Inlight Wealth Management, LLC

RIA/Wealth

Inlight Wealth Management, LLC is a RIA/Wealth based in Atlanta, GA led by Jason S Joffe, reporting $451.5M in AUM as of Q3 2025 with 72% ETF concentration, 62% concentrated in top 10 holdings, and minimal technology exposure.

CIOJason S Joffe

Portfolio Value: $212.2M
Positions: 240
Top Holding: VEA at 12.34%
Last Reported: Q3 2025

Address1175 Peachtree Street Ne, Suite 360, Atlanta, GA, 30361, United States

Top Holdings

Largest long holdings in Inlight Wealth Management, LLC's portfolio (61.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard FTSE Developed Markets VEA	ETF ETF	$26.2M	12.34%	+$1.2M Bought	— 437.0K shares	Q4 2024 Held for 11 months
2 ISHG iShares International Treasury Bond ISHG	ETF ETF	$14.9M	7.04%	+$4.1M Bought	— 196.2K shares	Q2 2025 Held for 5 months
3 Sprott Physical Gold and Silver Trust CEF	Unknown Unknown	$14.7M	6.95%	-$30.7K Sold	— 401.7K shares	Q4 2024 Held for 11 months
4 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$13.9M	6.56%	+$704.7K Bought	— 73.4K shares	Q4 2024 Held for 11 months
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$13.7M	6.43%	+$589.9K Bought	— 141.0K shares	Q4 2024 Held for 11 months
6 Pacer US Cash Cows 100 COWZ	ETF ETF	$11.7M	5.52%	+$446.7K Bought	— 204.0K shares	Q4 2024 Held for 11 months
7 Vanguard Value VTV	ETF ETF	$11.5M	5.40%	+$563.2K Bought	— 61.5K shares	Q4 2024 Held for 11 months
8 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$9.6M	4.53%	+$552.9K Bought	— 217.8K shares	Q4 2024 Held for 11 months
9 iShares Russell Mid-Cap Value IWS	ETF ETF	$7.7M	3.64%	-$15.9K Sold	— 55.2K shares	Q4 2024 Held for 11 months
10 Utilities Select Sector SPDR Fund XLU	ETF ETF	$7.5M	3.52%	+$135.6K Bought	— 85.7K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Inlight Wealth Management, LLC's latest filing

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Market Value

$212.2M

Prior: $192.4M

Q/Q Change

+10.3%

+$19.8M

Net Flows % of MV

+1.81%

Turnover Ratio

3.27%

New Purchases

8 stocks

$388.0K

Added To

27 stocks

+$11.8M

Sold Out Of

12 stocks

$120.8K

Reduced Holdings

35 stocks

-$8.3M

Increased Positions

Position	Shares Δ	Change
1 FXE Invesco CurrencyShares Euro Currency Trust FXE	New	0 → 3.0K +$325.3K
2 iShares National Muni Bond MUB	New	0 → 345.0 +$36.7K
3 Amgen AMGN	New	0 → 42.0 +$11.9K
4 BLOK Amplify Transformational Data Sharing BLOK	New	0 → 100.0 +$6.7K
5 Duke Energy DUK	New	0 → 30.0 +$3.7K

Decreased Positions

Position	Shares Δ	Change
1 Juniper Networks JNPR	Sold	2.0K → 0 −$79.9K
2 Guidewire Software GWRE	Sold	110.0 → 0 −$25.9K
3 SAP SAP SAP	Sold	13.0 → 0 −$4.0K
4 Eli Lilly LLY	Sold	4.0 → 0 −$3.1K
5 DigitalOcean DOCN	Sold	92.0 → 0 −$2.6K

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Analytics

Portfolio insights and performance metrics for Inlight Wealth Management, LLC

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Sector Allocation

ETF

72.10%

Communication Services

7.20%

Healthcare

2.80%

Technology

2.70%

Financial Services

1.90%

Energy

0.90%

Consumer Cyclical

0.40%

Industrials

0.30%

Real Estate

0.20%

Consumer Defensive

0.10%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.16%

Large Cap ($10B - $200B)

5.69%

Mid Cap ($2B - $10B)

2.28%

Small Cap ($300M - $2B)

0.01%

Micro Cap ($50M - $300M)

0.71%

Nano Cap (< $50M)

1.76%

N/A (ETF or Unknown)

83.39%

Portfolio Concentration

Top 10 Holdings %

61.94%

Top 20 Holdings %

83.76%

Top 50 Holdings %

97.07%

Top 100 Holdings %

99.2%