Inlight Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$314,576
Net value change ($000)
+44,491 (16.5%)
New positions
14
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,279 20.3%
IJR 6,364 29.4%
RSP 4,102 18.5%
NOW 3,340 NEW
VBR 3,186 31.2%
VTV 3,016 17.2%
EMXC 2,988 45.0%
IJH 2,979 37.0%
VOE 2,636 26.5%
IQLT 2,453 16.4%
Top Reduces (Value $000, Stocks/ETFs)
T -1,726 -23.2%
VOD -845 -12.5%
BP -750 -21.8%
AMPY -630 -37.0%
VZ -587 -9.1%
PFE -401 -14.5%
XOM -240 -100.0%
WK -215 -100.0%
CEF -116 -34.0%
SLV -75 -21.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type