Inlight Wealth Management
ATLANTA, GAfiles as Inlight Wealth Management, LLC
$315m in 62 US stocks at the end of 30 June 2026. The top 10 are 71.1% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$315m
Stocks
62
Top 10 share
71.1%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- ServiceNowNOW1.1% of the fund
- Ishares TRIVV0.2% of the fund
- ExxonMobil HoldingsXOM<0.1% of the fund
- JPMorgan ChaseJPM<0.1% of the fund
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund
- Ishares TRIXUS<0.1% of the fund
- ChevronCVX<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- AlphabetGOOGL<0.1% of the fund
- Marriott InternationalMAR<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Goldman Sachs GroupGS<0.1% of the fund
- Vanguard BD Index FDSBND<0.1% of the fund
- Vanguard Index FDSVXF<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Tax-Managed FDSVEA15.6% of the fund+8%
- Ishares TRIJR8.9% of the fund+7%
- Invesco Exchange Traded FD TRSP8.4% of the fund+7%
- Ishares TRISHG8.2% of the fund+4%
- Vanguard Index FDSVTV6.5% of the fund+6%
- Pacer FDS TRCOWZ6.0% of the fund+5%
- Ishares TRIQLT5.5% of the fund+9%
- Vanguard Index FDSVBR4.3% of the fund+17%
- Vanguard Index FDSVOE4.0% of the fund+18%
- Select Sector Spdr TRXLU3.7% of the fund+8%
- Ishares TRIJH3.5% of the fund+20%
- IsharesEMXC3.1% of the fund+12%
- Verizon CommunicationsVZ1.9% of the fund+8%
- AT&TT1.8% of the fund+4%
- FreshworksFRSH0.8% of the fund+8%
- BILL HoldingsBILL0.7% of the fund+7%
- Vanguard Scottsdale FDSVGSH0.3% of the fund+9%
- AlphabetGOOG0.2% of the fund+14%
- Vanguard Scottsdale FDSVGIT0.1% of the fund+9%
- Schwab Strategic TRSCHP0.1% of the fund+7%
- Ishares TRSTIP0.1% of the fund+8%
- NvidiaNVDA0.1% of the fund+6%
- Home DepotHD0.1% of the fund+8%
Cut
Sold some of their stake.
- Wisdomtree TRDGS1.4% of the fund-5%
- Pacer FDS TRCALF1.1% of the fund-5%
- CVS HealthCVS1.0% of the fund-3%
- Invesco Currencyshares EuroFXE<0.1% of the fund-13%
- Sprott Asset Management LPCEF<0.1% of the fund-22%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- WorkivaWK-100%
Holdings
- Vanguard Tax-Managed FDSVEA
- Share
- 15.6%
- Value
- $49m
- Shares
- 689,068
+8%
- Ishares TRIJR
- Share
- 8.9%
- Value
- $28m
- Shares
- 215,175
+7%
- Invesco Exchange Traded FD TRSP
- Share
- 8.4%
- Value
- $26m
- Shares
- 123,583
+7%
- Ishares TRISHG
- Share
- 8.2%
- Value
- $26m
- Shares
- 346,131
+4%
- Vanguard Index FDSVTV
- Share
- 6.5%
- Value
- $21m
- Shares
- 94,203
+6%
- Pacer FDS TRCOWZ
- Share
- 6.0%
- Value
- $19m
- Shares
- 302,004
+5%
- Ishares TRIQLT
- Share
- 5.5%
- Value
- $17m
- Shares
- 351,520
+9%
- Vanguard Index FDSVBR
- Share
- 4.3%
- Value
- $13m
- Shares
- 55,104
+17%
- Vanguard Index FDSVOE
- Share
- 4.0%
- Value
- $13m
- Shares
- 63,710
+18%
- Select Sector Spdr TRXLU
- Share
- 3.7%
- Value
- $12m
- Shares
- 257,816
+8%
- Ishares TRIJH
- Share
- 3.5%
- Value
- $11m
- Shares
- 143,068
+20%
- IsharesEMXC
- Share
- 3.1%
- Value
- $10m
- Shares
- 94,086
+12%
- Ishares TRIWS
- Share
- 2.8%
- Value
- $9m
- Shares
- 53,876
Held
- Vodafone GroupVOD
- Share
- 1.9%
- Value
- $6m
- Shares
- 446,161
Held
- Wisdomtree TRDGS
- Share
- 1.4%
- Value
- $4m
- Shares
- 67,498
-5%
- Pacer FDS TRCALF
- Share
- 1.1%
- Value
- $4m
- Shares
- 70,365
-5%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.3%
- Value
- $979,215
- Shares
- 16,825
+9%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $668,759
- Shares
- 893
New
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $458,926
- Shares
- 70,163
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 0.1%
- Value
- $379,064
- Shares
- 6,427
+9%
- Schwab Strategic TRSCHP
- Share
- 0.1%
- Value
- $365,170
- Shares
- 13,780
+7%
- Ishares TRSTIP
- Share
- 0.1%
- Value
- $349,592
- Shares
- 3,422
+8%
- Invesco Currencyshares EuroFXE
- Share
- <0.1%
- Value
- $274,355
- Shares
- 2,602
-13%
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $274,351
- Shares
- 9,322
Held
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $272,002
- Shares
- 5,087
Held
- Ishares TRIJS
- Share
- <0.1%
- Value
- $265,159
- Shares
- 1,940
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $253,692
- Shares
- 369
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $252,782
- Shares
- 339
New
- Ishares TRIXUS
- Share
- <0.1%
- Value
- $247,571
- Shares
- 2,594
New
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $231,988
- Shares
- 1,468
New
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $230,150
- Shares
- 2,383
Held
- Sprott Asset Management LPCEF
- Share
- <0.1%
- Value
- $225,006
- Shares
- 5,593
-22%
- Vanguard BD Index FDSBND
- Share
- <0.1%
- Value
- $217,294
- Shares
- 2,960
New
- Ishares TRIVW
- Share
- <0.1%
- Value
- $210,897
- Shares
- 210,897
Held
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $206,078
- Shares
- 837
New
- Ishares TRIVE
- Share
- <0.1%
- Value
- $201,899
- Shares
- 179,293
Held
- Vanguard Intl Equity Index FVGK
- Share
- <0.1%
- Value
- $67,702
- Shares
- 67,702
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Tax-Managed FDSVEA | 15.6% | $49m | 689,068 | +8% |
| Ishares TRIJR | 8.9% | $28m | 215,175 | +7% |
| Invesco Exchange Traded FD TRSP | 8.4% | $26m | 123,583 | +7% |
| Ishares TRISHG | 8.2% | $26m | 346,131 | +4% |
| Vanguard Index FDSVTV | 6.5% | $21m | 94,203 | +6% |
| Pacer FDS TRCOWZ | 6.0% | $19m | 302,004 | +5% |
| Ishares TRIQLT | 5.5% | $17m | 351,520 | +9% |
| Vanguard Index FDSVBR | 4.3% | $13m | 55,104 | +17% |
| Vanguard Index FDSVOE | 4.0% | $13m | 63,710 | +18% |
| Select Sector Spdr TRXLU | 3.7% | $12m | 257,816 | +8% |
| Ishares TRIJH | 3.5% | $11m | 143,068 | +20% |
| IsharesEMXC | 3.1% | $10m | 94,086 | +12% |
| Ishares TRIWS | 2.8% | $9m | 53,876 | Held |
| Vodafone GroupVOD | 1.9% | $6m | 446,161 | Held |
| Verizon CommunicationsVZ | 1.9% | $6m | 138,154 | +8% |
| AT&TT | 1.8% | $6m | 449,301 | +4% |
| Wisdomtree TRDGS | 1.4% | $4m | 67,498 | -5% |
| Pacer FDS TRCALF | 1.1% | $4m | 70,365 | -5% |
| ServiceNowNOW | 1.1% | $3m | 33,646 | New |
| Berkshire HathawayBRK-B | 1.1% | $3m | 6,632 | Held |
| CVS HealthCVS | 1.0% | $3m | 31,854 | -3% |
| BPBP | 0.9% | $3m | 72,862 | Held |
| Sirius XM HoldingsSIRI | 0.8% | $2m | 82,859 | Held |
| Match GroupMTCH | 0.8% | $2m | 63,308 | Held |
| FreshworksFRSH | 0.8% | $2m | 236,845 | +8% |
| PfizerPFE | 0.8% | $2m | 98,407 | Held |
| BILL HoldingsBILL | 0.7% | $2m | 63,131 | +7% |
| Amplify EnergyAMPY | 0.3% | $1m | 269,773 | Held |
| Vanguard Scottsdale FDSVGSH | 0.3% | $979,215 | 16,825 | +9% |
| Ishares TRIVV | 0.2% | $668,759 | 893 | New |
| AppleAAPL | 0.2% | $654,752 | 2,263 | Held |
| AlphabetGOOG | 0.2% | $567,614 | 1,606 | +14% |
| Vanguard Intl Equity Index FVWO | 0.1% | $458,926 | 70,163 | Held |
| Vanguard Scottsdale FDSVGIT | 0.1% | $379,064 | 6,427 | +9% |
| Schwab Strategic TRSCHP | 0.1% | $365,170 | 13,780 | +7% |
| Ishares TRSTIP | 0.1% | $349,592 | 3,422 | +8% |
| NvidiaNVDA | 0.1% | $339,700 | 1,698 | +6% |
| Home DepotHD | 0.1% | $324,466 | 920 | +8% |
| ExxonMobil HoldingsXOM | <0.1% | $274,605 | 2,009 | New |
| Invesco Currencyshares EuroFXE | <0.1% | $274,355 | 2,602 | -13% |
| Schwab Strategic TRSCHX | <0.1% | $274,351 | 9,322 | Held |
| Ishares Silver TRSLV | <0.1% | $272,002 | 5,087 | Held |
| JPMorgan ChaseJPM | <0.1% | $269,720 | 824 | New |
| MicrosoftMSFT | <0.1% | $265,646 | 712 | Held |
| Ishares TRIJS | <0.1% | $265,159 | 1,940 | Held |
| Vanguard Index FDSVOO | <0.1% | $253,692 | 369 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $252,782 | 339 | New |
| Ishares TRIXUS | <0.1% | $247,571 | 2,594 | New |
| ChevronCVX | <0.1% | $238,080 | 1,436 | New |
| Vanguard Whitehall FDSVYM | <0.1% | $231,988 | 1,468 | New |
| AlphabetGOOGL | <0.1% | $231,298 | 647 | New |
| Ishares TRIEFA | <0.1% | $230,150 | 2,383 | Held |
| Marriott InternationalMAR | <0.1% | $226,801 | 612 | New |
| Sprott Asset Management LPCEF | <0.1% | $225,006 | 5,593 | -22% |
| UnitedHealth GroupUNH | <0.1% | $220,866 | 531 | New |
| Goldman Sachs GroupGS | <0.1% | $217,445 | 215 | New |
| Vanguard BD Index FDSBND | <0.1% | $217,294 | 2,960 | New |
| Ishares TRIVW | <0.1% | $210,897 | 210,897 | Held |
| Vanguard Index FDSVXF | <0.1% | $206,078 | 837 | New |
| Ishares TRIVE | <0.1% | $201,899 | 179,293 | Held |
| Vanguard Intl Equity Index FVGK | <0.1% | $67,702 | 67,702 | Held |
| Warner Bros. DiscoveryWBD | <0.1% | $34,321 | 12,561 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 62.8% since 30 June 2025.
Where the money is
Media & telecom4.7%
Technology3.7%
Health care1.9%
Energy1.4%
Financial services1.2%
Retail & consumer0.2%
Other86.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.