# Inlight Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1731795. Source: https://holderbook.com/funds/1731795-inlight-wealth-management-llc/

- Reported value: $314.6M
- Positions: 62
- Weight of the ten largest: 71.1%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $49.1M | 689,068 | 15.6% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $28.0M | 215,175 | 8.9% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $26.3M | 123,583 | 8.4% | 7 |
| ISHARES TR | [ISHG](https://holderbook.com/stocks/ISHG/) | $25.7M | 346,131 | 8.2% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $20.5M | 94,203 | 6.5% | 7 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $18.8M | 302,004 | 6.0% | 7 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $17.4M | 351,520 | 5.5% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $13.4M | 55,104 | 4.3% | 6 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $12.6M | 63,710 | 4.0% | 6 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $11.7M | 257,816 | 3.7% | 6 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $11.0M | 143,068 | 3.5% | 6 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $9.6M | 94,086 | 3.1% | 6 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $8.9M | 53,876 | 2.8% | 7 |
| VODAFONE GROUP PLC | [VOD](https://holderbook.com/stocks/VOD/) | $5.9M | 446,161 | 1.9% | 7 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $5.8M | 138,154 | 1.9% | 7 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $5.7M | 449,301 | 1.8% | 7 |
| WISDOMTREE TR | [DGS](https://holderbook.com/stocks/DGS/) | $4.4M | 67,498 | 1.4% | 7 |
| PACER FDS TR | [CALF](https://holderbook.com/stocks/CALF/) | $3.6M | 70,365 | 1.1% | 7 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $3.3M | 33,646 | 1.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.3M | 6,632 | 1.1% | 7 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $3.3M | 31,854 | 1.0% | 7 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $2.7M | 72,862 | 0.9% | 7 |
| SIRIUSXM HOLDINGS INC | [SIRI](https://holderbook.com/stocks/SIRI/) | $2.4M | 82,859 | 0.8% | 7 |
| MATCH GROUP INC NEW | [MTCH](https://holderbook.com/stocks/MTCH/) | $2.4M | 63,308 | 0.8% | 7 |
| FRESHWORKS INC | [FRSH](https://holderbook.com/stocks/FRSH/) | $2.4M | 236,845 | 0.8% | 5 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.4M | 98,407 | 0.8% | 7 |
| BILL HOLDINGS INC | [BILL](https://holderbook.com/stocks/BILL/) | $2.3M | 63,131 | 0.7% | 5 |
| AMPLIFY ENERGY CORP NEW | [AMPY](https://holderbook.com/stocks/AMPY/) | $1.1M | 269,773 | 0.3% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $979.2K | 16,825 | 0.3% | 6 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $668.8K | 893 | 0.2% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $654.8K | 2,263 | 0.2% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $567.6K | 1,606 | 0.2% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $458.9K | 70,163 | 0.1% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $379.1K | 6,427 | 0.1% | 6 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $365.2K | 13,780 | 0.1% | 6 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $349.6K | 3,422 | 0.1% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $339.7K | 1,698 | 0.1% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $324.5K | 920 | 0.1% | 7 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $274.6K | 2,009 | 0.1% | 1 |
| INVESCO CURRENCYSHARES EURO | [FXE](https://holderbook.com/stocks/FXE/) | $274.4K | 2,602 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $274.4K | 9,322 | 0.1% | 6 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $272.0K | 5,087 | 0.1% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $269.7K | 824 | 0.1% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $265.6K | 712 | 0.1% | 7 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $265.2K | 1,940 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $253.7K | 369 | 0.1% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $252.8K | 339 | 0.1% | 1 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $247.6K | 2,594 | 0.1% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $238.1K | 1,436 | 0.1% | 1 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $232.0K | 1,468 | 0.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $231.3K | 647 | 0.1% | 1 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $230.2K | 2,383 | 0.1% | 2 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $226.8K | 612 | 0.1% | 1 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $225.0K | 5,593 | 0.1% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $220.9K | 531 | 0.1% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $217.4K | 215 | 0.1% | 1 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $217.3K | 2,960 | 0.1% | 1 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $210.9K | 210,897 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $206.1K | 837 | 0.1% | 1 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $201.9K | 179,293 | 0.1% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $67.7K | 67,702 | 0.0% | 7 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $34.3K | 12,561 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.2% | +14.8% | -8.7% | 104% |
| Q1 2026 | +3.3% | -4.6% | +8.0% | 104% |
| Q4 2025 | +3.2% | +2.4% | +0.8% | 105% |
| Q3 2025 | +8.0% | +7.8% | +0.2% | 106% |
| Q2 2025 | +6.3% | +10.5% | -4.2% | 107% |
| Q1 2025 | +4.3% | -4.6% | +8.8% | 106% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $314.6M | 62 |
| Q1 2026 | $270.1M | 50 |
| Q4 2025 | $273.1M | 234 |
| Q3 2025 | $213.0M | 245 |
| Q2 2025 | $193.2M | 249 |
| Q1 2025 | $161.6M | 288 |
| Q4 2024 | $152.0M | 50 |