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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
HUBS icon
176
HubSpot
HUBS
$11.6B
$6.12K ﹤0.01%
11
– –
EVV
177
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
$5.98K ﹤0.01%
583
– –
RMD icon
178
ResMed
RMD
$29.4B
$5.93K ﹤0.01%
23
– –
GEHC icon
179
GE HealthCare
GEHC
$28B
$5.93K ﹤0.01%
80
– –
CARR icon
180
Carrier Global
CARR
$56.9B
$5.93K ﹤0.01%
81
– –
KD icon
181
Kyndryl
KD
$2.84B
$5.92K ﹤0.01%
141
– –
CHWY icon
182
Chewy
CHWY
$9.08B
$5.88K ﹤0.01%
138
– –
TTWO icon
183
Take-Two Interactive
TTWO
$44.8B
$5.83K ﹤0.01%
24
– –
WGO icon
184
Winnebago Industries
WGO
$881M
$5.8K ﹤0.01%
200
– –
PBI icon
185
Pitney Bowes
PBI
$2.46B
$5.46K ﹤0.01%
500
– –
TYG
186
Tortoise Energy Infrastructure Corp
TYG
$1.12B
$5.4K ﹤0.01%
123
– –
MELI icon
187
Mercado Libre
MELI
$92.9B
$5.23K ﹤0.01%
2
– –
SYY icon
188
Sysco
SYY
$40.1B
$5.15K ﹤0.01%
+68
New +$4.94K
U icon
189
Unity
U
$13.3B
$5.13K ﹤0.01%
212
– –
MASI
190
DELISTED
Masimo
MASI
$5.05K ﹤0.01%
30
– –
FLGT icon
191
Fulgent Genetics
FLGT
$554M
$5.03K ﹤0.01%
253
-7,747
-97% -$151K
DES icon
192
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$4.76K ﹤0.01%
150
– –
FPF
193
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.07B
$4.76K ﹤0.01%
253
– –
P
194
Everpure Inc
P
$24.2B
$4.72K ﹤0.01%
82
– –
SWK icon
195
Stanley Black & Decker
SWK
$14.5B
$4.54K ﹤0.01%
67
– –
USO icon
196
United States Oil Fund
USO
$2.1B
$4.53K ﹤0.01%
62
– –
FEGE
197
First Eagle Global Equity ETF
FEGE
$2.17B
$4.32K ﹤0.01%
107
+32
+43% +$1.22K
ADBE icon
198
Adobe
ADBE
$95.6B
$4.26K ﹤0.01%
11
– –
ABNB icon
199
Airbnb
ABNB
$86.5B
$3.97K ﹤0.01%
30
– –
OTIS icon
200
Otis Worldwide
OTIS
$27.9B
$3.96K ﹤0.01%
40
– –
6 7
8
9 10

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ACH
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AFG
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TWM
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MCM
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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.