INLIGHT WEALTH MANAGEMENT, LLC 13F Portfolio
INLIGHT WEALTH MANAGEMENT, LLC runs INLIGHT WEALTH MANAGEMENT, LLC and currently holds 62 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $314.58M. Their top holdings are VEA, IJR, RSP, ISHG, VTV. The top five represent 47.6% of reported portfolio weight. INLIGHT WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, INLIGHT WEALTH MANAGEMENT, LLC initiated 5 new positions. They added to 35 existing positions. They trimmed 14 positions. Their current best-performing preview position is IVW with returns of +2,442.00%.
Portfolio Value
$314.58M
Alpha Score
30.6
#0 of 1000
Holdings
62
INLIGHT WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from INLIGHT WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
62 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 15.61% | $55.28 | $70.36 | +27.27% | Added +8.18% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 8.91% | $118.84 | $137.51 | +15.71% | Added +7.35% |
 RSP INVESCO S&P 500 EQUAL WEIGHT ETF | 8.36% | $183.95 | $213.06 | +15.82% | Added +6.87% |
 ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 8.17% | $75.84 | $73.70 | -2.82% | Added +4.00% |
 VTV VANGUARD VALUE ETF | 6.53% | $179.90 | $220.54 | +22.59% | Added +5.53% |
 COWZ PACER US CASH COWS 100 ETF | 5.97% | $57.96 | $68.50 | +18.18% | Added +5.23% |
 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF | 5.54% | $41.31 | $49.83 | +20.61% | Added +8.59% |
 VBR VANGUARD SMALL CAP VALUE ETF | 4.26% | $213.43 | $234.39 | +9.82% | Added +17.31% |
 VOE VANGUARD MID-CAP VALUE ETF | 4.00% | $179.58 | $202.26 | +12.63% | Added +17.96% |
 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 3.72% | $41.62 | $41.39 | -0.55% | Added +8.17% |
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