Inlight Wealth Management, LLC
CIK 1731795 · Holdings on Mar 31, 2025 · First reported Apr 22, 2025
Top ten holdings
Q1 2025- VEA11.96%
- CEF7.27%
- RSP6.84%
- IJR6.30%
- COWZ6.13%
- VTV5.70%
- IQLT4.58%
- IWS4.31%
- BRK.B4.26%
- T3.57%
Share classes counted separately60.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +2.93 pp9.03% → 11.96%Shares +93.18K (+32.46%)
- CALFWeight decreased · -0.88 pp3.31% → 2.43%Shares -9.63K (-8.43%)
- AMPYWeight decreased · -0.75 pp1.45% → 0.70%Shares -65.06K (-17.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $19.33M | 11.96% | 380.23K shares | 9.03% → 11.96%+2.93 pp +93.18K (+32.46%) | Added | ↗▾ |
| 02 | CEFSPROTT PHYSICAL GOLD AND SILCEF View history and evidence | $11.74M | 7.27% | 413.30K shares | 7.11% → 7.27%+0.16 pp -41.37K (-9.10%) | Reduced | ↗▾ |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTETF View history and evidence | $11.05M | 6.84% | 63.76K shares | 6.86% → 6.84%-0.02 pp +4.23K (+7.11%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $10.17M | 6.30% | 123.37K shares | 6.94% → 6.30%-0.64 pp +5.67K (+4.82%) | Added | ↗▾ |
| 05 | COWZPACER US CASH COWS 100 ETFETF View history and evidence | $9.90M | 6.13% | 180.86K shares | 6.67% → 6.13%-0.54 pp +1.34K (+0.75%) | Added | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $9.21M | 5.70% | 53.33K shares | 5.53% → 5.70%+0.17 pp +3.67K (+7.40%) | Added | ↗▾ |
| 07 | IQLTISHARES MSCI INTERNATIONAL QETF View history and evidence | $7.40M | 4.58% | 186.50K shares | 4.48% → 4.58%+0.10 pp +3.18K (+1.74%) | Added | ↗▾ |
| 08 | IWSISHARES RUSSELL MID-CAP VALUETF View history and evidence | $6.96M | 4.31% | 55.25K shares | 4.73% → 4.31%-0.42 pp -300 (-0.54%) | Reduced | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $6.89M | 4.26% | 12.93K shares | 3.86% → 4.26%+0.40 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | TAT&T INCStock View history and evidence | $5.78M | 3.57% | 379.23K shares | 3.41% → 3.57%+0.16 pp -21.81K (-5.44%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CCJ CAMECO CORP | Non-derivative | -68,295 | -$3.51M | SEC filing ↗ | SEC filing ↗ |
| GRNT GRANITE RIDGE RESOURCES INC | Non-derivative | -239,968 | -$1.55M | SEC filing ↗ | SEC filing ↗ |
| SHFS SHF HOLDINGS INC | Non-derivative | -10,400 | -$4.68K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731795 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161562795
}Research all 289 reported holdings.
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