1y return+13.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
Inlight Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VEAVanguard Ftse Developed Markets Etf | $49.1M | 15.6% | +8.2% |
| IJRIshares Core S&p Small Cap Etf | $28.0M | 8.9% | +7.3% |
| RSPInvesco S&p 500 Equal Weight Etf | $26.3M | 8.4% | +6.9% |
| ISHGIshares 1-3 Year International Treasury Bond Etf | $25.7M | 8.2% | +4.0% |
| VTVVanguard Value Etf | $20.5M | 6.5% | +5.5% |
| COWZPacer Us Cash Cows 100 Etf | $18.8M | 6.0% | +5.2% |
| IQLTIshares Msci Intl Quality Factor Etf | $17.4M | 5.5% | +8.6% |
| VBRVanguard Small Cap Value Etf | $13.4M | 4.3% | +17.3% |
| VOEVanguard Mid-cap Value Etf | $12.6M | 4.0% | +18.0% |
| XLUState Street Utilities Select Sector Spdr Etf | $11.7M | 3.7% | +8.2% |
| IJHIshares Core S&p Mid-cap Etf | $11.0M | 3.5% | +20.0% |
| EMXCIshares Msci Emerging Markets Ex China Etf | $9.6M | 3.1% | +11.5% |
| IWSIshares Russell Mid-cap Value Etf | $8.9M | 2.8% | |
| VODVodafone Group PLC Sponsored Adr | $5.9M | 1.9% | |
| VZVerizon Communications Inc | $5.8M | 1.9% | +7.8% |
| TAt&t Inc | $5.7M | 1.8% | +4.0% |
| DGSWisdomtree Emerging Markets Smallcap Dividend Fund | $4.4M | 1.4% | −4.6% |
| CALFPacer Us Small Cap Cash Cows Etf | $3.6M | 1.1% | −4.6% |
| NOWServicenow Inc Com | $3.3M | 1.1% | New |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $3.3M | 1.1% | |
| CVSCvs Health Corp Com | $3.3M | 1.0% | −3.3% |
| BPBp PLC Adr | $2.7M | 0.9% | |
| SIRISiriusxm Holdings Inc Common Stock | $2.4M | 0.8% | |
| MTCHMatch Group Inc New Com | $2.4M | 0.8% | |
| FRSHFreshworks Inc Class A Com | $2.4M | 0.8% | +7.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CVSCvs Health Corp Com | December 31, 2024 | +130.5% | $3.3M |
| EMXCIshares Msci Emerging Markets Ex China Etf | March 31, 2025 | +85.7% | $9.6M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2024 | +85.5% | $568K |
| VODVodafone Group PLC Sponsored Adr | December 31, 2024 | +55.8% | $5.9M |
| NVDANvidia Corporation Com | December 31, 2024 | +49.0% | $340K |
| VEAVanguard Ftse Developed Markets Etf | December 31, 2024 | +49.0% | $49.1M |
| VWOVanguard Ftse Emerging Markets Etf | December 31, 2024 | +35.5% | $459K |
| IQLTIshares Msci Intl Quality Factor Etf | December 31, 2024 | +33.5% | $17.4M |
| DGSWisdomtree Emerging Markets Smallcap Dividend Fund | December 31, 2024 | +32.3% | $4.4M |
| IJHIshares Core S&p Mid-cap Etf | March 31, 2025 | +32.2% | $11.0M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $240K
- WKWorkiva Inc Com Cl A was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | +2.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +1.7% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Inlight Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731795&type=13F-HR&dateb=&owner=include&count=40CIK 1731795
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731795/000173179526000003/Filed July 28, 2026 · accession 0001731795-26-000003