Inlight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Inlight Wealth Management, LLC held in its portfolio 234 assets valued at $273,105,962 (i.e. $273.11M).
The most valuable assets in the portfolio included: VANGUARD FTSE DEVELOPED MARKETS ETF ($34.77M), ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF ($23.80M), and INVESCO S&P 500 EQUAL WEIGHT ETF ($19.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 234 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Inlight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 556615 | 34771743 | ETF |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 316251 | 23794725 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 99712 | 19100831 | ETF |
| SPROTT PHYSICAL GOLD & SILVER TRUST | 398877 | 18268567 | CEF |
| ISHARES CORE S&P SMALL CAP ETF | 175294 | 17928484 | ETF |
| PACER US CASH COWS 100 ETF | 257643 | 15502379 | ETF |
| VANGUARD VALUE ETF | 79037 | 15095253 | ETF |
| ISHARES MSCI INTL QUALITY FACTOR ETF | 280326 | 12740800 | ETF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 209756 | 8954484 | ETF |
| ISHARES RUSSELL MID-CAP VALUE ETF | 54837 | 7734759 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 34194 | 7241912 | ETF |
| VANECK JUNIOR GOLD MINERS ETF | 62129 | 7069038 | ETF |
| VANECK GOLD MINERS ETF | 77543 | 6650863 | ETF |
| VANGUARD MID-CAP VALUE ETF | 37343 | 6623528 | ETF |
| VODAFONE GROUP PLC SPONSORED ADR | 463548 | 6123469 | ADR |
| AT&T INC | 405204 | 5740026 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 84489 | 5576274 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 65355 | 4750001 | ETF |
| VERIZON COMMUNICATIONS INC | 114187 | 4650837 | Stock |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 76069 | 4354190 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7397 | 3718102 | Stock |
| PACER US SMALL CAP CASH COWS ETF | 78005 | 3461082 | ETF |
| BILL HOLDINGS INC COM | 58201 | 3174283 | Stock |
| CVS HEALTH CORP COM | 34365 | 2727206 | Stock |
| BP PLC ADR | 75579 | 2624845 | ADR |
| FRESHWORKS INC CLASS A COM | 211247 | 2587776 | Stock |
| PFIZER INC COM | 100345 | 2498591 | Stock |
| MATCH GROUP INC NEW COM | 65821 | 2125360 | Stock |
| SIRIUSXM HOLDINGS INC COMMON STOCK | 85104 | 1701655 | Stock |
| AMPLIFY ENERGY CORP NEW COM | 282296 | 1290093 | Stock |
| VANGUARD SHORT-TERM TREASURY ETF | 13648 | 801547 | ETF |
| APPLE INC COM | 2250 | 611656 | Stock |
| ALPHABET INC CAP STK CL C | 1395 | 437735 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 70100 | 416257 | ETF |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 3528 | 401204 | ETF |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2804 | 395813 | ETF |
| ISHARES S&P MID-CAP 400 VALUE ETF | 2800 | 368452 | ETF |
| GLOBALSTAR INC COM NEW | 5866 | 358061 | Stock |
| MICROSOFT CORP COM | 711 | 343700 | Stock |
| ISHARES SILVER TRUST | 5087 | 327705 | ETF |
| INVESCO CURRENCYSHARES EURO TRUST | 3002 | 325582 | ETF |
| CARLISLE COS INC COM | 320026 | 320026 | Stock |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 5254 | 314872 | ETF |
| WORKIVA INC COM CL A | 3607 | 311104 | Stock |
| SCHWAB US TIPS ETF | 11656 | 308767 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 3024 | 303549 | ETF |
| NVIDIA CORPORATION COM | 1590 | 296563 | Stock |
| ISHARES 0-5 YEAR TIPS BOND ETF | 2768 | 283416 | ETF |
| HOME DEPOT INC COM | 780 | 268398 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 9322 | 250859 | ETF |
| VANGUARD S&P 500 ETF | 369 | 231590 | ETF |
| ISHARES S&P 500 GROWTH ETF | 210897 | 210897 | ETF |
| ALPHABET INC CAP STK CL A | 646 | 202337 | Stock |
| ISHARES S&P 500 VALUE ETF | 179293 | 200400 | ETF |
| EXXON MOBIL CORP COM | 1526 | 183639 | Stock |
| MARRIOTT INTL INC NEW CL A | 572 | 177457 | Stock |
| ATMOS ENERGY CORP COM | 1000 | 167630 | Stock |
| NORFOLK SOUTHN CORP COM | 541 | 156198 | Stock |
| GOLDMAN SACHS GROUP INC COM | 174 | 152946 | Stock |
| JOHNSON & JOHNSON COM | 732 | 151487 | Stock |
| JPMORGAN CHASE & CO. COM | 427 | 137588 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 899 | 133672 | ETF |
| WELLTOWER INC COM | 720 | 133639 | REIT |
| COSTCO WHOLESALE CORPORATION COM | 152 | 131076 | Stock |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 523 | 130912 | ETF |
| ISHARES GOLD TRUST | 1606 | 130359 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 383 | 128416 | ETF |
| ENTERPRISE PRODS PARTNERS L P COM | 4000 | 128240 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 221 | 125166 | Stock |
| DISNEY WALT CO COM | 1071 | 121806 | Stock |
| ISHARES MSCI EAFE ETF | 1261 | 121094 | ETF |
| DIGITAL RLTY TR INC COM | 770 | 119127 | REIT |
| GLOBAL X COPPER MINERS ETF | 1500 | 107685 | ETF |
| CHEVRON CORP NEW COM | 703 | 107144 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 2700 | 99900 | Stock |
| LENNOX INTL INC COM | 203 | 98573 | Stock |
| ILLINOIS TOOL WKS INC COM | 379 | 93348 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 1000 | 91930 | ADR |
| TEXAS ROADHOUSE INC COM | 534 | 88644 | Stock |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 366 | 88294 | ETF |
| SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF | 3189 | 87410 | ETF |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 394 | 84588 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 2500 | 81550 | ETF |
| UNITED PARCEL SERVICE INC CL B | 807 | 80046 | Stock |
| STATE STREET SPDR S&P DIVIDEND ETF | 559 | 77790 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 3127 | 75173 | ETF |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 851 | 74956 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 1104 | 74211 | ETF |
| VANGUARD UTILITIES ETF | 400 | 74016 | ETF |
| SPDR S&P 500 ETF TRUST | 107 | 72965 | ETF |
| SPDR GOLD SHARES | 171 | 67769 | ETF |
| VANGUARD FTSE EUROPE ETF | 67702 | 67702 | ETF |
| ISHARES CORE S&P 500 ETF | 97 | 66439 | ETF |
| TESLA INC COM | 135 | 60712 | Stock |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | 839 | 59947 | ETF |
| NNN REIT INC COM | 1334 | 52866 | REIT |
| AVALONBAY CMNTYS INC COM | 289 | 52399 | REIT |
| VANGUARD DIVIDEND APPRECIATION ETF | 235 | 51648 | ETF |
| GLOBAL X URANIUM ETF | 1200 | 51276 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 445 | 47664 | ETF |
| TJX COS INC NEW COM | 300 | 46083 | Stock |
| AMAZON COM INC COM | 199 | 45933 | Stock |
| PINTEREST INC CL A | 1770 | 45825 | Stock |
| ABBVIE INC COM | 200 | 45698 | Stock |
| OMADA HEALTH INC COM | 2832 | 44689 | Stock |
| VANGUARD HEALTH CARE ETF | 152 | 43753 | ETF |
| NATIONAL FUEL GAS CO COM | 500 | 40030 | Stock |
| PHILIP MORRIS INTL INC COM | 239 | 38336 | Stock |
| LOWES COS INC COM | 155 | 37380 | Stock |
| EMERSON ELEC CO COM | 256 | 33976 | Stock |
| CATERPILLAR INC COM | 58 | 33226 | Stock |
| TOTALENERGIES SE ACT | 500 | 32710 | Stock |
| GENERAL DYNAMICS CORP COM | 97 | 32656 | Stock |
| HSBC HLDGS PLC SPON ADR NEW | 400 | 31468 | ADR |
| FIRST TRUST CLOUD COMPUTING ETF | 236 | 30699 | ETF |
| NETFLIX INC. COM | 320 | 30003 | Stock |
| VANGUARD LARGE-CAP ETF | 94 | 29591 | ETF |
| SPARKLINE INTANGIBLE VALUE ETF | 774 | 28666 | ETF |
| WARNER BROS DISCOVERY INC COM SER A | 12290 | 28342 | Stock |
| ROYAL CARIBBEAN GROUP COM | 101 | 28285 | Stock |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 1250 | 27950 | REIT |
| ACCENTURE PLC IRELAND SHS CLASS A | 100 | 26830 | Stock |
| ALTRIA GROUP INC COM | 463 | 26697 | Stock |
| VANGUARD SMALL-CAP ETF | 94 | 24247 | ETF |
| MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 1500 | 23790 | ADR |
| SHOPIFY INC CL A SUB VTG SHS | 145 | 23341 | Stock |
| UBER TECHNOLOGIES INC COM | 284 | 23206 | Stock |
| CADENCE BANK COM | 500 | 21420 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 45 | 21094 | Stock |
| OCCIDENTAL PETE CORP COM | 500 | 20560 | Stock |
| GE AEROSPACE COM NEW | 64 | 19785 | Stock |
| CLOUDFLARE INC CL A COM | 100 | 19715 | Stock |
| COCA COLA CO COM | 277 | 19365 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 223 | 17889 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 675 | 17705 | ETF |
| 3M CO COM | 110 | 17611 | Stock |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 200 | 16528 | ETF |
| RTX CORPORATION COM | 81 | 14855 | Stock |
| AMGEN INC COM | 42 | 13747 | Stock |
| ISHARES BITCOIN TRUST ETF | 258 | 12810 | ETF |
| GILEAD SCIENCES INC COM | 103 | 12672 | Stock |
| CISCO SYS INC COM | 159 | 12248 | Stock |
| META PLATFORMS INC CL A | 18 | 11882 | Stock |
| ISHARES SELECT DIVIDEND ETF | 73 | 10303 | ETF |
| GE VERNOVA INC COM | 15 | 9804 | Stock |
| UNITY SOFTWARE INC COM | 212 | 9364 | Stock |
| ALLIANCE RESOURCE PARTNERS L P UT LTD PART | 400 | 9292 | Stock |
| SERVICENOW INC COM | 60 | 9191 | Stock |
| MONDELEZ INTL INC CL A | 167 | 8990 | Stock |
| BANK AMERICA CORP COM | 159 | 8745 | Stock |
| GARMIN LTD SHS | 43 | 8723 | Stock |
| EATON VANCE TX ADV GLBL DIV FD COM | 366 | 8455 | CEF |
| ABRDN INCOME CREDIT STRATEGIES COM | 1554 | 8407 | CEF |
| WINNEBAGO INDS INC COM | 200 | 8104 | Stock |
| PIMCO DYNAMIC INCOME FD SHS | 450 | 7970 | CEF |
| PROCTER & GAMBLE CO COM | 55 | 7882 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 113 | 7844 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 7 | 7489 | ADR |
| ZSCALER INC COM | 33 | 7422 | Stock |
| EQT CORP COM | 136 | 7290 | Stock |
| VANECK MORNINGSTAR WIDE MOAT ETF | 68 | 7042 | ETF |
| VANECK REAL ASSETS ETF | 200 | 6986 | ETF |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 135 | 6966 | ETF |
| BROADCOM INC COM | 20 | 6922 | Stock |
| MEDTRONIC PLC SHS | 71 | 6820 | Stock |
| ROBINHOOD MKTS INC COM CL A | 60 | 6786 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 80 | 6569 | Stock |
| ADVANCED MICRO DEVICES INC COM | 30 | 6425 | Stock |
| FULGENT GENETICS INC COM | 239 | 6279 | Stock |
| TYLER TECHNOLOGIES INC COM | 13 | 5901 | Stock |
| EATON VANCE LIMITED DURATION I COM | 583 | 5778 | CEF |
| AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | 100 | 5689 | ETF |
| RESMED INC COM | 23 | 5540 | Stock |
| PURE STORAGE INC CL A | 82 | 5495 | Stock |
| TOAST INC CL A | 152 | 5398 | Stock |
| POLARIS INC COM | 84 | 5313 | Stock |
| PITNEY BOWES INC COM | 500 | 5285 | Stock |
| VEEVA SYS INC CL A COM | 23 | 5134 | Stock |
| TORTOISE ENERGY INFRSTRCTR CP COM | 123 | 5031 | CEF |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 150 | 5018 | ETF |
| FIRST EAGLE GLOBAL EQUITY ETF | 109 | 5017 | ETF |
| SYSCO CORP COM | 68 | 5011 | Stock |
| STANLEY BLACK & DECKER INC COM | 67 | 4977 | Stock |
| FIRST TR INTER DURATN PFD & IN COM | 253 | 4716 | CEF |
| NOVO-NORDISK A S ADR | 90 | 4579 | ADR |
| CHEWY INC CL A | 138 | 4561 | Stock |
| CARRIER GLOBAL CORPORATION COM | 81 | 4280 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 14 | 4254 | ADR |
| AIRBNB INC COM CL A | 30 | 4072 | Stock |
| ZOOM COMMUNICATIONS INC CL A | 46 | 3969 | Stock |
| MASIMO CORP COM | 30 | 3902 | Stock |
| TEMPUS AI INC CL A | 66 | 3897 | Stock |
| LUMEN TECHNOLOGIES INC COM | 500 | 3885 | Stock |
| ADOBE INC COM | 11 | 3850 | Stock |
| THE TRADE DESK INC COM CL A | 100 | 3796 | Stock |
| KYNDRYL HLDGS INC COMMON STOCK | 141 | 3745 | Stock |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 200 | 3538 | ADR |
| DUKE ENERGY CORP NEW COM NEW | 30 | 3516 | Stock |
| KLARNA GROUP PLC SHS | 121 | 3498 | Stock |
| OTIS WORLDWIDE CORP COM | 40 | 3494 | Stock |
| GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF | 107 | 3290 | ETF |
| CARNIVAL CORP PAIRED CTF | 100 | 3054 | Stock |
| AMERICAN INTL GROUP INC COM NEW | 35 | 2994 | Stock |
| COMCAST CORP NEW CL A | 94 | 2810 | Stock |
| ISHARES GLOBAL 100 ETF | 22 | 2787 | ETF |
| ATLASSIAN CORPORATION CL A | 17 | 2756 | Stock |
| UPSTART HLDGS INC COM | 52 | 2274 | Stock |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | 100 | 2232 | Stock |
| MIND TECHNOLOGY INC COM NEW | 250 | 2198 | Stock |
| SOLVENTUM CORP COM SHS | 27 | 2139 | Stock |
| SOUNDHOUND AI INC CLASS A COM | 200 | 1994 | Stock |
| CMB.TECH NV SHS | 190 | 1834 | Stock |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 40 | 1788 | ETF |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 14 | 1543 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 19 | 1433 | ETF |
| RIOT PLATFORMS INC COM | 100 | 1267 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 44 | 1207 | ETF |
| OCCIDENTAL PETE CORP WT EXP 080327 | 62 | 1195 | Stock |
| HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | 159 | 951 | CEF |
| LIVEONE INC COM NEW | 200 | 944 | Stock |
| MARA HOLDINGS INC COM | 100 | 898 | Stock |
| ADT INC DEL COM | 91 | 734 | Stock |
| CAPRI HOLDINGS LIMITED SHS | 27 | 659 | Stock |
| MV OIL TR TR UNITS | 500 | 610 | Stock |
| ARISTA NETWORKS INC COM SHS | 4 | 524 | Stock |
| WABTEC COM | 2 | 427 | Stock |
| VANGUARD ENERGY ETF | 3 | 378 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 15 | 345 | ETF |
| PODCASTONE INC COM | 96 | 237 | Stock |
| EBANG INTL HLDGS INC CL A ORD SH NEW | 46 | 141 | Stock |
| MOSAIC CO NEW COM | 2 | 48 | Stock |
| MANCHESTER UTD PLC NEW ORD CL A | 1 | 16 | Stock |
| CEMTREX INC COM | 2 | 5 | Stock |
| VIVOPOWER INTERNATIONAL PLC SHS NEW | 1 | 2 | Stock |
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