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Inlight Wealth Management, LLC Top Holdings and 13F Report (2026)

About Inlight Wealth Management, LLC

Investment Activity

  • Inlight Wealth Management, LLC has $314.58 million in total holdings as of June 30, 2026.
  • Inlight Wealth Management, LLC owns shares of 62 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 8.70% of the portfolio was purchased this quarter.
  • About 0.39% of the portfolio was sold this quarter.
  • This quarter, Inlight Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 27 stocks.
  • Inlight Wealth Management, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

81762P102 - ServiceNow
$3,340,375 Holding
464287200 - iShares Core S&P 500 ETF
$668,759 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$274,605 Holding
46625H100 - JPMorgan Chase & Co.
$269,720 Holding
78462F103 - SPDR S&P 500 ETF Trust
$252,782 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
52,092 shares (about $3.71M)
ServiceNow
33,646 shares (about $3.34M)
Vanguard Small-Cap Value ETF
8,133 shares (about $1.98M)
iShares Core S&P Small-Cap ETF
14,729 shares (about $1.92M)
Vanguard Mid-Cap Value ETF
9,701 shares (about $1.92M)

Largest Sales this Quarter

Pacer US Small Cap Cash Cows ETF
3,422 shares (about $173.19K)
CVS Health
1,075 shares (about $111.21K)
SPROTT PHYSICAL GOLD & SILVER TRUST
1,563 shares (about $62.88K)
Invesco CurrencyShares Euro Trust
400 shares (about $42.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInlight Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$49,096,094$3,711,555 â–²8.2%689,06815.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$28,033,600$1,918,935 â–²7.3%215,1758.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$26,294,755$1,691,096 â–²6.9%123,5838.4%ETF
iShares 1-3 Year International Treasury Bond ETF stock logo
ISHG
iShares 1-3 Year International Treasury Bond ETF
$25,698,497$987,756 â–²4.0%346,1318.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$20,529,632$1,076,137 â–²5.5%94,2036.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$18,784,649$933,746 â–²5.2%302,0046.0%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$17,417,798$1,377,786 â–²8.6%351,5205.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$13,389,824$1,976,253 â–²17.3%55,1044.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$12,589,096$1,916,918 â–²18.0%63,7104.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$11,689,377$882,724 â–²8.2%257,8163.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$11,031,973$1,836,220 â–²20.0%143,0683.5%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$9,624,998$993,333 â–²11.5%94,0863.1%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$8,867,990$37,364 â–¼-0.4%53,8762.8%ETF
Vodafone Group PLC stock logo
VOD
Vodafone Group
$5,900,480$38,617 â–¼-0.7%446,1611.9%Communication Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,849,440$421,325 â–²7.8%138,1541.9%Communication Services
AT&T Inc. stock logo
T
AT&T
$5,726,408$217,662 â–²4.0%449,3011.8%Communication Services
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$4,367,796$209,337 â–¼-4.6%67,4981.4%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$3,561,173$173,187 â–¼-4.6%70,3651.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,340,375$3,340,375 â–²New Holding33,6461.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,318,336$31,522 â–¼-0.9%6,6321.1%Finance
CVS Health Corporation stock logo
CVS
CVS Health
$3,295,296$111,209 â–¼-3.3%31,8541.0%Healthcare
BP p.l.c. stock logo
BP
BP
$2,692,236$13,487 â–¼-0.5%72,8620.9%Energy
SIRIUSXM HOLDINGS INC COMMON STOCK
$2,447,655$6,853 â–¼-0.3%82,8590.8%Stock
Match Group Inc. stock logo
MTCH
Match Group
$2,408,869$21,650 â–¼-0.9%63,3080.8%Communication Services
Freshworks Inc. stock logo
FRSH
Freshworks
$2,396,871$168,731 â–²7.6%236,8450.8%Technology
Pfizer Inc. stock logo
PFE
Pfizer
$2,369,641$6,694 â–¼-0.3%98,4070.8%Healthcare
BILL Holdings, Inc. stock logo
BILL
BILL
$2,282,817$148,690 â–²7.0%63,1310.7%Technology
Amplify Energy Corp. stock logo
AMPY
Amplify Energy
$1,073,697$12,979 â–¼-1.2%269,7730.3%Energy
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$979,215$79,618 â–²8.9%16,8250.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$668,759$668,759 â–²New Holding8930.2%ETF
Apple Inc. stock logo
AAPL
Apple
$654,752$579 â–²0.1%2,2630.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$567,614$70,333 â–²14.1%1,6060.2%Communication Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$458,926$1,151 â–²0.3%70,1630.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$379,064$31,554 â–²9.1%6,4270.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$365,170$24,168 â–²7.1%13,7800.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$349,592$25,847 â–²8.0%3,4220.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$339,700$20,406 â–²6.4%1,6980.1%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$324,466$24,688 â–²8.2%9200.1%Consumer Discretionary
EXXONMOBIL HOLDINGS CORP COM SHS
$274,605$274,605 â–²New Holding2,0090.1%Stock
Invesco CurrencyShares Euro Trust stock logo
FXE
Invesco CurrencyShares Euro Trust
$274,355$42,176 â–¼-13.3%2,6020.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$274,3510.0%9,3220.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$272,0020.0%5,0870.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$269,720$269,720 â–²New Holding8240.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$265,646$373 â–²0.1%7120.1%Technology
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$265,1590.0%1,9400.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$253,692$3,438 â–¼-1.3%3690.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$252,782$252,782 â–²New Holding3390.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$247,571$247,571 â–²New Holding2,5940.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$238,080$238,080 â–²New Holding1,4360.1%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$231,988$231,988 â–²New Holding1,4680.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$231,298$231,298 â–²New Holding6470.1%Communication Services
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$230,1500.0%2,3830.1%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$226,801$226,801 â–²New Holding6120.1%Consumer Discretionary
SPROTT PHYSICAL GOLD & SILVER TRUST
$225,006$62,879 â–¼-21.8%5,5930.1%CEF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$220,866$220,866 â–²New Holding5310.1%Healthcare
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$217,445$217,445 â–²New Holding2150.1%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$217,294$217,294 â–²New Holding2,9600.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$210,8970.0%210,8970.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$206,078$206,078 â–²New Holding8370.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$201,8990.0%179,2930.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$67,7020.0%67,7020.0%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$34,321$415 â–²1.2%12,5610.0%Communication Services
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$239,899 â–¼-100.0%00.0%Energy
Workiva Inc. stock logo
WK
Workiva
$0$215,085 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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