Inlight Wealth Management, LLC

Portfolio Overview

Inlight Wealth Management, LLC disclosed 50 positions worth $270.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 181. The portfolio is most concentrated in Other (73.4% of disclosed assets). All figures are sourced directly from Inlight Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1731795.

• VANGUARD FTSE DEVELOPED MARKETS ETF

  —

  Quality

  $40.8M636,976 sh

• ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

  —

  Quality

  $24.7M332,827 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $22.2M115,635 sh

• ISHARES CORE S&P SMALL CAP ETF

  —

  Quality

  $21.7M200,446 sh

• PACER US CASH COWS 100 ETF

  —

  Quality

  $18.0M286,992 sh

• VANGUARD VALUE ETF

  —

  Quality

  $17.5M89,265 sh

• ISHARES MSCI INTL QUALITY FACTOR ETF

  —

  Quality

  $15.0M323,714 sh

• STATE STREET UTILITIES SELECT SECTOR SPDR ETF

  —

  Quality

  $10.9M238,347 sh

• VANGUARD SMALL CAP VALUE ETF

  —

  Quality

  $10.2M46,971 sh

• VANGUARD MID-CAP VALUE ETF

  —

  Quality

  $10.0M54,009 sh

Company	Quality	Value	Shares
VANGUARD FTSE DEVELOPED MARKETS ETF	—	$40.8M	636,976
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF	—	$24.7M	332,827
Invesco Ltd.$IVZ	—	$22.2M	115,635
ISHARES CORE S&P SMALL CAP ETF	—	$21.7M	200,446
PACER US CASH COWS 100 ETF	—	$18.0M	286,992
VANGUARD VALUE ETF	—	$17.5M	89,265
ISHARES MSCI INTL QUALITY FACTOR ETF	—	$15.0M	323,714
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	—	$10.9M	238,347
VANGUARD SMALL CAP VALUE ETF	—	$10.2M	46,971
VANGUARD MID-CAP VALUE ETF	—	$10.0M	54,009

Showing top 10 of 50 holdings.

Full Holdings — Inlight Wealth Management, LLC (Q1 2026)

All 50 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD FTSE DEVELOPED MARKETS ETF	$40.8M	15.1%	+14%	—
2	—	ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF	$24.7M	9.1%	+5%	—
3	$IVZ	Invesco Ltd.	$22.2M	8.2%	+16%	—
4	—	ISHARES CORE S&P SMALL CAP ETF	$21.7M	8.0%	+14%	—
5	—	PACER US CASH COWS 100 ETF	$18.0M	6.7%	+11%	—
6	—	VANGUARD VALUE ETF	$17.5M	6.5%	+13%	—
7	—	ISHARES MSCI INTL QUALITY FACTOR ETF	$15.0M	5.5%	+15%	—
8	—	STATE STREET UTILITIES SELECT SECTOR SPDR ETF	$10.9M	4.0%	+14%	—
9	—	VANGUARD SMALL CAP VALUE ETF	$10.2M	3.8%	+37%	—
10	—	VANGUARD MID-CAP VALUE ETF	$10.0M	3.7%	+45%	—
11	—	ISHARES CORE S&P MID-CAP ETF	$8.1M	3.0%	+41%	—
12	—	ISHARES RUSSELL MID-CAP VALUE ETF	$7.9M	2.9%	-1%	—
13	$T	AT&T INC.	$7.5M	2.8%	+7%	71.9
14	$VOD	VODAFONE GROUP PUBLIC LTD CO	$6.7M	2.5%	-3%	—
15	—	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$6.6M	2.5%	+29%	—
16	$VZ	VERIZON COMMUNICATIONS INC	$6.4M	2.4%	+12%	71.6
17	$WT	WisdomTree, Inc.	$4.3M	1.6%	-7%	62.9
18	$BP	BP PLC	$3.4M	1.3%	-3%	—
19	—	PACER US SMALL CAP CASH COWS ETF	$3.3M	1.2%	-5%	—
20	$BRK.B	BERKSHIRE HATHAWAY INC	$3.2M	1.2%	-9%	64.5
21	$PFE	PFIZER INC	$2.8M	1.0%	-2%	69
22	$CVS	CVS HEALTH Corp	$2.4M	0.9%	-4%	51.3
23	$BILL	BILL Holdings, Inc.	$2.3M	0.8%	+1%	56.8
24	$MTCH	Match Group, Inc.	$2.0M	0.7%	-3%	66.4
25	$SIRI	SIRIUS XM HOLDINGS INC.	$1.9M	0.7%	-2%	37.7
26	$FRSH	Freshworks Inc.	$1.8M	0.7%	+4%	55.5
27	$AMPY	Amplify Energy Corp.	$1.7M	0.6%	-3%	38.4
28	—	VANGUARD SHORT-TERM TREASURY ETF	$904,853	0.3%	+13%	—
29	$AAPL	Apple Inc.	$573,913	0.2%	+0%	76.1
30	—	VANGUARD FTSE EMERGING MARKETS ETF	$412,053	0.1%	-0%	—
31	$GOOGL	Alphabet Inc.	$403,677	0.1%	+1%	80.2
32	—	VANGUARD INTERMEDIATE-TERM TREASURY ETF	$350,869	0.1%	+12%	—
33	$SLV	iShares Silver Trust	$346,628	0.1%	+0%	—
34	—	SCHWAB US TIPS ETF	$342,417	0.1%	+10%	—
35	$CEF	Sprott Physical Gold & Silver Trust	$341,484	0.1%	-98%	—
36	—	ISHARES 0-5 YEAR TIPS BOND ETF	$327,770	0.1%	+14%	—
37	$FXE	Invesco CurrencyShares Euro Trust	$320,283	0.1%	+0%	—
38	$HD	HOME DEPOT, INC.	$279,557	0.1%	+9%	69.2
39	$NVDA	NVIDIA CORP	$278,369	0.1%	+0%	90.2
40	$MSFT	MICROSOFT CORP	$263,341	0.1%	+0%	83.7
41	$XOM	EXXON MOBIL CORP	$239,899	0.1%	-7%	61.8
42	—	SCHWAB U.S. LARGE-CAP ETF	$239,020	0.1%	+0%	—
43	—	ISHARES S&P SMALL-CAP 600 VALUE ETF	$229,793	0.1%	-45%	—
44	—	VANGUARD S&P 500 ETF	$223,683	0.1%	+1%	—
45	—	ISHARES CORE MSCI EAFE ETF	$215,733	0.1%	NEW	—
46	$WK	WORKIVA INC	$215,085	0.1%	+0%	52.8
47	—	ISHARES S&P 500 GROWTH ETF	$210,897	0.1%	+0%	—
48	—	ISHARES S&P 500 VALUE ETF	$200,308	0.1%	+0%	—
49	—	VANGUARD FTSE EUROPE ETF	$67,702	0.0%	+0%	—
50	$WBD	Warner Bros. Discovery, Inc.	$30,825	0.0%	+1%	42.1