Skip to main content
Livermore
Livermore
ZHEN

Inlight Wealth Management, LLC

SEC CIK
0001731795
Latest filing
Jul 28, 2026

The latest 13F from Inlight Wealth Management, LLC covers Q2 2026 (filed Jul 28, 2026): 62 long positions worth $314.6M. The top 10 holdings make up 71.1% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 15.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$6.84M
Added
27
Est. +$20.5M
Reduced
14
Est. −$771.4K
Sold out
2
Est. −$455.0K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Ftse Developed Markets ETF921943858
    15.6%$49.1M
  2. iShares Core S&P Small Cap ETF464287804
    8.9%$28.0M
  3. Invesco Exchange Traded FD T46137V357
    8.4%$26.3M
  4. iShares Tr464288125
    8.2%$25.7M
  5. Vanguard Morningstar Value ETF922908744
    6.5%$20.5M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Ftse Developed Markets ETF921943858
    +$3.71MAdded
  2. NOWServiceNow, Inc.
    +$3.34MNewHistory
  3. Vanguard Morningstar Small-Cap Value ETF922908611
    +$1.98MAdded
  4. iShares Core S&P Small Cap ETF464287804
    +$1.92MAdded
  5. Vanguard Morningstar Mid-Cap Value ETF922908512
    +$1.92MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NOWServiceNow, Inc.
    +1.06 pp0.0% → 1.1%History
  2. iShares Core S&P Small Cap ETF464287804
    +0.89 pp8.0% → 8.9%
  3. iShares Inc46434G764
    +0.60 pp2.5% → 3.1%
  4. iShares Core S&P Mid-Cap ETF464287507
    +0.53 pp3.0% → 3.5%
  5. Vanguard Ftse Developed Markets ETF921943858
    +0.49 pp15.1% → 15.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$239.9KSold outHistory
  2. WKWorkiva Inc
    −$215.1KSold outHistory
  3. WisdomTree Tr97717W281
    −$209.3KReduced
  4. Pacer US Small Cap Cash Cows ETF69374H857
    −$173.2KReduced
  5. CVSCVS Health Corp
    −$111.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. VODVodafone Group Public Ltd Co
    −0.62 pp2.5% → 1.9%History
  2. BPBP PLC
    −0.42 pp1.3% → 0.9%History
  3. AMPYAmplify Energy Corp.
    −0.29 pp0.6% → 0.3%History
  4. PFEPfizer Inc
    −0.27 pp1.0% → 0.8%History
  5. WisdomTree Tr97717W281
    −0.19 pp1.6% → 1.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$314.6M
+$44.5M (+16.5%) vs. prior quarter
Positions
62
+12 vs. prior quarter
Top 10 concentration
71.1%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
6.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $314.6M (Q2 2026)

Q4 2024: $152.0MQ1 2025: $161.6MQ2 2025: $193.2MQ3 2025: $213.0MQ4 2025: $273.1MQ1 2026: $270.1MQ2 2026: $314.6M
Q4 2024Q2 2026
13F filings of Inlight Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 202662$314.6MVanguard Ftse Developed Markets ETFiShares Core S&P Small Cap ETFInvesco Exchange Traded FD Tvs. Q1 2026SEC
Q1 2026May 4, 202650$270.1MVanguard Ftse Developed Markets ETFiShares TrInvesco Exchange Traded FD Tvs. Q4 2025SEC
Q4 2025Jan 23, 2026234$273.1MVanguard Ftse Developed Markets ETFiShares TrInvesco Exchange Traded FD Tvs. Q3 2025SEC
Q3 2025Oct 28, 2025245$213.0MVanguard Ftse Developed Markets ETFiShares TrCEFvs. Q2 2025SEC
Q2 2025Jul 22, 2025249$193.2MVanguard Ftse Developed Markets ETFInvesco Exchange Traded FD TCEFvs. Q1 2025SEC
Q1 2025Apr 22, 2025288$161.6MVanguard Ftse Developed Markets ETFCEFInvesco Exchange Traded FD Tvs. Q4 2024SEC
Q4 2024Feb 13, 202550$152.0MVanguard Ftse Developed Markets ETFCEFiShares Core S&P Small Cap ETF–SEC

13D and 13G filings

Companies where Inlight Wealth Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Inlight Wealth Management, LLC does not currently report owning 5% or more of any company.

Latest filings

5 filings on file made by Inlight Wealth Management, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Inlight Wealth Management, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
IVFHInnovative Food Holdings IncFeb 6, 202511:45 AM ET13G/A4.83%2.47M shares–Below 5%Dec 31, 2024SEC
IVFHInnovative Food Holdings IncJan 9, 202413G/AOld format–––SEC
IVFHInnovative Food Holdings IncFeb 15, 202313G/AOld format–––SEC
IVFHInnovative Food Holdings IncFeb 3, 202213G/AOld format–––SEC
IVFHInnovative Food Holdings IncFeb 8, 202113GOld format–New–SEC