Inlight Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.2M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.16M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$3.11M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$2.86M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprott Physical Gold and Silver Trust
CEF
|
+$20M |
| 2 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$7.07M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$6.65M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$396K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$368K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 9.24% |
| 2 | Energy | 1.99% |
| 3 | Technology | 1.98% |
| 4 | Healthcare | 1.9% |
| 5 | Financials | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
| – | – |
-40
| Closed | -$1.79K |
|
227
Zoom
ZM
$26.7B
| – | – |
-46
| Closed | -$3.97K |
|
228
Zscaler
ZS
$24.2B
| – | – |
-33
| Closed | -$7.42K |
|
229
Solventum
SOLV
$14.1B
| – | – |
-27
| Closed | -$2.14K |
|
230
GE Vernova
GEV
$284B
| – | – |
-15
| Closed | -$9.8K |
|
|
TEM
231
Tempus AI
TEM
$9.42B
| – | – |
-66
| Closed | -$3.9K |
|
|
CMBT
232
CMB.TECH NV
CMBT
$4.34B
| – | – |
-190
| Closed | -$1.83K |
|
|
FEGE
233
First Eagle Global Equity ETF
FEGE
$2.09B
| – | – |
-109
| Closed | -$5.02K |
|
|
OMDA
234
Omada Health Inc
OMDA
$1.41B
| – | – |
-2,832
| Closed | -$44.7K |
|
|
KLAR
235
Klarna Group
KLAR
$7.09B
| – | – |
-121
| Closed | -$3.5K |
|
Similar funds
Inlight Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Inlight Wealth Management held 235 positions worth $270M, down 1.1% from $273M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Inlight Wealth Management withdrew a net $11.4M in Q1 2026, closing 184 positions and reducing 15 holdings. Its most notable exit was VanEck Junior Gold Miners ETF, an estimated $7.07M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 9.2% of assets, up from 7.9% a quarter earlier, followed by Energy and Technology.
Against the trend, Inlight Wealth Management opened a new position in iShares Core MSCI EAFE ETF worth $216K.
- Inlight Wealth Management's largest Q1 2026 buy was iShares Core MSCI EAFE ETF: 2,383 shares worth $216K.
- Inlight Wealth Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $5.3M increase.
- Inlight Wealth Management's biggest Q1 2026 reduction was Sprott Physical Gold and Silver Trust, cutting an estimated $20M.
- Inlight Wealth Management fully exited VanEck Junior Gold Miners ETF in Q1 2026, selling an estimated $7.07M.
- Inlight Wealth Management's ten largest holdings make up 71% of its $270M portfolio in Q1 2026.
- Inlight Wealth Management opened 1 new position and closed 184 in Q1 2026.
- Inlight Wealth Management's portfolio value fell 1.1% quarter-over-quarter to $270M.
Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.