Inlight Wealth Management, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 51.9% | $26,475,297 |
| Technology | 18.2% | $9,280,224 |
| Healthcare | 11.5% | $5,885,635 |
| Financial Services | 7.9% | $4,030,755 |
| Energy | 7.8% | $4,003,977 |
| Unclassified | 1.6% | $799,510 |
| Consumer Cyclical | 1.1% | $551,266 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +17,078 | 449,301 | $9,300,530 | |
| FRSH | Freshworks Inc. | +16,673 | 236,845 | $2,396,871 | |
| VZ | Verizon Communications Inc | +9,951 | 138,154 | $5,849,440 | |
| BILL | BILL Holdings, Inc. | +4,112 | 63,131 | $2,282,816 | |
| WBD | Warner Bros. Discovery, Inc. | +152 | 12,561 | $334,876 | |
| NVDA | Nvidia Corp | +102 | 1,698 | $339,752 | |
| HD | Home Depot, Inc. | +70 | 920 | $324,465 | |
| AAPL | Apple Inc. | +2 | 2,263 | $654,821 | |
| MSFT | Microsoft Corp | +1 | 712 | $265,590 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMPY | Amplify Energy Corp. | −3,261 | 269,773 | $1,073,696 | |
| 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 | |
| GOOGL | Alphabet Inc. | −760 | 647 | $231,218 | |
| 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 | |
| BRK-B | Berkshire Hathaway Inc | −63 | 6,632 | $3,318,586 | |
| 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 | |
| JPM | Jpmorgan Chase & Co | 824 | $269,719 | |
| SPY | Spdr S&P 500 ETF Trust | 339 | $253,155 | |
| CVX | Chevron Corp | 1,436 | $238,031 | |
| MAR | Marriott International Inc /Md/ | 612 | $226,801 | |
| UNH | Unitedhealth Group Inc | 531 | $220,699 | |
| GS | Goldman Sachs Group Inc | 215 | $217,444 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
Added | 449,301 | $9,300,530 | 18.23% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Reduced | 446,161 | $5,902,710 | 11.57% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 138,154 | $5,849,440 | 11.46% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 33,646 | $3,340,374 | 6.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,632 | $3,318,586 | 6.50% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 31,854 | $3,295,296 | 6.46% | |
| BP |
Bp PLC
Energy
|
Reduced | 72,862 | $2,692,250 | 5.28% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 82,859 | $2,447,654 | 4.80% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Reduced | 63,308 | $2,408,869 | 4.72% | |
| FRSH |
Freshworks Inc.
Technology
|
Added | 236,845 | $2,396,871 | 4.70% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 98,407 | $2,369,640 | 4.64% | |
| BILL |
BILL Holdings, Inc.
Technology
|
Added | 63,131 | $2,282,816 | 4.47% | |
| AMPY |
Amplify Energy Corp.
Energy
|
Reduced | 269,773 | $1,073,696 | 2.10% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,263 | $654,821 | 1.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,698 | $339,752 | 0.67% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Added | 12,561 | $334,876 | 0.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 920 | $324,465 | 0.64% | |
| FXE |
Invesco CurrencyShares Euro Trust
|
Reduced | 2,602 | $274,354 | 0.54% | |
| SLV |
iShares Silver Trust
|
Held | 5,087 | $272,001 | 0.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 824 | $269,719 | 0.53% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 712 | $265,590 | 0.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 339 | $253,155 | 0.50% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,436 | $238,031 | 0.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 647 | $231,218 | 0.45% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 612 | $226,801 | 0.44% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 5,593 | $225,006 | 0.44% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 531 | $220,699 | 0.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 215 | $217,444 | 0.43% |
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.