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Inlight Wealth Management, LLC | Tormere

Inlight Wealth Management, LLC

Est. AUM

$270.1M

13F long equity, this entity only

Positions

50

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$40.8M	636976	15.11%	SOLE
2	ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF	ETF	$24.7M	332827	9.14%	SOLE
3	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$22.2M	115635	8.22%	SOLE
4	ISHARES CORE S&P SMALL CAP ETF	ETF	$21.7M	200446	8.02%	SOLE
5	PACER US CASH COWS 100 ETF	ETF	$18.0M	286992	6.65%	SOLE
6	VANGUARD VALUE ETF	ETF	$17.5M	89265	6.48%	SOLE
7	ISHARES MSCI INTL QUALITY FACTOR ETF	ETF	$15.0M	323714	5.54%	SOLE
8	STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$10.9M	238347	4.05%	SOLE
9	VANGUARD SMALL CAP VALUE ETF	ETF	$10.2M	46971	3.78%	SOLE
10	VANGUARD MID-CAP VALUE ETF	ETF	$10.0M	54009	3.69%	SOLE
11	ISHARES CORE S&P MID-CAP ETF	ETF	$8.1M	119255	2.98%	SOLE
12	ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$7.9M	54103	2.92%	SOLE
13	AT&T INC	Stock	$7.5M	432223	2.76%	SOLE
14	VODAFONE GROUP PLC SPONSORED ADR	ADR	$6.7M	449081	2.50%	SOLE
15	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$6.6M	84376	2.46%	SOLE
16	VERIZON COMMUNICATIONS INC	Stock	$6.4M	128203	2.38%	SOLE
17	WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	ETF	$4.3M	70733	1.57%	SOLE
18	BP PLC ADR	ADR	$3.4M	73227	1.27%	SOLE
19	PACER US SMALL CAP CASH COWS ETF	ETF	$3.3M	73787	1.23%	SOLE
20	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$3.2M	6695	1.19%	SOLE
21	PFIZER INC COM	Stock	$2.8M	98685	1.03%	SOLE
22	CVS HEALTH CORP COM	Stock	$2.4M	32929	0.88%	SOLE
23	BILL HOLDINGS INC COM	Stock	$2.3M	59019	0.84%	SOLE
24	MATCH GROUP INC NEW COM	Stock	$2.0M	63877	0.73%	SOLE
25	SIRIUSXM HOLDINGS INC COMMON STOCK	Stock	$1.9M	83091	0.71%	SOLE
26	FRESHWORKS INC CLASS A COM	Stock	$1.8M	220172	0.65%	SOLE
27	AMPLIFY ENERGY CORP NEW COM	Stock	$1.7M	273034	0.63%	SOLE
28	VANGUARD SHORT-TERM TREASURY ETF	ETF	$905K	15457	0.34%	SOLE
29	APPLE INC COM	Stock	$574K	2261	0.21%	SOLE
30	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$412K	69987	0.15%	SOLE
31	ALPHABET INC CAP STK CL C	Stock	$404K	1407	0.15%	SOLE
32	VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$351K	5892	0.13%	SOLE
33	ISHARES SILVER TRUST	ETF	$347K	5087	0.13%	SOLE
34	SCHWAB US TIPS ETF	ETF	$342K	12868	0.13%	SOLE
35	SPROTT PHYSICAL GOLD & SILVER TRUST	CEF	$341K	7156	0.13%	SOLE
36	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$328K	3169	0.12%	SOLE
37	INVESCO CURRENCYSHARES EURO TRUST	ETF	$320K	3002	0.12%	SOLE
38	HOME DEPOT INC COM	Stock	$280K	850	0.10%	SOLE
39	NVIDIA CORPORATION COM	Stock	$278K	1596	0.10%	SOLE
40	MICROSOFT CORP COM	Stock	$263K	711	0.10%	SOLE
41	EXXON MOBIL CORP COM	Stock	$240K	1414	0.09%	SOLE
42	SCHWAB U.S. LARGE-CAP ETF	ETF	$239K	9322	0.09%	SOLE
43	ISHARES S&P SMALL-CAP 600 VALUE ETF	ETF	$230K	1940	0.09%	SOLE
44	VANGUARD S&P 500 ETF	ETF	$224K	374	0.08%	SOLE
45	ISHARES CORE MSCI EAFE ETF	ETF	$216K	2383	0.08%	SOLE
46	WORKIVA INC COM CL A	Stock	$215K	3607	0.08%	SOLE
47	ISHARES S&P 500 GROWTH ETF	ETF	$211K	210897	0.08%	SOLE
48	ISHARES S&P 500 VALUE ETF	ETF	$200K	179293	0.07%	SOLE
49	VANGUARD FTSE EUROPE ETF	ETF	$68K	67702	0.03%	SOLE
50	WARNER BROS DISCOVERY INC COM SER A	Stock	$31K	12409	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.