small Cap | 1.59% | 76,069 | $4.4M | Reduce -13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 7,397 | $3.7M | Reduce -1.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.27% | 78,005 | $3.5M | Reduce -12.0% |
| BILL Bill Holdings Inc. | 1.16% | 58,201 | $3.2M | Add +42.4% |
| CVS CVS Health Corp. | 1.00% | 34,365 | $2.7M | Reduce -7.0% |
| BP BP PLC-Spons ADR | 0.96% | 75,579 | $2.6M | Reduce -3.5% |
| FRSH Freshworks Inc. Class A | 0.95% | 211,247 | $2.6M | Add +77.6% |
| PFE Pfizer Inc. | 0.91% | 100,345 | $2.5M | Reduce -5.6% |
| MTCH Match Group Inc. | 0.78% | 65,821 | $2.1M | Reduce -0.5% |
| SIRI Sirius XM Holdings Inc. | 0.62% | 85,104 | $1.7M | Reduce -1.4% |
| AMPY Amplify Energy Corp. | 0.47% | 282,296 | $1.3M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 13,648 | $802K | Add +40.4% |
| AAPL Apple Inc. | 0.22% | 2,250 | $612K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,395 | $438K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 70,100 | $416K | Add +0.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 3,528 | $401K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.14% | 2,804 | $396K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.13% | 2,800 | $368K | No change |
| GSAT Globalstar Inc. | 0.13% | 5,866 | $358K | No change |
| MSFT Microsoft Corp. | 0.13% | 711 | $344K | Add +0.6% |
| SLV iShares Silver Trust | 0.12% | 5,087 | $328K | No change |
| FXE Invesco Currencyshares Euro | 0.12% | 3,002 | $326K | No change |
| CSL Carlisle Cos Inc. | 0.12% | 320,026 | $320K | No change |
| VGIT Vanguard Intermediate-Term T | 0.12% | 5,254 | $315K | Add +44.7% |
| WK Workiva Inc. | 0.11% | 3,607 | $311K | No change |
| SCHP Schwab U.S. Tips ETF | 0.11% | 11,656 | $309K | Add +29.6% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 3,024 | $304K | New |
| NVDA Nvidia Corp. | 0.11% | 1,590 | $297K | Reduce -4.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.10% | 2,768 | $283K | Add +44.4% |
| HD Home Depot Inc. | 0.10% | 780 | $268K | No change |
| SCHX Schwab US Large-Cap ETF | 0.09% | 9,322 | $251K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 369 | $232K | Add +19.4% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 210,897 | $211K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 646 | $202K | No change |
| IVE iShares S&P 500 Value ETF | 0.07% | 179,293 | $200K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 1,526 | $184K | No change |
| MAR Marriott International Class A | 0.07% | 572 | $177K | No change |
| ATO Atmos Energy Corp. | 0.06% | 1,000 | $168K | No change |
| NSC Norfolk Southern Corp. | 0.06% | 541 | $156K | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 174 | $153K | No change |
| JNJ Johnson & Johnson | 0.06% | 732 | $151K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 427 | $138K | No change |
| ITOT iShares Core S&P Total U.S. | 0.05% | 899 | $134K | New |
| WELL Welltower Inc. | 0.05% | 720 | $134K | No change |
| COST Costco Wholesale Corp. | 0.05% | 152 | $131K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 523 | $131K | No change |
| IAU iShares Gold Trust | 0.05% | 1,606 | $130K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 383 | $128K | Add +190.2% |
| EPD Enterprise Products Partners | 0.05% | 4,000 | $128K | No change |
| ISRG Intuitive Surgical Inc. | 0.05% | 221 | $125K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 1,071 | $122K | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 0.04% | 1,261 | $121K | No change |
| DLR Digital Realty Trust Inc. | 0.04% | 770 | $119K | No change |
| COPX Global X Copper Miners ETF | 0.04% | 1,500 | $108K | No change |
| CVX Chevron Corp. | 0.04% | 703 | $107K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 2,700 | $100K | Reduce -4.3% |
| LII Lennox International Inc. | 0.04% | 203 | $99K | No change |
| ITW Illinois Tool Works | 0.03% | 379 | $93K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 1,000 | $92K | No change |
| TXRH Texas Roadhouse Inc. | 0.03% | 534 | $89K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.03% | 366 | $88K | No change |
| BWZ State Street SPDR Bloomberg | 0.03% | 3,189 | $87K | No change |
| ITA iShares U.S. Aerospace & Def | 0.03% | 394 | $85K | No change |
| SCHG Schwab US Large-Cap Growth | 0.03% | 2,500 | $82K | Reduce -16.7% |
| UPS United Parcel Service Class B | 0.03% | 807 | $80K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 559 | $78K | No change |
| SCHF Schwab Intl Equity ETF | 0.03% | 3,127 | $75K | Add +77.1% |
| DLN Wisdomtree US Largecap Divid | 0.03% | 851 | $75K | No change |
| IEMG iShares Core MSCI Emerging | 0.03% | 1,104 | $74K | Add +76.6% |
| VPU Vanguard Utilities ETF | 0.03% | 400 | $74K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 107 | $73K | New |
| GLD SPDR Gold Shares | 0.02% | 171 | $68K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 67,702 | $68K | No change |
| IVV iShares Core S&P 500 ETF | 0.02% | 97 | $66K | No change |
| TSLA Tesla Inc. | 0.02% | 135 | $61K | Add +35.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 839 | $60K | No change |
| NNN NNN REIT Inc. | 0.02% | 1,334 | $53K | No change |
| AVB Avalonbay Communities Inc. | 0.02% | 289 | $52K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 235 | $52K | Add +14.6% |
| URA Global X Uranium ETF | 0.02% | 1,200 | $51K | No change |
| MUB iShares National Muni Bond E | 0.02% | 445 | $48K | Add +29.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 62 | $1K | No change |
Total filed on the 13F, all lines: $273.1M.
Portfolio Sells Q3 2025 → Q4 2025
| IWS iShares Russell Mid-Cap Valu | Reduce -0.7% | 2.83% | −0.79 |
| DGS Wisdomtree Em Small Cap | Reduce -13.4% | 1.59% | −0.76 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -12.0% | 1.27% | −0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 1.36% | −0.41 |
| GDX Vaneck Gold Miners ETF | Reduce -0.9% | 2.44% | −0.37 |
| PFE Pfizer Inc. | Reduce -5.6% | 0.91% | −0.36 |
| VOD Vodafone Group PLC-SP ADR | Reduce -2.3% | 2.24% | −0.34 |
| GDXJ Vaneck Junior Gold Miners | Reduce -1.0% | 2.59% | −0.33 |
| SIRI Sirius XM Holdings Inc. | Reduce -1.4% | 0.62% | −0.32 |
| MTCH Match Group Inc. | Reduce -0.5% | 0.78% | −0.32 |
| CVS CVS Health Corp. | Reduce -7.0% | 1.00% | −0.31 |
| BP BP PLC-Spons ADR | Reduce -3.5% | 0.96% | −0.31 |
| CEF Sprott Physical Gold and Sil | Reduce -0.7% | 6.69% | −0.23 |
| AMPY Amplify Energy Corp. | Reduce -0.8% | 0.47% | −0.23 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.04 |
| NVDA Nvidia Corp. | Reduce -4.2% | 0.11% | −0.04 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.02 |
| HOOD Robinhood Markets Inc. Class A | Reduce -84.2% | 0.00% | −0.02 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.02 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Reduce -34.7% | 0.01% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -89.7% | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.3% | 0.04% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -16.7% | 0.03% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.04% | −0.01 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.01 |
| QMOM Alpha US Quant Mom ETF | Sold out | 0.00% | −0.01 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -31.2% | 0.01% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -53.9% | 0.00% | −0.01 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.01 |
| TEM Tempus AI Inc. Class A | Reduce -74.6% | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Reduce -76.9% | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -30.8% | 0.01% | −0.01 |
| BAC Bank of America Corp. | Reduce -58.7% | 0.00% | −0.01 |
| WBD Warner Bros Discovery Inc. | Reduce -3.8% | 0.01% | −0.00 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.00 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.00 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.00 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Reduce -7.7% | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.00 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.00 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -6.5% | 0.00% | −0.00 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| ISHG iShares -3 Year Internationa | Add +61.2% | 8.71% | +1.70 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +148.8% | 2.43% | +1.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +115.8% | 2.65% | +1.10 |
| IJH iShares Core S&P Midcap ETF | Add +143.2% | 2.04% | +0.98 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +103.6% | 1.74% | +0.72 |
| RSP Invesco S&P 500 Equal Weight | Add +35.8% | 6.99% | +0.46 |
| VEA Vanguard Ftse Developed ETF | Add +27.4% | 12.73% | +0.44 |
| FRSH Freshworks Inc. Class A | Add +77.6% | 0.95% | +0.29 |
| COWZ Pacer US Cash Cows 100 ETF | Add +26.3% | 5.68% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +24.3% | 6.56% | +0.16 |
| IQLT iShares MSCI International Q | Add +28.7% | 4.67% | +0.15 |
| BILL Bill Holdings Inc. | Add +42.4% | 1.16% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +28.6% | 5.53% | +0.15 |
| SGOV iShares 0-3 Month Treasury B | New | 0.11% | +0.11 |
| ITOT iShares Core S&P Total U.S. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +190.2% | 0.05% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +40.4% | 0.29% | +0.02 |
| OMDA Omada Health Inc. | New | 0.02% | +0.02 |
| VGIT Vanguard Intermediate-Term T | Add +44.7% | 0.12% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +44.4% | 0.10% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +77.1% | 0.03% | +0.01 |
| CADE Cadence Bank | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +76.6% | 0.03% | +0.01 |
| SCHB Schwab US Broad Market ETF | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +1333.3% | 0.00% | +0.00 |
| DGRO iShares Core Dividend Growth | New | 0.00% | +0.00 |
| TOST Toast Inc. Class A | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +35.0% | 0.02% | +0.00 |
| KLAR Klarna Group PLC | New | 0.00% | +0.00 |
| XLE SS Energy Select Sector | New | 0.00% | +0.00 |
| VXUS Vanguard Total Intl Stock | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +780.0% | 0.00% | +0.00 |
| MUB iShares National Muni Bond E | Add +29.0% | 0.02% | +0.00 |
| VDE Vanguard Energy ETF | New | 0.00% | +0.00 |
| CETX Cemtrex Inc. | New | 0.00% | 0.00 |
| RIOT Riot Platforms Inc. | Add +100.0% | 0.00% | 0.00 |
| MARA Mara Holdings Inc. | Add +100.0% | 0.00% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +29.6% | 0.11% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +14.6% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +19.4% | 0.08% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 0.15% | −0.04 |
| AAPL Apple Inc. | Add +0.1% | 0.22% | −0.04 |
| MSFT Microsoft Corp. | Add +0.6% | 0.13% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +22.4% | 3.28% | −0.23 |
| VZ Verizon Communications Inc. | Add +21.5% | 1.70% | −0.24 |
| T AT&T Inc. | Add +7.3% | 2.10% | −0.58 |
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 |