Inlight Wealth Management, LLC
AdviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.4%; sector active share 75.6% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.2% | $271,264,669 |
| Communication Services | 8.3% | $26,742,189 |
| Technology | 2.9% | $9,280,224 |
| Healthcare | 1.8% | $5,885,635 |
| Energy | 1.3% | $4,278,647 |
| Financial Services | 1.3% | $4,030,755 |
| Consumer Cyclical | 0.2% | $551,266 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | +52,092 | 689,068 | $49,096,095 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +27,806 | 351,520 | $17,417,816 | |
| IJH | iShares Core S&P Mid-Cap ETF | +23,813 | 143,068 | $11,031,973 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +19,469 | 257,816 | $11,689,377 | |
| T | At&T Inc. | +17,078 | 449,301 | $9,300,530 | |
| FRSH | Freshworks Inc. | +16,673 | 236,845 | $2,396,871 | |
| COWZ | Pacer US Cash Cows 100 ETF | +15,012 | 302,004 | $18,784,648 | |
| IJR | iShares Core S&P Small-Cap ETF | +14,729 | 215,175 | $31,912,604 | |
| ISHG | iShares 1-3 Year International Treasury Bond ETF | +13,304 | 346,131 | $25,700,226 | |
| VZ | Verizon Communications Inc | +9,951 | 138,154 | $5,849,440 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | +9,710 | 94,086 | $9,624,997 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | +9,701 | 63,710 | $12,589,096 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +8,133 | 55,104 | $13,389,720 | |
| RSP | Victory Portfolios II | +7,948 | 123,583 | $26,294,754 | |
| VTV | VANGUARD VALUE INDEX FUND | +4,938 | 94,203 | $20,529,659 | |
| BILL | BILL Holdings, Inc. | +4,112 | 63,131 | $2,282,816 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +1,368 | 16,825 | $979,215 | |
| SCHP | Schwab U.S. TIPS ETF | +912 | 13,780 | $365,170 | |
| XOM | ExxonMobil Holdings Corp | +595 | 2,009 | $274,670 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +535 | 6,427 | $379,064 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +253 | 3,422 | $349,591 | |
| GOOG | Alphabet Inc. | +199 | 1,606 | $567,447 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +176 | 70,163 | $458,926 | |
| WBD | Warner Bros. Discovery, Inc. | +152 | 12,561 | $34,321 | |
| NVDA | Nvidia Corp | +102 | 1,698 | $339,752 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CALF | Pacer US Small Cap Cash Cows 100 ETF | −3,422 | 70,365 | $3,561,172 | |
| AMPY | Amplify Energy Corp. | −3,261 | 269,773 | $1,073,696 | |
| — | −3,235 | 67,498 | $4,367,795 | ||
| VOD | Vodafone Group Public Ltd Co | −2,920 | 446,161 | $5,902,710 | |
| CEF | Sprott Physical Gold & Silver Trust | −1,563 | 5,593 | $225,006 | |
| CVS | CVS HEALTH Corp | −1,075 | 31,854 | $3,295,296 | |
| MTCH | Match Group, Inc. | −569 | 63,308 | $2,408,869 | |
| FXE | Invesco CurrencyShares Euro Trust | −400 | 2,602 | $274,354 | |
| BP | Bp PLC | −365 | 72,862 | $2,692,250 | |
| PFE | Pfizer Inc | −278 | 98,407 | $2,369,640 | |
| SIRI | Sirius Xm Holdings Inc. | −232 | 82,859 | $2,447,654 | |
| IWS | iShares Russell Mid-Cap Value ETF | −227 | 53,876 | $8,867,989 | |
| BRK-B | Berkshire Hathaway Inc | −63 | 6,632 | $3,318,586 | |
| VOO | VANGUARD 500 INDEX FUND | −5 | 369 | $253,432 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 33,646 | $3,340,374 | |
| IVV | iShares Core S&P 500 ETF | 893 | $668,758 | |
| JPM | Jpmorgan Chase & Co | 824 | $269,719 | |
| SPY | Spdr S&P 500 ETF Trust | 339 | $253,155 | |
| IXUS | iShares Core MSCI Total International Stock ETF | 2,594 | $247,571 | |
| CVX | Chevron Corp | 1,436 | $238,031 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 1,468 | $231,988 | |
| GOOGL | Alphabet Inc. | 647 | $231,218 | |
| MAR | Marriott International Inc /Md/ | 612 | $226,801 | |
| UNH | Unitedhealth Group Inc | 531 | $220,699 | |
| GS | Goldman Sachs Group Inc | 215 | $217,444 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 2,960 | $217,293 | |
| — | 837 | $206,077 | ||
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WK | Workiva Inc | 3,607 | $215,085 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 689,068 | $49,096,095 | 15.25% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 215,175 | $31,912,604 | 9.91% | |
| RSP |
Victory Portfolios II
|
Added | 123,583 | $26,294,754 | 8.17% | |
| ISHG |
iShares 1-3 Year International Treasury Bond ETF
|
Added | 346,131 | $25,700,226 | 7.98% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 94,203 | $20,529,659 | 6.38% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Added | 302,004 | $18,784,648 | 5.83% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 351,520 | $17,417,816 | 5.41% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 55,104 | $13,389,720 | 4.16% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Added | 63,710 | $12,589,096 | 3.91% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 257,816 | $11,689,377 | 3.63% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 143,068 | $11,031,973 | 3.43% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Added | 94,086 | $9,624,997 | 2.99% | |
| T |
At&T Inc.
Communication Services
|
Added | 449,301 | $9,300,530 | 2.89% | |
| IWS |
iShares Russell Mid-Cap Value ETF
|
Reduced | 53,876 | $8,867,989 | 2.75% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Reduced | 446,161 | $5,902,710 | 1.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 138,154 | $5,849,440 | 1.82% | |
|
|
Reduced | 67,498 | $4,367,795 | 1.36% | ||
| CALF |
Pacer US Small Cap Cash Cows 100 ETF
|
Reduced | 70,365 | $3,561,172 | 1.11% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 33,646 | $3,340,374 | 1.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,632 | $3,318,586 | 1.03% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 31,854 | $3,295,296 | 1.02% | |
| BP |
Bp PLC
Energy
|
Reduced | 72,862 | $2,692,250 | 0.84% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 82,859 | $2,447,654 | 0.76% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Reduced | 63,308 | $2,408,869 | 0.75% | |
| FRSH |
Freshworks Inc.
Technology
|
Added | 236,845 | $2,396,871 | 0.74% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 98,407 | $2,369,640 | 0.74% | |
| BILL |
BILL Holdings, Inc.
Technology
|
Added | 63,131 | $2,282,816 | 0.71% | |
| AMPY |
Amplify Energy Corp.
Energy
|
Reduced | 269,773 | $1,073,696 | 0.33% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 16,825 | $979,215 | 0.30% | |
| IVV |
iShares Core S&P 500 ETF
|
NEW | 893 | $668,758 | 0.21% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,263 | $654,821 | 0.20% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 1,606 | $567,447 | 0.18% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 70,163 | $458,926 | 0.14% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 6,427 | $379,064 | 0.12% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 13,780 | $365,170 | 0.11% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Added | 3,422 | $349,591 | 0.11% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,698 | $339,752 | 0.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 920 | $324,465 | 0.10% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,009 | $274,670 | 0.09% | |
| FXE |
Invesco CurrencyShares Euro Trust
|
Reduced | 2,602 | $274,354 | 0.09% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Held | 9,322 | $274,346 | 0.09% | |
| SLV |
iShares Silver Trust
|
Held | 5,087 | $272,001 | 0.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 824 | $269,719 | 0.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 712 | $265,590 | 0.08% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Held | 1,940 | $265,159 | 0.08% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 369 | $253,432 | 0.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 339 | $253,155 | 0.08% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
NEW | 2,594 | $247,571 | 0.08% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,436 | $238,031 | 0.07% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
NEW | 1,468 | $231,988 | 0.07% |
Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.