Inlight Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1731795 · latest 13F-HR filed 2026-05-04
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.
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AUM
$270.1M
Long-equity book
Holdings
50
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+1 / −185 / ↑25 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD FTSE DEVELOPED MARKETS ETF$6.0M +17.4%
- ISHARES CORE S&P SMALL CAP ETF$3.7M +20.9%
- VANGUARD MID-CAP VALUE ETF$3.3M +50.3%
- INVESCO S&P 500 EQUAL WEIGHT ETF$3.1M +16.2%
- VANGUARD SMALL CAP VALUE ETF$3.0M +40.9%
Top Trims
- SPROTT PHYSICAL GOLD & SILVER TRUST-$17.9M -98.1%
- BILL HOLDINGS INC COM-$913.9K -28.8%
- FRESHWORKS INC CLASS A COM-$819.8K -31.7%
- BERKSHIRE HATHAWAY INC DEL CL B NEW-$509.9K -13.7%
- CVS HEALTH CORP COM-$362.2K -13.3%
Exited Positions
- VANECK JUNIOR GOLD MINERS ETF$7.1M
- VANECK GOLD MINERS ETF$6.7M
- ISHARES S&P SMALL-CAP 600 GROWTH ETF$395.8K
- ISHARES S&P MID-CAP 400 VALUE ETF$368.5K
- GLOBALSTAR INC COM NEW$358.1K
All Holdings
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 | $40.8M | 15.11% | 636,976 | SH |
| 2 | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ISHG | 464288125 | $24.7M | 9.14% | 332,827 | SH |
| 3 | INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | 46137V357 | $22.2M | 8.22% | 115,635 | SH |
| 4 | ISHARES CORE S&P SMALL CAP ETF | IJR | 464287804 | $21.7M | 8.02% | 200,446 | SH |
| 5 | PACER US CASH COWS 100 ETF | COWZ | 69374H881 | $18.0M | 6.65% | 286,992 | SH |
| 6 | VANGUARD VALUE ETF | VTV | 922908744 | $17.5M | 6.48% | 89,265 | SH |
| 7 | ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | 46434V456 | $15.0M | 5.54% | 323,714 | SH |
| 8 | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | XLU | 81369Y886 | $10.9M | 4.05% | 238,347 | SH |
| 9 | VANGUARD SMALL CAP VALUE ETF | VBR | 922908611 | $10.2M | 3.78% | 46,971 | SH |
| 10 | VANGUARD MID-CAP VALUE ETF | VOE | 922908512 | $10.0M | 3.69% | 54,009 | SH |
| 11 | ISHARES CORE S&P MID-CAP ETF | IJH | 464287507 | $8.1M | 2.98% | 119,255 | SH |
| 12 | ISHARES RUSSELL MID-CAP VALUE ETF | IWS | 464287473 | $7.9M | 2.92% | 54,103 | SH |
| 13 | AT&T INC | T | 00206R102 | $7.5M | 2.76% | 432,223 | SH |
| 14 | VODAFONE GROUP PLC SPONSORED ADR | VOD | 92857W308 | $6.7M | 2.50% | 449,081 | SH |
| 15 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | 46434G764 | $6.6M | 2.46% | 84,376 | SH |
| 16 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $6.4M | 2.38% | 128,203 | SH |
| 17 | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | 97717W281 | $4.3M | 1.57% | 70,733 | SH |
| 18 | BP PLC ADR | BP | 055622104 | $3.4M | 1.27% | 73,227 | SH |
| 19 | PACER US SMALL CAP CASH COWS ETF | CALF | 69374H857 | $3.3M | 1.23% | 73,787 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $3.2M | 1.19% | 6,695 | SH |
| 21 | PFIZER INC COM | PFE | 717081103 | $2.8M | 1.03% | 98,685 | SH |
| 22 | CVS HEALTH CORP COM | CVS | 126650100 | $2.4M | 0.88% | 32,929 | SH |
| 23 | BILL HOLDINGS INC COM | BILL | 090043100 | $2.3M | 0.84% | 59,019 | SH |
| 24 | MATCH GROUP INC NEW COM | MTCH | 57667L107 | $2.0M | 0.73% | 63,877 | SH |
| 25 | SIRIUSXM HOLDINGS INC COMMON STOCK | SIRI | 829933100 | $1.9M | 0.71% | 83,091 | SH |
| 26 | FRESHWORKS INC CLASS A COM | FRSH | 358054104 | $1.8M | 0.65% | 220,172 | SH |
| 27 | AMPLIFY ENERGY CORP NEW COM | AMPY | 03212B103 | $1.7M | 0.63% | 273,034 | SH |
| 28 | VANGUARD SHORT-TERM TREASURY ETF | VGSH | 92206C102 | $904.9K | 0.34% | 15,457 | SH |
| 29 | APPLE INC COM | AAPL | 037833100 | $573.9K | 0.21% | 2,261 | SH |
| 30 | VANGUARD FTSE EMERGING MARKETS ETF | VWO | 922042858 | $412.1K | 0.15% | 69,987 | SH |
| 31 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $403.7K | 0.15% | 1,407 | SH |
| 32 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | VGIT | 92206C706 | $350.9K | 0.13% | 5,892 | SH |
| 33 | ISHARES SILVER TRUST | SLV | 46428Q109 | $346.6K | 0.13% | 5,087 | SH |
| 34 | SCHWAB US TIPS ETF | SCHP | 808524870 | $342.4K | 0.13% | 12,868 | SH |
| 35 | SPROTT PHYSICAL GOLD & SILVER TRUST | CEF | 85208R101 | $341.5K | 0.13% | 7,156 | SH |
| 36 | ISHARES 0-5 YEAR TIPS BOND ETF | STIP | 46429B747 | $327.8K | 0.12% | 3,169 | SH |
| 37 | INVESCO CURRENCYSHARES EURO TRUST | FXE | 46138K103 | $320.3K | 0.12% | 3,002 | SH |
| 38 | HOME DEPOT INC COM | HD | 437076102 | $279.6K | 0.10% | 850 | SH |
| 39 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $278.4K | 0.10% | 1,596 | SH |
| 40 | MICROSOFT CORP COM | MSFT | 594918104 | $263.3K | 0.10% | 711 | SH |
| 41 | EXXON MOBIL CORP COM | XOM | 30231G102 | $239.9K | 0.09% | 1,414 | SH |
| 42 | SCHWAB U.S. LARGE-CAP ETF | SCHX | 808524201 | $239.0K | 0.09% | 9,322 | SH |
| 43 | ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | 464287879 | $229.8K | 0.09% | 1,940 | SH |
| 44 | VANGUARD S&P 500 ETF | VOO | 922908363 | $223.7K | 0.08% | 374 | SH |
| 45 | ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | $215.7K | 0.08% | 2,383 | SH |
| 46 | WORKIVA INC COM CL A | WK | 98139A105 | $215.1K | 0.08% | 3,607 | SH |
| 47 | ISHARES S&P 500 GROWTH ETF | IVW | 464287309 | $210.9K | 0.08% | 210,897 | SH |
| 48 | ISHARES S&P 500 VALUE ETF | IVE | 464287408 | $200.3K | 0.07% | 179,293 | SH |
| 49 | VANGUARD FTSE EUROPE ETF | VGK | 922042874 | $67.7K | 0.03% | 67,702 | SH |
| 50 | WARNER BROS DISCOVERY INC COM SER A | WBD | 934423104 | $30.8K | 0.01% | 12,409 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $270.1M | 50 | 0001731795-26-000002 |
| 2025-12-31 | 2026-01-23 | $273.1M | 234 | 0001731795-26-000001 |