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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+3.77%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$273M
AUM Growth
+$60.1M
Cap. Flow
+$51.9M
Cap. Flow %
18.99%
Top 10 Hldgs %
63.67%
Holding
258
New
12
Increased
34
Reduced
33
Closed
24

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$9.06M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.33M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Morningstar Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

Rank Stock Value
1
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$671K
2
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$466K
3
CVS icon
CVS Health
CVS
+$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

Rank Sector Weight
1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
226
Wabtec
WAB
$49.3B
$427 ﹤0.01%
2
– –
VDE icon
227
Vanguard Energy ETF
VDE
$9.9B
$378 ﹤0.01%
+3
New +$377
GOVT icon
228
iShares US Treasury Bond ETF
GOVT
$43.7B
$345 ﹤0.01%
15
– –
PODC icon
229
PodcastOne
PODC
$105M
$237 ﹤0.01%
96
– –
EBON icon
230
Ebang International Holdings
EBON
$12.6M
$141 ﹤0.01%
46
– –
MOS icon
231
The Mosaic Company
MOS
$7.19B
$48 ﹤0.01%
2
– –
MANU icon
232
Manchester United
MANU
$4.03B
$16 ﹤0.01%
1
– –
CETX icon
233
Cemtrex
CETX
$4.32M
– –
0
– –
VIVO
234
VivoPower PLC
VIVO
$97.4M
$2 ﹤0.01%
1
– –
APP icon
235
Applovin
APP
$134B
– –
-118
Closed -$84.8K
BABA icon
236
Alibaba
BABA
$276B
– –
-210
Closed -$37.5K
CCEP icon
237
Coca-Cola Europacific Partners
CCEP
$49.1B
– –
-75
Closed -$6.78K
CFLT
238
DELISTED
Confluent
CFLT
– –
-59
Closed -$1.17K
CIEN icon
239
Ciena
CIEN
$46.8B
– –
-175
Closed -$25.5K
CRDO icon
240
Credo Technology Group
CRDO
$33.1B
– –
-155
Closed -$22.6K
DAL icon
241
Delta Air Lines
DAL
$56.7B
– –
-41
Closed -$2.33K
HUBS icon
242
HubSpot
HUBS
$12.9B
– –
-11
Closed -$5.15K
MELI icon
243
Mercado Libre
MELI
$94.5B
– –
-2
Closed -$4.67K
NU icon
244
Nu Holdings
NU
$67.8B
– –
-178
Closed -$2.85K
ORCL icon
245
Oracle
ORCL
$339B
– –
-2
Closed -$562
PANW icon
246
Palo Alto Networks
PANW
$256B
– –
-25
Closed -$5.09K
PLTR icon
247
Palantir
PLTR
$295B
– –
-255
Closed -$46.5K
QMOM icon
248
Alpha Architect US Quantitative Momentum ETF
QMOM
$408M
– –
-373
Closed -$24K
SE icon
249
Sea Limited
SE
$66.4B
– –
-212
Closed -$37.9K
SNAP icon
250
Snap
SNAP
$7.96B
– –
-270
Closed -$2.08K
7 8 9
10
11

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WIC
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EWA
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SAMC
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NTCM
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TF
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SL
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KHCM
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Inlight Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Inlight Wealth Management held 258 positions worth $273M, up 28% from $213M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Inlight Wealth Management deployed $51.9M of net new capital in Q4 2025, opening 12 new positions and adding to 34 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 3,024 shares worth $304K.

By sector, the portfolio is most concentrated in Communication Services at 7.9% of assets, down from 9.8% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, an estimated $671K trimmed.

  • Inlight Wealth Management's largest Q4 2025 buy was iShares 0-3 Month Treasury Bond ETF: 3,024 shares worth $304K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q4 2025, an estimated $9.06M increase.
  • Inlight Wealth Management's biggest Q4 2025 reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, cutting an estimated $671K.
  • Inlight Wealth Management fully exited Applovin in Q4 2025, selling an estimated $84.8K.
  • Inlight Wealth Management's ten largest holdings make up 64% of its $273M portfolio in Q4 2025.
  • Inlight Wealth Management opened 12 new positions and closed 24 in Q4 2025.
  • Inlight Wealth Management's portfolio value rose 28% quarter-over-quarter to $273M.

Based on Inlight Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.