Inlight Wealth Management, LLC
- SEC CIK
- 0001731795
- Latest filing
- Jul 28, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 62
- +12 vs. Q1 2026
- Portfolio value
- $314.6M
- +$44.5M (+16.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 689,068 | $49.1M | 15.6% | +52,092+8.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 215,175 | $28.0M | 8.9% | +14,729+7.3% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 123,583 | $26.3M | 8.4% | +7,948+6.9% | Added | – |
| iShares Tr464288125 | 3YRTB ETF | 346,131 | $25.7M | 8.2% | +13,304+4.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 94,203 | $20.5M | 6.5% | +4,938+5.5% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 302,004 | $18.8M | 6.0% | +15,012+5.2% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 351,520 | $17.4M | 5.5% | +27,806+8.6% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 55,104 | $13.4M | 4.3% | +8,133+17.3% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 63,710 | $12.6M | 4.0% | +9,701+18.0% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 257,816 | $11.7M | 3.7% | +19,469+8.2% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 143,068 | $11.0M | 3.5% | +23,813+20.0% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 94,086 | $9.62M | 3.1% | +9,710+11.5% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 53,876 | $8.87M | 2.8% | −227−0.4% | Reduced | – |
| VODVodafone Group Public Ltd Co | ADR | 446,161 | $5.90M | 1.9% | −2,920−0.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 138,154 | $5.85M | 1.9% | +9,951+7.8% | Added | History |
| TAT&T Inc. | Stock | 449,301 | $5.73M | 1.8% | +17,078+4.0% | Added | History |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 67,498 | $4.37M | 1.4% | −3,235−4.6% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 70,365 | $3.56M | 1.1% | −3,422−4.6% | Reduced | – |
| NOWServiceNow, Inc. | Stock | 33,646 | $3.34M | 1.1% | +33,646 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,632 | $3.32M | 1.1% | −63−0.9% | Reduced | History |
| CVSCVS Health Corp | Stock | 31,854 | $3.30M | 1.0% | −1,075−3.3% | Reduced | History |
| BPBP PLC | ADR | 72,862 | $2.69M | 0.9% | −365−0.5% | Reduced | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 82,859 | $2.45M | 0.8% | −232−0.3% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 63,308 | $2.41M | 0.8% | −569−0.9% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 236,845 | $2.40M | 0.8% | +16,673+7.6% | Added | History |
| PFEPfizer Inc | Stock | 98,407 | $2.37M | 0.8% | −278−0.3% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 63,131 | $2.28M | 0.7% | +4,112+7.0% | Added | History |
| AMPYAmplify Energy Corp. | COM | 269,773 | $1.07M | 0.3% | −3,261−1.2% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 16,825 | $979.2K | 0.3% | +1,368+8.9% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 893 | $668.8K | 0.2% | +893 | New | – |
| AAPLApple Inc. | Stock | 2,263 | $654.8K | 0.2% | +2+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,606 | $567.6K | 0.2% | +199+14.1% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,163 | $458.9K | 0.1% | +176+0.3% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,427 | $379.1K | 0.1% | +535+9.1% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 13,780 | $365.2K | 0.1% | +912+7.1% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,422 | $349.6K | 0.1% | +253+8.0% | Added | – |
| NVDANVIDIA Corp | Stock | 1,698 | $339.7K | 0.1% | +102+6.4% | Added | History |
| HDHome Depot, Inc. | Stock | 920 | $324.5K | 0.1% | +70+8.2% | Added | History |
| XOMExxonMobil Holdings Corp | Stock | 2,009 | $274.6K | 0.1% | +2,009 | New | History |
| FXEInvesco CurrencyShares Euro Trust | EURO SHS | 2,602 | $274.4K | 0.1% | −400−13.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,322 | $274.4K | 0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 5,087 | $272.0K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 824 | $269.7K | 0.1% | +824 | New | History |
| MSFTMicrosoft Corp | Stock | 712 | $265.6K | 0.1% | +1+0.1% | Added | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,940 | $265.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 369 | $253.7K | 0.1% | −5−1.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 339 | $252.8K | 0.1% | +339 | New | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 2,594 | $247.6K | 0.1% | +2,594 | New | – |
| CVXChevron Corp | Stock | 1,436 | $238.1K | 0.1% | +1,436 | New | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,468 | $232.0K | 0.1% | +1,468 | New | – |
| GOOGLAlphabet Inc. | Stock | 647 | $231.3K | 0.1% | +647 | New | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,383 | $230.2K | 0.1% | 00.0% | Unchanged | – |
| MARMarriott International Inc | Stock | 612 | $226.8K | 0.1% | +612 | New | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 5,593 | $225.0K | 0.1% | −1,563−21.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 531 | $220.9K | 0.1% | +531 | New | History |
| GSGoldman Sachs Group Inc | Stock | 215 | $217.4K | 0.1% | +215 | New | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,960 | $217.3K | 0.1% | +2,960 | New | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 210,897 | $210.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 837 | $206.1K | 0.1% | +837 | New | – |
| iShares S&P 500 Value ETF464287408 | ETF | 179,293 | $201.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 67,702 | $67.7K | <0.1% | 00.0% | Unchanged | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 12,561 | $34.3K | <0.1% | +152+1.2% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.