Universe · entity
Inlight Wealth Management, LLC
Institutional manager (13F) · CIK 1731795
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $270M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | $41M | 636,976 |
| 2 | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $25M | 332,827 |
| 3 | INVESCO S&P 500 EQUAL WEIGHT ETF | $22M | 115,635 |
| 4 | ISHARES CORE S&P SMALL CAP ETF | $22M | 200,446 |
| 5 | PACER US CASH COWS 100 ETF | $18M | 286,992 |
| 6 | VANGUARD VALUE ETF | $18M | 89,265 |
| 7 | ISHARES MSCI INTL QUALITY FACTOR ETF | $15M | 323,714 |
| 8 | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $11M | 238,347 |
| 9 | VANGUARD SMALL CAP VALUE ETF | $10M | 46,971 |
| 10 | VANGUARD MID-CAP VALUE ETF | $10M | 54,009 |
| 11 | ISHARES CORE S&P MID-CAP ETF | $8M | 119,255 |
| 12 | ISHARES RUSSELL MID-CAP VALUE ETF | $8M | 54,103 |
| 13 | AT&T INC | $7M | 432,223 |
| 14 | VODAFONE GROUP PLC SPONSORED ADR | $7M | 449,081 |
| 15 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7M | 84,376 |
| 16 | VERIZON COMMUNICATIONS INC | $6M | 128,203 |
| 17 | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $4M | 70,733 |
| 18 | BP PLC ADR | $3M | 73,227 |
| 19 | PACER US SMALL CAP CASH COWS ETF | $3M | 73,787 |
| 20 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3M | 6,695 |
| 21 | PFIZER INC COM | $3M | 98,685 |
| 22 | CVS HEALTH CORP COM | $2M | 32,929 |
| 23 | BILL HOLDINGS INC COM | $2M | 59,019 |
| 24 | MATCH GROUP INC NEW COM | $2M | 63,877 |
| 25 | SIRIUSXM HOLDINGS INC COMMON STOCK | $2M | 83,091 |
| 26 | FRESHWORKS INC CLASS A COM | $2M | 220,172 |
| 27 | AMPLIFY ENERGY CORP NEW COM | $2M | 273,034 |
| 28 | VANGUARD SHORT-TERM TREASURY ETF | $905k | 15,457 |
| 29 | APPLE INC COM | $574k | 2,261 |
| 30 | VANGUARD FTSE EMERGING MARKETS ETF | $412k | 69,987 |
| 31 | ALPHABET INC CAP STK CL C | $404k | 1,407 |
| 32 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $351k | 5,892 |
| 33 | ISHARES SILVER TRUST | $347k | 5,087 |
| 34 | SCHWAB US TIPS ETF | $342k | 12,868 |
| 35 | SPROTT PHYSICAL GOLD & SILVER TRUST | $341k | 7,156 |
| 36 | ISHARES 0-5 YEAR TIPS BOND ETF | $328k | 3,169 |
| 37 | INVESCO CURRENCYSHARES EURO TRUST | $320k | 3,002 |
| 38 | HOME DEPOT INC COM | $280k | 850 |
| 39 | NVIDIA CORPORATION COM | $278k | 1,596 |
| 40 | MICROSOFT CORP COM | $263k | 711 |
| 41 | EXXON MOBIL CORP COM | $240k | 1,414 |
| 42 | SCHWAB U.S. LARGE-CAP ETF | $239k | 9,322 |
| 43 | ISHARES S&P SMALL-CAP 600 VALUE ETF | $230k | 1,940 |
| 44 | VANGUARD S&P 500 ETF | $224k | 374 |
| 45 | ISHARES CORE MSCI EAFE ETF | $216k | 2,383 |
| 46 | WORKIVA INC COM CL A | $215k | 3,607 |
| 47 | ISHARES S&P 500 GROWTH ETF | $211k | 210,897 |
| 48 | ISHARES S&P 500 VALUE ETF | $200k | 179,293 |
| 49 | VANGUARD FTSE EUROPE ETF | $68k | 67,702 |
| 50 | WARNER BROS DISCOVERY INC COM SER A | $31k | 12,409 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.