Inlight Wealth Management, LLC holds a focused book of 62 stocks worth $314.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +18% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731795/holdings"
Use Arkolith to show Inlight Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +22.6%, a 4.5-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Inlight Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 62 | $473.4B |
| OSAIC HOLDINGS, INC. | 79 / 62 | $15.4B |
| WELLS FARGO & COMPANY/MN | 78 / 62 | $145.3B |
| ROYAL BANK OF CANADA | 78 / 62 | $135.9B |
| UBS Group AG | 78 / 62 | $128.4B |
| Creative Planning | 78 / 62 | $59.8B |
| Rockefeller Capital Management L.P. | 78 / 62 | $17.0B |
| MAI Capital Management | 78 / 62 | $6.9B |
Ranked by how many of Inlight Wealth Management, LLC's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 62 | $314.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 50 | $270.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 234 | $273.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 245 | $213.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 249 | $193.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 289 | $161.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 50 | $152.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.