Inlight Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$273,106
Net value change ($000)
+60,091 (28.2%)
New positions
14
Sold out positions
25
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 8,849 59.2%
VEA 8,588 32.8%
RSP 5,172 37.1%
IJR 4,277 31.3%
VOE 4,004 152.8%
VBR 3,935 119.0%
COWZ 3,778 32.2%
VTV 3,631 31.7%
CEF 3,530 24.0%
IJH 3,308 145.9%
Top Reduces (Value $000, Stocks/ETFs)
DGS -663 -13.2%
CALF -418 -10.8%
SIRI -307 -15.3%
MTCH -212 -9.1%
PFE -209 -7.7%
AMPY -205 -13.7%
APP -85 -100.0%
BP -75 -2.8%
CVS -60 -2.2%
SPOT -52 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type