SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Inlight Wealth Management, LLC

CIK 0001731795 · 1175 PEACHTREE STREET NE, SUITE 360, ATLANTA, GA, 30361 · 404-551-2808

Reported Value
$213M
Q3 2025
Positions
245
Filings on Record
6
2019–present window
Filed
Oct 28, 2025
original filing

Summary

Inlight Wealth Management, LLC reported $213M in U.S.-listed holdings across 245 positions for Q3 2025.

Its largest position, Vanguard Ftse Developed Markets Etf, represents 12.3% of the portfolio.

Compared with Q2 2025, the fund opened 10 new positions and exited 14.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+61.7%
share of reported value
Largest Position
+12.3%
Vanguard Ftse Developed Markets Etf
New / Exited
10 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $152MQ4 ’24Q1 ’25: $162MQ1 ’25Q2 ’25: $193MQ2 ’25Q3 ’25: $213MQ3 ’25Q4 ’25: $273MQ4 ’25Q1 ’26: $270MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 72.4%Common Stock: 16.4%Closed-End Fund: 6.9%ADR: 4.0%REIT: 0.2%Other: 0.1%
  • ETP · 72.4% · $154M
  • Common Stock · 16.4% · $35M
  • Closed-End Fund · 6.9% · $15M
  • ADR · 4.0% · $8M
  • REIT · 0.2% · $399,256
  • Other · 0.1% · $309,936

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FXEINVESCO CURRENCYSHARES EURO TRUSTNEW+3.0K3.0K+$325,327$325,327
ISHARES NATIONAL MUNI BOND ETFNEW+345345+$36,739$36,739
AMGNAMGEN INC COMNEW+4242+$11,852$11,852
AMPLIFY BLOCKCHAIN TECHNOLOGY ETFNEW+100100+$6,704$6,704
DUKDUKE ENERGY CORP NEW COM NEWNEW+3030+$3,713$3,713
MINDMIND TECHNOLOGY INC COM NEWNEW+250250+$2,023$2,023
CMB.TECH NV SHSNEW+190190+$1,784$1,784
RIOTRIOT PLATFORMS INC COMNEW+5050+$952$952

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

50 positions
#IssuerClass% PortfolioValueShares
1VANGUARD FTSE DEVELOPED MARKETS ETFETF12.29%$26M437.0K
2ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFETF7.02%$15M196.2K
3SPROTT PHYSICAL GOLD & SILVER TRUSTCEF6.92%$15M401.7K
4INVESCO S&P 500 EQUAL WEIGHT ETFETF6.54%$14M73.4K
5ISHARES CORE S&P SMALL CAP ETFETF6.41%$14M141.0K
6PACER US CASH COWS 100 ETFETF5.50%$12M204.0K
7VTVVANGUARD VALUE ETFhistory →ETF5.38%$11M61.5K
8ISHARES MSCI INTL QUALITY FACTOR ETFETF4.52%$10M217.8K
9ISHARES RUSSELL MID-CAP VALUE ETFETF3.62%$8M55.2K
10XLUUTILITIES SELECT SECTOR SPDR FUNDhistory →ETF3.51%$7M85.7K
11VANECK JUNIOR GOLD MINERS ETFETF2.92%$6M62.8K
12VANECK GOLD MINERS ETFETF2.81%$6M78.3K
13TAT&T INChistory →Stock2.69%$6M377.6K
14VODVODAFONE GROUP PLC NEW SPONSORED ADRhistory →ADR2.58%$6M474.4K
15WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDETF2.36%$5M87.9K
16BACVERIZON COMMUNICATIONS INChistory →Stock1.94%$4M94.0K
17PACER US SMALL CAP CASH COWS ETFETF1.82%$4M88.6K
18BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.77%$4M7.5K
19VANGUARD SMALL CAP VALUE ETFETF1.55%$3M15.8K
20CVSCVS HEALTH CORP COMhistory →Stock1.31%$3M37.0K
21PFEPFIZER INC COMhistory →Stock1.27%$3M106.3K
22BPBP PLC ADRhistory →ADR1.27%$3M78.3K
23VANGUARD MID-CAP VALUE ETFETF1.23%$3M15.0K
24MTCHMATCH GROUP INC NEW COMhistory →Stock1.10%$2M66.2K
25ISHARES CORE S&P MID-CAP ETFETF1.06%$2M34.7K
26ISHARES MSCI EMERGING MARKETS EX CHINA ETFETF1.02%$2M32.1K
27BILLBILL HOLDINGS INC COMhistory →Stock1.02%$2M40.9K
28SIRISIRIUSXM HOLDINGS INC COMMON STOCKStock0.94%$2M86.3K
29AMPYAMPLIFY ENERGY CORP NEW COMStock0.70%$1M284.7K
30FRSHFRESHWORKS INC CLASS A COMStock0.66%$1M118.9K
31AAPLAPPLE INC COMStock0.27%$572,5192.2K
32VGSHVANGUARD SHORT-TERM TREASURY ETFETF0.27%$572,0819.7K
33VANGUARD FTSE EMERGING MARKETS ETFETF0.19%$411,89770.0K
34ISHARES S&P SMALL-CAP 600 GROWTH ETFETF0.19%$396,7662.8K
35ISHARES S&P SMALL-CAP 600 VALUE ETFETF0.18%$390,1623.5K
36MSFTMICROSOFT CORP COMStock0.17%$366,230707
37ISHARES S&P MID-CAP 400 VALUE ETFETF0.17%$363,2162.8K
38GOOGALPHABET INC CAP STK CL CStock0.16%$339,6731.4K
39FXEINVESCO CURRENCYSHARES EURO TRUSTETF0.15%$325,3273.0K
40CSLCARLISLE COS INC COMStock0.15%$320,026320.0K
41HDHOME DEPOT INC COMStock0.15%$316,048780
42WKWORKIVA INC COM CL AStock0.15%$310,4913.6K
43NVDANVIDIA CORPORATION COMStock0.15%$309,7451.7K
44SCHWAB U.S. LARGE-CAP ETFETF0.12%$245,5459.3K
45SCHWAB US TIPS ETFETF0.11%$242,3349.0K
46VANGUARD INTERMEDIATE-TERM TREASURY ETFETF0.10%$218,0293.6K
47SLVISHARES SILVER TRUSTETF0.10%$215,5365.1K
48GSATGLOBALSTAR INC COM NEWStock0.10%$213,4645.9K
49ISHARES S&P 500 GROWTH ETFETF0.10%$210,897210.9K
50ISHARES S&P 500 VALUE ETFETF0.09%$199,844179.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$270M50May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$273M234Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$213M245Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$193M249Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$162M289Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$152M50Feb 13, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.