2026 Q2 Portfolio Activity
In 2026 Q2, Inlight Wealth Management, LLC maintained a portfolio of 64 distinct positions. The most significant new addition was SERVICENOW INC COM, now representing 1.06% of the total fund value. They heavily accumulated shares in ISHARES CORE S&P SMALL CAP ETF, increasing the position by 7.3%.
Position History
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Total Positions
64
Quarter
2026 Q2
Top Holding
VEA (15.6%)
Top 10 Concentration
71.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 64
Inlight Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD FTSE D...
|
ETF | 15.61% | 15.11% |
#1
Prev: #1
|
8.0 |
—
|
52,092 | 8.2% |
P
S
|
689,068 | $49,096,094 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 8.91% | 8.02% |
#2
2
Prev: #4
|
7.1 |
—
|
14,729 | 7.3% |
P
S
|
215,175 | $28,033,600 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 8.36% | 8.22% |
#3
Prev: #3
|
6.3 |
—
|
7,948 | 6.9% |
P
S
|
123,583 | $26,294,755 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ISHG
ISHARES 1-3 YEA...
|
ETF | 8.17% | 9.14% |
#4
2
Prev: #2
|
4.3 |
—
|
13,304 | 4.0% |
P
S
|
346,131 | $25,698,497 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 6.53% | 6.48% |
#5
1
Prev: #6
|
5.1 |
—
|
4,938 | 5.5% |
P
S
|
94,203 | $20,529,632 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COWZ
PACER US CASH C...
|
ETF | 5.97% | 6.65% |
#6
1
Prev: #5
|
4.4 |
—
|
15,012 | 5.2% |
P
S
|
302,004 | $18,784,649 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IQLT
ISHARES MSCI IN...
|
ETF | 5.54% | 5.54% |
#7
Prev: #7
|
4.2 |
—
|
27,806 | 8.6% |
P
S
|
351,520 | $17,417,798 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VBR
VANGUARD SMALL ...
|
ETF | 4.26% | 3.78% |
#8
1
Prev: #9
|
3.7 |
—
|
8,133 | 17.3% |
P
S
|
55,104 | $13,389,824 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VOE
VANGUARD MID-CA...
|
ETF | 4.00% | 3.69% |
#9
1
Prev: #10
|
3.6 |
—
|
9,701 | 18.0% |
P
S
|
63,710 | $12,589,096 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
XLU
STATE STREET UT...
|
ETF | 3.72% | 4.05% |
#10
2
Prev: #8
|
3.5 |
—
|
19,469 | 8.2% |
P
S
|
257,816 | $11,689,377 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 3.51% | 2.98% |
#11
Prev: #11
|
3.4 |
—
|
23,813 | 20.0% |
P
S
|
143,068 | $11,031,973 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EMXC
ISHARES MSCI EM...
|
ETF | 3.06% | 2.46% |
#12
3
Prev: #15
|
3.2 |
—
|
9,710 | 11.5% |
P
S
|
94,086 | $9,624,998 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IWS
ISHARES RUSSELL...
|
ETF | 2.82% | 2.92% |
#13
1
Prev: #12
|
1.6 |
—
|
-227 | -0.4% |
P
S
|
53,876 | $8,867,990 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VOD
VODAFONE GROUP ...
|
Communication Services | 1.88% | 2.50% |
#14
Prev: #14
|
1.3 |
—
|
-2,920 | -0.7% |
P
S
|
446,161 | $5,900,480 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.86% | 2.38% |
#15
1
Prev: #16
|
2.7 |
—
|
9,951 | 7.8% |
P
S
|
138,154 | $5,849,440 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
T
AT&T INC
|
Communication Services | 1.82% | 2.76% |
#16
3
Prev: #13
|
1.2 |
—
|
17,078 | 4.0% |
P
S
|
449,301 | $5,726,408 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
DGS
WISDOMTREE EMER...
|
ETF | 1.39% | 1.57% |
#17
Prev: #17
|
1.1 |
—
|
-3,235 | -4.6% |
P
S
|
67,498 | $4,367,796 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CALF
PACER US SMALL ...
|
ETF | 1.13% | 1.23% |
#18
1
Prev: #19
|
1.0 |
—
|
-3,422 | -4.6% |
P
S
|
70,365 | $3,561,173 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 1.06% | — |
#19
Prev: #—
|
3.9 |
—
|
33,646 | — |
NEW
|
33,646 | $3,340,375 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.05% | 1.19% |
#20
Prev: #20
|
0.9 |
—
|
-63 | -0.9% |
P
S
|
6,632 | $3,318,336 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CVS
CVS HEALTH CORP...
|
Healthcare | 1.05% | 0.88% |
#21
1
Prev: #22
|
0.9 |
—
|
-1,075 | -3.3% |
P
S
|
31,854 | $3,295,296 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BP
BP PLC ADR
|
Energy | 0.86% | 1.27% |
#22
4
Prev: #18
|
0.8 |
—
|
-365 | -0.5% |
P
S
|
72,862 | $2,692,236 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SIRI
SIRIUSXM HOLDIN...
|
Communication Services | 0.78% | 0.71% |
#23
2
Prev: #25
|
0.8 |
—
|
-232 | -0.3% |
P
S
|
82,859 | $2,447,655 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MTCH
MATCH GROUP INC...
|
Communication Services | 0.77% | 0.73% |
#24
Prev: #24
|
0.8 |
—
|
-569 | -0.9% |
P
S
|
63,308 | $2,408,869 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
FRSH
FRESHWORKS INC ...
|
Technology | 0.76% | 0.65% |
#25
1
Prev: #26
|
2.3 |
—
|
16,673 | 7.6% |
P
S
|
236,845 | $2,396,871 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PFE
PFIZER INC COM
|
Healthcare | 0.75% | 1.03% |
#26
5
Prev: #21
|
0.8 |
—
|
-278 | -0.3% |
P
S
|
98,407 | $2,369,641 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BILL
BILL HOLDINGS I...
|
Technology | 0.73% | 0.84% |
#27
4
Prev: #23
|
2.3 |
—
|
4,112 | 7.0% |
P
S
|
63,131 | $2,282,817 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMPY
AMPLIFY ENERGY ...
|
Energy | 0.34% | 0.63% |
#28
1
Prev: #27
|
0.6 |
—
|
-3,261 | -1.2% |
P
S
|
269,773 | $1,073,697 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VGSH
VANGUARD SHORT-...
|
ETF | 0.31% | 0.34% |
#29
1
Prev: #28
|
2.1 |
—
|
1,368 | 8.9% |
P
S
|
16,825 | $979,215 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.21% | — |
#30
Prev: #—
|
3.6 |
—
|
893 | — |
NEW
|
893 | $668,759 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.21% | 0.21% |
#31
2
Prev: #29
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,263 | $654,752 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.18% | 0.15% |
#32
1
Prev: #31
|
2.1 |
—
|
199 | 14.1% |
P
S
|
1,606 | $567,614 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.15% | 0.15% |
#33
3
Prev: #30
|
0.6 |
—
|
176 | 0.3% |
P
S
|
70,163 | $458,926 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VGIT
VANGUARD INTERM...
|
ETF | 0.12% | 0.13% |
#34
2
Prev: #32
|
2.0 |
—
|
535 | 9.1% |
P
S
|
6,427 | $379,064 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SCHP
SCHWAB US TIPS ...
|
ETF | 0.12% | 0.13% |
#35
1
Prev: #34
|
2.0 |
—
|
912 | 7.1% |
P
S
|
13,780 | $365,170 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
STIP
ISHARES 0-5 YEA...
|
ETF | 0.11% | 0.12% |
#36
Prev: #36
|
2.0 |
—
|
253 | 8.0% |
P
S
|
3,422 | $349,592 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.11% | 0.10% |
#37
2
Prev: #39
|
2.0 |
—
|
102 | 6.4% |
P
S
|
1,698 | $339,700 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 0.10% | 0.10% |
#38
Prev: #38
|
2.0 |
—
|
70 | 8.2% |
P
S
|
920 | $324,466 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
N/A
EXXONMOBIL HOLD...
|
|
Unknown | 0.09% | — |
#39
Prev: #—
|
3.5 |
—
|
2,009 | — |
NEW
|
2,009 | $274,605 | — | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
FXE
INVESCO CURRENC...
|
ETF | 0.09% | 0.12% |
#40
3
Prev: #37
|
0.5 |
—
|
-400 | -13.3% |
P
S
|
2,602 | $274,355 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 0.09% | 0.09% |
#41
1
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
9,322 | $274,351 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.09% | 0.13% |
#42
9
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
5,087 | $272,002 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.09% | — |
#43
Prev: #—
|
3.5 |
—
|
824 | — |
NEW
|
824 | $269,720 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.08% | 0.10% |
#44
4
Prev: #40
|
0.5 |
—
|
1 | 0.1% |
P
S
|
712 | $265,646 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IJS
ISHARES S&P SMA...
|
ETF | 0.08% | 0.09% |
#45
2
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
1,940 | $265,159 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.08% | 0.08% |
#46
2
Prev: #44
|
0.5 |
—
|
-5 | -1.3% |
P
S
|
369 | $253,692 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.08% | — |
#47
Prev: #—
|
3.5 |
—
|
339 | — |
NEW
|
339 | $252,782 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IXUS
ISHARES CORE MS...
|
ETF | 0.08% | — |
#48
Prev: #—
|
3.5 |
—
|
2,594 | — |
NEW
|
2,594 | $247,571 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.08% | — |
#49
Prev: #—
|
3.5 |
—
|
1,436 | — |
NEW
|
1,436 | $238,080 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 0.07% | — |
#50
Prev: #—
|
3.5 |
—
|
1,468 | — |
NEW
|
1,468 | $231,988 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-50 of 64 holdings