Inlight Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $19.3B, Sprott Physical Gold & Silver Trust with a value of $11.7B, Invesco S&P 500 Equal Weight E with a value of $11B, Ishares Core S&P Sm Cap ETF with a value of $10.2B, and Pacer Fds Tr Us Cash Cows 100 with a value of $9.9B.

Examining the 13F form we can see an increase of $9.52B in the current position value, from $152B to 162B.

Inlight Wealth Management, LLC is based out at Atlanta, GA

Below you can find more details about Inlight Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $100 Billion
Financial Services: $19 Billion
Communication Services: $17.6 Billion
Technology: $6.97 Billion
Energy: $6.33 Billion
Healthcare: $6.14 Billion
Consumer Cyclical: $993 Million
Industrials: $868 Million
Other: $981 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $162 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 242 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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