AI Portfolio Summary
In 2025 Q4, Inlight Wealth Management, LLC maintained a portfolio of 259 distinct positions. They heavily accumulated shares in VANGUARD FTSE DEVELO, increasing their position by 27.4%. Conversely, Inlight Wealth Management, LLC completely exited their position in APPLOVIN CORP COM CL.
Total Positions
259
Quarter
2025 Q4
Top Holding
VEA (12.7%)
Top 10 Concentration
63.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 259
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD FTSE D...
|
ETF | 12.73% | 12.29% |
#1
Prev: #1
|
7.2 | 119,636 | 27.4% |
P
S
|
556,615 | $34,771,743 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISHG
ISHARES 1-3 YEA...
|
ETF | 8.71% | 7.02% |
#2
Prev: #2
|
5.7 | 120,058 | 61.2% |
P
S
|
316,251 | $23,794,725 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO S&P 500...
|
ETF | 6.99% | 6.54% |
#3
1
Prev: #4
|
4.9 | 26,288 | 35.8% |
P
S
|
99,712 | $19,100,831 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEF
SPROTT PHYSICAL...
|
Unknown | 6.69% | 6.92% |
#4
1
Prev: #3
|
2.7 | -2,844 | -0.7% |
P
S
|
398,877 | $18,268,567 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES CORE S&...
|
ETF | 6.56% | 6.41% |
#5
Prev: #5
|
4.7 | 34,307 | 24.3% |
P
S
|
175,294 | $17,928,484 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COWZ
PACER US CASH C...
|
ETF | 5.68% | 5.50% |
#6
Prev: #6
|
4.3 | 53,644 | 26.3% |
P
S
|
257,643 | $15,502,379 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 5.53% | 5.38% |
#7
Prev: #7
|
4.3 | 17,562 | 28.6% |
P
S
|
79,037 | $15,095,253 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQLT
ISHARES MSCI IN...
|
ETF | 4.67% | 4.52% |
#8
Prev: #8
|
4.0 | 62,545 | 28.7% |
P
S
|
280,326 | $12,740,800 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
STATE STREET UT...
|
ETF | 3.28% | 3.51% |
#9
1
Prev: #10
|
3.6 | 124,040 | 144.7% |
P
S
|
209,756 | $8,954,484 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWS
ISHARES RUSSELL...
|
ETF | 2.83% | 3.62% |
#10
1
Prev: #9
|
1.1 | -393 | -0.7% |
P
S
|
54,837 | $7,734,759 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD SMALL ...
|
ETF | 2.65% | 1.55% |
#11
8
Prev: #19
|
3.4 | 18,349 | 115.8% |
P
S
|
34,194 | $7,241,912 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDXJ
VANECK JUNIOR G...
|
ETF | 2.59% | 2.92% |
#12
1
Prev: #11
|
1.0 | -631 | -1.0% |
P
S
|
62,129 | $7,069,038 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDX
VANECK GOLD MIN...
|
ETF | 2.44% | 2.81% |
#13
1
Prev: #12
|
1.0 | -746 | -1.0% |
P
S
|
77,543 | $6,650,863 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD MID-CA...
|
ETF | 2.43% | 1.23% |
#14
9
Prev: #23
|
3.3 | 22,335 | 148.8% |
P
S
|
37,343 | $6,623,528 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOD
VODAFONE GROUP ...
|
Communication Services | 2.24% | 2.58% |
#15
1
Prev: #14
|
0.9 | -10,852 | -2.3% |
P
S
|
463,548 | $6,123,469 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 2.10% | 2.69% |
#16
3
Prev: #13
|
2.9 | 27,597 | 7.3% |
P
S
|
405,204 | $5,740,026 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES CORE S&...
|
ETF | 2.04% | 1.06% |
#17
8
Prev: #25
|
3.1 | 49,742 | 143.2% |
P
S
|
84,489 | $5,576,274 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMXC
ISHARES MSCI EM...
|
ETF | 1.74% | 1.02% |
#18
8
Prev: #26
|
3.0 | 33,259 | 103.6% |
P
S
|
65,355 | $4,750,001 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.70% | 1.94% |
#19
3
Prev: #16
|
2.7 | 20,208 | 21.5% |
P
S
|
114,187 | $4,650,837 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGS
WISDOMTREE EMER...
|
ETF | 1.59% | 2.36% |
#20
5
Prev: #15
|
0.7 | -11,796 | -13.4% |
P
S
|
76,069 | $4,354,190 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.36% | 1.77% |
#21
3
Prev: #18
|
0.5 | -91 | -1.2% |
P
S
|
7,397 | $3,718,102 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CALF
PACER US SMALL ...
|
ETF | 1.27% | 1.82% |
#22
5
Prev: #17
|
0.5 | -10,604 | -12.0% |
P
S
|
78,005 | $3,461,082 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BILL
BILL HOLDINGS I...
|
Technology | 1.16% | 1.02% |
#23
4
Prev: #27
|
2.6 | 17,320 | 42.4% |
P
S
|
58,201 | $3,174,283 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVS
CVS HEALTH CORP...
|
Healthcare | 1.00% | 1.31% |
#24
4
Prev: #20
|
0.4 | -2,607 | -7.1% |
P
S
|
34,365 | $2,727,206 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BP
BP PLC ADR
|
Energy | 0.96% | 1.27% |
#25
3
Prev: #22
|
0.4 | -2,768 | -3.5% |
P
S
|
75,579 | $2,624,845 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APP
APPLOVIN CORP C...
|
Communication Services | 0.00% | 0.04% |
Sold All 😨
(Was: #79) |
0.3 | -118 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #96) |
0.3 | -74 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALAB
ASTERA LABS INC...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #97) |
0.3 | -240 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #98) |
0.3 | -255 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SE
SEA LTD SPONSOR...
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #113) |
0.3 | -212 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 0.02% |
Sold All 😨
(Was: #114) |
0.3 | -210 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.01% |
Sold All 😨
(Was: #123) |
0.3 | -500 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIEN
CIENA CORP COM ...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #129) |
0.3 | -175 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QMOM
ALPHA ARCHITECT...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #132) |
0.3 | -373 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #136) |
0.3 | -155 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDDT
REDDIT INC CL A
|
Communication Services | 0.00% | 0.01% |
Sold All 😨
(Was: #143) |
0.3 | -81 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TWLO
TWILIO INC CL A
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #158) |
0.3 | -95 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCEP
COCA-COLA EUROP...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #172) |
0.3 | -75 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #179) |
0.3 | -24 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HUBS
HUBSPOT INC COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #187) |
0.3 | -11 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #188) |
0.3 | -25 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #197) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USO
UNITED STATES O...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #198) |
0.3 | -62 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NU
NU HLDGS LTD OR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #212) |
0.3 | -178 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #219) |
0.3 | -41 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNAP
SNAP INC CL A
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #220) |
0.3 | -270 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NMAX
NEWSMAX INC COM...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #226) |
0.3 | -100 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CFLT
CONFLUENT INC C...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #228) |
0.3 | -59 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #235) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VICR
VICOR CORP COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #239) |
0.3 | -5 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 259 holdings