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Inlight Wealth Management

Latest statistics and disclosures from Inlight Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, ISHG, RSP, IJR, COWZ, and represent 47.14% of Inlight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA (+$5.1M), VOE, RSP, VBR, IJR, IJH, VTV, IQLT, COWZ, EMXC.
Started 1 new stock position in IEFA.
Reduced shares in these 10 stocks: CEF (-$19M), GDXJ (-$7.1M), GDX (-$6.7M), IJT, IJJ, GSAT, BRK.B, DGS, CSL, SGOV.
Sold out of its positions in ADT, ABBV, ACP, ADBE, AMD, ABNB, ARLP, ITAN, GOOGL, MO.
Inlight Wealth Management was a net seller of stock by $-11M.
Inlight Wealth Management has $270M in assets under management (AUM), dropping by -1.11%.
Central Index Key (CIK): 0001731795

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Portfolio Holdings for Inlight Wealth Management

Inlight Wealth Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	15.1	$41M	+14%	637k	64.08	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	9.1	$25M	+5%	333k	74.18	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	8.2	$22M	+15%	116k	191.92	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	8.0	$22M	+14%	200k	108.11	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	6.6	$18M	+11%	287k	62.56	View chart
Vanguard Value Etf Etf (VTV)	6.5	$18M	+12%	89k	196.20	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	5.5	$15M	+15%	324k	46.23	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	4.0	$11M	+13%	238k	45.89	View chart
Vanguard Small Cap Value Etf Etf (VBR)	3.8	$10M	+37%	47k	217.25	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	3.7	$10M	+44%	54k	184.28	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.0	$8.1M	+41%	119k	67.53	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	2.9	$7.9M		54k	145.74	View chart
At&t Stock (T)	2.8	$7.5M	+6%	432k	17.24	View chart
Vodafone Group Adr (VOD)	2.5	$6.7M	-3%	449k	15.02	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.5	$6.6M	+29%	84k	78.66	View chart
Verizon Communications Stock (VZ)	2.4	$6.4M	+12%	128k	50.20	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	1.6	$4.3M	-7%	71k	60.10	View chart
BP Adr (BP)	1.3	$3.4M	-3%	73k	47.00	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.2	$3.3M	-5%	74k	44.87	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$3.2M	-9%	6.7k	479.20	View chart
Pfizer Stock (PFE)	1.0	$2.8M		99k	28.08	View chart
Cvs Health Corp Stock (CVS)	0.9	$2.4M	-4%	33k	71.82	View chart
Bill Holdings Stock (BILL)	0.8	$2.3M		59k	38.30	View chart
Match Group Stock (MTCH)	0.7	$2.0M	-2%	64k	30.71	View chart
Siriusxm Holdings Stock (SIRI)	0.7	$1.9M	-2%	83k	23.08	View chart
Freshworks Inc Class A Stock (FRSH)	0.7	$1.8M	+4%	220k	8.03	View chart
Amplify Energy Corp Stock (AMPY)	0.6	$1.7M	-3%	273k	6.24	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$905k	+13%	16k	58.54	View chart
Apple Stock (AAPL)	0.2	$574k		2.3k	253.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$412k		70k	5.89	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$404k		1.4k	286.91	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$351k	+12%	5.9k	59.55	View chart
Ishares Silver Trust Etf (SLV)	0.1	$347k		5.1k	68.14	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$342k	+10%	13k	26.61	View chart
Sprott Physical Gold & Silver Trust Cef (CEF)	0.1	$342k	-98%	7.2k	47.72	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$328k	+14%	3.2k	103.43	View chart
Invesco Currencyshares Euro Trust Etf (FXE)	0.1	$320k		3.0k	106.69	View chart
Home Depot Stock (HD)	0.1	$280k	+8%	850.00	328.89	View chart
Nvidia Corporation Stock (NVDA)	0.1	$278k		1.6k	174.42	View chart
Microsoft Corp Stock (MSFT)	0.1	$263k		711.00	370.38	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$240k	-7%	1.4k	169.66	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$239k		9.3k	25.64	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$230k	-45%	1.9k	118.45	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$224k		374.00	598.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$216k	NEW	2.4k	90.53	View chart
Workiva Inc Com Cl A Stock (WK)	0.1	$215k		3.6k	59.63	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$211k		211k	1.00	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$200k		179k	1.12	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$68k		68k	1.00	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$31k		12k	2.48	View chart

Past Filings by Inlight Wealth Management

SEC 13F filings are viewable for Inlight Wealth Management going back to 2025

Inlight Wealth Management 2026 Q1 filed May 4, 2026
Inlight Wealth Management 2025 Q4 filed Jan. 23, 2026
Inlight Wealth Management 2025 Q3 filed Oct. 28, 2025
Inlight Wealth Management 2025 Q2 filed July 22, 2025

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