Inlight Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$350,175
Net value change ($000)
+35,599 (11.3%)
New positions
17
Sold out positions
1
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NOW 5,427 162.5%
META 5,295 NEW
ISHG 3,872 15.1%
VPU 3,419 NEW
VEA 2,786 5.7%
COWZ 1,937 10.3%
T 1,601 28.0%
VOE 1,424 11.3%
IQLT 1,292 7.4%
VOD 1,260 21.4%
Top Reduces (Value $000, Stocks/ETFs)
XLU -4,086 -35.0%
IJR -589 -2.1%
CVS -547 -16.6%
SIRI -333 -13.6%
IWS -221 -2.5%
VXF -206 -100.0%
DGS -110 -2.5%
VOO -20 -7.9%
IJS -16 -6.0%
HD -14 -4.3%
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