Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Inlight Wealth Management, LLC (CIK 1731795) reported $314.6M across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($49.1M, 15.61%), IJR ($28.0M, 8.91%), RSP ($26.3M, 8.36%), ISHG ($25.7M, 8.17%), VTV ($20.5M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $49.1M | 15.61% | 689,068 | Added |
| 2 | IJR | ISHARES CORE S&P SMALL CAP ETF | $28.0M | 8.91% | 215,175 | Added |
| 3 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $26.3M | 8.36% | 123,583 | Added |
| 4 | ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $25.7M | 8.17% | 346,131 | Added |
| 5 | VTV | VANGUARD VALUE ETF | $20.5M | 6.53% | 94,203 | Added |
| 6 | COWZ | PACER US CASH COWS 100 ETF | $18.8M | 5.97% | 302,004 | Added |
| 7 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $17.4M | 5.54% | 351,520 | Added |
| 8 | VBR | VANGUARD SMALL CAP VALUE ETF | $13.4M | 4.26% | 55,104 | Added |
| 9 | VOE | VANGUARD MID-CAP VALUE ETF | $12.6M | 4.00% | 63,710 | Added |
| 10 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $11.7M | 3.72% | 257,816 | Added |
| 11 | IJH | ISHARES CORE S&P MID-CAP ETF | $11.0M | 3.51% | 143,068 | Added |
| 12 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $9.6M | 3.06% | 94,086 | Added |
| 13 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8.9M | 2.82% | 53,876 | Trimmed |
| 14 | VOD | VODAFONE GROUP PLC SPONSORED ADR | $5.9M | 1.88% | 446,161 | Trimmed |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $5.8M | 1.86% | 138,154 | Added |
| 16 | T | AT&T INC | $5.7M | 1.82% | 449,301 | Added |
| 17 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $4.4M | 1.39% | 67,498 | Trimmed |
| 18 | CALF | PACER US SMALL CAP CASH COWS ETF | $3.6M | 1.13% | 70,365 | Trimmed |
| 19 | NOW | SERVICENOW INC COM | $3.3M | 1.06% | 33,646 | New |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.3M | 1.05% | 6,632 | Trimmed |
| 21 | CVS | CVS HEALTH CORP COM | $3.3M | 1.05% | 31,854 | Trimmed |
| 22 | BP | BP PLC ADR | $2.7M | 0.86% | 72,862 | Trimmed |
| 23 | SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2.4M | 0.78% | 82,859 | Trimmed |
| 24 | MTCH | MATCH GROUP INC NEW COM | $2.4M | 0.77% | 63,308 | Trimmed |
| 25 | FRSH | FRESHWORKS INC CLASS A COM | $2.4M | 0.76% | 236,845 | Added |
Source: SEC Form 13F filings · as of 2026-06-30