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IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
+6.86%
1 Year Est. Return
+25.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$193M
AUM Growth
+$31.6M
Cap. Flow
+$21M
Cap. Flow %
10.88%
Top 10 Hldgs %
59.8%
Holding
296
New
8
Increased
29
Reduced
52
Closed
46

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$10.5M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.63M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77M
2
DK icon
Delek US
DK
+$1.66M
3
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

Sector Composition

Rank Sector Weight
1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPU
76
Vanguard Utilities ETF
VPU
$8.6B
$93.4K 0.05%
529
– –
BWZ icon
77
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$265M
$89.5K 0.05%
+3,189
New +$87.4K
SCHG icon
78
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$87.6K 0.05%
3,000
– –
UPS icon
79
United Parcel Service
UPS
$96.2B
$81.5K 0.04%
807
-577
-42% -$56.8K
JNPR
80
DELISTED
Juniper Networks
JNPR
$79.9K 0.04%
2,000
– –
URA icon
81
Global X Uranium ETF
URA
$5.35B
$77.6K 0.04%
2,000
– –
XAR icon
82
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.85B
$77.2K 0.04%
366
– –
SDY icon
83
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$75.9K 0.04%
559
– –
ITA icon
84
iShares US Aerospace & Defense ETF
ITA
$13.5B
$74.3K 0.04%
394
– –
HOOD icon
85
Robinhood
HOOD
$89.1B
$73.5K 0.04%
785
-330
-30% -$19.5K
DLN icon
86
WisdomTree US LargeCap Dividend Fund
DLN
$6.17B
$69.9K 0.04%
851
– –
AZN icon
87
AstraZeneca
AZN
$255B
$69.9K 0.04%
500
– –
VGK icon
88
Vanguard FTSE Europe ETF
VGK
$29.7B
$67.7K 0.04%
67,702
– –
NFLX icon
89
Netflix
NFLX
$285B
$65.6K 0.03%
490
– –
PINS icon
90
Pinterest
PINS
$12.8B
$63.5K 0.03%
1,770
– –
CIBR icon
91
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.3B
$63.4K 0.03%
839
– –
IVV icon
92
iShares Core S&P 500 ETF
IVV
$879B
$60.2K 0.03%
97
-9
-8% -$5.17K
AVB icon
93
AvalonBay Communities
AVB
$27.3B
$58.8K 0.03%
289
– –
GLD icon
94
SPDR Gold Trust
GLD
$129B
$57.9K 0.03%
190
– –
NNN icon
95
NNN REIT
NNN
$9.31B
$57.6K 0.03%
1,334
– –
SPOT icon
96
Spotify
SPOT
$101B
$56.8K 0.03%
74
– –
TSLA icon
97
Tesla
TSLA
$1.39T
$48.6K 0.03%
153
-164
-52% -$49.4K
APP icon
98
Applovin
APP
$143B
$48K 0.02%
137
+19
+16% +$6.16K
AMZN icon
99
Amazon
AMZN
$2.69T
$43.7K 0.02%
199
-9
-4% -$1.78K
PM icon
100
Philip Morris
PM
$300B
$43.5K 0.02%
239
-1
-0.4% -$172
2 3
4
5 6

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ACH
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AFG
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RP
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Inlight Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Inlight Wealth Management held 296 positions worth $193M, up 20% from $162M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Inlight Wealth Management deployed $21M of net new capital in Q2 2025, opening 8 new positions and adding to 29 existing holdings. Its largest new stake was iShares 1-3 Year International Treasury Bond ETF: 142,544 shares worth $10.9M.

By sector, the portfolio is most concentrated in Communication Services at 10% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $2.77M trimmed.

  • Inlight Wealth Management's largest Q2 2025 buy was iShares 1-3 Year International Treasury Bond ETF: 142,544 shares worth $10.9M.
  • Inlight Wealth Management added most to State Street Utilities Select Sector SPDR ETF in Q2 2025, an estimated $3.63M increase.
  • Inlight Wealth Management's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $2.77M.
  • Inlight Wealth Management fully exited Delek US in Q2 2025, selling an estimated $1.66M.
  • Inlight Wealth Management's ten largest holdings make up 60% of its $193M portfolio in Q2 2025.
  • Inlight Wealth Management opened 8 new positions and closed 46 in Q2 2025.
  • Inlight Wealth Management's portfolio value rose 20% quarter-over-quarter to $193M.

Based on Inlight Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.