Inlight Wealth Management, LLC
63 holdingsFiling period: 2026-06-30Current AUM: $325.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 689.1K | $49.1M | $49.3M | 15.15% | +52.1K | 2026-06-30 |
| 2 | IJR | ISHARES CORE S&P SMALL CAP ETF | 215.2K | $28.0M | $26.5M | 8.14% | +14.7K | 2026-06-30 |
| 3 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 123.6K | $26.3M | $26.4M | 8.13% | +7.9K | 2026-06-30 |
| 4 | ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 346.1K | $25.7M | $26.1M | 8.02% | +13.3K | 2026-06-30 |
| 5 | VTV | VANGUARD VALUE ETF | 94.2K | $20.5M | $21.0M | 6.45% | +4.9K | 2026-06-30 |
| 6 | COWZ | PACER US CASH COWS 100 ETF | 302.0K | $18.8M | $21.3M | 6.54% | +15.0K | 2026-06-30 |
| 7 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 351.5K | $17.4M | $17.6M | 5.41% | +27.8K | 2026-06-30 |
| 8 | VBR | VANGUARD SMALL CAP VALUE ETF | 55.1K | $13.4M | $13.3M | 4.08% | +8.1K | 2026-06-30 |
| 9 | VOE | VANGUARD MID-CAP VALUE ETF | 63.7K | $12.6M | $13.0M | 3.99% | +9.7K | 2026-06-30 |
| 10 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 257.8K | $11.7M | $10.7M | 3.28% | +19.5K | 2026-06-30 |
| 11 | IJH | ISHARES CORE S&P MID-CAP ETF | 143.1K | $11.0M | $10.5M | 3.22% | +23.8K | 2026-06-30 |
| 12 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 94.1K | $9.6M | $9.1M | 2.80% | +9.7K | 2026-06-30 |
| 13 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 53.9K | $8.9M | $8.9M | 2.74% | -227 | 2026-06-30 |
| 14 | VOD | VODAFONE GROUP PLC SPONSORED ADR | 446.2K | $5.9M | $7.9M | 2.43% | -2,920 | 2026-06-30 |
| 15 | VZ | VERIZON COMMUNICATIONS INC | 138.2K | $5.8M | $7.1M | 2.19% | +10.0K | 2026-06-30 |
| 16 | T | AT&T INC | 449.3K | $5.7M | $7.4M | 2.27% | +17.1K | 2026-06-30 |
| 17 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 67.5K | $4.4M | $4.2M | 1.31% | -3,235 | 2026-06-30 |
| 18 | CALF | PACER US SMALL CAP CASH COWS ETF | 70.4K | $3.6M | $4.0M | 1.23% | -3,422 | 2026-06-30 |
| 19 | NOW | SERVICENOW INC COM | 33.6K | $3.3M | $4.8M | 1.47% | -- | 2026-06-30 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.6K | $3.3M | $3.3M | 1.02% | -63 | 2026-06-30 |
| 21 | CVS | CVS HEALTH CORP COM | 31.9K | $3.3M | $3.0M | 0.93% | -1,075 | 2026-06-30 |
| 22 | BP | BP PLC ADR | 72.9K | $2.7M | $3.4M | 1.05% | -365 | 2026-06-30 |
| 23 | SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 82.9K | $2.4M | $2.4M | 0.75% | -232 | 2026-06-30 |
| 24 | MTCH | MATCH GROUP INC NEW COM | 63.3K | $2.4M | $2.8M | 0.86% | -569 | 2026-06-30 |
| 25 | FRSH | FRESHWORKS INC CLASS A COM | 236.8K | $2.4M | $3.0M | 0.92% | +16.7K | 2026-06-30 |
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