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IWM
Inlight Wealth Management Portfolio holdings
AUM
$315M
1-Year Est. Return
26.98%
This Fund
S&P 500
This Quarter
Est. Return
+8.08%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$315M
AUM Growth
+$44.5M
(+16%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
8.27%
Top 10 Holdings %
Top 10 Hldgs %
71.06%
Holding
63
New
13
Increased
28
Reduced
14
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.63M |
| 2 |
ServiceNow
NOW
|
+$3.33M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.02M |
| 4 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$1.89M |
| 5 |
Vanguard Morningstar Mid-Cap Value ETF
VOE
|
+$1.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workiva
WK
|
+$215K |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$208K |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$165K |
| 4 |
CVS Health
CVS
|
+$96K |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
+$73K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.07% |
| 2 | Communication Services | 7.36% |
| 3 | Technology | 2.95% |
| 4 | Healthcare | 1.87% |
| 5 | Energy | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pfizer
PFE
$162B
| $2.37M | 0.75% |
98,407
-278
| -0.3% | -$7.27K |
|
27
BILL Holdings
BILL
$4.19B
| $2.28M | 0.73% |
63,131
+4,112
| +7% | +$151K |
|
28
Amplify Energy
AMPY
$203M
| $1.07M | 0.34% |
269,773
-3,261
| -1% | -$16.7K |
|
29
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
| $979K | 0.31% |
16,825
+1,368
| +9% | +$79.7K |
|
30
iShares Core S&P 500 ETF
IVV
$889B
| $669K | 0.21% |
+893
| New | +$650K |
|
31
Apple
AAPL
$4.67T
| $655K | 0.21% |
2,263
+2
| +0.1% | +$572 |
|
32
Alphabet (Google) Class C
GOOG
$4.1T
| $568K | 0.18% |
1,606
+199
| +14% | +$71.1K |
|
33
Vanguard FTSE Emerging Markets ETF
VWO
$128B
| $459K | 0.15% |
70,163
+176
| +0.3% | +$10.3K |
|
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.1B
| $379K | 0.12% |
6,427
+535
| +9% | +$31.6K |
|
35
Schwab US TIPS ETF
SCHP
$16.3B
| $365K | 0.12% |
13,780
+912
| +7% | +$24.3K |
|
36
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
| $350K | 0.11% |
3,422
+253
| +8% | +$26.1K |
|
37
NVIDIA
NVDA
$5.56T
| $340K | 0.11% |
1,698
+102
| +6% | +$21K |
|
38
Home Depot
HD
$320B
| $324K | 0.1% |
920
+70
| +8% | +$22.8K |
|
39
ExxonMobil
XOM
$656B
| $275K | 0.09% |
2,009
+595
| +42% | +$89.1K |
|
40
Invesco CurrencyShares Euro Currency Trust
FXE
$370M
| $274K | 0.09% |
2,602
-400
| -13% | -$42.9K |
|
41
Schwab US Large- Cap ETF
SCHX
$74.4B
| $274K | 0.09% |
9,322
| – | – |
|
42
iShares Silver Trust
SLV
$32.2B
| $272K | 0.09% |
5,087
| – | – |
|
43
JPMorgan Chase
JPM
$953B
| $270K | 0.09% |
+824
| New | +$256K |
|
44
Microsoft
MSFT
$3.71T
| $266K | 0.08% |
712
+1
| +0.1% | +$405 |
|
45
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
| $265K | 0.08% |
1,940
| – | – |
|
46
Vanguard S&P 500 ETF
VOO
$1.03T
| $254K | 0.08% |
369
-5
| -1% | -$3.33K |
|
47
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $253K | 0.08% |
+339
| New | +$246K |
|
48
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
| $248K | 0.08% |
+2,594
| New | +$244K |
|
49
Chevron
CVX
$409B
| $238K | 0.08% |
+1,436
| New | +$267K |
|
50
Vanguard High Dividend Yield ETF
VYM
$82.8B
| $232K | 0.07% |
+1,468
| New | +$229K |
|
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Inlight Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Inlight Wealth Management held 63 positions worth $315M, up 16% from $270M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Inlight Wealth Management deployed $26M of net new capital in Q2 2026, opening 13 new positions and adding to 28 existing holdings. Its largest new stake was ServiceNow: 33,646 shares worth $3.34M.
By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, up from 84% a quarter earlier, followed by Communication Services and Technology.
On the sell side, the largest reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, an estimated $208K trimmed.
- Inlight Wealth Management's largest Q2 2026 buy was ServiceNow: 33,646 shares worth $3.34M.
- Inlight Wealth Management added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $3.63M increase.
- Inlight Wealth Management's biggest Q2 2026 reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, cutting an estimated $208K.
- Inlight Wealth Management fully exited Workiva in Q2 2026, selling an estimated $215K.
- Inlight Wealth Management's ten largest holdings make up 71% of its $315M portfolio in Q2 2026.
- Inlight Wealth Management opened 13 new positions and closed 1 in Q2 2026.
- Inlight Wealth Management's portfolio value rose 16% quarter-over-quarter to $315M.
Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.