Sponsored

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

Currently, Inlight Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $270.1M. In the most recent quarter, they have increased their positions in VEA (+80.4K shares, valued at $5.1M), VOE (+16.7K shares, valued at $3.1M), N/A (+15.9K shares, valued at $3.1M); decreased their positions in CEF (-391.7K shares, valued at $18.7M), N/A (-702 shares, valued at $336.4K), DGS (-5.3K shares, valued at $320.7K); initiated new positions in IEFA (+2.4K shares, valued at $215.7K).

1M P&L

+9.4M+2.89%

3M P&L

+8.8M+2.71%

HY P&L

+29.8M+9.82%

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/A203.4M

88.0%

2Telecom Services13.9M

6.0%

3Oil & Gas Integrated3.7M

1.6%

Top Industries by Stock Count

1N/A28 stocks

66.7%

2Telecom Services2 stocks

4.8%

3Oil & Gas Integrated2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD FTSE DEVELOPED MARKETS ETF637.0K shares14.44%2026-03-312026-05-04

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF332.8K shares5.24%2026-03-312026-05-04

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF115.6K shares15.97%2026-03-312026-05-04

IJR ISHARES CORE S&P SMALL CAP ETF200.4K shares14.35%2026-03-312026-05-04

COWZ PACER US CASH COWS 100 ETF287.0K shares11.39%2026-03-312026-05-04

VTV VANGUARD VALUE ETF89.3K shares12.94%2026-03-312026-05-04

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF323.7K shares15.48%2026-03-312026-05-04

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF238.3K shares13.63%2026-03-312026-05-04

Sponsored

VBR VANGUARD SMALL CAP VALUE ETF47.0K shares37.37%2026-03-312026-05-04

VOE VANGUARD MID-CAP VALUE ETF54.0K shares44.63%2026-03-312026-05-04

IJH ISHARES CORE S&P MID-CAP ETF119.3K shares41.15%2026-03-312026-05-04

IWS ISHARES RUSSELL MID-CAP VALUE ETF54.1K shares-1.34%2026-03-312026-05-04

T AT&T INC432.2K shares6.67%2026-03-312026-05-04

VODAFONE GROUP PLC SPONSORED ADR VODAFONE GROUP PLC SPONSORED ADR449.1K shares-3.12%2026-03-312026-05-04

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF84.4K shares29.10%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC128.2K shares12.27%2026-03-312026-05-04

Sponsored

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND70.7K shares-7.01%2026-03-312026-05-04

BP BP PLC ADR73.2K shares-3.11%2026-03-312026-05-04

CALF PACER US SMALL CAP CASH COWS ETF73.8K shares-5.41%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW6.7K shares-9.49%2026-03-312026-05-04

PFE PFIZER INC COM98.7K shares-1.65%2026-03-312026-05-04

CVS CVS HEALTH CORP COM32.9K shares-4.18%2026-03-312026-05-04

BILL HOLDINGS INC COM BILL HOLDINGS INC COM59.0K shares1.41%2026-03-312026-05-04

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM63.9K shares-2.95%2026-03-312026-05-04

Sponsored

SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK83.1K shares-2.37%2026-03-312026-05-04

FRSH FRESHWORKS INC CLASS A COM220.2K shares4.22%2026-03-312026-05-04

AMPY AMPLIFY ENERGY CORP NEW COM273.0K shares-3.28%2026-03-312026-05-04

VGSH VANGUARD SHORT-TERM TREASURY ETF15.5K shares13.25%2026-03-312026-05-04

AAPL APPLE INC COM2.3K shares0.49%2026-03-312026-05-04

VWO VANGUARD FTSE EMERGING MARKETS ETF70.0K shares-0.16%2026-03-312026-05-04

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.4K shares0.86%2026-03-312026-05-04

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF5.9K shares12.14%2026-03-312026-05-04

Sponsored

SLV ISHARES SILVER TRUST5.1K shares0.00%2026-03-312026-05-04

SCHP SCHWAB US TIPS ETF12.9K shares10.40%2026-03-312026-05-04

CEF SPROTT PHYSICAL GOLD & SILVER TRUST7.2K shares-98.21%2026-03-312026-05-04

STIP ISHARES 0-5 YEAR TIPS BOND ETF3.2K shares14.49%2026-03-312026-05-04

FXE INVESCO CURRENCYSHARES EURO TRUST3.0K shares0.00%2026-03-312026-05-04

HD HOME DEPOT INC COM850 shares8.97%2026-03-312026-05-04

NVDA NVIDIA CORPORATION COM1.6K shares0.38%2026-03-312026-05-04

MSFT MICROSOFT CORP COM711 shares0.00%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP COM1.4K shares-7.34%2026-03-312026-05-04

SCHX SCHWAB U.S. LARGE-CAP ETF9.3K shares0.00%2026-03-312026-05-04

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF1.9K shares-45.01%2026-03-312026-05-04

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF374 shares1.36%2026-03-312026-05-04

IEFA ISHARES CORE MSCI EAFE ETF2.4K sharesnew addition2026-03-312026-05-04

WK WORKIVA INC COM CL A3.6K shares0.00%2026-03-312026-05-04

IVW ISHARES S&P 500 GROWTH ETF210.9K shares0.00%2026-03-312026-05-04

IVE ISHARES S&P 500 VALUE ETF179.3K shares0.00%2026-03-312026-05-04

Sponsored

VGK VANGUARD FTSE EUROPE ETF67.7K shares0.00%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC COM SER A12.4K shares0.97%2026-03-312026-05-04

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

14.44%

Shares637.0K

Event2026-03-31

Filed2026-05-04

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

5.24%

Shares332.8K

Event2026-03-31

Filed2026-05-04

INVESCO S&P 500 EQUAL WEIGHT ETF

15.97%

Shares115.6K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES CORE S&P SMALL CAP ETF

14.35%

Shares200.4K

Event2026-03-31

Filed2026-05-04

COWZ

PACER US CASH COWS 100 ETF

11.39%

Shares287.0K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD VALUE ETF

12.94%

Shares89.3K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

15.48%

Shares323.7K

Event2026-03-31

Filed2026-05-04

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

13.63%

Shares238.3K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD SMALL CAP VALUE ETF

37.37%

Shares47.0K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD MID-CAP VALUE ETF

44.63%

Shares54.0K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES CORE S&P MID-CAP ETF

41.15%

Shares119.3K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-1.34%

Shares54.1K

Event2026-03-31

Filed2026-05-04

AT&T INC

6.67%

Shares432.2K

Event2026-03-31

Filed2026-05-04

VODAFONE GROUP PLC SPONSORED ADR

-3.12%

Shares449.1K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

29.10%

Shares84.4K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

12.27%

Shares128.2K

Event2026-03-31

Filed2026-05-04

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

-7.01%

Shares70.7K

Event2026-03-31

Filed2026-05-04

BP PLC ADR

-3.11%

Shares73.2K

Event2026-03-31

Filed2026-05-04

CALF

PACER US SMALL CAP CASH COWS ETF

-5.41%

Shares73.8K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW

-9.49%

Shares6.7K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC COM

-1.65%

Shares98.7K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP COM

-4.18%

Shares32.9K

Event2026-03-31

Filed2026-05-04

BILL HOLDINGS INC COM

1.41%

Shares59.0K

Event2026-03-31

Filed2026-05-04

MATCH GROUP INC NEW COM

-2.95%

Shares63.9K

Event2026-03-31

Filed2026-05-04

SIRIUSXM HOLDINGS INC COMMON STOCK

-2.37%

Shares83.1K

Event2026-03-31

Filed2026-05-04

FRSH

FRESHWORKS INC CLASS A COM

4.22%

Shares220.2K

Event2026-03-31

Filed2026-05-04

AMPY

AMPLIFY ENERGY CORP NEW COM

-3.28%

Shares273.0K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SHORT-TERM TREASURY ETF

13.25%

Shares15.5K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC COM

0.49%

Shares2.3K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-0.16%

Shares70.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC CAP STK CL C

0.86%

Shares1.4K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

12.14%

Shares5.9K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB US TIPS ETF

10.40%

Shares12.9K

Event2026-03-31

Filed2026-05-04

CEF

SPROTT PHYSICAL GOLD & SILVER TRUST

-98.21%

Shares7.2K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

14.49%

Shares3.2K

Event2026-03-31

Filed2026-05-04

FXE

INVESCO CURRENCYSHARES EURO TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC COM

8.97%

Shares850

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION COM

0.38%

Shares1.6K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP COM

0.00%

Shares711

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP COM

-7.34%

Shares1.4K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-45.01%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VANGUARD S&P 500 ETF

1.36%

Shares374

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES CORE MSCI EAFE ETF

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

WORKIVA INC COM CL A

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares210.9K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares179.3K

Event2026-03-31

Filed2026-05-04

VGK

VANGUARD FTSE EUROPE ETF

0.00%

Shares67.7K

Event2026-03-31

Filed2026-05-04

WBD

WARNER BROS DISCOVERY INC COM SER A

0.97%

Shares12.4K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available