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Inlight Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1731795 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Inlight Wealth Management, LLC manages $314.6M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (15.61%), IJR (8.91%), RSP (8.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 2; 30 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$314.6M

Long-equity book

Holdings
62

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+14 / −2 / ↑30 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VEA15.6% · +8%IJR8.9% · +7%RSP8.4% · +7%ISHG8.2% · +4%VTV6.5% · +6%COWZ6.0% · +5%IQLT5.5% · +9%VBR4.3% · +17%VOE4.0% · +18%XLU3.7% · +8%IJH3.5% · +20%EMXC3.1% · +12%IWS2.8% · -0%VOD1.9% · -1%VZ1.9% · +8%T1.8% · +4%DGS1.4% · -5%CALF1.1% · -5%NOW1.1% · newBRK.B1.1% · -1%CVS1.0% · -3%BP0.9% · -0%SIRI0.8% · -0%MTCH0.8% · -1%FRSH0.8% · +8%PFE0.8% · -0%BILL0.7% · +7%AMPY0.3% · -1%VGSH0.3% · +9%IVV0.2% · newAAPL0.2% · +0%GOOG0.2% · +14%VWO0.1% · +0%VGIT0.1% · +9%SCHP0.1% · +7%STIP0.1% · +8%NVDA0.1% · +6%HD0.1% · +8%XOM0.1% · +42%FXE0.1% · -13%SCHX0.1% · 0%SLV0.1% · 0%JPM0.1% · newMSFT0.1% · +0%IJS0.1% · 0%VOO0.1% · -1%SPY0.1% · newIXUS0.1% · newCVX0.1% · newVYM0.1% · newGOOGL0.1% · newIEFA0.1% · 0%MAR0.1% · newCEF0.1% · -22%UNH0.1% · newGS0.1% · newBND0.1% · newIVW0.1% · 0%VXF0.1% · newIVE0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 71.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 25, 2026.

Assets Under Management
$843.3M
Discretionary
$595.2M
Employees
6
Accounts
845
Address
1 GLENLAKE PARKWAY
SUITE 975
ATLANTA, GA 30328
Phone
(404) 551-2808
Website
Name Title / Status Ownership Type
JOFFE, JASON, S ControlMANAGER, CHIEF INVESTMENT OFFICER
since Oct 2017
50–75%Individual
DUMLER, ANGELIQUE, FMEMBER / CHIEF COMPLIANCE OFFICER
since Oct 2017
10–25%Individual
ESSER, BENJAMIN, DAVIDMEMBER
since Oct 2017
10–25%Individual
Ownership & leadership changes · 7 filings with changes since Aug 29, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 25, 2025 filing
  • No longer listedHARPER, BRIAN, JAMES · MEMBER · 10–25% · listed since Nov 2020
Mar 31, 2021 filing
  • ChangedHARPER, BRIAN, JAMES · title PARTNER → MEMBER
Nov 20, 2020 filing
  • AddedHARPER, BRIAN, JAMES · PARTNER · 10–25%
Oct 27, 2020 filing
  • ChangedJOFFE, JASON, S · ownership 75% or more → 50–75%
Mar 30, 2020 filing
  • ChangedDUMLER, ANGELIQUE, F · title MEMBER → MEMBER / CHIEF COMPLIANCE OFFICER
  • ChangedJOFFE, JASON, S · title MANAGER, CHIEF INVESTMENT OFFICER, CCO → MANAGER, CHIEF INVESTMENT OFFICER
Oct 30, 2017 filing
  • AddedDUMLER, ANGELIQUE, F · MEMBER · 10–25%
  • AddedESSER, BENJAMIN, DAVID · MEMBER · 10–25%
  • ChangedJOFFE, JASON, S · title MANAGING PARTNER, CHIEF INVESTMENT OFFICER, CCO → MANAGER, CHIEF INVESTMENT OFFICER, CCO
Oct 13, 2017 filing
  • No longer listedSTERN, SAMUEL, MARK · MANAGER, CCO · 75% or more · control person · listed since Aug 2017
  • AddedJOFFE, JASON, S · MANAGING PARTNER, CHIEF INVESTMENT OFFICER, CCO · 75% or more · control person
Aug 29, 2017 filing (earliest on record)
  • ListedSTERN, SAMUEL, MARK · MANAGER, CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Inlight Wealth Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $49.1M 15.61% 689,068 SH
2 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $28.0M 8.91% 215,175 SH
3 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $26.3M 8.36% 123,583 SH
4 ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF ISHG 464288125 $25.7M 8.17% 346,131 SH
5 VANGUARD VALUE ETF VTV 922908744 $20.5M 6.53% 94,203 SH
6 PACER US CASH COWS 100 ETF COWZ 69374H881 $18.8M 5.97% 302,004 SH
7 ISHARES MSCI INTL QUALITY FACTOR ETF IQLT 46434V456 $17.4M 5.54% 351,520 SH
8 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $13.4M 4.26% 55,104 SH
9 VANGUARD MID-CAP VALUE ETF VOE 922908512 $12.6M 4.00% 63,710 SH
10 STATE STREET UTILITIES SELECT SECTOR SPDR ETF XLU 81369Y886 $11.7M 3.72% 257,816 SH
11 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $11.0M 3.51% 143,068 SH
12 ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC 46434G764 $9.6M 3.06% 94,086 SH
13 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $8.9M 2.82% 53,876 SH
14 VODAFONE GROUP PLC SPONSORED ADR VOD 92857W308 $5.9M 1.88% 446,161 SH
15 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.8M 1.86% 138,154 SH
16 AT&T INC T 00206R102 $5.7M 1.82% 449,301 SH
17 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND DGS 97717W281 $4.4M 1.39% 67,498 SH
18 PACER US SMALL CAP CASH COWS ETF CALF 69374H857 $3.6M 1.13% 70,365 SH
19 SERVICENOW INC COM NOW 81762P102 $3.3M 1.06% 33,646 SH
20 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.3M 1.05% 6,632 SH
21 CVS HEALTH CORP COM CVS 126650100 $3.3M 1.05% 31,854 SH
22 BP PLC ADR BP 055622104 $2.7M 0.86% 72,862 SH
23 SIRIUSXM HOLDINGS INC COMMON STOCK SIRI 829933100 $2.4M 0.78% 82,859 SH
24 MATCH GROUP INC NEW COM MTCH 57667L107 $2.4M 0.77% 63,308 SH
25 FRESHWORKS INC CLASS A COM FRSH 358054104 $2.4M 0.76% 236,845 SH
26 PFIZER INC COM PFE 717081103 $2.4M 0.75% 98,407 SH
27 BILL HOLDINGS INC COM BILL 090043100 $2.3M 0.73% 63,131 SH
28 AMPLIFY ENERGY CORP NEW COM AMPY 03212B103 $1.1M 0.34% 269,773 SH
29 VANGUARD SHORT-TERM TREASURY ETF VGSH 92206C102 $979.2K 0.31% 16,825 SH
30 ISHARES CORE S&P 500 ETF IVV 464287200 $668.8K 0.21% 893 SH
31 APPLE INC COM AAPL 037833100 $654.8K 0.21% 2,263 SH
32 ALPHABET INC CAP STK CL C GOOG 02079K107 $567.6K 0.18% 1,606 SH
33 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $458.9K 0.15% 70,163 SH
34 VANGUARD INTERMEDIATE-TERM TREASURY ETF VGIT 92206C706 $379.1K 0.12% 6,427 SH
35 SCHWAB US TIPS ETF SCHP 808524870 $365.2K 0.12% 13,780 SH
36 ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 $349.6K 0.11% 3,422 SH
37 NVIDIA CORPORATION COM NVDA 67066G104 $339.7K 0.11% 1,698 SH
38 HOME DEPOT INC COM HD 437076102 $324.5K 0.10% 920 SH
39 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $274.6K 0.09% 2,009 SH
40 INVESCO CURRENCYSHARES EURO TRUST FXE 46138K103 $274.4K 0.09% 2,602 SH
41 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $274.4K 0.09% 9,322 SH
42 ISHARES SILVER TRUST SLV 46428Q109 $272.0K 0.09% 5,087 SH
43 JPMORGAN CHASE & CO COM JPM 46625H100 $269.7K 0.09% 824 SH
44 MICROSOFT CORP COM MSFT 594918104 $265.6K 0.08% 712 SH
45 ISHARES S&P SMALL-CAP 600 VALUE ETF IJS 464287879 $265.2K 0.08% 1,940 SH
46 VANGUARD S&P 500 ETF VOO 922908363 $253.7K 0.08% 369 SH
47 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $252.8K 0.08% 339 SH
48 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF IXUS 46432F834 $247.6K 0.08% 2,594 SH
49 CHEVRON CORPORATION COM CVX 166764100 $238.1K 0.08% 1,436 SH
50 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $232.0K 0.07% 1,468 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $314.6M 62 0001731795-26-000003
2026-03-31 2026-05-04 $270.1M 50 0001731795-26-000002
2025-12-31 2026-01-23 $273.1M 234 0001731795-26-000001
Filer Information
Address
1175 PEACHTREE STREET NE
SUITE 360
ATLANTA, GA 30361
Phone
(404) 551-2808
Filing Manager
Inlight Wealth Management, LLC
ATLANTA, GA
Signatory
Angie Dumler
Chief Compliance Officer