Sponsored

The Analysis of Inlight Wealth Management, LLC's Holdings & P&L

Currently, Inlight Wealth Management, LLC holds 62 types of securities in its portfolio with a total value $314.6M. In the most recent quarter, they have increased their positions in VEA (+52.1K shares, valued at $3.7M), N/A (+33.6K shares, valued at $3.3M), VBR (+8.1K shares, valued at $2.0M); decreased their positions in DGS (-3.2K shares, valued at $209.3K), CALF (-3.4K shares, valued at $173.2K), CVS (-1.1K shares, valued at $111.2K); initiated new positions in N/A (+33.6K shares, valued at $3.3M), N/A (+893 shares, valued at $668.8K), N/A (+2.0K shares, valued at $274.6K).

1M P&L

+6.8M+1.71%

3M P&L

+25.2M+6.69%

HY P&L

+40.7M+11.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A254.8M

85.9%

2Telecom Services17.5M

5.9%

3Software - Application4.7M

1.6%

Top Industries by Stock Count

1N/A32 stocks

60.4%

2Telecom Services3 stocks

5.7%

3Internet Content & Information3 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD FTSE DEVELOPED MARKETS ETF689.1K shares8.18%2026-06-302026-07-28

IJR ISHARES CORE S&P SMALL CAP ETF215.2K shares7.35%2026-06-302026-07-28

RSP INVESCO S&P 500 EQUAL WEIGHT ETF123.6K shares6.87%2026-06-302026-07-28

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF346.1K shares4.00%2026-06-302026-07-28

VTV VANGUARD VALUE ETF94.2K shares5.53%2026-06-302026-07-28

COWZ PACER US CASH COWS 100 ETF302.0K shares5.23%2026-06-302026-07-28

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF351.5K shares8.59%2026-06-302026-07-28

VBR VANGUARD SMALL CAP VALUE ETF55.1K shares17.31%2026-06-302026-07-28

Sponsored

VOE VANGUARD MID-CAP VALUE ETF63.7K shares17.96%2026-06-302026-07-28

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF257.8K shares8.17%2026-06-302026-07-28

IJH ISHARES CORE S&P MID-CAP ETF143.1K shares19.97%2026-06-302026-07-28

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF94.1K shares11.51%2026-06-302026-07-28

IWS ISHARES RUSSELL MID-CAP VALUE ETF53.9K shares-0.42%2026-06-302026-07-28

VOD VODAFONE GROUP PLC SPONSORED ADR446.2K shares-0.65%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC138.2K shares7.76%2026-06-302026-07-28

T AT&T INC449.3K shares3.95%2026-06-302026-07-28

Sponsored

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND67.5K shares-4.57%2026-06-302026-07-28

CALF PACER US SMALL CAP CASH COWS ETF70.4K shares-4.64%2026-06-302026-07-28

SERVICENOW INC COM SERVICENOW INC COM33.6K sharesnew addition2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW6.6K shares-0.94%2026-06-302026-07-28

CVS CVS HEALTH CORP COM31.9K shares-3.26%2026-06-302026-07-28

BP BP PLC ADR72.9K shares-0.50%2026-06-302026-07-28

SIRI SIRIUSXM HOLDINGS INC COMMON STOCK82.9K shares-0.28%2026-06-302026-07-28

MTCH MATCH GROUP INC NEW COM63.3K shares-0.89%2026-06-302026-07-28

Sponsored

FRSH FRESHWORKS INC CLASS A COM236.8K shares7.57%2026-06-302026-07-28

PFE PFIZER INC COM98.4K shares-0.28%2026-06-302026-07-28

BILL BILL HOLDINGS INC COM63.1K shares6.97%2026-06-302026-07-28

AMPLIFY ENERGY CORP NEW COM AMPLIFY ENERGY CORP NEW COM269.8K shares-1.19%2026-06-302026-07-28

VGSH VANGUARD SHORT-TERM TREASURY ETF16.8K shares8.85%2026-06-302026-07-28

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF893 sharesnew addition2026-06-302026-07-28

AAPL APPLE INC COM2.3K shares0.09%2026-06-302026-07-28

GOOG ALPHABET INC CAP STK CL C1.6K shares14.14%2026-06-302026-07-28

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF70.2K shares0.25%2026-06-302026-07-28

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF6.4K shares9.08%2026-06-302026-07-28

SCHP SCHWAB US TIPS ETF13.8K shares7.09%2026-06-302026-07-28

STIP ISHARES 0-5 YEAR TIPS BOND ETF3.4K shares7.98%2026-06-302026-07-28

NVDA NVIDIA CORPORATION COM1.7K shares6.39%2026-06-302026-07-28

HD HOME DEPOT INC COM920 shares8.24%2026-06-302026-07-28

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS2.0K sharesnew addition2026-06-302026-07-28

FXE INVESCO CURRENCYSHARES EURO TRUST2.6K shares-13.32%2026-06-302026-07-28

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF9.3K shares0.00%2026-06-302026-07-28

SLV ISHARES SILVER TRUST5.1K shares0.00%2026-06-302026-07-28

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM824 sharesnew addition2026-06-302026-07-28

MSFT MICROSOFT CORP COM712 shares0.14%2026-06-302026-07-28

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF1.9K shares0.00%2026-06-302026-07-28

VOO VANGUARD S&P 500 ETF369 shares-1.34%2026-06-302026-07-28

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF339 sharesnew addition2026-06-302026-07-28

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF2.6K sharesnew addition2026-06-302026-07-28

Sponsored

CVX CHEVRON CORPORATION COM1.4K sharesnew addition2026-06-302026-07-28

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.5K sharesnew addition2026-06-302026-07-28

GOOGL ALPHABET INC CAP STK CL A647 sharesnew addition2026-06-302026-07-28

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF2.4K shares0.00%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW CL A612 sharesnew addition2026-06-302026-07-28

CEF SPROTT PHYSICAL GOLD & SILVER TRUST5.6K shares-21.84%2026-06-302026-07-28

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM531 sharesnew addition2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC COM215 sharesnew addition2026-06-302026-07-28

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF3.0K sharesnew addition2026-06-302026-07-28

IVW ISHARES S&P 500 GROWTH ETF210.9K shares0.00%2026-06-302026-07-28

VXF VANGUARD EXTENDED MARKET ETF837 sharesnew addition2026-06-302026-07-28

IVE ISHARES S&P 500 VALUE ETF179.3K shares0.00%2026-06-302026-07-28

VGK VANGUARD FTSE EUROPE ETF67.7K shares0.00%2026-06-302026-07-28

WBD WARNER BROS DISCOVERY INC COM SER A12.6K shares1.22%2026-06-302026-07-28

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

8.18%

Shares689.1K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES CORE S&P SMALL CAP ETF

7.35%

Shares215.2K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

6.87%

Shares123.6K

Event2026-06-30

Filed2026-07-28

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

4.00%

Shares346.1K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD VALUE ETF

5.53%

Shares94.2K

Event2026-06-30

Filed2026-07-28

COWZ

PACER US CASH COWS 100 ETF

5.23%

Shares302.0K

Event2026-06-30

Filed2026-07-28

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

8.59%

Shares351.5K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD SMALL CAP VALUE ETF

17.31%

Shares55.1K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD MID-CAP VALUE ETF

17.96%

Shares63.7K

Event2026-06-30

Filed2026-07-28

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

8.17%

Shares257.8K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES CORE S&P MID-CAP ETF

19.97%

Shares143.1K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

11.51%

Shares94.1K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-0.42%

Shares53.9K

Event2026-06-30

Filed2026-07-28

VOD

VODAFONE GROUP PLC SPONSORED ADR

-0.65%

Shares446.2K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

7.76%

Shares138.2K

Event2026-06-30

Filed2026-07-28

AT&T INC

3.95%

Shares449.3K

Event2026-06-30

Filed2026-07-28

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

-4.57%

Shares67.5K

Event2026-06-30

Filed2026-07-28

CALF

PACER US SMALL CAP CASH COWS ETF

-4.64%

Shares70.4K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC COM

New

Shares33.6K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.94%

Shares6.6K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP COM

-3.26%

Shares31.9K

Event2026-06-30

Filed2026-07-28

BP PLC ADR

-0.50%

Shares72.9K

Event2026-06-30

Filed2026-07-28

SIRI

SIRIUSXM HOLDINGS INC COMMON STOCK

-0.28%

Shares82.9K

Event2026-06-30

Filed2026-07-28

MTCH

MATCH GROUP INC NEW COM

-0.89%

Shares63.3K

Event2026-06-30

Filed2026-07-28

FRSH

FRESHWORKS INC CLASS A COM

7.57%

Shares236.8K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC COM

-0.28%

Shares98.4K

Event2026-06-30

Filed2026-07-28

BILL

BILL HOLDINGS INC COM

6.97%

Shares63.1K

Event2026-06-30

Filed2026-07-28

AMPLIFY ENERGY CORP NEW COM

-1.19%

Shares269.8K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SHORT-TERM TREASURY ETF

8.85%

Shares16.8K

Event2026-06-30

Filed2026-07-28

ISHARES CORE S&P 500 ETF

New

Shares893

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC COM

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC CAP STK CL C

14.14%

Shares1.6K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.25%

Shares70.2K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

9.08%

Shares6.4K

Event2026-06-30

Filed2026-07-28

SCHP

SCHWAB US TIPS ETF

7.09%

Shares13.8K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

7.98%

Shares3.4K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION COM

6.39%

Shares1.7K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC COM

8.24%

Shares920

Event2026-06-30

Filed2026-07-28

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

FXE

INVESCO CURRENCYSHARES EURO TRUST

-13.32%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO COM

New

Shares824

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP COM

0.14%

Shares712

Event2026-06-30

Filed2026-07-28

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD S&P 500 ETF

-1.34%

Shares369

Event2026-06-30

Filed2026-07-28

STATE STREET SPDR S&P 500 ETF

New

Shares339

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION COM

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC CAP STK CL A

New

Shares647

Event2026-06-30

Filed2026-07-28

ISHARES CORE MSCI EAFE ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW CL A

New

Shares612

Event2026-06-30

Filed2026-07-28

CEF

SPROTT PHYSICAL GOLD & SILVER TRUST

-21.84%

Shares5.6K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC COM

New

Shares531

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC COM

New

Shares215

Event2026-06-30

Filed2026-07-28

BND

VANGUARD TOTAL BOND MARKET ETF

New

Shares3.0K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares210.9K

Event2026-06-30

Filed2026-07-28

VXF

VANGUARD EXTENDED MARKET ETF

New

Shares837

Event2026-06-30

Filed2026-07-28

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares179.3K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD FTSE EUROPE ETF

0.00%

Shares67.7K

Event2026-06-30

Filed2026-07-28

WBD

WARNER BROS DISCOVERY INC COM SER A

1.22%

Shares12.6K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available