Inlight Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    289

  • Value ($000)

    $161,563

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001731795
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$19.33M
12 %

380,232

CEF/U
CEF/U

SPROTT PHYSICAL GOLD & SILVER TRUST

CEF
85208R101
$11.74M
7 %

413,295

RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
46137V357
$11.05M
7 %

63,761

IJR
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$10.17M
6 %

123,370

COWZ
COWZ

PACER US CASH COWS 100 ETF

ETF
69374H881
$9.90M
6 %

180,856

VTV
VTV

VANGUARD VALUE ETF

ETF
922908744
$9.21M
6 %

53,326

IQLT
IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

ETF
46434V456
$7.40M
5 %

186,502

IWS
IWS

ISHARES RUSSELL MID-CAP VALUE ETF

ETF
464287473
$6.96M
4 %

55,248

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
084670702
$6.89M
4 %

12,934

T
T

AT&T INC

STOCK
00206R102
$5.78M
4 %

379,231

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