Inlight Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$270,085
Net value change ($000)
-3,021 (-1.1%)
New positions
1
Sold out positions
185
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 6,045 17.4%
IJR 3,742 20.9%
VOE 3,329 50.3%
RSP 3,092 16.2%
VBR 2,962 40.9%
IJH 2,477 44.4%
COWZ 2,452 15.8%
VTV 2,419 16.0%
IQLT 2,224 17.5%
XLU 1,984 22.2%
Top Reduces (Value $000, Stocks/ETFs)
CEF -17,928 -98.1%
GDXJ -7,069 -100.0%
GDX -6,651 -100.0%
BILL -914 -28.8%
FRSH -820 -31.7%
BRK-B -510 -13.7%
IJT -396 -100.0%
IJJ -368 -100.0%
CVS -362 -13.3%
GSAT -358 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type