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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, exited 2, added to 30, and trimmed 9.

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.

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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD FTSE DEVELOPED MARKETS ETF$8.3M +20.3%
  • ISHARES CORE S&P SMALL CAP ETF$6.4M +29.4%
  • INVESCO S&P 500 EQUAL WEIGHT ETF$4.1M +18.5%
  • VANGUARD SMALL CAP VALUE ETF$3.2M +31.2%
  • VANGUARD VALUE ETF$3.0M +17.2%
Show all 30 →

Top Trims

  • AT&T INC-$1.7M -23.2%
  • VODAFONE GROUP PLC SPONSORED ADR-$844.7K -12.5%
  • BP PLC ADR-$749.4K -21.8%
  • AMPLIFY ENERGY CORP NEW COM-$630.0K -37.0%
  • VERIZON COMMUNICATIONS INC-$586.4K -9.1%
Show all 9 →

New Positions

  • SERVICENOW INC COM$3.3M
  • ISHARES CORE S&P 500 ETF$668.8K
  • EXXONMOBIL HOLDINGS CORP COM SHS$274.6K
  • JPMORGAN CHASE & CO COM$269.7K
  • STATE STREET SPDR S&P 500 ETF$252.8K
Show all 14 →

Exited Positions

  • EXXON MOBIL CORP COM$239.9K
  • WORKIVA INC COM CL A$215.1K
Show all 2 →
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 $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