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Angie Dumler

Inlight Wealth Management, Llc

Assets Managed
$270.085M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-1.1%(2Q avg: 13.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inlight Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Inlight Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.085M in assets, with a quarterly growth rate of -1.1% and a 2-quarter average growth rate of 13.56%. The portfolio is managed by Angie Dumler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 14.44%
15.12%
$40.817M
636,976 shares@ $64.08 avg price
ISHG
Ishares -3 Year Internationa
Recent Activity
Increased 5.25%
9.15%
$24.691M
332,827 shares@ $74.19 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 15.97%
8.22%
$22.193M
115,635 shares@ $191.92 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 14.35%
8.03%
$21.67M
200,446 shares@ $108.12 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 11.4%
6.65%
$17.954M
286,992 shares@ $62.57 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 12.95%
6.49%
$17.514M
89,265 shares@ $196.21 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 15.48%
5.55%
$14.965M
323,714 shares@ $46.23 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 13.64%
4.05%
$10.938M
238,347 shares@ $45.9 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 37.37%
3.78%
$10.204M
46,971 shares@ $217.26 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 44.63%
3.69%
$9.953M
54,009 shares@ $184.29 avg price

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