Inlight Wealth Management, Llc Portfolio Stock Holdings
Inlight Wealth Management, Llc disclosed 50 stock positions valued at approximately $270.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD FTSE DEVELOPED MARKETS ETF, ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF, and INVESCO S&P 500 EQUAL WEIGHT ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 50
- Portfolio Value
- $270.1M
Holdings by Sector
Inlight Wealth Management, Llc Portfolio Holdings in Q1 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 15.11% | 636,976 | +80,361 | +14.44% | $40,817,393 |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ISHG | Other | 9.14% | 332,827 | +16,576 | +5.24% | $24,690,505 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 8.22% | 115,635 | +15,923 | +15.97% | $22,192,669 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 8.02% | 200,446 | +25,152 | +14.35% | $21,670,364 |
| PACER US CASH COWS 100 ETF | COWZ | Other | 6.65% | 286,992 | +29,349 | +11.39% | $17,954,220 |
| VANGUARD VALUE ETF | VTV | Other | 6.48% | 89,265 | +10,228 | +12.94% | $17,513,872 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | Other | 5.54% | 323,714 | +43,388 | +15.48% | $14,965,281 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | XLU | Other | 4.05% | 238,347 | +28,591 | +13.63% | $10,937,744 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 3.78% | 46,971 | +12,777 | +37.37% | $10,204,486 |
| VANGUARD MID-CAP VALUE ETF | VOE | Other | 3.69% | 54,009 | +16,666 | +44.63% | $9,952,779 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 2.98% | 119,255 | +34,766 | +41.15% | $8,053,290 |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | Other | 2.92% | 54,103 | -734 | -1.34% | $7,884,971 |
| AT&T INC | T | Communication Services | 2.76% | 432,223 | +27,019 | +6.67% | $7,451,966 |
| VODAFONE GROUP PLC SPONSORED ADR | VOD | Communication Services | 2.50% | 449,081 | -14,467 | -3.12% | $6,745,197 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | Other | 2.46% | 84,376 | +19,021 | +29.10% | $6,637,016 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 2.38% | 128,203 | +14,016 | +12.27% | $6,435,791 |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | Other | 1.57% | 70,733 | -5,336 | -7.01% | $4,251,053 |
| BP PLC ADR | BP | Energy | 1.27% | 73,227 | -2,352 | -3.11% | $3,441,651 |
| PACER US SMALL CAP CASH COWS ETF | CALF | Other | 1.23% | 73,787 | -4,218 | -5.41% | $3,310,823 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 1.19% | 6,695 | -702 | -9.49% | $3,208,244 |
| PFIZER INC COM | PFE | Healthcare | 1.03% | 98,685 | -1,660 | -1.65% | $2,771,075 |
| CVS HEALTH CORP COM | CVS | Healthcare | 0.88% | 32,929 | -1,436 | -4.18% | $2,364,961 |
| BILL HOLDINGS INC COM | BILL | Technology | 0.84% | 59,019 | +818 | +1.41% | $2,260,428 |
| MATCH GROUP INC NEW COM | MTCH | Communication Services | 0.73% | 63,877 | -1,944 | -2.95% | $1,961,663 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | SIRI | Consumer Discretionary | 0.71% | 83,091 | -2,013 | -2.37% | $1,917,740 |
| FRESHWORKS INC CLASS A COM | FRSH | Technology | 0.65% | 220,172 | +8,925 | +4.22% | $1,767,981 |
| AMPLIFY ENERGY CORP NEW COM | AMPY | Energy | 0.63% | 273,034 | -9,262 | -3.28% | $1,703,732 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.34% | 15,457 | +1,809 | +13.25% | $904,853 |
| APPLE INC COM | AAPL | Technology | 0.21% | 2,261 | +11 | +0.49% | $573,913 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 0.15% | 69,987 | -113 | -0.16% | $412,053 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.15% | 1,407 | +12 | +0.86% | $403,677 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | VGIT | Other | 0.13% | 5,892 | +638 | +12.14% | $350,869 |
| ISHARES SILVER TRUST | SLV | Other | 0.13% | 5,087 | - | - | $346,628 |
| SCHWAB US TIPS ETF | SCHP | Other | 0.13% | 12,868 | +1,212 | +10.40% | $342,417 |
| SPROTT PHYSICAL GOLD & SILVER TRUST | CEF | Other | 0.13% | 7,156 | -391,721 | -98.21% | $341,484 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 0.12% | 3,169 | +401 | +14.49% | $327,770 |
| INVESCO CURRENCYSHARES EURO TRUST | FXE | Other | 0.12% | 3,002 | - | - | $320,283 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.10% | 850 | +70 | +8.97% | $279,557 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.10% | 1,596 | +6 | +0.38% | $278,369 |
| MICROSOFT CORP COM | MSFT | Technology | 0.10% | 711 | - | - | $263,341 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.09% | 1,414 | -112 | -7.34% | $239,899 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.09% | 9,322 | - | - | $239,020 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | Other | 0.09% | 1,940 | -1,588 | -45.01% | $229,793 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.08% | 374 | +5 | +1.36% | $223,683 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.08% | 2,383 | +2,383 | +100.00% | $215,733 |
| WORKIVA INC COM CL A | WK | Technology | 0.08% | 3,607 | - | - | $215,085 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.08% | 210,897 | - | - | $210,897 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.07% | 179,293 | - | - | $200,308 |
| VANGUARD FTSE EUROPE ETF | VGK | Other | 0.03% | 67,702 | - | - | $67,702 |
| WARNER BROS DISCOVERY INC COM SER A | WBD | Communication Services | 0.01% | 12,409 | +119 | +0.97% | $30,825 |