Investor
Inlight Wealth Management, LLC
CIK 0001731795 · filed 2026-05-04 · SEC filing
13F book
$270.1M
Positions
50
1 new · 185 sold
Largest name
15.1%
Vanguard Tax-Managed Fds
Est. mark
$7.51M
Price effect on 49 names still held. Flow −$10.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 637K | $40.8M | 15.1% | $896.1K | Added$6.05M |
| Ishares Tr | — | 332.8K | $24.7M | 9.1% | −$333.9K | Added$895.8K |
| Invesco Exchange Traded Fd T | — | 115.6K | $22.2M | 8.2% | $35.9K | Added$3.09M |
| Ishares Tr | — | 200.4K | $21.7M | 8.0% | $1.02M | Added$3.74M |
| Pacer Fds Tr | — | 287K | $18M | 6.6% | $615.8K | Added$2.45M |
| Vanguard Index Fds | — | 89.3K | $17.5M | 6.5% | $411.9K | Added$2.42M |
| Ishares Tr | — | 323.7K | $15M | 5.5% | $218.7K | Added$2.22M |
| Select Sector Spdr Tr | — | 238.3K | $10.9M | 4.0% | $671.2K | Added$1.98M |
| Vanguard Index Fds | — | 47K | $10.2M | 3.8% | $186.8K | Added$2.96M |
| Vanguard Index Fds | — | 54K | $9.95M | 3.7% | $258K | Added$3.33M |
| Ishares Tr | — | 119.3K | $8.05M | 3.0% | $129.3K | Added$2.48M |
| Ishares Tr | — | 54.1K | $7.88M | 2.9% | $253.7K | Cut$150.2K |
| At&T Inc | — | 432.2K | $7.45M | 2.8% | $1.25M | Added$1.71M |
| Vodafone Group Plc New | — | 449.1K | $6.75M | 2.5% | $812.8K | Cut$621.7K |
| Ishares Inc | — | 84.4K | $6.64M | 2.5% | $390.8K | Added$1.89M |
| Verizon Communications Inc | VZ | 128.2K | $6.44M | 2.4% | $1.08M | Added$1.78M |
| Wisdomtree Tr | — | 70.7K | $4.25M | 1.6% | $202.3K | Cut−$103.1K |
| Bp Plc | — | 73.2K | $3.44M | 1.3% | $898.5K | Cut$816.8K |
| Pacer Fds Tr | — | 73.8K | $3.31M | 1.2% | $36.9K | Cut−$150.3K |
| Berkshire Hathaway Inc Del | — | 6.7K | $3.21M | 1.2% | −$157K | Cut−$509.9K |
| Pfizer Inc | PFE | 98.7K | $2.77M | 1.0% | $313.8K | Cut$272.5K |
| Cvs Health Corp | CVS | 32.9K | $2.36M | 0.9% | −$248.3K | Cut−$362.2K |
| BILL Holdings, Inc. | BILL | 59K | $2.26M | 0.8% | −$945.2K | Added−$913.9K |
| Match Group Inc New | — | 63.9K | $1.96M | 0.7% | −$100.9K | Cut−$163.7K |
| Siriusxm Holdings Inc | — | 83.1K | $1.92M | 0.7% | $256.3K | Cut$216.1K |
| Freshworks Inc. | FRSH | 220.2K | $1.77M | 0.7% | −$891.5K | Added−$819.8K |
| Amplify Energy Corp New | — | 273K | $1.7M | 0.6% | $456K | Cut$413.6K |
| Vanguard Scottsdale Fds | — | 15.5K | $904.9K | 0.3% | −$2.59K | Added$103.3K |
| Apple Inc. | AAPL | 2.26K | $573.9K | 0.2% | −$40.5K | Added−$37.7K |
| Vanguard Intl Equity Index F | — | 70K | $412.1K | 0.2% | −$3.53K | Cut−$4.2K |
| Alphabet Inc | — | 1.41K | $403.7K | 0.1% | −$37.5K | Added−$34.1K |
| Vanguard Scottsdale Fds | — | 5.89K | $350.9K | 0.1% | −$2K | Added$36K |
| Ishares Silver Tr | — | 5.09K | $346.6K | 0.1% | $18.9K | Held |
| Schwab Us Tips Etf | — | 12.9K | $342.4K | 0.1% | $1.4K | Added$33.6K |
| Sprott Asset Management Lp | — | 7.16K | $341.5K | 0.1% | $13.7K | Cut−$17.9M |
| Ishares Tr | — | 3.17K | $327.8K | 0.1% | $2.88K | Added$44.4K |
| Invesco Currencyshares Euro | — | 3K | $320.3K | 0.1% | −$5.3K | Held |
| Home Depot, Inc. | HD | 850 | $279.6K | 0.1% | −$11.9K | Added$11.2K |
| Nvidia Corp | NVDA | 1.6K | $278.4K | 0.1% | −$19.2K | Added−$18.2K |
| Microsoft Corp | MSFT | 711 | $263.3K | 0.1% | −$80.4K | Held |
| Exxon Mobil Corp | — | 1.41K | $239.9K | 0.1% | $69.7K | Cut$56.3K |
| Schwab Strategic Tr | — | 9.32K | $239K | 0.1% | −$11.8K | Held |
| Ishares Tr | — | 1.94K | $229.8K | 0.1% | $9.18K | Cut−$171.4K |
| Vanguard Index Fds | — | 374 | $223.7K | 0.1% | −$10.9K | Added−$7.91K |
| Ishares Tr | — | 2.38K | $215.7K | 0.1% | — | New |
| Workiva Inc | WK | 3.61K | $215.1K | 0.1% | −$96K | Held |
| Ishares Tr | — | 210.9K | $210.9K | 0.1% | $0 | Held |
| Ishares Tr | — | 179.3K | $200.3K | 0.1% | −$92 | Held |
| Vanguard Intl Equity Index F | — | 67.7K | $67.7K | 0.0% | $0 | Held |
| Warner Bros. Discovery, Inc. | WBD | 12.4K | $30.8K | 0.0% | $2.19K | Added$2.48K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.