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INLIGHT WEALTH MANAGEMENT, LLC 13F portfolio summary

INLIGHT WEALTH MANAGEMENT, LLC of INLIGHT WEALTH MANAGEMENT, LLC has 50 current stock holdings with a reported portfolio value of $270.1M. The portfolio 1 year return is +23.79%. Top holdings include ISHG (0.00%), STIP (0.00%), VEA (16.66%), RSP (9.06%), IJR (8.84%).

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INLIGHT WEALTH MANAGEMENT, LLC

INLIGHT WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

INLIGHT WEALTH MANAGEMENT, LLC runs INLIGHT WEALTH MANAGEMENT, LLC and currently holds 50 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $270.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INLIGHT WEALTH MANAGEMENT, LLC ranks #897 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INLIGHT WEALTH MANAGEMENT, LLC's portfolio at INLIGHT WEALTH MANAGEMENT, LLC has delivered returns of +23.79%. Their 3-year annualized return is +22.81%. Looking at the 5-year horizon, INLIGHT WEALTH MANAGEMENT, LLC has achieved +22.81% annualized returns at INLIGHT WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.79%
#518/1000
3 Year
+22.81%
#904/1000
5 Year
+22.81%
#895/1000

Portfolio Value

$270.09M

Alpha Score

21.0

#897 of 1000

Holdings

50

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change