Inlight Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Inlight Wealth Management, Llc disclosed 61 stock positions valued at approximately $314.58M as of quarter-end June 30, 2026. The largest holdings include VANGUARD FTSE DEVELOPED MARKETS ETF, ISHARES CORE S&P SMALL CAP ETF, and INVESCO S&P 500 EQUAL WEIGHT ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $314.58M
Holdings by Sector
Inlight Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 15.61% | 689,068 | +52,092 | +8.18% | $49,096,094 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 8.91% | 215,175 | +14,729 | +7.35% | $28,033,600 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 8.36% | 123,583 | +7,948 | +6.87% | $26,294,755 |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ISHG | Other | 8.17% | 346,131 | +13,304 | +4.00% | $25,698,497 |
| VANGUARD VALUE ETF | VTV | Other | 6.53% | 94,203 | +4,938 | +5.53% | $20,529,632 |
| PACER US CASH COWS 100 ETF | COWZ | Other | 5.97% | 302,004 | +15,012 | +5.23% | $18,784,649 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | Other | 5.54% | 351,520 | +27,806 | +8.59% | $17,417,798 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 4.26% | 55,104 | +8,133 | +17.31% | $13,389,824 |
| VANGUARD MID-CAP VALUE ETF | VOE | Other | 4.00% | 63,710 | +9,701 | +17.96% | $12,589,096 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | XLU | Other | 3.72% | 257,816 | +19,469 | +8.17% | $11,689,377 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 3.51% | 143,068 | +23,813 | +19.97% | $11,031,973 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | Other | 3.06% | 94,086 | +9,710 | +11.51% | $9,624,998 |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | Other | 2.82% | 53,876 | -227 | -0.42% | $8,867,990 |
| VODAFONE GROUP PLC SPONSORED ADR | VOD | Communication Services | 1.88% | 446,161 | -2,920 | -0.65% | $5,900,480 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.86% | 138,154 | +9,951 | +7.76% | $5,849,440 |
| AT&T INC | T | Communication Services | 1.82% | 449,301 | +17,078 | +3.95% | $5,726,408 |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | Other | 1.39% | 67,498 | -3,235 | -4.57% | $4,367,796 |
| PACER US SMALL CAP CASH COWS ETF | CALF | Other | 1.13% | 70,365 | -3,422 | -4.64% | $3,561,173 |
| SERVICENOW INC COM | NOW | Technology | 1.06% | 33,646 | +33,586 | +55976.67% | $3,340,375 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 1.05% | 6,632 | -63 | -0.94% | $3,318,336 |
| CVS HEALTH CORP COM | CVS | Healthcare | 1.05% | 31,854 | -1,075 | -3.26% | $3,295,296 |
| BP PLC ADR | BP | Energy | 0.86% | 72,862 | -365 | -0.50% | $2,692,236 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | SIRI | Consumer Discretionary | 0.78% | 82,859 | -232 | -0.28% | $2,447,655 |
| MATCH GROUP INC NEW COM | MTCH | Communication Services | 0.77% | 63,308 | -569 | -0.89% | $2,408,869 |
| FRESHWORKS INC CLASS A COM | FRSH | Technology | 0.76% | 236,845 | +16,673 | +7.57% | $2,396,871 |
| PFIZER INC COM | PFE | Healthcare | 0.75% | 98,407 | -278 | -0.28% | $2,369,641 |
| BILL HOLDINGS INC COM | BILL | Technology | 0.73% | 63,131 | +4,112 | +6.97% | $2,282,817 |
| AMPLIFY ENERGY CORP NEW COM | AMPY | Energy | 0.34% | 269,773 | -3,261 | -1.19% | $1,073,697 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.31% | 16,825 | +1,368 | +8.85% | $979,215 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.21% | 893 | +796 | +820.62% | $668,759 |
Showing 30 of 61 holdings in the latest reporting period.