Inlight Wealth Management, LLC
CIK 1731795 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- VEA9.03%
- CEF7.11%
- IJR6.94%
- RSP6.86%
- COWZ6.67%
- VTV5.53%
- IWS4.73%
- IQLT4.48%
- BRK.B3.86%
- DGS3.59%
Share classes counted separately58.80%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $13.73M | 9.03% | 287.06K shares | Prior unavailable — | — | ↗▾ |
| 02 | CEFSPROTT PHYSICAL GOLD AND SILCEF View history and evidence | $10.80M | 7.11% | 454.66K shares | Prior unavailable — | — | ↗▾ |
| 03 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $10.55M | 6.94% | 117.70K shares | Prior unavailable — | — | ↗▾ |
| 04 | RSPINVESCO S&P 500 EQUAL WEIGHTETF View history and evidence | $10.43M | 6.86% | 59.53K shares | Prior unavailable — | — | ↗▾ |
| 05 | COWZPACER US CASH COWS 100 ETFETF View history and evidence | $10.14M | 6.67% | 179.51K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $8.41M | 5.53% | 49.65K shares | Prior unavailable — | — | ↗▾ |
| 07 | IWSISHARES RUSSELL MID-CAP VALUETF View history and evidence | $7.18M | 4.73% | 55.55K shares | Prior unavailable — | — | ↗▾ |
| 08 | IQLTISHARES MSCI INTERNATIONAL QETF View history and evidence | $6.80M | 4.48% | 183.32K shares | Prior unavailable — | — | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $5.86M | 3.86% | 12.93K shares | Prior unavailable — | — | ↗▾ |
| 10 | DGSWISDOMTREE EM SMALL CAPETF View history and evidence | $5.45M | 3.59% | 111.45K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1731795 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152040468
}Research all 50 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.