Inlight Wealth Management, LLC
•CIK: 1731795•Filing: Q4 2025
**Inlight Wealth Management, LLC** manages $273M across a diversified portfolio of 234 holdings. The strategy exhibits significant allocations to international equities, notably VEA at $34.8M, alongside substantial positions in sector-specific and broad market indices. Key concentrations include ISHG ($23.8M), RSP ($19.1M), and CEF/U ($18.3M), suggesting a tactical tilt toward global growth and income-generating assets. The top ten holdings alone represent a focused deployment of capital across varied market segments.
Total AUM
$273.1M
QoQ Performance
+28.2%
Positions
234
Top 10 Concentration
63.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
ISHG
RSP
CEF/U
IJR
COWZ
VTV
VEA12.7%
ISHG8.7%
RSP7.0%
CEF/U6.7%
IJR6.6%
COWZ5.7%
VTV5.5%
IQLT4.7%
📈 Biggest Buys
ISHG
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
+61.2%
8.7% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+27.4%
12.7% of portfolio
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+144.7%
3.3% of portfolio
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+35.8%
7.0% of portfolio
VOE
VANGUARD MID-CAP VALUE ETF
+148.8%
2.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other90.7%
Financial3.2%
Communication2.8%
Healthcare2.0%
Technology0.7%
Consumer0.3%
ETF0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+50 more exited positions
Changes from Q3 2025
NEW10 new positions
↑33 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024