Inlight Wealth Management

Inlight Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Inlight Wealth Management

Inlight Wealth Management holds 234 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 12.7 $35M 557k 62.47
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 8.7 $24M 316k 75.24
Invesco S&p 500 Equal Weight Etf Etf (RSP) 7.0 $19M 100k 191.56
Sprott Physical Gold & Silver Trust Cef (CEF) 6.7 $18M 399k 45.80
Ishares Core S&p Small Cap Etf Etf (IJR) 6.6 $18M 175k 102.28
Pacer Us Cash Cows 100 Etf Etf (COWZ) 5.7 $16M 258k 60.17
Vanguard Value Etf Etf (VTV) 5.5 $15M 79k 190.99
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 4.7 $13M 280k 45.45
State Street Utilities Select Sector Spdr Etf Etf (XLU) 3.3 $9.0M 210k 42.69
Ishares Russell Mid-cap Value Etf Etf (IWS) 2.8 $7.7M 55k 141.05
Vanguard Small Cap Value Etf Etf (VBR) 2.7 $7.2M 34k 211.79
Vaneck Junior Gold Miners Etf Etf (GDXJ) 2.6 $7.1M 62k 113.78
Vaneck Gold Miners Etf Etf (GDX) 2.4 $6.7M 78k 85.77
Vanguard Mid-cap Value Etf Etf (VOE) 2.4 $6.6M 37k 177.37
Vodafone Group Adr (VOD) 2.2 $6.1M 464k 13.21
At&t Stock (T) 2.1 $5.7M 405k 14.17
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.0 $5.6M 85k 66.00
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.7 $4.8M 65k 72.68
Verizon Communications Stock (VZ) 1.7 $4.7M 114k 40.73
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 1.6 $4.4M 76k 57.24
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $3.7M 7.4k 502.65
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 1.3 $3.5M 78k 44.37
Bill Holdings Stock (BILL) 1.2 $3.2M 58k 54.54
Cvs Health Corp Stock (CVS) 1.0 $2.7M 34k 79.36
BP Adr (BP) 1.0 $2.6M 76k 34.73
Freshworks Inc Class A Stock (FRSH) 0.9 $2.6M 211k 12.25
Pfizer Stock (PFE) 0.9 $2.5M 100k 24.90
Match Group Stock (MTCH) 0.8 $2.1M 66k 32.29
Siriusxm Holdings Stock (SIRI) 0.6 $1.7M 85k 20.00
Amplify Energy Corp Stock (AMPY) 0.5 $1.3M 282k 4.57
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $802k 14k 58.73
Apple Stock (AAPL) 0.2 $612k 2.3k 271.85
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $438k 1.4k 313.79
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $416k 70k 5.94
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $401k 3.5k 113.72
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $396k 2.8k 141.16
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $369k 2.8k 131.59
Globalstar Stock (GSAT) 0.1 $358k 5.9k 61.04
Microsoft Corp Stock (MSFT) 0.1 $344k 711.00 483.40
Ishares Silver Trust Etf (SLV) 0.1 $328k 5.1k 64.42
Invesco Currencyshares Euro Trust Etf (FXE) 0.1 $326k 3.0k 108.45
Carlisle Cos Stock (CSL) 0.1 $320k 320k 1.00
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $315k 5.3k 59.93
Workiva Inc Com Cl A Stock (WK) 0.1 $311k 3.6k 86.25
Schwab Us Tips Etf Etf (SCHP) 0.1 $309k 12k 26.49
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $304k 3.0k 100.38
Nvidia Corporation Stock (NVDA) 0.1 $297k 1.6k 186.52
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.1 $283k 2.8k 102.39
Home Depot Stock (HD) 0.1 $268k 780.00 344.10
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $251k 9.3k 26.91
Vanguard S&p 500 Etf Etf (VOO) 0.1 $232k 369.00 627.62
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $211k 211k 1.00
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $202k 646.00 313.22
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $200k 179k 1.12
Exxon Mobil Corp Stock (XOM) 0.1 $184k 1.5k 120.34
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $178k 572.00 310.24
Atmos Energy Corp Stock (ATO) 0.1 $168k 1.0k 167.63
Norfolk Southn Corp Stock (NSC) 0.1 $156k 541.00 288.72
Goldman Sachs Group Stock (GS) 0.1 $153k 174.00 879.00
Johnson & Johnson Stock (JNJ) 0.1 $152k 732.00 206.95
Jpmorgan Chase & Co Stock (JPM) 0.1 $138k 427.00 322.22
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $134k 899.00 148.69
Welltower Reit (WELL) 0.0 $134k 720.00 185.61
Costco Wholesale Corporation Stock (COST) 0.0 $131k 152.00 862.34
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $131k 523.00 250.31
Ishares Gold Trust Etf (IAU) 0.0 $130k 1.6k 81.17
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $128k 383.00 335.29
Enterprise Prods Partners Stock (EPD) 0.0 $128k 4.0k 32.06
Intuitive Surgical Stock (ISRG) 0.0 $125k 221.00 566.36
Disney Walt Stock (DIS) 0.0 $122k 1.1k 113.73
Ishares Msci Eafe Etf Etf (EFA) 0.0 $121k 1.3k 96.03
Digital Rlty Tr Reit (DLR) 0.0 $119k 770.00 154.71
Global X Copper Miners Etf Etf (COPX) 0.0 $108k 1.5k 71.79
Chevron Corp Stock (CVX) 0.0 $107k 703.00 152.41
Chipotle Mexican Grill Stock (CMG) 0.0 $100k 2.7k 37.00
Lennox Intl Stock (LII) 0.0 $99k 203.00 485.58
Illinois Tool Wks Stock (ITW) 0.0 $93k 379.00 246.30
Astrazeneca Adr (AZN) 0.0 $92k 1.0k 91.93
Texas Roadhouse Stock (TXRH) 0.0 $89k 534.00 166.00
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $88k 366.00 241.24
Spdr Bloomberg Short Term International Treasury Bond Etf Etf (BWZ) 0.0 $87k 3.2k 27.41
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $85k 394.00 214.69
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $82k 2.5k 32.62
United Parcel Service Inc Cl B Stock (UPS) 0.0 $80k 807.00 99.19
State Street Spdr S&p Dividend Etf Etf (SDY) 0.0 $78k 559.00 139.16
Schwab International Equity Etf Etf (SCHF) 0.0 $75k 3.1k 24.04
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $75k 851.00 88.08
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $74k 1.1k 67.22
Vanguard Utilities Etf Etf (VPU) 0.0 $74k 400.00 185.04
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $73k 107.00 681.92
Spdr Gold Shares Etf (GLD) 0.0 $68k 171.00 396.31
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $68k 68k 1.00
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $66k 97.00 684.94
Tesla Stock (TSLA) 0.0 $61k 135.00 449.72
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $60k 839.00 71.45
Nnn Reit Reit (NNN) 0.0 $53k 1.3k 39.63
Avalonbay Cmntys Reit (AVB) 0.0 $52k 289.00 181.31
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $52k 235.00 219.78
Global X Uranium Etf Etf (URA) 0.0 $51k 1.2k 42.73
Ishares National Muni Bond Etf Etf (MUB) 0.0 $48k 445.00 107.11
Tjx Cos Stock (TJX) 0.0 $46k 300.00 153.61
Amazon Stock (AMZN) 0.0 $46k 199.00 230.82
Pinterest Inc Cl A Stock (PINS) 0.0 $46k 1.8k 25.89
Abbvie Stock (ABBV) 0.0 $46k 200.00 228.49
Omada Health Stock (OMDA) 0.0 $45k 2.8k 15.78
Vanguard Health Care Etf Etf (VHT) 0.0 $44k 152.00 287.85
National Fuel Gas Stock (NFG) 0.0 $40k 500.00 80.06
Philip Morris Intl Stock (PM) 0.0 $38k 239.00 160.40
Lowes Cos Stock (LOW) 0.0 $37k 155.00 241.16
Emerson Elec Stock (EMR) 0.0 $34k 256.00 132.72
Caterpillar Stock (CAT) 0.0 $33k 58.00 572.86
Totalenergies Se Act Stock (TTFNF) 0.0 $33k 500.00 65.42
General Dynamics Corp Stock (GD) 0.0 $33k 97.00 336.66
HSBC HLDGS Adr (HSBC) 0.0 $32k 400.00 78.67
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $31k 236.00 130.08
Netflix Stock (NFLX) 0.0 $30k 320.00 93.76
Vanguard Large-cap Etf Etf (VV) 0.0 $30k 94.00 314.80
Sparkline Intangible Value Etf Etf (ITAN) 0.0 $29k 774.00 37.04
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $28k 12k 2.31
Royal Caribbean Group Stock (RCL) 0.0 $28k 101.00 280.05
Annaly Capital Management Reit (NLY) 0.0 $28k 1.3k 22.36
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $27k 100.00 268.30
Altria Group Stock (MO) 0.0 $27k 463.00 57.66
Vanguard Small-cap Etf Etf (VB) 0.0 $24k 94.00 257.95
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $24k 1.5k 15.86
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $23k 145.00 160.97
Uber Technologies Stock (UBER) 0.0 $23k 284.00 81.71
Cadence Bank Stock (CADE) 0.0 $21k 500.00 42.84
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $21k 45.00 468.76
Occidental Pete Corp Stock (OXY) 0.0 $21k 500.00 41.12
Ge Aerospace Stock (GE) 0.0 $20k 64.00 309.14
Cloudflare Inc Cl A Stock (NET) 0.0 $20k 100.00 197.15
Coca Cola Stock (KO) 0.0 $19k 277.00 69.91
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $18k 223.00 80.22
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $18k 675.00 26.23
3M Stock (MMM) 0.0 $18k 110.00 160.10
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $17k 200.00 82.64
Rtx Corporation Stock (RTX) 0.0 $15k 81.00 183.40
Amgen Stock (AMGN) 0.0 $14k 42.00 327.31
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $13k 258.00 49.65
Gilead Sciences Stock (GILD) 0.0 $13k 103.00 123.03
Cisco Sys Stock (CSCO) 0.0 $12k 159.00 77.03
Meta Platforms Inc Cl A Stock (META) 0.0 $12k 18.00 660.11
Ishares Select Dividend Etf Etf (DVY) 0.0 $10k 73.00 141.14
Ge Vernova Stock (GEV) 0.0 $9.8k 15.00 653.60
Unity Software Stock (U) 0.0 $9.4k 212.00 44.17
Alliance Resource Partners L P Ut Ltd Part Stock (ARLP) 0.0 $9.3k 400.00 23.23
Servicenow Stock (NOW) 0.0 $9.2k 60.00 153.18
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $9.0k 167.00 53.83
Bank America Corp Stock (BAC) 0.0 $8.7k 159.00 55.00
Garmin Stock (GRMN) 0.0 $8.7k 43.00 202.86
Eaton Vance Tx Adv Glbl Div Cef (ETG) 0.0 $8.5k 366.00 23.10
Abrdn Income Credit Strategies Cef (ACP) 0.0 $8.4k 1.6k 5.41
Winnebago Inds Stock (WGO) 0.0 $8.1k 200.00 40.52
Pimco Dynamic Income Cef (PDI) 0.0 $8.0k 450.00 17.71
Procter & Gamble Stock (PG) 0.0 $7.9k 55.00 143.31
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $7.8k 113.00 69.42
Asml Holding N V N Y Registry Adr (ASML) 0.0 $7.5k 7.00 1069.86
Zscaler Stock (ZS) 0.0 $7.4k 33.00 224.91
Eqt Corp Stock (EQT) 0.0 $7.3k 136.00 53.60
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.0 $7.0k 68.00 103.56
Vaneck Real Assets Etf Etf (RAAX) 0.0 $7.0k 200.00 34.93
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $7.0k 135.00 51.60
Broadcom Stock (AVGO) 0.0 $6.9k 20.00 346.10
Medtronic Stock (MDT) 0.0 $6.8k 71.00 96.06
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.0 $6.8k 60.00 113.10
Ge Healthcare Technologies Stock (GEHC) 0.0 $6.6k 80.00 82.11
Advanced Micro Devices Stock (AMD) 0.0 $6.4k 30.00 214.17
Fulgent Genetics Stock (FLGT) 0.0 $6.3k 239.00 26.27
Tyler Technologies Stock (TYL) 0.0 $5.9k 13.00 453.92
Eaton Vance Limited Duration I Cef (EVV) 0.0 $5.8k 583.00 9.91
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $5.7k 100.00 56.89
Resmed Stock (RMD) 0.0 $5.5k 23.00 240.87
Pure Storage Inc Cl A Stock (PSTG) 0.0 $5.5k 82.00 67.01
Toast Inc Cl A Stock (TOST) 0.0 $5.4k 152.00 35.51
Polaris Stock (PII) 0.0 $5.3k 84.00 63.25
Pitney Bowes Stock (PBI) 0.0 $5.3k 500.00 10.57
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $5.1k 23.00 223.22
Tortoise Energy Infrstrctr Cp Cef (TYG) 0.0 $5.0k 123.00 40.90
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.0 $5.0k 150.00 33.45
First Eagle Global Equity Etf Etf (FEGE) 0.0 $5.0k 109.00 46.03
Sysco Corp Stock (SYY) 0.0 $5.0k 68.00 73.69
Stanley Black & Decker Stock (SWK) 0.0 $5.0k 67.00 74.28
First Tr Inter Duratn Pfd & In Cef (FPF) 0.0 $4.7k 253.00 18.64
Novo-nordisk A S Adr (NVO) 0.0 $4.6k 90.00 50.88
Chewy Inc Cl A Stock (CHWY) 0.0 $4.6k 138.00 33.05
Carrier Global Corporation Stock (CARR) 0.0 $4.3k 81.00 52.84
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $4.3k 14.00 303.86
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $4.1k 30.00 135.73
Zoom Communications Inc Cl A Stock (ZM) 0.0 $4.0k 46.00 86.28
Masimo Corp Stock (MASI) 0.0 $3.9k 30.00 130.07
Tempus Ai Inc Cl A Stock (TEM) 0.0 $3.9k 66.00 59.05
Lumen Technologies Stock (LUMN) 0.0 $3.9k 500.00 7.77
Adobe Stock (ADBE) 0.0 $3.9k 11.00 350.00
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $3.8k 100.00 37.96
Kyndryl Hldgs Stock (KD) 0.0 $3.7k 141.00 26.56
Vipshop Hldgs Ltd Sponsored Ads A Adr (VIPS) 0.0 $3.5k 200.00 17.69
Duke Energy Corp Stock (DUK) 0.0 $3.5k 30.00 117.20
Klarna Group Stock 0.0 $3.5k 121.00 28.91
Otis Worldwide Corp Stock (OTIS) 0.0 $3.5k 40.00 87.35
Global X Emerging Markets Great Consumer Etf Etf (EMC) 0.0 $3.3k 107.00 30.75
Carnival Corp Paired Ctf Stock (CCL) 0.0 $3.1k 100.00 30.54
American Intl Group Stock (AIG) 0.0 $3.0k 35.00 85.54
Comcast Corp New Cl A Stock (CMCSA) 0.0 $2.8k 94.00 29.89
Ishares Global 100 Etf Etf (IOO) 0.0 $2.8k 22.00 126.68
Atlassian Corporation Cl A Stock (TEAM) 0.0 $2.8k 17.00 162.12
Upstart Hldgs Stock (UPST) 0.0 $2.3k 52.00 43.73
Norwegian Cruise Line Hldg Stock (NCLH) 0.0 $2.2k 100.00 22.32
Mind Technology Stock (MIND) 0.0 $2.2k 250.00 8.79
Solventum Corp Stock (SOLV) 0.0 $2.1k 27.00 79.22
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $2.0k 200.00 9.97
Cmb.tech Nv Stock (CMBT) 0.0 $1.8k 190.00 9.65
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.0 $1.8k 40.00 44.70
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $1.5k 14.00 110.21
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $1.4k 19.00 75.42
Riot Platforms Stock (RIOT) 0.0 $1.3k 100.00 12.67
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $1.2k 44.00 27.43
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $1.2k 62.00 19.27
Highland Opps & Income Fd Highland Income Cef (HFRO) 0.0 $950.994900 159.00 5.98
Liveone Stock 0.0 $944.000000 200.00 4.72
Mara Holdings Stock (MARA) 0.0 $898.000000 100.00 8.98
Adt Inc Del Stock (ADT) 0.0 $733.996900 91.00 8.07
Capri Holdings Stock (CPRI) 0.0 $658.999800 27.00 24.41
Mv Oil Tr Tr Units Stock (MVO) 0.0 $610.000000 500.00 1.22
Arista Networks Stock (ANET) 0.0 $524.000000 4.00 131.00
Wabtec Stock (WAB) 0.0 $427.000000 2.00 213.50
Vanguard Energy Etf Etf (VDE) 0.0 $378.000000 3.00 126.00
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $345.000000 15.00 23.00
Podcastone Stock (PODC) 0.0 $237.004800 96.00 2.47
Ebang Intl Hldgs Inc Cl A Ord Sh Stock (EBON) 0.0 $140.999200 46.00 3.07
Mosaic Stock (MOS) 0.0 $48.000000 2.00 24.00
Manchester Utd Plc New Ord Cl A Stock (MANU) 0.0 $16.000000 1.00 16.00
Cemtrex Stock 0.0 $5.000000 2.00 2.50
Vivopower International Stock (VVPR) 0.0 $2.000000 1.00 2.00