StockDriftsStockDriftsTop 50 Inlight Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 15.61% | 689.1K | $49.1M | +8.18%(+52.09K) | $55.26(+32.08%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 8.91% | 215.2K | $28.0M | +7.35%(+14.73K) | $117.89(+26.18%) | 2026-06-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 8.36% | 123.6K | $26.3M | +6.87%(+7.95K) | $183.55(+20.30%) | 2026-06-30 | |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 8.17% | 346.1K | $25.7M | +4.00%(+13.30K) | $74.80(+0.82%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 6.53% | 94.2K | $20.5M | +5.53%(+4.94K) | $179.55(+25.76%) | 2026-06-30 | |
| COWZ | PACER US CASH COWS 100 ETF | 5.97% | 302.0K | $18.8M | +5.23%(+15.01K) | $57.95(+20.97%) | 2026-06-30 | |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 5.54% | 351.5K | $17.4M | +8.59%(+27.81K) | $41.99(+23.54%) | 2026-06-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 4.26% | 55.1K | $13.4M | +17.31%(+8.13K) | $209.34(+19.49%) | 2026-06-30 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 4% | 63.7K | $12.6M | +17.96%(+9.70K) | $176.41(+18.30%) | 2026-06-30 | |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 3.72% | 257.8K | $11.7M | +8.17%(+19.47K) | $40.96(+5.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.85% |
Inlight Wealth Management, LLC reports $314.58M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are VEA (15.6%), IJR (8.9%) and RSP (8.4%). The top 20 holdings account for 90.65% of reported assets. Its disclosed equity book has returned +39.70% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Inlight Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731795). View Inlight Wealth Management, LLC’s 13F filings on SEC