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Inlight Wealth Management, LLC

Q3 2026 13F filing

Updated 15 days ago

78 disclosed positions worth $350.2M

Portfolio value
$350.2M
Total holdings
78
New positions
17
Closed positions
1
Increased
35
Decreased
15
Turnover
23.1%
Filed
2026-10-21

Full holdings

Every line item disclosed in Q3 2026

V

VANGUARD FTSE DEVELOPED MARKETS ETF

+6.6%
Value
$51.9M
Shares
734.8K
% Port
14.82%
?
2.N/A

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

+15.3%
Value
$29.6M
Shares
399.3K
% Port
8.44%
E

ISHARES CORE S&P SMALL CAP ETF

+5.9%
Value
$27.4M
Shares
227.9K
% Port
7.84%
I
4.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

+4.0%
Value
$26.7M
Shares
128.5K
% Port
7.63%
V

VANGUARD MORNINGSTAR VALUE ETF

+3.3%
Value
$21M
Shares
97.4K
% Port
6.01%
Q

PACER US CASH COWS 100 ETF

+2.8%
Value
$20.7M
Shares
310.4K
% Port
5.92%
E

ISHARES MSCI INTL QUALITY FACTOR ETF

+7.6%
Value
$18.7M
Shares
378.2K
% Port
5.34%
V

VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF

+12.0%
Value
$14.3M
Shares
61.7K
% Port
4.07%
V

VANGUARD MORNINGSTAR MID-CAP VALUE ETF

+12.5%
Value
$14M
Shares
71.7K
% Port
4.00%
E
10.ETHA

ISHARES CORE S&P MID-CAP ETF

+12.7%
Value
$11.6M
Shares
161.2K
% Port
3.31%
E
11.ETHA

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

+8.0%
Value
$10.1M
Shares
101.6K
% Port
2.87%
N
12.NOW

SERVICENOW INC COM

+94.4%
Value
$8.8M
Shares
65.4K
% Port
2.50%
E
13.ETHA

ISHARES RUSSELL MID-CAP VALUE ETF

-0.1%
Value
$8.6M
Shares
53.8K
% Port
2.47%
S

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-25.2%
Value
$7.6M
Shares
192.8K
% Port
2.17%
A
15.APP

AT&T INC

+5.6%
Value
$7.3M
Shares
474.3K
% Port
2.09%
V

VODAFONE GROUP PLC SPONSORED ADR

-0.6%
Value
$7.2M
Shares
443.4K
% Port
2.04%
V
17.VZ

VERIZON COMMUNICATIONS INC

+8.4%
Value
$6.9M
Shares
149.7K
% Port
1.96%
M
18.META

META PLATFORMS INC CL A

Value
$5.3M
Shares
7.3K
% Port
1.51%
B
19.BTCW

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

-0.1%
Value
$4.3M
Shares
67.4K
% Port
1.22%
?
20.N/A

PACER US SMALL CAP CASH COWS ETF

-0.1%
Value
$3.7M
Shares
70.3K
% Port
1.07%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

+5.7%
Value
$3.5M
Shares
7.0K
% Port
1.00%
V
22.VGES

VANGUARD UTILITIES ETF

Value
$3.4M
Shares
20.0K
% Port
0.98%
F
23.FRSH

FRESHWORKS INC CLASS A COM

+4.9%
Value
$3.2M
Shares
248.5K
% Port
0.91%
B

BP PLC ADR

-0.9%
Value
$3.2M
Shares
72.2K
% Port
0.91%
B
25.BILL

BILL HOLDINGS INC COM

+4.6%
Value
$2.8M
Shares
66.0K
% Port
0.80%
P
26.PFE

PFIZER INC COM

-1.4%
Value
$2.8M
Shares
97.1K
% Port
0.79%
C
27.CVS

CVS HEALTH CORP COM

+0.7%
Value
$2.7M
Shares
32.1K
% Port
0.78%
M
28.MTCH

MATCH GROUP INC NEW COM

-0.9%
Value
$2.5M
Shares
62.8K
% Port
0.72%
S
29.SIRI

SIRIUSXM HOLDINGS INC COMMON STOCK

-1.4%
Value
$2.1M
Shares
81.7K
% Port
0.60%
V
30.VGES

VANGUARD SHORT-TERM TREASURY ETF

+18.5%
Value
$1.1M
Shares
19.9K
% Port
0.33%
A
31.AMPY

AMPLIFY ENERGY CORP NEW COM

-0.7%
Value
$1.1M
Shares
268.0K
% Port
0.32%
S

SCHWAB U.S. LARGE-CAP ETF

+255.5%
Value
$994K
Shares
33.1K
% Port
0.28%
G

ALPHABET INC CAP STK CL C

+54.8%
Value
$847K
Shares
2.5K
% Port
0.24%
A
34.AAPL

APPLE INC COM

+3.0%
Value
$776K
Shares
2.3K
% Port
0.22%
E
35.ETHA

ISHARES CORE S&P 500 ETF

-0.1%
Value
$683K
Shares
892
% Port
0.20%
J

JPMORGAN CHASE & CO COM

+89.4%
Value
$516K
Shares
1.6K
% Port
0.15%
V
37.VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

Value
$514K
Shares
7.1K
% Port
0.15%
M
38.MU

MICRON TECHNOLOGY INC COM

Value
$502K
Shares
471
% Port
0.14%
X
39.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

+43.4%
Value
$469K
Shares
2.9K
% Port
0.13%
V
40.VGES

VANGUARD FTSE EMERGING MARKETS ETF

0.0%
Value
$456K
Shares
70.2K
% Port
0.13%
V
41.VGES

VANGUARD INTERMEDIATE-TERM TREASURY ETF

+17.9%
Value
$429K
Shares
7.6K
% Port
0.12%
A
42.AMD

ADVANCED MICRO DEVICES INC COM

Value
$425K
Shares
695
% Port
0.12%
C
43.CVX

CHEVRON CORPORATION COM

+39.5%
Value
$409K
Shares
2.0K
% Port
0.12%
E
44.ETHA

ISHARES 0-5 YEAR TIPS BOND ETF

+18.4%
Value
$404K
Shares
4.1K
% Port
0.12%
S

SCHWAB US TIPS ETF

+15.2%
Value
$399K
Shares
15.9K
% Port
0.11%
L
46.LLY

ELI LILLY & CO COM

Value
$395K
Shares
341
% Port
0.11%
N
47.NVDA

NVIDIA CORPORATION COM

-0.3%
Value
$386K
Shares
1.7K
% Port
0.11%
M
48.MSFT

MICROSOFT CORP COM

-0.3%
Value
$364K
Shares
710
% Port
0.10%
J
49.JNJ

JOHNSON & JOHNSON COM

Value
$324K
Shares
1.2K
% Port
0.09%
C
50.COST

COSTCO WHOLESALE CORPORATION COM

Value
$316K
Shares
347
% Port
0.09%