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 $270.1M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($40.8M, 15.11%), ISHG ($24.7M, 9.14%), RSP ($22.2M, 8.22%), IJR ($21.7M, 8.02%), COWZ ($18.0M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $40.8M | 15.11% | 636,976 | Added |
| 2 | ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $24.7M | 9.14% | 332,827 | Added |
| 3 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $22.2M | 8.22% | 115,635 | Added |
| 4 | IJR | ISHARES CORE S&P SMALL CAP ETF | $21.7M | 8.02% | 200,446 | Added |
| 5 | COWZ | PACER US CASH COWS 100 ETF | $18.0M | 6.65% | 286,992 | Added |
| 6 | VTV | VANGUARD VALUE ETF | $17.5M | 6.48% | 89,265 | Added |
| 7 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $15.0M | 5.54% | 323,714 | Added |
| 8 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $10.9M | 4.05% | 238,347 | Added |
| 9 | VBR | VANGUARD SMALL CAP VALUE ETF | $10.2M | 3.78% | 46,971 | Added |
| 10 | VOE | VANGUARD MID-CAP VALUE ETF | $10.0M | 3.69% | 54,009 | Added |
| 11 | IJH | ISHARES CORE S&P MID-CAP ETF | $8.1M | 2.98% | 119,255 | Added |
| 12 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7.9M | 2.92% | 54,103 | Trimmed |
| 13 | T | AT&T INC | $7.5M | 2.76% | 432,223 | Added |
| 14 | VOD | VODAFONE GROUP PLC SPONSORED ADR | $6.7M | 2.50% | 449,081 | Trimmed |
| 15 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6.6M | 2.46% | 84,376 | Added |
| 16 | VZ | VERIZON COMMUNICATIONS INC | $6.4M | 2.38% | 128,203 | Added |
| 17 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $4.3M | 1.57% | 70,733 | Trimmed |
| 18 | BP | BP PLC ADR | $3.4M | 1.27% | 73,227 | Trimmed |
| 19 | CALF | PACER US SMALL CAP CASH COWS ETF | $3.3M | 1.23% | 73,787 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.2M | 1.19% | 6,695 | Trimmed |
| 21 | PFE | PFIZER INC COM | $2.8M | 1.03% | 98,685 | Trimmed |
| 22 | CVS | CVS HEALTH CORP COM | $2.4M | 0.88% | 32,929 | Trimmed |
| 23 | BILL | BILL HOLDINGS INC COM | $2.3M | 0.84% | 59,019 | Added |
| 24 | MTCH | MATCH GROUP INC NEW COM | $2.0M | 0.73% | 63,877 | Trimmed |
| 25 | SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.9M | 0.71% | 83,091 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31