Inlight Wealth Management, LLC

CIK 1731795 · View on SEC EDGAR ↗

Portfolio value
$314.6M
#5,052 of 9,443 by 13F value · top 53.5%
Positions
62
As of
June 30, 2026

Portfolio value QoQ: +16.5% 13F does not disclose cash

Top 10 holdings weight
71.06%
Top 25 holdings weight
94.84%
Positions above 1%
21
Effective number of positions
15.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.42% Est. buys $27,381,660 · sells $1,226,377

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 19.1% still held

New positions
14
Increased
27
Decreased
14
Closed
2
On this page

Sector breakdown

Telecommunication
5.6%
Technology
3.0%
Health Care
1.9%
Communication Services
1.8%
Energy
1.3%
Retail
0.1%
Financials
0.1%
Consumer Discretionary
0.1%
Financial Services
0.1%
Other/Unmapped
86.2%

Full portfolio 62 positions

Type Streak 8Q trend
VEA $49,096,094 15.61% 689,068 $8,278,701 Up ×6
IJR $28,033,600 8.91% 215,175 $6,363,236 Up ×6
RSP $26,294,755 8.36% 123,583 $4,102,086 Up ×6
ISHG iShares 1-3 Year International Treasury Bond ETF $25,698,497 8.17% 346,131 $1,007,992 Up ×4
VTV $20,529,632 6.53% 94,203 $3,015,760 Up ×6
COWZ $18,784,649 5.97% 302,004 $830,429 Up ×6
IQLT $17,417,798 5.54% 351,520 $2,452,517 Up ×6
VBR $13,389,824 4.26% 55,104 $3,185,338 Up ×5
VOE $12,589,096 4.00% 63,710 $2,636,317 Up ×5
XLU XLU $11,689,377 3.72% 257,816 $751,633 Up ×5
IJH $11,031,973 3.51% 143,068 $2,978,683 Up ×5
EMXC iShares MSCI Emerging Markets ex China ETF $9,624,998 3.06% 94,086 $2,987,982 Up ×5
IWS $8,867,990 2.82% 53,876 $983,019 Down ×4
VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares $5,900,480 1.88% 446,161 $-844,717 Down ×6
VZ Verizon Communications Inc. Common Stock $5,849,440 1.86% 138,154 $-586,351 Up ×3
T AT&T Inc. $5,726,408 1.82% 449,301 $-1,725,558 Up ×3
DGS $4,367,796 1.39% 67,498 $116,743 Down ×6
CALF $3,561,173 1.13% 70,365 $250,350 Down ×6
NOW ServiceNow, Inc. Common Stock $3,340,375 1.06% 33,646
BRKB $3,318,336 1.05% 6,632 $110,092 Down ×3
CVS CVS Health Corporation Common Stock $3,295,296 1.05% 31,854 $930,335 Down ×6
BP BP p.l.c. Common Stock $2,692,236 0.86% 72,862 $-749,415 Down ×6
SIRI SiriusXM Holdings Inc. - Common Stock $2,447,655 0.78% 82,859 $529,915 Down ×6
MTCH Match Group, Inc. - Common Stock $2,408,869 0.77% 63,308 $447,206 Down ×6
FRSH Freshworks Inc. - Class A Common Stock $2,396,871 0.76% 236,845 $628,890 Up ×4
PFE Pfizer, Inc. Common Stock $2,369,641 0.75% 98,407 $-401,434 Down ×6
BILL BILL Holdings, Inc. Common Stock $2,282,817 0.73% 63,131 $22,389 Up ×4
AMPY Amplify Energy Corp. Common Stock $1,073,697 0.34% 269,773 $-630,035 Down ×6
VGSH Vanguard Short-Term Treasury ETF $979,215 0.31% 16,825 $74,362 Up ×5
IVV $668,759 0.21% 893
AAPL Apple Inc. - Common Stock $654,752 0.21% 2,263 $80,839 Up ×4
GOOG Alphabet Inc. - Class C Capital Stock $567,614 0.18% 1,606 $163,937 Up ×2
VWO $458,926 0.15% 70,163 $46,873 Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF $379,064 0.12% 6,427 $28,195 Up ×5
SCHP $365,170 0.12% 13,780 $22,753 Up ×5
STIP $349,592 0.11% 3,422 $21,822 Up ×5
NVDA NVIDIA Corporation - Common Stock $339,700 0.11% 1,698 $61,331 Up ×2
HD Home Depot, Inc. (The) Common Stock $324,466 0.10% 920 $44,909 Up ×2
Unknown issuer (CUSIP: 30233Q108) $274,605 0.09% 2,009 Up ×1
FXE $274,355 0.09% 2,602 $-45,928 Down ×1
SCHX $274,351 0.09% 9,322 $35,331
SLV $272,002 0.09% 5,087 $-74,626
JPM JP Morgan Chase & Co. Common Stock $269,720 0.09% 824
MSFT Microsoft Corporation - Common Stock $265,646 0.08% 712 $2,305 Up ×1
IJS $265,159 0.08% 1,940 $35,366
VOO $253,692 0.08% 369 $30,009 Down ×1
SPY SPY $252,782 0.08% 339
IXUS iShares Core MSCI Total International Stock ETF $247,571 0.08% 2,594 Up ×1
CVX Chevron Corporation Common Stock $238,080 0.08% 1,436
VYM $231,988 0.07% 1,468
GOOGL Alphabet Inc. - Class A Common Stock $231,298 0.07% 647
IEFA $230,150 0.07% 2,383 $14,417
MAR Marriott International - Class A Common Stock $226,801 0.07% 612
CEF $225,006 0.07% 5,593 $-116,478 Down ×6
UNH UnitedHealth Group Incorporated Common Stock (DE) $220,866 0.07% 531 Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $217,445 0.07% 215
BND Vanguard Total Bond Market ETF $217,294 0.07% 2,960 Up ×1
IVW $210,897 0.07% 210,897 $0
VXF $206,078 0.07% 837
IVE $201,899 0.06% 179,293 $1,591
VGK $67,702 0.02% 67,702 $0
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $34,321 0.01% 12,561 $3,496 Up ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VEA $49,096,094 15.61% up ×6
IJR $28,033,600 8.91% up ×6
RSP $26,294,755 8.36% up ×6
ISHG $25,698,497 8.17% up ×4
VTV $20,529,632 6.53% up ×6
COWZ $18,784,649 5.97% up ×6
IQLT $17,417,798 5.54% up ×6
VBR $13,389,824 4.26% up ×5
VOE $12,589,096 4.00% up ×5
XLU $11,689,377 3.72% up ×5
IJH $11,031,973 3.51% up ×5
EMXC $9,624,998 3.06% up ×5
VZ $5,849,440 1.86% up ×3
T $5,726,408 1.82% up ×3
FRSH $2,396,871 0.76% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
NOW $3,340,375 33,646 1.06%
IVV $668,759 893 0.21%
Unknown issuer (CUSIP: 30233Q108) $274,605 2,009 0.09%
JPM $269,720 824 0.09%
SPY $252,782 339 0.08%
IXUS $247,571 2,594 0.08%
CVX $238,080 1,436 0.08%
VYM $231,988 1,468 0.07%
GOOGL $231,298 647 0.07%
MAR $226,801 612 0.07%
UNH $220,866 531 0.07%
GS $217,445 215 0.07%
BND $217,294 2,960 0.07%
VXF $206,078 837 0.07%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VEA Bought more +52K +$8.3M
IJR Bought more +15K +$6.4M
RSP Bought more +8K +$4.1M
VBR Bought more +8K +$3.2M
VTV Bought more +5K +$3.0M
EMXC Bought more +10K +$3.0M
IJH Bought more +24K +$3.0M
VOE Bought more +10K +$2.6M
IQLT Bought more +28K +$2.5M
T Bought more +17K -$1.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GDXJ March 31, 2026 62,129 $7,069,038 No longer tracked
GDX March 31, 2026 77,543 $6,650,863 No longer tracked
CCJ March 31, 2025 68,295 $3,509,680 131.4%
DK June 30, 2025 110,225 $1,661,091 211.7%
GRNT March 31, 2025 239,968 $1,550,193 -13.4%
IJT March 31, 2026 2,804 $395,813
IJJ March 31, 2026 2,800 $368,452 No longer tracked
GSAT March 31, 2026 5,866 $358,061 24.0%
CSL March 31, 2026 320,026 $320,026 7.7%
SGOV March 31, 2026 3,024 $303,549 -0.1%
XOM June 30, 2026 1,414 $239,899 22.5%
WK June 30, 2026 3,607 $215,085 57.0%
GOOGL March 31, 2026 646 $202,337 19.3%
MAR March 31, 2026 572 $177,457 9.4%
ATO March 31, 2026 1,000 $167,630 -6.9%
NSC March 31, 2026 541 $156,198 20.8%
GS March 31, 2026 174 $152,946 20.2%
JNJ March 31, 2026 732 $151,487 11.2%
JPM March 31, 2026 427 $137,588 20.7%
ITOT March 31, 2026 899 $133,672 No longer tracked
WELL March 31, 2026 720 $133,639 19.8%
COST March 31, 2026 152 $131,076 -5.9%
MTUM March 31, 2026 523 $130,912 No longer tracked
IAU March 31, 2026 1,606 $130,359 No longer tracked
VTI March 31, 2026 383 $128,416 No longer tracked
EPD March 31, 2026 4,000 $128,240 1.4%
ISRG March 31, 2026 221 $125,166 -14.3%
DIS March 31, 2026 1,071 $121,806 12.1%
EFA March 31, 2026 1,261 $121,094 No longer tracked
DLR March 31, 2026 770 $119,127 6.6%
SD June 30, 2025 10,012 $114,337 33.9%
COPX March 31, 2026 1,500 $107,685 No longer tracked
CVX March 31, 2026 703 $107,144 0.5%
CMG March 31, 2026 2,700 $99,900 7.1%
LII March 31, 2026 203 $98,573 -10.8%
ITW March 31, 2026 379 $93,348 9.0%
AZN March 31, 2026 1,000 $91,930 -17.2%
TXRH March 31, 2026 534 $88,644 22.5%
XAR March 31, 2026 366 $88,294 No longer tracked
BWZ March 31, 2026 3,189 $87,410 No longer tracked
BRSL June 30, 2025 5,242 $85,235 -28.7%
DCTH June 30, 2025 6,681 $85,049 24.9%
APP Dec. 31, 2025 118 $84,788 -53.0%
ITA March 31, 2026 394 $84,588 No longer tracked
SCHG March 31, 2026 2,500 $81,550 No longer tracked
UPS March 31, 2026 807 $80,046 3.9%
JNPR Sept. 30, 2025 2,000 $79,860 No longer tracked
SDY March 31, 2026 559 $77,790 No longer tracked
SCHF March 31, 2026 3,127 $75,173 No longer tracked
DLN March 31, 2026 851 $74,956 No longer tracked
IEMG March 31, 2026 1,104 $74,211 No longer tracked
VPU March 31, 2026 400 $74,016 No longer tracked
SPY March 31, 2026 107 $72,965 No longer tracked
GLD March 31, 2026 171 $67,769 No longer tracked
CAG June 30, 2025 2,507 $66,862 -20.8%
IVV March 31, 2026 97 $66,439 No longer tracked
BEN June 30, 2025 3,179 $61,196 43.1%
TSLA March 31, 2026 135 $60,712 -7.1%
CIBR March 31, 2026 839 $59,947
NNN March 31, 2026 1,334 $52,866 10.3%
AVB March 31, 2026 289 $52,399 No longer tracked
SPOT Dec. 31, 2025 74 $51,652 -7.0%
VIG March 31, 2026 235 $51,648 No longer tracked
URA March 31, 2026 1,200 $51,276 No longer tracked
HQI June 30, 2025 4,190 $49,861 66.9%
MUB March 31, 2026 445 $47,664 No longer tracked
ALAB Dec. 31, 2025 240 $46,992 70.6%
PLTR Dec. 31, 2025 255 $46,517 -1.8%
TJX March 31, 2026 300 $46,083 -11.2%
AMZN March 31, 2026 199 $45,933 26.2%
PINS March 31, 2026 1,770 $45,825 27.4%
ABBV March 31, 2026 200 $45,698 22.0%
SGDJ June 30, 2025 1,072 $45,571 No longer tracked
OMDA March 31, 2026 2,832 $44,689 95.9%
VHT March 31, 2026 152 $43,753 No longer tracked
NFG March 31, 2026 500 $40,030 -9.8%
PM March 31, 2026 239 $38,336 15.5%
SE Dec. 31, 2025 212 $37,891 -7.9%
BABA Dec. 31, 2025 210 $37,533 -14.5%
LOW March 31, 2026 155 $37,380 -7.4%
EMR March 31, 2026 256 $33,976 18.6%
CAT March 31, 2026 58 $33,226 14.1%
TTE March 31, 2026 500 $32,710 0.9%
GD March 31, 2026 97 $32,656 14.1%
HSBC March 31, 2026 400 $31,468 24.8%
SKYY March 31, 2026 236 $30,699
NFLX March 31, 2026 320 $30,003 -16.1%
VV March 31, 2026 94 $29,591 No longer tracked
ITAN March 31, 2026 774 $28,666 No longer tracked
TBIL June 30, 2025 572 $28,606
RCL March 31, 2026 101 $28,285 7.1%
NLY March 31, 2026 1,250 $27,950 12.2%
ACN March 31, 2026 100 $26,830 -6.7%
MO March 31, 2026 463 $26,697 0.5%
GWRE Sept. 30, 2025 110 $25,900 -20.4%
VXF June 30, 2025 150 $25,839 No longer tracked
CIEN Dec. 31, 2025 175 $25,492 67.7%
VB March 31, 2026 94 $24,247 No longer tracked
QMOM Dec. 31, 2025 373 $24,036
MUFG March 31, 2026 1,500 $23,790 27.3%
SHOP March 31, 2026 145 $23,341 23.1%
UBER March 31, 2026 284 $23,206 10.8%
CRDO Dec. 31, 2025 155 $22,570 60.4%
TCI June 30, 2025 773 $21,605 -10.2%
CADE March 31, 2026 500 $21,420 No longer tracked
CRWD March 31, 2026 45 $21,094 -49.3%
OXY March 31, 2026 500 $20,560 -4.8%
GE March 31, 2026 64 $19,785 24.4%
NET March 31, 2026 100 $19,715 37.8%
KO March 31, 2026 277 $19,365 19.8%
MEI June 30, 2025 2,934 $18,719 46.1%
RDDT Dec. 31, 2025 81 $18,629 -35.5%
SPYM March 31, 2026 223 $17,889 No longer tracked
SCHB March 31, 2026 675 $17,705 No longer tracked
MMM March 31, 2026 110 $17,611 24.2%
REZ March 31, 2026 200 $16,528 No longer tracked
RTX March 31, 2026 81 $14,855 12.6%
SNOW June 30, 2025 98 $14,324 43.4%
AMGN March 31, 2026 42 $13,747 24.0%
IBIT March 31, 2026 258 $12,810
GILD March 31, 2026 103 $12,672 4.4%
CSCO March 31, 2026 159 $12,248 42.0%
META March 31, 2026 18 $11,882 -4.4%
DVY March 31, 2026 73 $10,303
GEV March 31, 2026 15 $9,804 11.3%
TWLO Dec. 31, 2025 95 $9,509 55.4%
U March 31, 2026 212 $9,364 113.1%
ARLP March 31, 2026 400 $9,292 -4.7%
NOW March 31, 2026 60 $9,191 24.0%
MDLZ March 31, 2026 167 $8,990 12.0%
BAC March 31, 2026 159 $8,745 29.0%
GRMN March 31, 2026 43 $8,723 26.7%
ETG March 31, 2026 366 $8,455 19.2%
ACP March 31, 2026 1,554 $8,407 1.8%
WGO March 31, 2026 200 $8,104 4.0%
PDI March 31, 2026 450 $7,970 -11.8%
PG March 31, 2026 55 $7,882 -0.1%
DGRO March 31, 2026 113 $7,844 No longer tracked
ASML March 31, 2026 7 $7,489 32.7%
ZS March 31, 2026 33 $7,422 30.3%
EQT March 31, 2026 136 $7,290 -14.3%
MOAT March 31, 2026 68 $7,042 No longer tracked
RAAX March 31, 2026 200 $6,986 No longer tracked
DON March 31, 2026 135 $6,966 No longer tracked
AVGO March 31, 2026 20 $6,922 17.7%
MDT March 31, 2026 71 $6,820 8.6%
HOOD March 31, 2026 60 $6,786 41.6%
CCEP Dec. 31, 2025 75 $6,781 18.3%
GEHC March 31, 2026 80 $6,569 5.1%
BIL June 30, 2025 71 $6,513 No longer tracked
AMD March 31, 2026 30 $6,425 129.1%
FLGT March 31, 2026 239 $6,279 27.0%
TTWO Dec. 31, 2025 24 $6,201 -8.5%
MGK June 30, 2025 20 $6,178 No longer tracked
TYL March 31, 2026 13 $5,901 2.0%
EVV March 31, 2026 583 $5,778 No longer tracked
BLOK March 31, 2026 100 $5,689 No longer tracked
RMD March 31, 2026 23 $5,540 2.6%
PSTG March 31, 2026 82 $5,495 No longer tracked
TOST March 31, 2026 152 $5,398 33.6%
PII March 31, 2026 84 $5,313 16.8%
PBI March 31, 2026 500 $5,285 46.2%
HUBS Dec. 31, 2025 11 $5,146 -40.1%
VEEV March 31, 2026 23 $5,134 43.4%
MX June 30, 2025 1,489 $5,107 -17.8%
PANW Dec. 31, 2025 25 $5,091 93.1%
TYG March 31, 2026 123 $5,031 -10.8%
DES March 31, 2026 150 $5,018 No longer tracked
FEGE March 31, 2026 109 $5,017 12.1%
SYY March 31, 2026 68 $5,011 18.0%
SWK March 31, 2026 67 $4,977 38.8%
FPF March 31, 2026 253 $4,716 0.6%
SHFS March 31, 2025 10,400 $4,683 -96.1%
MELI Dec. 31, 2025 2 $4,674 -4.8%
HUMA June 30, 2025 2,700 $4,604 -66.8%
NVO March 31, 2026 90 $4,579 26.6%
USO Dec. 31, 2025 62 $4,573 No longer tracked
CHWY March 31, 2026 138 $4,561 -13.0%
SCHB June 30, 2025 207 $4,457 No longer tracked
CARR March 31, 2026 81 $4,280 7.7%
TSM March 31, 2026 14 $4,254 22.2%
ABNB March 31, 2026 30 $4,072 47.5%
ZM March 31, 2026 46 $3,969 34.1%
SAP Sept. 30, 2025 13 $3,953 -19.1%
MASI March 31, 2026 30 $3,902 No longer tracked
TEM March 31, 2026 66 $3,897 46.7%
LUMN March 31, 2026 500 $3,885 -12.3%
ADBE March 31, 2026 11 $3,850 12.7%
TTD March 31, 2026 100 $3,796 -40.7%
KD March 31, 2026 141 $3,745 -5.6%
VXUS June 30, 2025 60 $3,726
VIPS March 31, 2026 200 $3,538 -10.3%
DUK March 31, 2026 30 $3,516 -5.3%
KLAR March 31, 2026 121 $3,498 9.8%
OTIS March 31, 2026 40 $3,494 -7.0%
VNQ June 30, 2025 38 $3,441 No longer tracked
PRU June 30, 2025 30 $3,350 13.2%
EMC March 31, 2026 107 $3,290 No longer tracked
LLY Sept. 30, 2025 4 $3,118 66.2%
CCL March 31, 2026 100 $3,054 0.4%
AIG March 31, 2026 35 $2,994 0.3%
NU Dec. 31, 2025 178 $2,850 -13.3%
CMCSA March 31, 2026 94 $2,810 -7.2%
IOO March 31, 2026 22 $2,787 No longer tracked
TEAM March 31, 2026 17 $2,756 157.5%
DOCN Sept. 30, 2025 92 $2,628 234.8%
MGV June 30, 2025 20 $2,577 No longer tracked
DAL Dec. 31, 2025 41 $2,328 17.9%
UPST March 31, 2026 52 $2,274 14.7%
NCLH March 31, 2026 100 $2,232 -9.9%
MIND March 31, 2026 250 $2,198 -44.3%
SOLV March 31, 2026 27 $2,139 35.5%
SNAP Dec. 31, 2025 270 $2,082 -35.1%
SOUN March 31, 2026 200 $1,994 3.8%
XLE June 30, 2025 21 $1,962 No longer tracked
CMBT March 31, 2026 190 $1,834 40.0%
XLE March 31, 2026 40 $1,788 No longer tracked
TIP June 30, 2025 15 $1,666 No longer tracked
VTEB June 30, 2025 33 $1,637 No longer tracked
LQD March 31, 2026 14 $1,543 No longer tracked
QCOM June 30, 2025 10 $1,536 1.7%
LVOXXXX Sept. 30, 2025 2,000 $1,510 No longer tracked
GOGL Sept. 30, 2025 200 $1,464 No longer tracked
VXUS March 31, 2026 19 $1,433
VYM June 30, 2025 10 $1,290 No longer tracked
RIOT March 31, 2026 100 $1,267 64.0%
NMAX Dec. 31, 2025 100 $1,240 44.6%
SCHD March 31, 2026 44 $1,207 No longer tracked
OXYWS March 31, 2026 62 $1,195 No longer tracked
CFLT Dec. 31, 2025 59 $1,168 No longer tracked
BLK Sept. 30, 2025 1 $1,049 -1.2%
WMT June 30, 2025 11 $966 6.7%
HFRO March 31, 2026 159 $951 26.2%
LVO March 31, 2026 200 $944 -22.9%
VONG June 30, 2025 10 $928
LEN June 30, 2025 8 $918 -22.4%
MARA March 31, 2026 100 $898 28.9%
FVAL June 30, 2025 15 $894 No longer tracked
CRM Sept. 30, 2025 3 $818 -13.2%
ADT March 31, 2026 91 $734 12.3%
V Sept. 30, 2025 2 $710 7.7%
CPRI March 31, 2026 27 $659 -20.4%
HON June 30, 2025 3 $635 0.8%
MVO March 31, 2026 500 $610 No longer tracked
CB June 30, 2025 2 $604 18.0%
ORCL Dec. 31, 2025 2 $562 -26.9%
ANET March 31, 2026 4 $524 49.7%
FISV Sept. 30, 2025 3 $517 -60.2%
TFII June 30, 2025 6 $465 53.7%
BX Sept. 30, 2025 3 $449 -16.2%
LRCX June 30, 2025 6 $436 215.8%
WAB March 31, 2026 2 $427 17.0%
VDE March 31, 2026 3 $378 No longer tracked
GOVT March 31, 2026 15 $345 No longer tracked
IBM Sept. 30, 2025 1 $295 -16.3%
AXP June 30, 2025 1 $269 4.9%
VICR Dec. 31, 2025 5 $249 92.6%
PODC March 31, 2026 96 $237 30.9%
PLD June 30, 2025 2 $224 34.7%
ADI June 30, 2025 1 $202 57.0%
BSX June 30, 2025 2 $202 -52.1%
SBUX June 30, 2025 2 $196 14.9%
TXN June 30, 2025 1 $180 28.1%
VCIT June 30, 2025 2 $164
AREB June 30, 2025 112 $150 No longer tracked
EBON March 31, 2026 46 $141 22.9%
MRP June 30, 2025 4 $106 6.9%
VGLT June 30, 2025 1 $58
MOS March 31, 2026 2 $48 -10.3%
KMI June 30, 2025 1 $29 9.3%
COMT June 30, 2025 1 $26
MANU March 31, 2026 1 $16 41.9%
CETX March 31, 2026 2 $5 341.6%
VVPR March 31, 2026 1 $2 No longer tracked