Inlight Wealth Management, LLC Top Holdings and 13F Report (2026) About Inlight Wealth Management, LLCInvestment ActivityInlight Wealth Management, LLC has $350.18 million in total holdings as of September 30, 2026.Inlight Wealth Management, LLC owns shares of 78 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.98% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Inlight Wealth Management, LLC has purchased 62 new stocks and bought additional shares in 35 stocks.Inlight Wealth Management, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $51,882,368iShares 1-3 Year International Treasury Bond ETF $29,570,234iShares Core S&P Small-Cap ETF $27,445,216Invesco S&P 500 Equal Weight ETF $26,724,121Vanguard Value ETF $21,036,106 Largest New Holdings this Quarter 30303M102 - Meta Platforms $5,294,539 Holding92204A876 - Vanguard Utilities ETF $3,418,803 Holding921937819 - Vanguard Intermediate-Term Bond ETF $514,477 Holding595112103 - Micron Technology $501,667 Holding007903107 - Advanced Micro Devices $425,173 Holding Largest Purchases this Quarter Meta Platforms 7,301 shares (about $5.29M)ServiceNow 31,773 shares (about $4.26M)iShares 1-3 Year International Treasury Bond ETF 53,129 shares (about $3.93M)Vanguard Utilities ETF 19,993 shares (about $3.42M)Vanguard FTSE Developed Markets ETF 45,706 shares (about $3.23M) Largest Sales this Quarter Utilities Select Sector SPDR Fund 65,054 shares (about $2.57M)Vodafone Group 2,810 shares (about $45.38K)Pfizer 1,325 shares (about $37.79K)SIRIUSXM HOLDINGS INC COMMON STOCK 1,127 shares (about $29.17K)BP 651 shares (about $28.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInlight Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$51,882,368$3,227,299 ▲6.6%734,77414.8%ETFISHGiShares 1-3 Year International Treasury Bond ETF$29,570,234$3,934,872 ▲15.3%399,2608.4%ETFIJRiShares Core S&P Small-Cap ETF$27,445,216$1,530,495 ▲5.9%227,8837.8%ETFRSPInvesco S&P 500 Equal Weight ETF$26,724,121$1,016,386 ▲4.0%128,4697.6%ETFVTVVanguard Value ETF$21,036,106$680,654 ▲3.3%97,3536.0%ETFCOWZPacer US Cash Cows 100 ETF$20,722,438$560,650 ▲2.8%310,4025.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$18,710,080$1,320,402 ▲7.6%378,2115.3%ETFVBRVanguard Small-Cap Value ETF$14,253,554$1,522,942 ▲12.0%61,6964.1%ETFVOEVanguard Mid-Cap Value ETF$14,012,853$1,555,637 ▲12.5%71,6664.0%ETFIJHiShares Core S&P Mid-Cap ETF$11,596,253$1,302,511 ▲12.7%161,1713.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$10,063,060$741,019 ▲7.9%101,5652.9%ETFNOWServiceNow$8,766,800$4,257,900 ▲94.4%65,4192.5%TechnologyIWSiShares Russell Mid-Cap Value ETF$8,646,848$13,181 ▼-0.2%53,7942.5%ETFXLUUtilities Select Sector SPDR Fund$7,602,533$2,565,730 ▼-25.2%192,7622.2%ETFTAT&T$7,326,704$385,687 ▲5.6%474,2672.1%Communication ServicesVODVodafone Group$7,160,119$45,382 ▼-0.6%443,3512.0%Communication ServicesVZVerizon Communications$6,867,198$530,074 ▲8.4%149,7102.0%Communication ServicesMETAMeta Platforms$5,294,539$5,294,539 ▲New Holding7,3011.5%Communication ServicesDGSWisdomTree Emerging Markets SmallCap Dividend Fund$4,258,079$6,444 ▼-0.2%67,3961.2%ETFCALFPacer US Small Cap Cash Cows ETF$3,744,199$4,848 ▼-0.1%70,2741.1%ETFBRK.BBerkshire Hathaway$3,491,874$189,705 ▲5.7%7,0131.0%FinanceVPUVanguard Utilities ETF$3,418,803$3,418,803 ▲New Holding19,9931.0%ETFFRSHFreshworks$3,177,906$148,658 ▲4.9%248,4680.9%TechnologyBPBP$3,176,545$28,637 ▼-0.9%72,2110.9%EnergyBILLBILL$2,808,108$122,515 ▲4.6%66,0110.8%TechnologyPFEPfizer$2,768,779$37,789 ▼-1.3%97,0820.8%HealthcareCVSCVS Health$2,748,421$18,852 ▲0.7%32,0740.8%HealthcareMTCHMatch Group$2,519,774$22,042 ▼-0.9%62,7590.7%Communication ServicesSIRIUSXM HOLDINGS INC COMMON STOCK$2,115,224$29,167 ▼-1.4%81,7320.6%StockVGSHVanguard Short-Term Treasury ETF$1,147,631$179,184 ▲18.5%19,9380.3%ETFAMPYAmplify Energy$1,128,200$7,544 ▼-0.7%267,9810.3%EnergySCHXSchwab US Large-Cap ETF$994,300$714,637 ▲255.5%33,1430.3%ETFGOOGAlphabet$847,023$299,831 ▲54.8%2,4860.2%Communication ServicesAAPLApple$775,977$22,314 ▲3.0%2,3300.2%TechnologyIVViShares Core S&P 500 ETF$683,138$766 ▼-0.1%8920.2%ETFJPMJPMorgan Chase & Co.$516,426$243,822 ▲89.4%1,5610.1%FinanceBIVVanguard Intermediate-Term Bond ETF$514,477$514,477 ▲New Holding7,0610.1%ETFMUMicron Technology$501,667$501,667 ▲New Holding4710.1%TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$468,728$141,758 ▲43.4%2,8800.1%StockVWOVanguard FTSE Emerging Markets ETF$456,233$20 ▼0.0%70,1600.1%ETFVGITVanguard Intermediate-Term Treasury ETF$429,369$65,216 ▲17.9%7,5780.1%ETFAMDAdvanced Micro Devices$425,173$425,173 ▲New Holding6950.1%TechnologyCVXChevron$409,055$115,793 ▲39.5%2,0030.1%EnergySTIPiShares 0-5 Year TIPS Bond ETF$404,084$62,911 ▲18.4%4,0530.1%ETFSCHPSchwab U.S. TIPS ETF$398,964$52,672 ▲15.2%15,8760.1%ETFLLYEli Lilly and Company$394,564$394,564 ▲New Holding3410.1%HealthcareNVDANVIDIA$386,359$1,370 ▼-0.4%1,6920.1%TechnologyMSFTMicrosoft$364,029$1,025 ▼-0.3%7100.1%TechnologyJNJJohnson & Johnson$323,512$323,512 ▲New Holding1,2220.1%HealthcareCOSTCostco Wholesale$315,888$315,888 ▲New Holding3470.1%Consumer StaplesHDHome Depot$310,094$48,363 ▲18.5%1,0900.1%Consumer DiscretionaryIDEViShares Core MSCI International Developed Markets ETF$293,292$293,292 ▲New Holding3,2780.1%ETFSLViShares Silver Trust$277,2920.0%5,0870.1%ETFUNHUnitedHealth Group$274,176$79,280 ▲40.7%7470.1%HealthcareGSThe Goldman Sachs Group$272,809$79,232 ▲40.9%3030.1%FinanceFXEInvesco CurrencyShares Euro Trust$272,0390.0%2,6020.1%ETFSPYSPDR S&P 500 ETF Trust$261,440$3,049 ▲1.2%3430.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$248,5140.0%1,9400.1%ETFIXUSiShares Core MSCI Total International Stock ETF$246,4040.0%2,5940.1%ETFVVisa$243,985$243,985 ▲New Holding6790.1%FinanceABBVAbbVie$241,709$241,709 ▲New Holding9240.1%HealthcareWKWorkiva$240,118$240,118 ▲New Holding3,6070.1%TechnologyVOOVanguard S&P 500 ETF$234,379$24,561 ▼-9.5%3340.1%ETFSPROTT PHYSICAL GOLD & SILVER TRUST$232,3330.0%5,5930.1%CEFIEFAiShares Core MSCI EAFE ETF$230,8650.0%2,3830.1%ETFWELLWelltower$230,470$230,470 ▲New Holding1,0010.1%Real EstateMARMarriott International$229,051$11,381 ▲5.2%6440.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$229,008$229,008 ▲New Holding6120.1%ETFVYMVanguard High Dividend Yield ETF$227,8340.0%1,4680.1%ETFGOOGLAlphabet$222,829$344 ▲0.2%6480.1%Communication ServicesINTCIntel$212,567$212,567 ▲New Holding1,7680.1%TechnologyIVWiShares S&P 500 Growth ETF$210,8970.0%210,8970.1%ETFBNDVanguard Total Bond Market ETF$207,6440.0%2,9600.1%ETFMGKVanguard Mega Cap Growth ETF$202,718$202,718 ▲New Holding2,1880.1%ETFNSCNorfolk Southern$202,704$202,704 ▲New Holding6560.1%IndustrialsIVEiShares S&P 500 Value ETF$202,0210.0%179,2930.1%ETFVGKVanguard FTSE Europe ETF$67,7020.0%67,7020.0%ETFWBDWarner Bros. Discovery$56,591$2,588 ▲4.8%13,1630.0%Communication ServicesVXFVanguard Extended Market ETF$0$206,078 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
