☆Inlight Wealth Management, LLC
Quality Q
0.697
AUM ($M)
315
Positions
62
Turnover
0.06
Top-10 wt
71%
Herfindahl
0.067
History (qtrs)
6
Excess Return
—
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Holdings · 64 positions · portfolio value $315M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKETS ETF | ADD | — | 15.6% | +0.5% | 49.1 | 689,068 | +52,092 | 5 | — |
| ☆IJR funds › | ISHARES CORE S&P SMALL CAP ETF | ADD | — | 8.9% | +0.9% | 28.0 | 215,175 | +14,729 | 5 | — |
| ☆RSP funds › | INVESCO S&P 500 EQUAL WEIGHT ETF | ADD | — | 8.4% | +0.1% | 26.3 | 123,583 | +7,948 | 5 | — |
| ☆ISHG funds › | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ADD | — | 8.2% | -1.0% | 25.7 | 346,131 | +13,304 | 5 | — |
| ☆VTV funds › | VANGUARD VALUE ETF | ADD | — | 6.5% | +0.0% | 20.5 | 94,203 | +4,938 | 5 | — |
| ☆COWZ funds › | PACER US CASH COWS 100 ETF | ADD | — | 6.0% | -0.7% | 18.8 | 302,004 | +15,012 | 5 | — |
| ☆IQLT funds › | ISHARES MSCI INTL QUALITY FACTOR ETF | ADD | — | 5.5% | -0.0% | 17.4 | 351,520 | +27,806 | 5 | — |
| ☆VBR funds › | VANGUARD SMALL CAP VALUE ETF | ADD | — | 4.3% | +0.5% | 13.4 | 55,104 | +8,133 | 5 | — |
| ☆VOE funds › | VANGUARD MID-CAP VALUE ETF | ADD | — | 4.0% | +0.3% | 12.6 | 63,710 | +9,701 | 5 | — |
| ☆XLU funds › | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ADD | — | 3.7% | -0.3% | 11.7 | 257,816 | +19,469 | 5 | — |
| ☆IJH funds › | ISHARES CORE S&P MID-CAP ETF | ADD | — | 3.5% | +0.5% | 11.0 | 143,068 | +23,813 | 5 | — |
| ☆EMXC funds › | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ADD | — | 3.1% | +0.6% | 9.6 | 94,086 | +9,710 | 5 | — |
| ☆IWS funds › | ISHARES RUSSELL MID-CAP VALUE ETF | TRIM | — | 2.8% | -0.1% | 8.9 | 53,876 | -227 | 5 | — |
| ☆VOD funds › | VODAFONE GROUP PLC SPONSORED ADR | TRIM | — | 1.9% | -0.6% | 5.9 | 446,161 | -2,920 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 1.9% | -0.5% | 5.8 | 138,154 | +9,951 | 5 | — |
| ☆T funds › | AT&T INC | ADD | — | 1.8% | -0.9% | 5.7 | 449,301 | +17,078 | 5 | — |
| ☆DGS funds › | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | TRIM | — | 1.4% | -0.2% | 4.4 | 67,498 | -3,235 | 5 | — |
| ☆CALF funds › | PACER US SMALL CAP CASH COWS ETF | TRIM | — | 1.1% | -0.1% | 3.6 | 70,365 | -3,422 | 5 | — |
| ☆NOW funds › | SERVICENOW INC COM | NEW | — | 1.1% | +1.1% | 3.3 | 33,646 | +33,646 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL CL B NEW | TRIM | — | 1.1% | -0.1% | 3.3 | 6,632 | -63 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP COM | TRIM | — | 1.0% | +0.2% | 3.3 | 31,854 | -1,075 | 5 | — |
| ☆BP funds › | BP PLC ADR | TRIM | — | 0.9% | -0.4% | 2.7 | 72,862 | -365 | 5 | — |
| ☆SIRI funds › | SIRIUSXM HOLDINGS INC COMMON STOCK | TRIM | — | 0.8% | +0.1% | 2.4 | 82,859 | -232 | 5 | — |
| ☆MTCH funds › | MATCH GROUP INC NEW COM | TRIM | — | 0.8% | +0.0% | 2.4 | 63,308 | -569 | 5 | — |
| ☆FRSH funds › | FRESHWORKS INC CLASS A COM | ADD | — | 0.8% | +0.1% | 2.4 | 236,845 | +16,673 | 5 | — |
| ☆PFE funds › | PFIZER INC COM | TRIM | — | 0.8% | -0.3% | 2.4 | 98,407 | -278 | 5 | — |
| ☆BILL funds › | BILL HOLDINGS INC COM | ADD | — | 0.7% | -0.1% | 2.3 | 63,131 | +4,112 | 5 | — |
| ☆AMPY funds › | AMPLIFY ENERGY CORP NEW COM | TRIM | — | 0.3% | -0.3% | 1.1 | 269,773 | -3,261 | 5 | — |
| ☆VGSH funds › | VANGUARD SHORT-TERM TREASURY ETF | ADD | — | 0.3% | -0.0% | 1.0 | 16,825 | +1,368 | 5 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 ETF | NEW | — | 0.2% | +0.2% | 0.7 | 893 | +893 | 1 | — |
| ☆AAPL funds › | APPLE INC COM | ADD | — | 0.2% | -0.0% | 0.7 | 2,263 | +2 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CAP STK CL C | ADD | — | 0.2% | +0.0% | 0.6 | 1,606 | +199 | 5 | — |
| ☆VWO funds › | VANGUARD FTSE EMERGING MARKETS ETF | ADD | — | 0.1% | -0.0% | 0.5 | 70,163 | +176 | 5 | — |
| ☆VGIT funds › | VANGUARD INTERMEDIATE-TERM TREASURY ETF | ADD | — | 0.1% | -0.0% | 0.4 | 6,427 | +535 | 5 | — |
| ☆SCHP funds › | SCHWAB US TIPS ETF | ADD | — | 0.1% | -0.0% | 0.4 | 13,780 | +912 | 5 | — |
| ☆STIP funds › | ISHARES 0-5 YEAR TIPS BOND ETF | ADD | — | 0.1% | -0.0% | 0.3 | 3,422 | +253 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION COM | ADD | — | 0.1% | +0.0% | 0.3 | 1,698 | +102 | 5 | — |
| ☆HD funds › | HOME DEPOT INC COM | ADD | — | 0.1% | -0.0% | 0.3 | 920 | +70 | 5 | — |
| ☆XOM funds › | EXXONMOBIL HOLDINGS CORP COM SHS | NEW | — | 0.1% | +0.1% | 0.3 | 2,009 | +2,009 | 1 | — |
| ☆FXE funds › | INVESCO CURRENCYSHARES EURO TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 2,602 | -400 | 4 | — |
| ☆SCHX funds › | SCHWAB U.S. LARGE-CAP ETF | HOLD | — | 0.1% | -0.0% | 0.3 | 9,322 | +0 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 5,087 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO COM | NEW | — | 0.1% | +0.1% | 0.3 | 824 | +824 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | ADD | — | 0.1% | -0.0% | 0.3 | 712 | +1 | 5 | — |
| ☆IJS funds › | ISHARES S&P SMALL-CAP 600 VALUE ETF | HOLD | — | 0.1% | -0.0% | 0.3 | 1,940 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD S&P 500 ETF | TRIM | — | 0.1% | -0.0% | 0.3 | 369 | -5 | 5 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 ETF | NEW | — | 0.1% | +0.1% | 0.3 | 339 | +339 | 1 | — |
| ☆IXUS funds › | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | NEW | — | 0.1% | +0.1% | 0.2 | 2,594 | +2,594 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION COM | NEW | — | 0.1% | +0.1% | 0.2 | 1,436 | +1,436 | 1 | — |
| ☆VYM funds › | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | NEW | — | 0.1% | +0.1% | 0.2 | 1,468 | +1,468 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STK CL A | NEW | — | 0.1% | +0.1% | 0.2 | 647 | +647 | 1 | — |
| ☆IEFA funds › | ISHARES CORE MSCI EAFE ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 2,383 | +0 | 2 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW CL A | NEW | — | 0.1% | +0.1% | 0.2 | 612 | +612 | 1 | — |
| ☆CEF funds › | SPROTT PHYSICAL GOLD & SILVER TRUST | TRIM | — | 0.1% | -0.1% | 0.2 | 5,593 | -1,563 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC COM | NEW | — | 0.1% | +0.1% | 0.2 | 531 | +531 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC COM | NEW | — | 0.1% | +0.1% | 0.2 | 215 | +215 | 1 | — |
| ☆BND funds › | VANGUARD TOTAL BOND MARKET ETF | NEW | — | 0.1% | +0.1% | 0.2 | 2,960 | +2,960 | 1 | — |
| ☆IVW funds › | ISHARES S&P 500 GROWTH ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 210,897 | +0 | 5 | — |
| ☆VXF funds › | VANGUARD EXTENDED MARKET ETF | NEW | — | 0.1% | +0.1% | 0.2 | 837 | +837 | 1 | — |
| ☆IVE funds › | ISHARES S&P 500 VALUE ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 179,293 | +0 | 5 | — |
| ☆VGK funds › | VANGUARD FTSE EUROPE ETF | HOLD | — | 0.0% | -0.0% | 0.1 | 67,702 | +0 | 5 | — |
| ☆WBD funds › | WARNER BROS DISCOVERY INC COM SER A | ADD | — | 0.0% | -0.0% | 0.0 | 12,561 | +152 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,414 | 0 | — |
| ☆WK funds › | WORKIVA INC COM CL A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,607 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 315 | 62 | 0.06 | 71% | 0.067 | 0.696 | — | in |
| 2026Q1 | 270 | 50 | 0.16 | 71% | 0.066 | 0.489 | — | in |
| 2025Q4 | 273 | 234 | 0.08 | 64% | 0.054 | 0.526 | — | in |
| 2025Q3 | 213 | 245 | 0.06 | 62% | 0.050 | 0.515 | — | in |
| 2025Q2 | 193 | 249 | 0.12 | 60% | 0.048 | 0.399 | — | entered |
| 2025Q1 | 162 | 289 | 0.00 | 61% | 0.049 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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