Inlight Wealth Management, LLC holds a focused book of 62 reported positions worth $314.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Servicenow Inc and trimmed Ishares Russell Mid-Cap Valu. Their largest long position is Vanguard Ftse Developed ETF at 16% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Inlight Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +27.9%, a 5.5-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Inlight Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Inlight Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 62 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 62 | $4.4B |
| Swiss Re Ltd | 19 / 62 | $1.0B |
| Roth Financial Partners LLC | 16 / 62 | $299.5M |
| Stembrook Asset Management, LLC | 15 / 62 | $91.2M |
| H&H International Investment, LLC | 6 / 62 | $14.9B |
| Hoffman, Alan N Investment Management | 6 / 62 | $128.3M |
| Vestwell Advisors, LLC | 7 / 62 | $316.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Inlight Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Ftse Developed Markets ETF ETF | $49.1M | 689.1K | 15.6% | ▲+8.2% Added · +52K sh | |
| 2 | Ishares Core S&P Small Cap ETF ETF | $28.0M | 215.2K | 8.9% | ▲+7.3% Added · +15K sh | |
| 3 | Invesco S&P 500 Equal Weight ETF ETF | $26.3M | 123.6K | 8.4% | ▲+6.9% Added · +8K sh | |
| 4 | Ishares 1-3 Year International Treasury Bond ETF ETF | $25.7M | 346.1K | 8.2% | ▲+4.0% Added · +13K sh | |
| 5 | Vanguard Value ETF ETF | $20.5M | 94.2K | 6.5% | ▲+5.5% Added · +5K sh | |
| 6 | Pacer US Cash Cows 100 ETF ETF | $18.8M | 302.0K | 6.0% | ▲+5.2% Added · +15K sh | |
| 7 | Ishares Msci Intl Quality Factor ETF ETF | $17.4M | 351.5K | 5.5% | ▲+8.6% Added · +28K sh | |
| 8 | Vanguard Small Cap Value ETF ETF | $13.4M | 55.1K | 4.3% | ▲+17% Added · +8K sh | |
| 9 | Vanguard Mid-Cap Value ETF ETF | $12.6M | 63.7K | 4.0% | ▲+18% Added · +10K sh | |
| 10 | State Street Utilities Select Sector SPDR ETF ETF | $11.7M | 257.8K | 3.7% | ▲+8.2% Added · +19K sh | |
| 11 | Ishares Core S&P Mid-Cap ETF ETF | $11.0M | 143.1K | 3.5% | ▲+20% Added · +24K sh | |
| 12 | Ishares Msci Emerging Markets Ex China ETF ETF | $9.6M | 94.1K | 3.1% | ▲+12% Added · +10K sh | |
| 13 | Ishares Russell Mid-Cap Value ETF ETF | $8.9M | 53.9K | 2.8% | ▼−0.4% Reduced · −227 sh | |
| 14 | Vodafone Group PLC Sponsored ADR ADR | $5.9M | 446.2K | 1.9% | ▼−0.7% Reduced · −3K sh | |
| 15 | Verizon Communications Inc Stock | $5.8M | 138.2K | 1.9% | ▲+7.8% Added · +10K sh | |
| 16 | AT&T Inc Stock | $5.7M | 449.3K | 1.8% | ▲+4.0% Added · +17K sh | |
| 17 | Wisdomtree Emerging Markets Smallcap Dividend Fund ETF | $4.4M | 67.5K | 1.4% | ▼−4.6% Reduced · −3K sh | |
| 18 | Pacer US Small Cap Cash Cows ETF ETF | $3.6M | 70.4K | 1.1% | ▼−4.6% Reduced · −3K sh | |
| 19 | Servicenow Inc Com Stock | $3.3M | 33.6K | 1.1% | ▲New New position | |
| 20 | Berkshire Hathaway Inc Del CL B New Stock | $3.3M | 6.6K | 1.1% | ▼−0.9% Reduced · −63 sh | |
| 21 | CVS Health Corp Com Stock | $3.3M | 31.9K | 1.0% | ▼−3.3% Reduced · −1K sh | |
| 22 | BP PLC ADR ADR | $2.7M | 72.9K | 0.9% | ▼−0.5% Reduced · −365 sh | |
| 23 | Siriusxm Holdings Inc Common Stock Stock | $2.4M | 82.9K | 0.8% | ▼−0.3% Reduced · −232 sh | |
| 24 | Match Group Inc New Com Stock | $2.4M | 63.3K | 0.8% | ▼−0.9% Reduced · −569 sh | |
| 25 | Freshworks Inc Class A Com Stock | $2.4M | 236.8K | 0.8% | ▲+7.6% Added · +17K sh | |
| 26 | Pfizer Inc Com Stock | $2.4M | 98.4K | 0.8% | ▼−0.3% Reduced · −278 sh | |
| 27 | Bill Holdings Inc Com Stock | $2.3M | 63.1K | 0.7% | ▲+7.0% Added · +4K sh | |
| 28 | Amplify Energy Corp New Com Stock | $1.1M | 269.8K | 0.3% | ▼−1.2% Reduced · −3K sh | |
| 29 | Vanguard Short-Term Treasury ETF ETF | $979K | 16.8K | 0.3% | ▲+8.8% Added · +1K sh | |
| 30 | Ishares Core S&P 500 ETF ETF | $669K | 893 | 0.2% | ▲New New position | |
| 31 | Apple Inc Com Stock | $655K | 2.3K | 0.2% | ▲+0.1% Added · +2 sh | |
| 32 | Alphabet Inc Cap STK CL C Stock | $568K | 1.6K | 0.2% | ▲+14% Added · +199 sh | |
| 33 | Vanguard Ftse Emerging Markets ETF ETF | $459K | 70.2K | 0.1% | ▲+0.3% Added · +176 sh | |
| 34 | Vanguard Intermediate-Term Treasury ETF ETF | $379K | 6.4K | 0.1% | ▲+9.1% Added · +535 sh | |
| 35 | Schwab US Tips ETF ETF | $365K | 13.8K | 0.1% | ▲+7.1% Added · +912 sh | |
| 36 | Ishares 0-5 Year Tips Bond ETF ETF | $350K | 3.4K | 0.1% | ▲+8.0% Added · +253 sh | |
| 37 | Nvidia Corporation Com Stock | $340K | 1.7K | 0.1% | ▲+6.4% Added · +102 sh | |
| 38 | Home Depot Inc Com Stock | $324K | 920 | 0.1% | ▲+8.2% Added · +70 sh | |
| 39 | ExxonMobil Holdings Corp Com SHS Stock | $275K | 2.0K | 0.1% | ▲New New position | |
| 40 | Invesco Currencyshares Euro Trust ETF | $274K | 2.6K | 0.1% | ▼−13% Reduced · −400 sh | |
| 41 | Schwab U.S. Large-Cap ETF ETF | $274K | 9.3K | 0.1% | —Held | |
| 42 | Ishares Silver Trust ETF | $272K | 5.1K | 0.1% | —Held | |
| 43 | JPMorgan Chase & Co Com Stock | $270K | 824 | 0.1% | ▲New New position | |
| 44 | Microsoft Corp Com Stock | $266K | 712 | 0.1% | ▲+0.1% Added · +1 sh | |
| 45 | Ishares S&P Small-Cap 600 Value ETF ETF | $265K | 1.9K | 0.1% | —Held | |
| 46 | Vanguard S&P 500 ETF ETF | $254K | 369 | 0.1% | ▼−1.3% Reduced · −5 sh | |
| 47 | State Street SPDR S&P 500 ETF ETF | $253K | 339 | 0.1% | ▲New New position | |
| 48 | Ishares Core Msci Total International Stock ETF ETF | $248K | 2.6K | 0.1% | ▲New New position | |
| 49 | Chevron Corporation Com Stock | $238K | 1.4K | 0.1% | ▲New New position | |
| 50 | Vanguard High Dividend Yield Index ETF ETF | $232K | 1.5K | 0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Inlight Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 62 | $314.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 50 | $270.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 234 | $273.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 245 | $213.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 249 | $193.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 289 | $161.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 50 | $152.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.