Inlight Wealth Management, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$270.1M
Holdings
86
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q1 2026: Sold 12.7% (2.0k → 1.8k shares)
15.1%
02
$GOOGL
ALPHABET INC
Q1 2026: Increased +1.4% (90.7k → 92.1k shares)
11.7%
03
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: New position (1.4k shares)
11.3%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 0.9% (13.2k → 13.1k shares)
9.4%
05
$ISHG
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
Held since at least Q1 2024
9.1%
06
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Q1 2026: Increased +34.9% (1.7k → 2.3k shares)
8.2%
07
$IJR
ISHARES CORE S&P SMALL CAP ETF
Q1 2026: Sold 0.6% (26.9k → 26.7k shares)
8.0%
08
$COWZ
PACER US CASH COWS 100 ETF
Q4 2025: New position (889 shares)
6.6%
09
$VTV
VANGUARD VALUE ETF
Q1 2026: Increased +223.5% (358 → 1.2k shares)
6.5%
10
$IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
Held since at least Q1 2024
5.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:48 UTC.