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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 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
TJX icon
101
TJX Companies
TJX
$178B
$46.1K 0.02%
300
– –
AMZN icon
102
Amazon
AMZN
$2.48T
$45.9K 0.02%
199
– –
PINS icon
103
Pinterest
PINS
$13.6B
$45.8K 0.02%
1,770
– –
ABBV icon
104
AbbVie
ABBV
$465B
$45.7K 0.02%
200
– –
OMDA
105
Omada Health Inc
OMDA
$1.21B
$44.7K 0.02%
+2,832
New +$57.4K
VHT icon
106
Vanguard Health Care ETF
VHT
$18.6B
$43.8K 0.02%
152
– –
NFG icon
107
National Fuel Gas
NFG
$7.73B
$40K 0.01%
500
– –
PM icon
108
Philip Morris
PM
$312B
$38.3K 0.01%
239
– –
LOW icon
109
Lowe's Companies
LOW
$122B
$37.4K 0.01%
155
– –
EMR icon
110
Emerson Electric
EMR
$85B
$34K 0.01%
256
– –
CAT icon
111
Caterpillar
CAT
$387B
$33.2K 0.01%
58
– –
TTE icon
112
TotalEnergies
TTE
$187B
$32.7K 0.01%
500
– –
GD icon
113
General Dynamics
GD
$106B
$32.7K 0.01%
97
– –
HSBC icon
114
HSBC
HSBC
$356B
$31.5K 0.01%
400
– –
SKYY icon
115
First Trust Cloud Computing ETF
SKYY
$2.82B
$30.7K 0.01%
236
– –
NFLX icon
116
Netflix
NFLX
$301B
$30K 0.01%
320
-170
-35% -$18.3K
VV icon
117
Vanguard Large-Cap ETF
VV
$52B
$29.6K 0.01%
94
– –
ITAN icon
118
Sparkline Intangible Value ETF
ITAN
$108M
$28.7K 0.01%
774
– –
WBD icon
119
Warner Bros
WBD
$64.2B
$28.3K 0.01%
12,290
-488
-4% -$11.4K
RCL icon
120
Royal Caribbean
RCL
$86.5B
$28.3K 0.01%
101
– –
NLY icon
121
Annaly Capital Management
NLY
$17.4B
$27.9K 0.01%
1,250
– –
ACN icon
122
Accenture
ACN
$101B
$26.8K 0.01%
100
– –
MO icon
123
Altria Group
MO
$125B
$26.7K 0.01%
463
– –
VB icon
124
Vanguard Small-Cap ETF
VB
$80.2B
$24.2K 0.01%
94
– –
MUFG icon
125
Mitsubishi UFJ Financial
MUFG
$253B
$23.8K 0.01%
1,500
– –
3 4
5
6 7

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EWA
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SAMC
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NTCM
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TF
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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.