Inlight Wealth Management, Llc Portfolio Stock Holdings
Inlight Wealth Management, Llc disclosed 62 stock positions valued at approximately $314.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD FTSE DEVELOPED MARKETS ETF, ISHARES CORE S&P SMALL CAP ETF, and INVESCO S&P 500 EQUAL WEIGHT ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 62
- Portfolio Value
- $314.6M
Holdings by Sector
Inlight Wealth Management, Llc Portfolio Holdings in Q2 2026
61 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 | 15.61% | 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 |
| APPLE INC COM | AAPL | Technology | 0.21% | 2,263 | +2 | +0.09% | $654,752 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.18% | 1,606 | +199 | +14.14% | $567,614 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 0.15% | 70,163 | +176 | +0.25% | $458,926 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | VGIT | Other | 0.12% | 6,427 | +535 | +9.08% | $379,064 |
| SCHWAB US TIPS ETF | SCHP | Other | 0.12% | 13,780 | +912 | +7.09% | $365,170 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 0.11% | 3,422 | +253 | +7.98% | $349,592 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.11% | 1,698 | +102 | +6.39% | $339,700 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.10% | 920 | +70 | +8.24% | $324,466 |
| INVESCO CURRENCYSHARES EURO TRUST | FXE | Other | 0.09% | 2,602 | -400 | -13.32% | $274,355 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.09% | 9,322 | - | - | $274,351 |
| ISHARES SILVER TRUST | SLV | Other | 0.09% | 5,087 | - | - | $272,002 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.09% | 824 | +397 | +92.97% | $269,720 |
| MICROSOFT CORP COM | MSFT | Technology | 0.08% | 712 | +1 | +0.14% | $265,646 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | Other | 0.08% | 1,940 | - | - | $265,159 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.08% | 369 | -5 | -1.34% | $253,692 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.08% | 339 | +232 | +216.82% | $252,782 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.08% | 2,594 | +2,594 | +100.00% | $247,571 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.08% | 1,436 | +733 | +104.27% | $238,080 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 0.07% | 1,468 | +1,468 | +100.00% | $231,988 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.07% | 647 | +1 | +0.15% | $231,298 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.07% | 2,383 | - | - | $230,150 |
| MARRIOTT INTL INC NEW CL A | MAR | Consumer Cyclical | 0.07% | 612 | +40 | +6.99% | $226,801 |
| SPROTT PHYSICAL GOLD & SILVER TRUST | CEF | Other | 0.07% | 5,593 | -1,563 | -21.84% | $225,006 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 0.07% | 531 | +531 | +100.00% | $220,866 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.07% | 215 | +41 | +23.56% | $217,445 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 0.07% | 2,960 | +2,960 | +100.00% | $217,294 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.07% | 210,897 | - | - | $210,897 |
| VANGUARD EXTENDED MARKET ETF | VXF | Other | 0.07% | 837 | +837 | +100.00% | $206,078 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.06% | 179,293 | - | - | $201,899 |
| VANGUARD FTSE EUROPE ETF | VGK | Other | 0.02% | 67,702 | - | - | $67,702 |
| WARNER BROS DISCOVERY INC COM SER A | WBD | Communication Services | 0.01% | 12,561 | +152 | +1.22% | $34,321 |