Inlight-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "PINS",
  "SE",
  "HOOD",
  "TEM",
  "MTCH",
  "GDX",
  null,
  "MASI",
  "NLY",
  "MOS",
  "SNOW",
  null,
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "BABA",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "GDXJ",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "FLGT",
  "BSX",
  null,
  null,
  "ETG",
  "PDI",
  "PII",
  "TYG",
  null,
  null,
  "U",
  null,
  null,
  "GOGL",
  "GD",
  null,
  "GILD",
  "AMPY",
  "HON",
  "HD",
  "AZN",
  "EVV",
  "BEN",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HFRO",
  "HSBC",
  "HUBS",
  "EMXC",
  "LEN",
  "ITW",
  "EMR",
  "IGT",
  "META",
  "MX",
  "LVO",
  "MEI",
  "IVW",
  "IJH",
  "PODC",
  "SWK",
  "TCI",
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "MVO",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "EQT",
  "GE",
  null,
  "GWRE",
  "NU",
  "OXY",
  null,
  "DLN",
  "BX",
  "FPF",
  "IJR",
  "ANET",
  "ORCL",
  "VGIT",
  "VHT",
  null,
  "NNN",
  "PANW",
  "VGSH",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "VZ",
  "PSTG",
  null,
  null,
  "SCHX",
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TXRH",
  "TJX",
  null,
  "TWLO",
  "TYL",
  "UBER",
  "UPS",
  "VNQ",
  "VXF",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "VICR",
  "SD",
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "ACP",
  "WGO",
  "TSM",
  "RMD",
  "GSAT",
  "HUMA",
  null,
  "VYM",
  null,
  "NFG",
  "ATO",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "WAB",
  null,
  null,
  "DCTH",
  "HQI",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  "TTWO",
  "IVE",
  "SIRI",
  null,
  null,
  "KD",
  "CEF",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VGLT",
  "MGV",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VIPS",
  "WBD",
  "WMT",
  "WELL",
  null,
  null,
  null,
  "WK",
  "SOLV",
  "ADT",
  "GRMN",
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  "JNPR",
  "LUMN",
  "TFII",
  "TTD",
  "OTIS",
  "CRM",
  "SNAP",
  null,
  "RDDT",
  "SPOT",
  null,
  "LII",
  null,
  "MTUM",
  "PBI",
  "GEV",
  "CHWY",
  "MELI",
  "ARLP",
  "ZM",
  "UPST",
  null,
  "BAC",
  "BRK-B",
  "CPRI",
  "CARR",
  "CSL",
  "CVX",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "NET",
  "KO",
  "CCEP",
  "CMCSA",
  "CAG",
  "CFLT",
  "COST",
  "CRDO",
  "CRWD",
  "CVS",
  "DK",
  "DAL",
  "DLR",
  "DOCN",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "VOD",
  "MAR",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 289
Total Value: 161562795
Accession Number: 0001731795-25-000004
Form Type: 13F-HR
CIK: inlight-wealth-management
Manager Name: Inlight-Wealth-Management

Data Enrichment

84% identified

243 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

289 positions • $161.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

Sort by:

921943858

VEA|921943858

Shares:380.2K

Value:$19.3M

% of Portfolio:12.0% ($19.3M/$161.6M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:413.3K

Value:$11.7M

% of Portfolio:7.3% ($11.7M/$161.6M)

46137V357

RSP|46137V357

Shares:63.8K

Value:$11.0M

% of Portfolio:6.8% ($11.0M/$161.6M)

464287804

IJR|464287804

Shares:123.4K

Value:$10.2M

% of Portfolio:6.3% ($10.2M/$161.6M)

69374H881

Shares:180.9K

Value:$9.9M

% of Portfolio:6.1% ($9.9M/$161.6M)

922908744

VTV|922908744

Shares:53.3K

Value:$9.2M

% of Portfolio:5.7% ($9.2M/$161.6M)

46434V456

Shares:186.5K

Value:$7.4M

% of Portfolio:4.6% ($7.4M/$161.6M)

464287473

IWS|464287473

Shares:55.2K

Value:$7.0M

% of Portfolio:4.3% ($7.0M/$161.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:12.9K

Value:$6.9M

% of Portfolio:4.3% ($6.9M/$161.6M)

AT&T INC.

T|00206R102

Shares:379.2K

Value:$5.8M

% of Portfolio:3.6% ($5.8M/$161.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:71.3K

Value:$5.2M

% of Portfolio:3.2% ($5.2M/$161.6M)

97717W281

Shares:102.2K

Value:$4.9M

% of Portfolio:3.1% ($4.9M/$161.6M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:491.1K

Value:$4.6M

% of Portfolio:2.8% ($4.6M/$161.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:93.9K

Value:$4.3M

% of Portfolio:2.6% ($4.3M/$161.6M)

69374H857

Shares:104.7K

Value:$3.9M

% of Portfolio:2.4% ($3.9M/$161.6M)

92189F106

GDX|92189F106

Shares:79.4K

Value:$3.6M

% of Portfolio:2.3% ($3.6M/$161.6M)

92189F791

GDXJ|92189F791

Shares:63.5K

Value:$3.6M

% of Portfolio:2.2% ($3.6M/$161.6M)

81369Y886

Shares:38.5K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$161.6M)

PFIZER INC

PFE|717081103

Shares:112.2K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$161.6M)

BP PLC

BP|055622104

Shares:83.8K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	380.2K	QoQ +32.45% (+93.2K) YoY-	All Managers (Combined)	$19.3M	12.0% ($19.3M/$161.6M)	QoQ +40.79% (+$5.6M) YoY-
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	413.3K	QoQ -9.09% (-41.4K) YoY-	All Managers (Combined)	$11.7M	7.3% ($11.7M/$161.6M)	QoQ +8.69% (-$939.0K) YoY-
(RSPcusip46137V357)	63.8K	QoQ +7.11% (+4.2K) YoY-	All Managers (Combined)	$11.0M	6.8% ($11.0M/$161.6M)	QoQ +5.88% (+$614.2K) YoY-
(IJRcusip464287804)	123.4K	QoQ +4.81% (-5.7K) YoY-	All Managers (Combined)	$10.2M	6.3% ($10.2M/$161.6M)	QoQ -3.60% (-$380.4K) YoY-
(cusip69374H881)✕	180.9K	QoQ +0.74% (-1.3K) YoY-	All Managers (Combined)	$9.9M	6.1% ($9.9M/$161.6M)	QoQ -2.32% (-$235.3K) YoY-
(VTVcusip922908744)	53.3K	QoQ +7.40% (+3.7K) YoY-	All Managers (Combined)	$9.2M	5.7% ($9.2M/$161.6M)	QoQ +9.58% (+$805.7K) YoY-
(cusip46434V456)✕	186.5K	QoQ +1.73% (+3.2K) YoY-	All Managers (Combined)	$7.4M	4.6% ($7.4M/$161.6M)	QoQ +8.78% (+$597.5K) YoY-
(IWScusip464287473)	55.2K	QoQ -0.54% (-300) YoY-	All Managers (Combined)	$7.0M	4.3% ($7.0M/$161.6M)	QoQ -3.13% (-$225.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	12.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.9M	4.3% ($6.9M/$161.6M)	QoQ +17.49% (+$1.0M) YoY-
AT&T INC.(Tcusip00206R102)	379.2K	QoQ -5.43% (-21.8K) YoY-	All Managers (Combined)	$5.8M	3.6% ($5.8M/$161.6M)	QoQ +11.45% (-$593.3K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	71.3K	QoQ -9.38% (-7.4K) YoY-	All Managers (Combined)	$5.2M	3.2% ($5.2M/$161.6M)	QoQ +9.45% (-$448.4K) YoY-
(cusip97717W281)✕	102.2K	QoQ -8.33% (-9.3K) YoY-	All Managers (Combined)	$4.9M	3.1% ($4.9M/$161.6M)	QoQ -9.47% (-$516.7K) YoY-
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	491.1K	QoQ -10.23% (-56.0K) YoY-	All Managers (Combined)	$4.6M	2.8% ($4.6M/$161.6M)	QoQ -0.93% (-$43.2K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	93.9K	QoQ -6.39% (-6.4K) YoY-	All Managers (Combined)	$4.3M	2.6% ($4.3M/$161.6M)	QoQ +6.17% (-$247.5K) YoY-
(cusip69374H857)✕	104.7K	QoQ -8.42% (-9.6K) YoY-	All Managers (Combined)	$3.9M	2.4% ($3.9M/$161.6M)	QoQ -21.97% (-$1.1M) YoY-
(GDXcusip92189F106)	79.4K	QoQ -4.25% (-3.5K) YoY-	All Managers (Combined)	$3.6M	2.3% ($3.6M/$161.6M)	QoQ +29.80% (-$837.6K) YoY-
(GDXJcusip92189F791)	63.5K	QoQ -4.16% (-2.8K) YoY-	All Managers (Combined)	$3.6M	2.2% ($3.6M/$161.6M)	QoQ +28.22% (-$799.7K) YoY-
(cusip81369Y886)✕	38.5K	QoQ NEW(+38.5K) YoY-	All Managers (Combined)	$3.0M	1.9% ($3.0M/$161.6M)	QoQ NEW(+$3.0M) YoY-
PFIZER INC(PFEcusip717081103)	112.2K	QoQ -8.02% (-9.8K) YoY-	All Managers (Combined)	$2.8M	1.8% ($2.8M/$161.6M)	QoQ -12.15% (-$393.2K) YoY-
BP PLC(BPcusip055622104)	83.8K	QoQ -17.81% (-18.2K) YoY-	All Managers (Combined)	$2.8M	1.8% ($2.8M/$161.6M)	QoQ -6.05% (-$182.4K) YoY-