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CIK: 0001731795
Total reported value
$350.2M
$350.2M
62 檔
42.7%
During the Q2 2026 filing period, Inlight Wealth Management, LLC (CIK: 0001731795) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $350.2M across 62 reported positions.
In Q2 2026, Inlight Wealth Management, LLC displayed an active expansion posture, initiating 14 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.61% | -0.79% | +8.18% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.91% | -1.07% | +7.35% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.36% | -0.73% | +6.87% | |
| 4 | ISHG | Ishares -3 Year Internationa | ETF-Other | 8.17% | +0.27% | +4.00% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.53% | -0.52% | +5.53% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.97% | -0.05% | +5.23% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 5.54% | -0.20% | +8.59% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.26% | -0.19% | +17.31% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.00% | — | +17.96% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.72% | -1.55% | +8.17% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.51% | -0.20% | +19.97% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.06% | -0.19% | +11.51% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.82% | -0.35% | -0.42% | |
| 14 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 1.88% | +0.16% | -0.65% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.86% | +0.10% | +7.76% | |
| 16 | T | At&t Inc | Stock-Comm Services | 1.82% | +0.27% | +3.95% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.39% | -0.17% | -4.57% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.13% | -0.06% | -4.64% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.06% | +1.44% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.05% | -0.94% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.05% | -0.27% | -3.26% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 0.86% | +0.05% | -0.50% | |
| 23 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.78% | -0.18% | -0.28% | |
| 24 | MTCH | Match Group Inc | Stock-Comm Services | 0.77% | -0.05% | -0.89% | |
| 25 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.76% | +0.15% | +7.57% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | +0.04% | -0.28% | |
| 27 | BILL | Bill Holdings Inc | Stock-Tech | 0.73% | +0.07% | +6.97% | |
| 28 | AMPY | Amplify Energy CORP | Stock-Other | 0.34% | -0.02% | -1.19% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | +0.02% | +8.85% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.01% | +0.09% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.06% | +14.14% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.02% | +0.25% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | — | +9.08% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.12% | -0.01% | +7.09% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.11% | +0.01% | +7.98% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | +6.39% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | +8.24% | |
| 39 | ✓ | Stock-Other | 0.09% | +0.04% | — | ||
| 40 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.09% | -0.01% | -13.32% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.09% | +0.19% | — | |
| 42 | SLV | Ishares Silver Trust | ETF-Commodities | 0.09% | -0.01% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | +0.06% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | +0.02% | +0.14% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.08% | -0.01% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | -0.01% | -1.34% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | -0.01% | — | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.08% | -0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.08% | +0.04% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +1.1% | NEW | New buy |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.9% | +7.35% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | +11.51% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +19.97% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.5% | +8.18% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.5% | +17.31% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +17.96% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | New buy |
| 9 | CVS | Cvs Health CORP | +0.2% | -3.26% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +6.87% | Add |
| 11 | FRSH | Freshworks Inc-cl A | +0.1% | +7.57% | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | NEW | New buy |
| 16 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 17 | SIRI | Sirius Xm Holdings Inc | +0.1% | -0.28% | Trim |
| 18 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 20 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 23 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 24 | VXF | Vanguard Extended Market ETF | +0.1% | NEW | New buy |
| 25 | VTV | Vanguard Value ETF | +0.1% | +5.53% | Add |
| 26 | MTCH | Match Group Inc | 0% | -0.89% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +14.14% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +6.39% | Add |
| 29 | IQLT | Ishares Msci International Q | — | +8.59% | Add |
| 30 | AAPL | Apple Inc | — | +0.09% | Add |
| 31 | VWO | Vanguard Ftse Emerging Marke | — | +0.25% | Add |
| 32 | HD | Home Depot Inc | — | +8.24% | Add |
| 33 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 34 | VOO | Vanguard S&p 500 ETF | — | -1.34% | Trim |
| 35 | WBD | Warner Bros Discovery Inc | — | +1.22% | Add |
| 36 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 37 | VGIT | Vanguard Intermediate-term T | 0% | +9.08% | Add |
| 38 | SCHP | Schwab U.s. Tips ETF | 0% | +7.09% | Add |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +7.98% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 42 | VGK | Vanguard Ftse Europe ETF | 0% | — | Unchanged |
| 43 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 44 | MSFT | Microsoft CORP | 0% | +0.14% | Add |
| 45 | VGSH | Vanguard Short-term Treasury | 0% | +8.85% | Add |
| 46 | FXE | Invesco Currencyshares Euro | 0% | -13.32% | Trim |
| 47 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 48 | CEF | Sprott Physical Gold And Sil | -0.1% | -21.84% | Trim |
| 49 | WK | Workiva Inc | -0.1% | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $350.2M across 62 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IJR, RSP) accounted for 42.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
NOW
市值: $3.3M
Top Position Liquidated / Trimmed
XOM
前期市值: $239.9K
During Q2 2026, Inlight Wealth Management, LLC's top holdings by market value included VEA (15.6%)、IJR (8.9%)、RSP (8.4%). The largest single position, VEA, represented 15.6% of total portfolio value.
In Q2 2026, Inlight Wealth Management, LLC made 57 total portfolio adjustments, initiating 14 new buys, adding to 27 positions, trimming 14 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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