Inlight Wealth Management

Inlight Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Inlight Wealth Management

Inlight Wealth Management holds 245 positions in its portfolio as reported in the September 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 $26M 437k 59.92
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 7.0 $15M 196k 76.18
Sprott Physical Gold & Silver Trust Cef (CEF) 6.9 $15M 402k 36.69
Invesco S&p 500 Equal Weight Etf Etf (RSP) 6.5 $14M 73k 189.70
Ishares Core S&p Small Cap Etf Etf (IJR) 6.4 $14M 141k 96.82
Pacer Us Cash Cows 100 Etf Etf (COWZ) 5.5 $12M 204k 57.47
Vanguard Value Etf Etf (VTV) 5.4 $12M 62k 186.49
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 4.5 $9.6M 218k 44.19
Ishares Russell Mid-cap Value Etf Etf (IWS) 3.6 $7.7M 55k 139.67
Utilities Select Sector Spdr Fund Etf (XLU) 3.5 $7.5M 86k 87.21
Vaneck Junior Gold Miners Etf Etf (GDXJ) 2.9 $6.2M 63k 99.03
Vaneck Gold Miners Etf Etf (GDX) 2.8 $6.0M 78k 76.40
At&t Stock (T) 2.7 $5.7M 378k 15.15
Vodafone Group Adr (VOD) 2.6 $5.5M 474k 11.60
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 2.4 $5.0M 88k 57.10
Verizon Communications Stock (VZ) 1.9 $4.1M 94k 43.95
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 1.8 $3.9M 89k 43.78
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.8 $3.8M 7.5k 502.74
Vanguard Small Cap Value Etf Etf (VBR) 1.6 $3.3M 16k 208.71
Cvs Health Corp Stock (CVS) 1.3 $2.8M 37k 75.39
Pfizer Stock (PFE) 1.3 $2.7M 106k 25.48
BP Adr (BP) 1.3 $2.7M 78k 34.46
Vanguard Mid-cap Value Etf Etf (VOE) 1.2 $2.6M 15k 174.58
Match Group Stock (MTCH) 1.1 $2.3M 66k 35.32
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.1 $2.3M 35k 65.26
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.0 $2.2M 32k 67.51
Bill Holdings Stock (BILL) 1.0 $2.2M 41k 52.97
Siriusxm Holdings Stock (SIRI) 0.9 $2.0M 86k 23.27
Amplify Energy Corp Stock (AMPY) 0.7 $1.5M 285k 5.25
Freshworks Inc Class A Stock (FRSH) 0.7 $1.4M 119k 11.77
Apple Stock (AAPL) 0.3 $573k 2.2k 254.68
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $572k 9.7k 58.85
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $412k 70k 5.89
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.2 $397k 2.8k 141.50
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.2 $390k 3.5k 110.59
Microsoft Corp Stock (MSFT) 0.2 $366k 707.00 518.01
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.2 $363k 2.8k 129.72
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $340k 1.4k 243.49
Invesco Currencyshares Euro Trust Etf (FXE) 0.2 $325k 3.0k 108.37
Carlisle Cos Stock (CSL) 0.2 $320k 320k 1.00
Home Depot Stock (HD) 0.1 $316k 780.00 405.19
Workiva Inc Com Cl A Stock (WK) 0.1 $311k 3.6k 86.08
Nvidia Corporation Stock (NVDA) 0.1 $310k 1.7k 186.59
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $246k 9.3k 26.34
Schwab Us Tips Etf Etf (SCHP) 0.1 $242k 9.0k 26.95
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $218k 3.6k 60.03
Ishares Silver Trust Etf (SLV) 0.1 $216k 5.1k 42.37
Globalstar Stock (GSAT) 0.1 $214k 5.9k 36.39
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $211k 211k 1.00
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $200k 179k 1.11
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.1 $198k 1.9k 103.36
Vanguard S&p 500 Etf Etf (VOO) 0.1 $189k 309.00 612.63
Exxon Mobil Corp Stock (XOM) 0.1 $172k 1.5k 112.75
Atmos Energy Corp Stock (ATO) 0.1 $171k 1.0k 170.75
Norfolk Southn Corp Stock (NSC) 0.1 $163k 541.00 300.41
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $157k 646.00 243.11
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $149k 572.00 260.44
Costco Whsl Corp Stock (COST) 0.1 $141k 152.00 925.63
Goldman Sachs Group Stock (GS) 0.1 $139k 174.00 796.35
Johnson & Johnson Stock (JNJ) 0.1 $136k 732.00 185.42
Jpmorgan Chase & Co Stock (JPM) 0.1 $135k 427.00 315.43
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $134k 523.00 256.45
Digital Rlty Tr Reit (DLR) 0.1 $133k 770.00 172.88
Welltower Reit (WELL) 0.1 $128k 720.00 178.14
Enterprise Prods Partners Stock (EPD) 0.1 $125k 4.0k 31.27
Disney Walt Stock (DIS) 0.1 $123k 1.1k 114.46
Ishares Msci Eafe Etf Etf (EFA) 0.1 $118k 1.3k 93.37
Ishares Gold Trust Etf (IAU) 0.1 $117k 1.6k 72.77
Chipotle Mexican Grill Stock (CMG) 0.1 $111k 2.8k 39.19
Chevron Corp Stock (CVX) 0.1 $109k 703.00 155.29
Lennox Intl Stock (LII) 0.1 $108k 203.00 529.36
Intuitive Surgical Stock (ISRG) 0.0 $99k 221.00 447.23
Illinois Tool Wks Stock (ITW) 0.0 $99k 379.00 260.76
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $96k 3.0k 31.91
Global X Copper Miners Etf Etf (COPX) 0.0 $90k 1.5k 59.81
Texas Roadhouse Stock (TXRH) 0.0 $89k 534.00 166.15
Spdr Bloomberg Short Term International Treasury Bond Etf Etf (BWZ) 0.0 $89k 3.2k 27.82
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $86k 366.00 234.96
Applovin Corp Com Cl A Stock (APP) 0.0 $85k 118.00 718.54
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $82k 394.00 209.26
Spdr S&p Dividend Etf Etf (SDY) 0.0 $78k 559.00 140.05
Astrazeneca Adr (AZN) 0.0 $77k 1.0k 76.72
Vanguard Utilities Etf Etf (VPU) 0.0 $76k 400.00 189.41
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $74k 851.00 87.03
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $68k 68k 1.00
United Parcel Service Inc Cl B Stock (UPS) 0.0 $67k 807.00 83.53
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $65k 97.00 669.30
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $64k 839.00 76.01
Spdr Gold Shares Etf (GLD) 0.0 $61k 171.00 355.47
Netflix Stock (NFLX) 0.0 $59k 49.00 1198.92
Global X Uranium Etf Etf (URA) 0.0 $57k 1.2k 47.67
Pinterest Inc Cl A Stock (PINS) 0.0 $57k 1.8k 32.17
Nnn Reit Reit (NNN) 0.0 $57k 1.3k 42.57
Avalonbay Cmntys Reit (AVB) 0.0 $56k 289.00 193.17
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $54k 380.00 143.18
Spotify Technology S A Stock (SPOT) 0.0 $52k 74.00 698.00
Astera Labs Stock (ALAB) 0.0 $47k 240.00 195.80
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $47k 255.00 182.42
Abbvie Stock (ABBV) 0.0 $46k 200.00 231.54
National Fuel Gas Stock (NFG) 0.0 $46k 500.00 92.37
Tesla Stock (TSLA) 0.0 $45k 100.00 444.72
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $44k 205.00 215.79
Amazon Stock (AMZN) 0.0 $44k 199.00 219.57
Tjx Cos Stock (TJX) 0.0 $43k 300.00 144.54
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $43k 132.00 328.17
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $41k 625.00 65.92
Schwab International Equity Etf Etf (SCHF) 0.0 $41k 1.8k 23.28
Uber Technologies Stock (UBER) 0.0 $41k 413.00 97.97
Vanguard Health Care Etf Etf (VHT) 0.0 $40k 152.00 259.60
Lowes Cos Stock (LOW) 0.0 $39k 155.00 251.31
Philip Morris Intl Stock (PM) 0.0 $39k 239.00 162.20
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $38k 136.00 279.29
Sea Ltd Sponsord Ads Adr (SE) 0.0 $38k 212.00 178.73
Alibaba Group Hldg Adr (BABA) 0.0 $38k 210.00 178.73
Ishares National Muni Bond Etf Etf (MUB) 0.0 $37k 345.00 106.49
Emerson Elec Stock (EMR) 0.0 $34k 256.00 131.18
General Dynamics Corp Stock (GD) 0.0 $33k 97.00 341.00
Royal Caribbean Group Stock (RCL) 0.0 $33k 101.00 323.86
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $33k 13k 2.54
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $32k 65.00 490.38
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $32k 236.00 134.42
Altria Group Stock (MO) 0.0 $31k 463.00 66.06
Totalenergies Se Adr (TTE) 0.0 $30k 500.00 59.69
Vanguard Large-cap Etf Etf (VV) 0.0 $29k 94.00 307.86
Meta Platforms Inc Cl A Stock (META) 0.0 $29k 39.00 734.38
HSBC HLDGS Adr (HSBC) 0.0 $28k 400.00 70.98
Caterpillar Stock (CAT) 0.0 $28k 58.00 477.16
Sparkline Intangible Value Etf Etf (ITAN) 0.0 $27k 774.00 34.71
Ciena Corp Stock (CIEN) 0.0 $26k 175.00 145.67
Annaly Capital Management Reit (NLY) 0.0 $25k 1.3k 20.21
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $25k 100.00 246.60
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM) 0.0 $24k 373.00 64.44
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $24k 1.5k 15.94
Vanguard Small-cap Etf Etf (VB) 0.0 $24k 94.00 254.28
Occidental Pete Corp Stock (OXY) 0.0 $24k 500.00 47.25
Credo Technology Group Holding Ordinary Shares Stock (CRDO) 0.0 $23k 155.00 145.61
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $22k 145.00 148.61
Cloudflare Inc Cl A Stock (NET) 0.0 $22k 100.00 214.59
Advanced Micro Devices Stock (AMD) 0.0 $21k 130.00 161.79
Tempus Ai Inc Cl A Stock (TEM) 0.0 $21k 260.00 80.71
Bank America Corp Stock (BAC) 0.0 $20k 385.00 51.59
Ge Aerospace Stock (GE) 0.0 $19k 64.00 301.56
Reddit Inc Cl A Stock (RDDT) 0.0 $19k 81.00 229.99
Coca Cola Stock (KO) 0.0 $18k 277.00 66.32
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $18k 223.00 78.34
3M Stock (MMM) 0.0 $17k 110.00 155.18
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $17k 200.00 84.97
Rtx Corporation Stock (RTX) 0.0 $14k 81.00 167.33
Servicenow Stock (NOW) 0.0 $12k 13.00 920.31
Amgen Stock (AMGN) 0.0 $12k 42.00 282.19
Cisco Sys Stock (CSCO) 0.0 $12k 170.00 68.42
Gilead Sciences Stock (GILD) 0.0 $11k 103.00 110.55
Garmin Stock (GRMN) 0.0 $11k 43.00 246.21
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $10k 167.00 62.47
Ishares Select Dividend Etf Etf (DVY) 0.0 $10k 73.00 142.10
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP) 0.0 $10k 400.00 25.29
Zscaler Stock (ZS) 0.0 $9.9k 33.00 299.67
Twilio Inc Cl A Stock (TWLO) 0.0 $9.5k 95.00 100.09
Ge Vernova Stock (GEV) 0.0 $9.2k 15.00 614.93
Abrdn Income Credit Strategies Cef (ACP) 0.0 $9.0k 1.6k 5.80
Pimco Dynamic Income Cef (PDI) 0.0 $8.9k 450.00 19.80
Unity Software Stock (U) 0.0 $8.5k 212.00 40.04
Procter And Gamble Stock (PG) 0.0 $8.5k 55.00 153.65
Eaton Vance Tx Adv Glbl Div Cef (ETG) 0.0 $7.7k 366.00 21.13
Eqt Corp Stock (EQT) 0.0 $7.4k 136.00 54.43
Broadcom Stock (AVGO) 0.0 $7.3k 22.00 329.91
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $7.1k 135.00 52.30
Vaneck Real Assets Etf Etf (RAAX) 0.0 $6.9k 200.00 34.46
Pure Storage Inc Cl A Stock (PSTG) 0.0 $6.9k 82.00 83.80
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $6.9k 23.00 297.91
Tyler Technologies Stock (TYL) 0.0 $6.8k 13.00 523.15
Coca-cola Europacific Partners Stock (CCEP) 0.0 $6.8k 75.00 90.41
Asml Holding N V N Y Registry Adr (ASML) 0.0 $6.8k 7.00 968.14
Medtronic Stock (MDT) 0.0 $6.8k 71.00 95.24
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.0 $6.7k 68.00 99.10
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $6.7k 100.00 67.04
Winnebago Inds Stock (WGO) 0.0 $6.7k 200.00 33.44
Resmed Stock (RMD) 0.0 $6.3k 23.00 273.74
Take-two Interactive Software Stock (TTWO) 0.0 $6.2k 24.00 258.38
Ge Healthcare Technologies Stock (GEHC) 0.0 $6.0k 80.00 75.17
Eaton Vance Limited Duration I Cef (EVV) 0.0 $5.9k 583.00 10.15
Fulgent Genetics Stock (FLGT) 0.0 $5.7k 253.00 22.60
Pitney Bowes Stock (PBI) 0.0 $5.7k 500.00 11.41
Sysco Corp Stock (SYY) 0.0 $5.6k 68.00 82.34
Chewy Inc Cl A Stock (CHWY) 0.0 $5.6k 138.00 40.45
Tortoise Energy Infra Corp Cef (TYG) 0.0 $5.3k 123.00 43.09
Hubspot Stock (HUBS) 0.0 $5.1k 11.00 467.82
Palo Alto Networks Stock (PANW) 0.0 $5.1k 25.00 203.64
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.0 $5.1k 150.00 33.68
Novo-nordisk A S Adr (NVO) 0.0 $5.0k 90.00 55.49
Stanley Black & Decker Stock (SWK) 0.0 $5.0k 67.00 74.33
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $4.9k 100.00 49.01
Polaris Stock (PII) 0.0 $4.9k 84.00 58.13
First Tr Inter Duratn Pfd & In Cef (FPF) 0.0 $4.8k 253.00 19.15
Carrier Global Corporation Stock (CARR) 0.0 $4.8k 81.00 59.70
First Eagle Global Equity Etf Etf (FEGE) 0.0 $4.8k 109.00 44.23
Mercadolibre Stock (MELI) 0.0 $4.7k 2.00 2337.00
United States Oil Fund Etf (USO) 0.0 $4.6k 62.00 73.76
Masimo Corp Stock (MASI) 0.0 $4.4k 30.00 147.57
Kyndryl Hldgs Stock (KD) 0.0 $4.2k 141.00 30.03
Vipshop Hldgs Ltd Sponsored Ads A Adr (VIPS) 0.0 $3.9k 200.00 19.64
Adobe Stock (ADBE) 0.0 $3.9k 11.00 352.73
Zoom Communications Inc Cl A Stock (ZM) 0.0 $3.8k 46.00 82.50
Duke Energy Corp Stock (DUK) 0.0 $3.7k 30.00 123.77
Otis Worldwide Corp Stock (OTIS) 0.0 $3.7k 40.00 91.42
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $3.6k 30.00 121.43
Global X Emerging Markets Great Consumer Etf Etf (EMC) 0.0 $3.3k 107.00 31.16
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $3.2k 200.00 16.08
Lumen Technologies Stock (LUMN) 0.0 $3.1k 500.00 6.12
Comcast Corp New Cl A Stock (CMCSA) 0.0 $3.0k 94.00 31.41
Carnival Corp Paired Ctf Stock (CCL) 0.0 $2.9k 100.00 28.91
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $2.8k 178.00 16.01
Mv Oil Tr Tr Units Stock (MVO) 0.0 $2.8k 500.00 5.60
American Intl Group Stock (AIG) 0.0 $2.7k 35.00 78.54
Atlassian Corporation Cl A Stock (TEAM) 0.0 $2.7k 17.00 159.71
Upstart Hldgs Stock (UPST) 0.0 $2.6k 52.00 50.81
Ishares Global 100 Etf Etf (IOO) 0.0 $2.6k 22.00 120.00
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $2.5k 100.00 24.63
Delta Air Lines Inc Del Stock (DAL) 0.0 $2.3k 41.00 56.78
Snap Inc Cl A Stock (SNAP) 0.0 $2.1k 270.00 7.71
Mind Technology Stock (MIND) 0.0 $2.0k 250.00 8.09
Solventum Corp Stock (SOLV) 0.0 $2.0k 27.00 73.00
Cmb.tech Nv Stock (CMBT) 0.0 $1.8k 190.00 9.39
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $1.6k 62.00 25.50
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $1.6k 14.00 111.50
Newsmax Inc Com Shs Class B Stock (NMAX) 0.0 $1.2k 100.00 12.40
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $1.2k 18.00 65.00
Confluent Inc Class A Stock (CFLT) 0.0 $1.2k 59.00 19.80
Highland Opps & Income Fd Highland Income Cef (HFRO) 0.0 $1.0k 160.00 6.35
Riot Platforms Stock (RIOT) 0.0 $952.000000 50.00 19.04
Mara Holdings Stock (MARA) 0.0 $913.000000 50.00 18.26
Liveone Stock 0.0 $826.000000 200.00 4.13
Adt Inc Del Stock (ADT) 0.0 $793.001300 91.00 8.71
Arista Networks Stock (ANET) 0.0 $583.000000 4.00 145.75
Oracle Corp Stock (ORCL) 0.0 $562.000000 2.00 281.00
Capri Holdings Stock (CPRI) 0.0 $537.999300 27.00 19.93
Wabtec Stock (WAB) 0.0 $401.000000 2.00 200.50
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $346.999500 15.00 23.13
Vicor Corp Stock (VICR) 0.0 $249.000000 5.00 49.80
Ebang Intl Hldgs Inc Cl A Ord Sh Stock (EBON) 0.0 $207.000000 46.00 4.50
Podcastone Stock (PODC) 0.0 $161.001600 96.00 1.68
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $137.000000 5.00 27.40
Mosaic Stock (MOS) 0.0 $69.000000 2.00 34.50
Manchester Utd Plc New Ord Cl A Stock (MANU) 0.0 $15.000000 1.00 15.00
Vivopower International Stock (VVPR) 0.0 $5.000000 1.00 5.00