Inlight Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
245
Total value ($000)
$213,015
Net value change ($000)
+19,810 (10.3%)
New positions
10
Sold out positions
14
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ISHG 4,033 37.0%
CEF 2,622 21.6%
VEA 2,437 10.3%
GDXJ 1,962 46.1%
GDX 1,889 46.2%
IJR 1,760 14.8%
RSP 1,260 9.9%
VBR 1,251 60.8%
VTV 1,133 11.0%
COWZ 912 8.4%
Top Reduces (Value $000, Stocks/ETFs)
UBER -6,445 -99.4%
FRSH -373 -21.0%
DGS -370 -6.9%
T -164 -2.8%
JNP -80 -100.0%
CMG -49 -30.6%
CALF -32 -0.8%
GWRE -26 -100.0%
URA -21 -26.9%
ISRG -21 -17.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type