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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, IJR, RSP, ISHG, VTV, and represent 47.57% of Inlight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA, NOW, VBR, IJR, VOE, IJH, RSP, IQLT, VTV, EMXC.
Started 14 new stock positions in IVV, UNH, Exxon Mobil Corp, JPM, GOOGL, BND, SPY, GS, CVX, MAR. VXF, VYM, IXUS, NOW.
Reduced shares in these 10 stocks: , WK, DGS, CALF, CVS, CEF, FXE, VOD, IWS, BRK.B.
Sold out of its positions in XOM, WK.
Inlight Wealth Management was a net buyer of stock by $26M.
Inlight Wealth Management has $315M in assets under management (AUM), dropping by 16.47%.
Central Index Key (CIK): 0001731795

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Portfolio Holdings for Inlight Wealth Management

Inlight Wealth Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	15.6	$49M	+8%	689k	71.25	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	8.9	$28M	+7%	215k	130.28	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	8.4	$26M	+6%	124k	212.77	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	8.2	$26M	+3%	346k	74.25	View chart
Vanguard Value Etf Etf (VTV)	6.5	$21M	+5%	94k	217.93	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	6.0	$19M	+5%	302k	62.20	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	5.5	$17M	+8%	352k	49.55	View chart
Vanguard Small Cap Value Etf Etf (VBR)	4.3	$13M	+17%	55k	242.99	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	4.0	$13M	+17%	64k	197.60	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	3.7	$12M	+8%	258k	45.34	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.5	$11M	+19%	143k	77.11	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	3.1	$9.6M	+11%	94k	102.30	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	2.8	$8.9M		54k	164.60	View chart
Vodafone Group Adr (VOD)	1.9	$5.9M		446k	13.22	View chart
Verizon Communications Stock (VZ)	1.9	$5.8M	+7%	138k	42.34	View chart
At&t Stock (T)	1.8	$5.7M	+3%	449k	12.75	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	1.4	$4.4M	-4%	68k	64.71	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.1	$3.6M	-4%	70k	50.61	View chart
Servicenow Stock (NOW)	1.1	$3.3M	NEW	34k	99.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$3.3M		6.6k	500.35	View chart
Cvs Health Corp Stock (CVS)	1.0	$3.3M	-3%	32k	103.45	View chart
BP Adr (BP)	0.9	$2.7M		73k	36.95	View chart
Siriusxm Holdings Stock (SIRI)	0.8	$2.4M		83k	29.54	View chart
Match Group Stock (MTCH)	0.8	$2.4M		63k	38.05	View chart
Freshworks Inc Class A Stock (FRSH)	0.8	$2.4M	+7%	237k	10.12	View chart
Pfizer Stock (PFE)	0.8	$2.4M		98k	24.08	View chart
Bill Holdings Stock (BILL)	0.7	$2.3M	+6%	63k	36.16	View chart
Amplify Energy Corp Stock (AMPY)	0.3	$1.1M		270k	3.98	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$979k	+8%	17k	58.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$669k	NEW	893.00	748.89	View chart
Apple Stock (AAPL)	0.2	$655k		2.3k	289.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$568k	+14%	1.6k	353.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$459k		70k	6.54	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$379k	+9%	6.4k	58.98	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$365k	+7%	14k	26.50	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$350k	+7%	3.4k	102.16	View chart
Nvidia Corporation Stock (NVDA)	0.1	$340k	+6%	1.7k	200.06	View chart
Home Depot Stock (HD)	0.1	$325k	+8%	920.00	352.68	View chart
Exxonmobil Holdings Corp Stock	0.1	$275k	NEW	2.0k	136.69	View chart
Invesco Currencyshares Euro Trust Etf (FXE)	0.1	$274k	-13%	2.6k	105.44	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$274k		9.3k	29.43	View chart
Ishares Silver Trust Etf (SLV)	0.1	$272k		5.1k	53.47	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$270k	NEW	824.00	327.33	View chart
Microsoft Corp Stock (MSFT)	0.1	$266k		712.00	373.10	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$265k		1.9k	136.68	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$254k		369.00	687.51	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$253k	NEW	339.00	745.67	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$248k	NEW	2.6k	95.44	View chart
Chevron Corporation Stock (CVX)	0.1	$238k	NEW	1.4k	165.79	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$232k	NEW	1.5k	158.03	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$231k	NEW	647.00	357.49	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$230k		2.4k	96.58	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$227k	NEW	612.00	370.59	View chart
Sprott Physical Gold & Silver Trust Cef (CEF)	0.1	$225k	-21%	5.6k	40.23	View chart
Unitedhealth Group Stock (UNH)	0.1	$221k	NEW	531.00	415.94	View chart
Goldman Sachs Group Stock (GS)	0.1	$217k	NEW	215.00	1011.37	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$217k	NEW	3.0k	73.41	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$211k		211k	1.00	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$206k	NEW	837.00	246.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$202k		179k	1.13	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	$34k		13k	2.73	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 Q2 filed July 28, 2026
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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