Inlight Wealth Management

Inlight Wealth Management as of June 30, 2025

Portfolio Holdings for Inlight Wealth Management

Inlight Wealth Management holds 249 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 12.3 $24M 417k 57.01
Invesco S&p 500 Equal Weight Etf Etf (RSP) 6.6 $13M 70k 181.74
Sprott Physical Gold & Silver Trust Cef (CEF) 6.3 $12M 403k 30.10
Ishares Core S&p Small Cap Etf Etf (IJR) 6.2 $12M 135k 88.15
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 5.6 $11M 143k 76.56
Pacer Us Cash Cows 100 Etf Etf (COWZ) 5.6 $11M 196k 55.10
Vanguard Value Etf Etf (VTV) 5.3 $10M 59k 176.74
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 4.6 $8.9M 205k 43.22
Ishares Russell Mid-cap Value Etf Etf (IWS) 3.8 $7.3M 55k 132.14
Utilities Select Sector Spdr Fund Etf (XLU) 3.6 $6.9M 84k 81.66
Uber Technologies Stock (UBER) 3.4 $6.5M 70k 93.30
At&t Stock (T) 3.0 $5.9M 379k 15.55
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 2.8 $5.4M 98k 55.24
Vodafone Group Adr (VOD) 2.6 $5.1M 479k 10.66
Vaneck Junior Gold Miners Etf Etf (GDXJ) 2.2 $4.3M 63k 67.59
Vaneck Gold Miners Etf Etf (GDX) 2.1 $4.1M 79k 52.06
Verizon Communications Stock (VZ) 2.1 $4.1M 94k 43.27
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 2.0 $3.9M 98k 39.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.9 $3.6M 7.5k 485.77
Pfizer Stock (PFE) 1.3 $2.6M 107k 24.24
Cvs Health Corp Stock (CVS) 1.3 $2.6M 37k 68.98
BP Adr (BP) 1.2 $2.4M 79k 29.93
Vanguard Small Cap Value Etf Etf (VBR) 1.1 $2.1M 11k 195.01
Match Group Stock (MTCH) 1.1 $2.0M 66k 30.89
Siriusxm Holdings Stock (SIRI) 1.0 $2.0M 87k 22.97
Bill Holdings Stock (BILL) 1.0 $1.9M 41k 46.26
Vanguard Mid-cap Value Etf Etf (VOE) 0.9 $1.8M 11k 164.46
Freshworks Inc Class A Stock (FRSH) 0.9 $1.8M 119k 14.91
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.8 $1.6M 25k 62.02
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.7 $1.3M 21k 63.14
Amplify Energy Corp Stock (AMPY) 0.5 $913k 285k 3.20
Apple Stock (AAPL) 0.2 $461k 2.2k 205.14
Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $442k 7.5k 58.78
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $382k 70k 5.45
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.2 $373k 2.8k 133.04
Microsoft Corp Stock (MSFT) 0.2 $351k 707.00 497.09
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.2 $351k 3.5k 99.49
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.2 $346k 2.8k 123.58
Carlisle Cos Stock (CSL) 0.2 $320k 320k 1.00
Nvidia Corporation Stock (NVDA) 0.1 $262k 1.7k 158.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $249k 1.4k 177.43
Workiva Inc Com Cl A Stock (WK) 0.1 $247k 3.6k 68.45
Home Depot Stock (HD) 0.1 $235k 641.00 366.64
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $228k 9.3k 24.44
Schwab Us Tips Etf Etf (SCHP) 0.1 $213k 8.0k 26.68
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $211k 211k 1.00
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $199k 179k 1.11
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $178k 3.0k 59.81
Ishares Silver Trust Etf (SLV) 0.1 $167k 5.1k 32.81
Exxon Mobil Corp Stock (XOM) 0.1 $165k 1.5k 107.80
Chipotle Mexican Grill Stock (CMG) 0.1 $160k 2.9k 56.15
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $156k 572.00 273.21
Atmos Energy Corp Stock (ATO) 0.1 $154k 1.0k 154.11
Vanguard S&p 500 Etf Etf (VOO) 0.1 $154k 271.00 568.11
Costco Whsl Corp Stock (COST) 0.1 $153k 154.00 989.94
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.1 $152k 1.5k 102.91
Norfolk Southn Corp Stock (NSC) 0.1 $139k 541.00 255.97
Globalstar Stock (GSAT) 0.1 $138k 5.9k 23.55
Digital Rlty Tr Reit (DLR) 0.1 $134k 770.00 174.33
Disney Walt Stock (DIS) 0.1 $133k 1.1k 124.07
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $126k 523.00 240.32
Enterprise Prods Partners Stock (EPD) 0.1 $124k 4.0k 31.01
Jpmorgan Chase & Co Stock (JPM) 0.1 $124k 427.00 289.91
Goldman Sachs Group Stock (GS) 0.1 $123k 174.00 707.75
Intuitive Surgical Stock (ISRG) 0.1 $120k 221.00 543.41
Lennox Intl Stock (LII) 0.1 $116k 203.00 573.24
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $114k 646.00 176.10
Ishares Msci Eafe Etf Etf (EFA) 0.1 $113k 1.3k 89.39
Johnson & Johnson Stock (JNJ) 0.1 $112k 732.00 152.75
Welltower Reit (WELL) 0.1 $111k 720.00 153.73
Chevron Corp Stock (CVX) 0.1 $101k 703.00 143.19
Ishares Gold Trust Etf (IAU) 0.1 $100k 1.6k 62.36
Texas Roadhouse Stock (TXRH) 0.1 $100k 534.00 187.41
Global X Copper Miners Etf Etf (COPX) 0.0 $95k 2.1k 45.00
Illinois Tool Wks Stock (ITW) 0.0 $94k 379.00 247.25
Vanguard Utilities Etf Etf (VPU) 0.0 $93k 529.00 176.51
Spdr Bloomberg Short Term International Treasury Bond Etf Etf (BWZ) 0.0 $90k 3.2k 28.07
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $88k 3.0k 29.21
United Parcel Service Inc Cl B Stock (UPS) 0.0 $82k 807.00 100.94
Juniper Networks Stock (JNPR) 0.0 $80k 2.0k 39.93
Global X Uranium Etf Etf (URA) 0.0 $78k 2.0k 38.81
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $77k 366.00 210.94
Spdr S&p Dividend Etf Etf (SDY) 0.0 $76k 559.00 135.73
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $74k 394.00 188.64
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $74k 785.00 93.63
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $70k 851.00 82.14
Astrazeneca Adr (AZN) 0.0 $70k 1.0k 69.88
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $68k 68k 1.00
Netflix Stock (NFLX) 0.0 $66k 49.00 1339.12
Pinterest Inc Cl A Stock (PINS) 0.0 $64k 1.8k 35.86
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $63k 839.00 75.58
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $60k 97.00 620.90
Avalonbay Cmntys Reit (AVB) 0.0 $59k 289.00 203.50
Spdr Gold Shares Etf (GLD) 0.0 $58k 190.00 304.83
Nnn Reit Reit (NNN) 0.0 $58k 1.3k 43.18
Spotify Technology S A Stock (SPOT) 0.0 $57k 74.00 767.34
Tesla Stock (TSLA) 0.0 $49k 153.00 317.66
Applovin Corp Com Cl A Stock (APP) 0.0 $48k 137.00 350.08
Amazon Stock (AMZN) 0.0 $44k 199.00 219.39
Philip Morris Intl Stock (PM) 0.0 $44k 239.00 182.13
National Fuel Gas Stock (NFG) 0.0 $42k 500.00 84.71
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $42k 205.00 204.67
Schwab International Equity Etf Etf (SCHF) 0.0 $39k 1.8k 22.10
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $39k 128.00 303.93
Vanguard Health Care Etf Etf (VHT) 0.0 $38k 152.00 248.34
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $38k 625.00 60.03
Abbvie Stock (ABBV) 0.0 $37k 200.00 185.62
Tjx Cos Stock (TJX) 0.0 $37k 300.00 123.49
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $35k 255.00 136.32
Lowes Cos Stock (LOW) 0.0 $34k 155.00 221.87
Emerson Elec Stock (EMR) 0.0 $34k 256.00 133.33
Sea Ltd Sponsord Ads Adr (SE) 0.0 $34k 212.00 159.94
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $33k 65.00 509.31
Meta Platforms Inc Cl A Stock (META) 0.0 $32k 43.00 738.09
Royal Caribbean Group Stock (RCL) 0.0 $32k 101.00 312.71
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $31k 136.00 226.49
Totalenergies Se Adr (TTE) 0.0 $31k 500.00 61.39
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $30k 100.00 298.89
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $29k 236.00 121.64
General Dynamics Corp Stock (GD) 0.0 $28k 97.00 291.66
Altria Group Stock (MO) 0.0 $27k 463.00 58.63
Vanguard Small-cap Etf Etf (VB) 0.0 $27k 114.00 236.98
Vanguard Large-cap Etf Etf (VV) 0.0 $27k 94.00 285.30
Alibaba Group Hldg Adr (BABA) 0.0 $26k 231.00 113.41
Guidewire Software Stock (GWRE) 0.0 $26k 110.00 235.45
Sparkline Intangible Value Etf Etf (ITAN) 0.0 $25k 774.00 32.30
HSBC HLDGS Adr (HSBC) 0.0 $24k 400.00 60.79
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM) 0.0 $24k 373.00 64.98
Annaly Capital Management Reit (NLY) 0.0 $24k 1.3k 18.82
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $23k 13k 1.79
Astera Labs Stock (ALAB) 0.0 $23k 250.00 90.42
Caterpillar Stock (CAT) 0.0 $23k 58.00 388.21
Servicenow Stock (NOW) 0.0 $22k 21.00 1028.10
Occidental Pete Corp Stock (OXY) 0.0 $21k 500.00 42.01
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $21k 1.5k 13.72
Coca Cola Stock (KO) 0.0 $20k 277.00 70.75
Cloudflare Inc Cl A Stock (NET) 0.0 $20k 100.00 195.83
Advanced Micro Devices Stock (AMD) 0.0 $18k 130.00 141.90
Bank America Corp Stock (BAC) 0.0 $18k 385.00 47.32
3M Stock (MMM) 0.0 $17k 110.00 152.24
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $17k 145.00 115.35
Tempus Ai Inc Cl A Stock (TEM) 0.0 $17k 260.00 63.54
Ge Aerospace Stock (GE) 0.0 $17k 64.00 257.67
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $17k 200.00 82.34
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $16k 223.00 72.69
Credo Technology Group Holding Ordinary Shares Stock (CRDO) 0.0 $14k 155.00 92.59
Ciena Corp Stock (CIEN) 0.0 $14k 175.00 81.33
Palo Alto Networks Stock (PANW) 0.0 $13k 64.00 204.64
Reddit Inc Cl A Stock (RDDT) 0.0 $12k 81.00 150.57
Rtx Corporation Stock (RTX) 0.0 $12k 81.00 146.02
Twilio Inc Cl A Stock (TWLO) 0.0 $12k 95.00 124.36
Cisco Sys Stock (CSCO) 0.0 $12k 170.00 69.38
Gilead Sciences Stock (GILD) 0.0 $11k 102.00 110.73
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $11k 167.00 67.44
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP) 0.0 $11k 400.00 26.14
Zscaler Stock (ZS) 0.0 $10k 33.00 313.94
Ishares Select Dividend Etf Etf (DVY) 0.0 $9.7k 73.00 132.81
Broadcom Stock (AVGO) 0.0 $9.6k 35.00 275.66
Abrdn Income Credit Strategies Cef (ACP) 0.0 $9.2k 1.6k 5.90
Garmin Stock (GRMN) 0.0 $9.0k 43.00 208.72
Asml Holding N V N Y Registry Adr (ASML) 0.0 $8.8k 11.00 801.36
Procter And Gamble Stock (PG) 0.0 $8.8k 55.00 159.33
Pimco Dynamic Income Cef (PDI) 0.0 $8.5k 450.00 18.97
Ge Vernova Stock (GEV) 0.0 $7.9k 15.00 529.13
Eqt Corp Stock (EQT) 0.0 $7.9k 136.00 58.32
Tyler Technologies Stock (TYL) 0.0 $7.7k 13.00 592.85
Eaton Vance Tx Adv Glbl Div Cef (ETG) 0.0 $7.7k 366.00 20.94
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $7.2k 100.00 71.99
Coca-cola Europacific Partners Stock (CCEP) 0.0 $7.0k 75.00 92.72
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $6.8k 135.00 50.12
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $6.6k 23.00 288.00
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.0 $6.4k 68.00 93.79
Novo-nordisk A S Adr (NVO) 0.0 $6.2k 90.00 69.02
Vaneck Real Assets Etf Etf (RAAX) 0.0 $6.2k 200.00 31.05
Medtronic Stock (MDT) 0.0 $6.2k 71.00 87.17
Hubspot Stock (HUBS) 0.0 $6.1k 11.00 556.64
Eaton Vance Limited Duration I Cef (EVV) 0.0 $6.0k 583.00 10.26
Resmed Stock (RMD) 0.0 $5.9k 23.00 258.00
Ge Healthcare Technologies Stock (GEHC) 0.0 $5.9k 80.00 74.14
Carrier Global Corporation Stock (CARR) 0.0 $5.9k 81.00 73.19
Kyndryl Hldgs Stock (KD) 0.0 $5.9k 141.00 41.96
Chewy Inc Cl A Stock (CHWY) 0.0 $5.9k 138.00 42.62
Take-two Interactive Software Stock (TTWO) 0.0 $5.8k 24.00 242.83
Winnebago Inds Stock (WGO) 0.0 $5.8k 200.00 29.00
Pitney Bowes Stock (PBI) 0.0 $5.5k 500.00 10.91
Tortoise Energy Infra Corp Cef (TYG) 0.0 $5.4k 123.00 43.89
Mercadolibre Stock (MELI) 0.0 $5.2k 2.00 2613.50
Sysco Corp Stock (SYY) 0.0 $5.2k 68.00 75.74
Unity Software Stock (U) 0.0 $5.1k 212.00 24.20
Masimo Corp Stock (MASI) 0.0 $5.0k 30.00 168.23
Fulgent Genetics Stock (FLGT) 0.0 $5.0k 253.00 19.88
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.0 $4.8k 150.00 31.76
First Tr Inter Duratn Pfd & In Cef (FPF) 0.0 $4.8k 253.00 18.82
Pure Storage Inc Cl A Stock (PSTG) 0.0 $4.7k 82.00 57.59
Stanley Black & Decker Stock (SWK) 0.0 $4.5k 67.00 67.75
United States Oil Fund Etf (USO) 0.0 $4.5k 62.00 73.11
First Eagle Global Equity Etf Etf (FEGE) 0.0 $4.3k 107.00 40.37
Adobe Stock (ADBE) 0.0 $4.3k 11.00 386.91
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $4.0k 30.00 132.33
Otis Worldwide Corp Stock (OTIS) 0.0 $4.0k 40.00 99.03
Sap Se Adr (SAP) 0.0 $4.0k 13.00 304.08
Zoom Communications Inc Cl A Stock (ZM) 0.0 $3.6k 46.00 77.98
Atlassian Corporation Cl A Stock (TEAM) 0.0 $3.5k 17.00 203.12
Polaris Stock (PII) 0.0 $3.4k 84.00 40.65
Upstart Hldgs Stock (UPST) 0.0 $3.4k 52.00 64.67
Comcast Corp New Cl A Stock (CMCSA) 0.0 $3.4k 94.00 35.69
Eli Lilly & Co Stock (LLY) 0.0 $3.1k 4.00 779.50
Vipshop Hldgs Ltd Sponsored Ads A Adr (VIPS) 0.0 $3.0k 200.00 15.05
American Intl Group Stock (AIG) 0.0 $3.0k 35.00 85.60
Global X Emerging Markets Great Consumer Etf Etf (EMC) 0.0 $2.9k 99.00 29.32
Mv Oil Tr Tr Units Stock (MVO) 0.0 $2.9k 500.00 5.75
Carnival Corp Paired Ctf Stock (CCL) 0.0 $2.8k 100.00 28.12
Digitalocean Hldgs Stock (DOCN) 0.0 $2.6k 92.00 28.57
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $2.4k 178.00 13.72
Ishares Global 100 Etf Etf (IOO) 0.0 $2.4k 22.00 107.82
Snap Inc Cl A Stock (SNAP) 0.0 $2.3k 270.00 8.69
Lumen Technologies Stock (LUMN) 0.0 $2.2k 500.00 4.38
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $2.1k 200.00 10.73
Mind Technology Stock 0.0 $2.1k 250.00 8.44
Solventum Corp Stock (SOLV) 0.0 $2.0k 27.00 75.85
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $2.0k 100.00 20.28
Delta Air Lines Inc Del Stock (DAL) 0.0 $2.0k 41.00 49.05
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $1.5k 14.00 109.64
Oracle Corp Stock (ORCL) 0.0 $1.5k 7.00 218.57
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $1.5k 100.00 15.13
Liveone Stock (LVO) 0.0 $1.5k 2.0k 0.76
Confluent Inc Class A Stock (CFLT) 0.0 $1.5k 59.00 24.93
Golden Ocean Group Stock (GOGL) 0.0 $1.5k 200.00 7.32
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $1.3k 62.00 20.71
Blackrock Stock (BLK) 0.0 $1.0k 1.00 1049.00
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $979.000000 16.00 61.19
Highland Opps & Income Fd Highland Income Cef (HFRO) 0.0 $832.000000 160.00 5.20
Salesforce Stock (CRM) 0.0 $818.000100 3.00 272.67
Adt Inc Del Stock (ADT) 0.0 $770.997500 91.00 8.47
Visa Inc Com Cl A Stock (V) 0.0 $710.000000 2.00 355.00
Fiserv Stock (FI) 0.0 $516.999900 3.00 172.33
Capri Holdings Stock (CPRI) 0.0 $477.999900 27.00 17.70
Blackstone Stock (BX) 0.0 $449.000100 3.00 149.67
Wabtec Stock (WAB) 0.0 $419.000000 2.00 209.50
Arista Networks Stock (ANET) 0.0 $409.000000 4.00 102.25
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $345.000000 15.00 23.00
International Business Machs Stock (IBM) 0.0 $295.000000 1.00 295.00
Podcastone Stock (PODC) 0.0 $233.001600 96.00 2.43
Vicor Corp Stock (VICR) 0.0 $227.000000 5.00 45.40
Ebang Intl Hldgs Inc Cl A Ord Sh Stock (EBON) 0.0 $151.997800 46.00 3.30
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $133.000000 5.00 26.60
Mosaic Stock (MOS) 0.0 $73.000000 2.00 36.50
Manchester Utd Plc New Ord Cl A Stock (MANU) 0.0 $18.000000 1.00 18.00
Vivopower International Stock (VVPR) 0.0 $4.000000 1.00 4.00