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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
SPOT icon
251
Spotify
SPOT
$107B
– –
-74
Closed -$51.7K
TTWO icon
252
Take-Two Interactive
TTWO
$46.3B
– –
-24
Closed -$6.2K
TWLO icon
253
Twilio
TWLO
$29B
– –
-95
Closed -$9.51K
USO icon
254
United States Oil Fund
USO
$2.12B
– –
-62
Closed -$4.57K
VICR icon
255
Vicor
VICR
$9.42B
– –
-5
Closed -$249
ALAB icon
256
Astera Labs
ALAB
$51.4B
– –
-240
Closed -$47K
RDDT icon
257
Reddit
RDDT
$34.3B
– –
-81
Closed -$18.6K
NMAX
258
Newsmax Inc
NMAX
$991M
– –
-100
Closed -$1.24K
7 8 9 10
11

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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.