Inlight Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$270.1M
Q ending 2026-03-31
Prior quarter
$273.1M
Q ending 2025-12-31
Change
-1.1% QoQ · +67.2% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Ftse Developed Markets Et | VEA | Shares | $40.8M | 637K |
| Ishares 1-3 Year International Tre | ISHG | Shares | $24.7M | 333K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $22.2M | 116K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $21.7M | 200K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $18.0M | 287K |
| Vanguard Value Etf | VTV | Shares | $17.5M | 89K |
| Ishares Msci Intl Quality Factor E | IQLT | Shares | $15.0M | 324K |
| State Street Utilities Select Sect | XLU | Shares | $10.9M | 238K |
| Vanguard Small Cap Value Etf | VBR | Shares | $10.2M | 47K |
| Vanguard Mid-Cap Value Etf | VOE | Shares | $10.0M | 54K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $8.1M | 119K |
| Ishares Russell Mid-Cap Value Etf | IWS | Shares | $7.9M | 54K |
| At&T Inc | T | Shares | $7.5M | 432K |
| Vodafone Group Plc Sponsored Adr | VOD | Shares | $6.7M | 449K |
| Ishares Msci Emerging Markets Ex C | EMXC | Shares | $6.6M | 84K |
| Verizon Communications Inc | VZ | Shares | $6.4M | 128K |
| Wisdomtree Emerging Markets Smallc | DGS | Shares | $4.3M | 71K |
| Bp Plc Adr | BP | Shares | $3.4M | 73K |
| Pacer Us Small Cap Cash Cows Etf | CALF | Shares | $3.3M | 74K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $3.2M | 7K |
| Pfizer Inc Com | PFE | Shares | $2.8M | 99K |
| Cvs Health Corp Com | CVS | Shares | $2.4M | 33K |
| Bill Holdings Inc Com | BILL | Shares | $2.3M | 59K |
| Match Group Inc New Com | MTCH | Shares | $2.0M | 64K |
| Siriusxm Holdings Inc Common Stock | SIRI | Shares | $1.9M | 83K |
| Freshworks Inc Class A Com | FRSH | Shares | $1.8M | 220K |
| Amplify Energy Corp New Com | AMPY | Shares | $1.7M | 273K |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $905K | 15K |
| Apple Inc Com | AAPL | Shares | $574K | 2K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $412K | 70K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $404K | 1K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $351K | 6K |
| Ishares Silver Trust | SLV | Shares | $347K | 5K |
| Schwab Us Tips Etf | SCHP | Shares | $342K | 13K |
| Sprott Physical Gold & Silver Trus | CEF | Shares | $341K | 7K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $328K | 3K |
| Invesco Currencyshares Euro Trust | FXE | Shares | $320K | 3K |
| Home Depot Inc Com | HD | Shares | $280K | 850 |
| Nvidia Corporation Com | NVDA | Shares | $278K | 2K |
| Microsoft Corp Com | MSFT | Shares | $263K | 711 |
| Exxon Mobil Corp Com | XOM | Shares | $240K | 1K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $239K | 9K |
| Ishares S&P Small-Cap 600 Value Et | IJS | Shares | $230K | 2K |
| Vanguard S&P 500 Etf | VOO | Shares | $224K | 374 |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $216K | 2K |
| Workiva Inc Com Cl A | WK | Shares | $215K | 4K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $211K | 211K |
| Ishares S&P 500 Value Etf | IVE | Shares | $200K | 179K |
| Vanguard Ftse Europe Etf | VGK | Shares | $68K | 68K |
| Warner Bros Discovery Inc Com Ser | WBD | Shares | $31K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.