Filed: 5/4/2026ACC: 0001731795-26-000002
📋 What this filing means
INLIGHT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $270.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$270.09M
Total AUM (reported)
5.27M
Total Shares
Allocation by class
ETF$225.43M83.5%
STOCK$34.13M12.6%
ADR$10.19M3.8%
CEF$341.5K0.1%
Portfolio Concentration
Top 3$87.70M32.5%
4–10$103.20M38.2%
11–25$68.70M25.4%
Rest$10.49M3.9%
Top 3 weight
32.5%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 5.27M
Sole
Full voting authority
2.71M
shares
% of voting shares51.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.56M
shares
% of voting shares48.5%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 51.5% of voting shares
Institutional Holdings50
Rows:
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares636.98K
TypeSH
Market value$40.82M
15.11%
Sole
340.65K
Shared
0.00
None
296.32K
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
SOLEShares332.83K
TypeSH
Market value$24.69M
9.14%
Sole
167.32K
Shared
0.00
None
165.51K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares115.64K
TypeSH
Market value$22.19M
8.22%
Sole
62.70K
Shared
0.00
None
52.93K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares200.45K
TypeSH
Market value$21.67M
8.02%
Sole
119.26K
Shared
0.00
None
81.18K
PACER US CASH COWS 100 ETF
SOLEShares286.99K
TypeSH
Market value$17.95M
6.65%
Sole
142.27K
Shared
0.00
None
144.72K
VANGUARD VALUE ETF
SOLEShares89.27K
TypeSH
Market value$17.51M
6.48%
Sole
48.69K
Shared
0.00
None
40.57K
ISHARES MSCI INTL QUALITY FACTOR ETF
SOLEShares323.71K
TypeSH
Market value$14.97M
5.54%
Sole
171.38K
Shared
0.00
None
152.33K
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
SOLEShares238.35K
TypeSH
Market value$10.94M
4.05%
Sole
117.51K
Shared
0.00
None
120.83K
VANGUARD SMALL CAP VALUE ETF
SOLEShares46.97K
TypeSH
Market value$10.20M
3.78%
Sole
37.42K
Shared
0.00
None
9.55K
VANGUARD MID-CAP VALUE ETF
SOLEShares54.01K
TypeSH
Market value$9.95M
3.69%
Sole
48.73K
Shared
0.00
None
5.28K
ISHARES CORE S&P MID-CAP ETF
SOLEShares119.25K
TypeSH
Market value$8.05M
2.98%
Sole
100.39K
Shared
0.00
None
18.87K
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares54.10K
TypeSH
Market value$7.88M
2.92%
Sole
8.36K
Shared
0.00
None
45.74K
AT&T INC
SOLEShares432.22K
TypeSH
Market value$7.45M
2.76%
Sole
289.03K
Shared
0.00
None
143.19K
VODAFONE GROUP PLC SPONSORED ADR
SOLEShares449.08K
TypeSH
Market value$6.75M
2.50%
Sole
71.62K
Shared
0.00
None
377.46K
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
SOLEShares84.38K
TypeSH
Market value$6.64M
2.46%
Sole
61.15K
Shared
0.00
None
23.22K
VERIZON COMMUNICATIONS INC
SOLEShares128.20K
TypeSH
Market value$6.44M
2.38%
Sole
60.03K
Shared
0.00
None
68.17K
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
SOLEShares70.73K
TypeSH
Market value$4.25M
1.57%
Sole
10.57K
Shared
0.00
None
60.16K
BP PLC ADR
SOLEShares73.23K
TypeSH
Market value$3.44M
1.27%
Sole
12.11K
Shared
0.00
None
61.12K
PACER US SMALL CAP CASH COWS ETF
SOLEShares73.79K
TypeSH
Market value$3.31M
1.23%
Sole
10.37K
Shared
0.00
None
63.42K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares6.70K
TypeSH
Market value$3.21M
1.19%
Sole
1.22K
Shared
0.00
None
5.48K
PFIZER INC COM
SOLEShares98.69K
TypeSH
Market value$2.77M
1.03%
Sole
15.96K
Shared
0.00
None
82.72K
CVS HEALTH CORP COM
SOLEShares32.93K
TypeSH
Market value$2.36M
0.88%
Sole
5.45K
Shared
0.00
None
27.48K
BILL HOLDINGS INC COM
SOLEShares59.02K
TypeSH
Market value$2.26M
0.84%
Sole
29.84K
Shared
0.00
None
29.18K
MATCH GROUP INC NEW COM
SOLEShares63.88K
TypeSH
Market value$1.96M
0.73%
Sole
10.99K
Shared
0.00
None
52.89K
SIRIUSXM HOLDINGS INC COMMON STOCK
SOLEShares83.09K
TypeSH
Market value$1.92M
0.71%
Sole
10.55K
Shared
0.00
None
72.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 636.98K | SH | $40.82M 15.11% | 340.65K | 0.00 | 296.32K |
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFSOLE | ETF | 332.83K | SH | $24.69M 9.14% | 167.32K | 0.00 | 165.51K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 115.64K | SH | $22.19M 8.22% | 62.70K | 0.00 | 52.93K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 200.45K | SH | $21.67M 8.02% | 119.26K | 0.00 | 81.18K |
PACER US CASH COWS 100 ETFSOLE | ETF | 286.99K | SH | $17.95M 6.65% | 142.27K | 0.00 | 144.72K |
VANGUARD VALUE ETFSOLE | ETF | 89.27K | SH | $17.51M 6.48% | 48.69K | 0.00 | 40.57K |
ISHARES MSCI INTL QUALITY FACTOR ETFSOLE | ETF | 323.71K | SH | $14.97M 5.54% | 171.38K | 0.00 | 152.33K |
STATE STREET UTILITIES SELECT SECTOR SPDR ETFSOLE | ETF | 238.35K | SH | $10.94M 4.05% | 117.51K | 0.00 | 120.83K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 46.97K | SH | $10.20M 3.78% | 37.42K | 0.00 | 9.55K |
VANGUARD MID-CAP VALUE ETFSOLE | ETF | 54.01K | SH | $9.95M 3.69% | 48.73K | 0.00 | 5.28K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 119.25K | SH | $8.05M 2.98% | 100.39K | 0.00 | 18.87K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 54.10K | SH | $7.88M 2.92% | 8.36K | 0.00 | 45.74K |
AT&T INCSOLE | Stock | 432.22K | SH | $7.45M 2.76% | 289.03K | 0.00 | 143.19K |
VODAFONE GROUP PLC SPONSORED ADRSOLE | ADR | 449.08K | SH | $6.75M 2.50% | 71.62K | 0.00 | 377.46K |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 84.38K | SH | $6.64M 2.46% | 61.15K | 0.00 | 23.22K |
VERIZON COMMUNICATIONS INCSOLE | Stock | 128.20K | SH | $6.44M 2.38% | 60.03K | 0.00 | 68.17K |
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDSOLE | ETF | 70.73K | SH | $4.25M 1.57% | 10.57K | 0.00 | 60.16K |
BP PLC ADRSOLE | ADR | 73.23K | SH | $3.44M 1.27% | 12.11K | 0.00 | 61.12K |
PACER US SMALL CAP CASH COWS ETFSOLE | ETF | 73.79K | SH | $3.31M 1.23% | 10.37K | 0.00 | 63.42K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 6.70K | SH | $3.21M 1.19% | 1.22K | 0.00 | 5.48K |
PFIZER INC COMSOLE | Stock | 98.69K | SH | $2.77M 1.03% | 15.96K | 0.00 | 82.72K |
CVS HEALTH CORP COMSOLE | Stock | 32.93K | SH | $2.36M 0.88% | 5.45K | 0.00 | 27.48K |
BILL HOLDINGS INC COMSOLE | Stock | 59.02K | SH | $2.26M 0.84% | 29.84K | 0.00 | 29.18K |
MATCH GROUP INC NEW COMSOLE | Stock | 63.88K | SH | $1.96M 0.73% | 10.99K | 0.00 | 52.89K |
SIRIUSXM HOLDINGS INC COMMON STOCKSOLE | Stock | 83.09K | SH | $1.92M 0.71% | 10.55K | 0.00 | 72.54K |
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