Inlight Wealth Management, LLC
Sector Allocation
- Other71.6%$250.6M
- Financials10.4%$36.3M
- Technology7.6%$26.5M
- Communication Services6.7%$23.5M
- Healthcare1.9%$6.8M
- Energy1.5%$5.2M
- Consumer Discretionary0.1%$539,145
- Consumer Staples0.1%$315,888
- Real Estate0.1%$230,470
- Industrials0.1%$202,704
AUM History
13fpro.ai/research/fund/inlight-wealth-management-llc-1731795
Conviction and streaks
Diversifying · top 10 = 67.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$51.9M
- ISHARES$29.6M
- ISHARES$27.4M
IVZ
$26.7M- VANGUARD$21.0M
- PACER$20.7M
- ISHARES$18.7M
- VANGUARD$14.3M
- VANGUARD$14.0M
- ISHARES$11.6M
- ISHARES$10.1M
NOW
$8.8M- ISHARES$8.6M
- STATE$7.6M
T
$7.3MVOD
$7.2MVZ
$6.9MMETA
$5.3MWT
$4.3M- PACER$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/inlight-wealth-management-llc-1731795
Inlight Wealth Management, LLC 13F holdings — Q3 2026
$350.2M portfolio (+11.3% QoQ) · 78 holdings · Q3 2026 13F · top 10 are 67% of the stock portfolio
- 1
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$51.9M
14.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF - ETF
$29.6M
8.4% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES CORE S&P SMALL CAP ETF - ETF
$27.4M
7.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $26.7M
7.6% of stocks
+4%This quarter-2.5%Since filed5+ qtrsHeld- 5
VANGUARD MORNINGSTAR VALUE ETF - ETF
$21.0M
6.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PACER US CASH COWS 100 ETF - ETF
$20.7M
5.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES MSCI INTL QUALITY FACTOR ETF - ETF
$18.7M
5.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF
$14.3M
4.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF
$14.0M
4.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES CORE S&P MID-CAP ETF - ETF
$11.6M
3.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $51.9M | 14.8% | +7% | — | — | — | — | |
| 2 | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF - ETF | $29.6M | 8.4% | +15% | — | — | — | — | |
| 3 | ISHARES CORE S&P SMALL CAP ETF - ETF | $27.4M | 7.8% | +6% | — | — | — | — | |
| 4 | $26.7M | 7.6% | +4% | -2.5% | 5+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD MORNINGSTAR VALUE ETF - ETF | $21.0M | 6.0% | +3% | — | — | — | — | |
| 6 | PACER US CASH COWS 100 ETF - ETF | $20.7M | 5.9% | +3% | — | — | — | — | |
| 7 | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $18.7M | 5.3% | +8% | — | — | — | — | |
| 8 | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $14.3M | 4.1% | +12% | — | — | — | — | |
| 9 | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $14.0M | 4.0% | +12% | — | — | — | — | |
| 10 | ISHARES CORE S&P MID-CAP ETF - ETF | $11.6M | 3.3% | +13% | — | — | — | — |
All holdings — Inlight Wealth Management, LLC (Q3 2026)
78 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETFetf/fund | — | $10.1M | 2.9% | 102K | +8% | — | — | 13F |
| 12 | ServiceNow, Inc. | Technology | $8.8M | 2.5% | 65K | +94% | 2 qtrsAdded 2 qtrs in a row | 74.8 | 13F | |
| 13 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETFetf/fund | — | $8.6M | 2.5% | 54K | -0.2% | — | — | 13F |
| 14 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETFetf/fund | — | $7.6M | 2.2% | 193K | -25% | — | — | 13F |
| 15 | AT&T INC. | Communication Services | $7.3M | 2.1% | 474K | +6% | 5+ qtrsAdded 4 qtrs in a row | 62.4 | 13F | |
| 16 | VODAFONE GROUP PUBLIC LTD COadr | Communication Services | $7.2M | 2.0% | 443K | -0.6% | 5+ qtrs | — | 13F | |
| 17 | VERIZON COMMUNICATIONS INC | Communication Services | $6.9M | 2.0% | 150K | +8% | 5+ qtrsAdded 4 qtrs in a row | 64.8 | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $5.3M | 1.5% | 7,301 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WisdomTree, Inc.etf/fund | Financials | $4.3M | 1.2% | 67K | -0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | PACER US SMALL CAP CASH COWS ETF - ETFetf/fund | — | $3.7M | 1.1% | 70K | -0.1% | — | — | 13F |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 1.0% | 7,013 | +6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD UTILITIES ETF - ETFetf/fund | — | $3.4M | 1.0% | 20K | New | — | — | 13F |
| 23 | Freshworks Inc. | Technology | $3.2M | 0.9% | 248K | +5% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BP PLCadr | Energy | $3.2M | 0.9% | 72K | -0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BILL Holdings, Inc. | Technology | $2.8M | 0.8% | 66K | +5% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PFE | PFIZER INC | Healthcare | $2.8M | 0.8% | 97K | -1% | |||
| 27 | $CVS | CVS HEALTH Corp | Healthcare | $2.7M | 0.8% | 32K | +0.7% | |||
| 28 | $MTCH | Match Group, Inc. | Technology | $2.5M | 0.7% | 63K | -0.9% | |||
| 29 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $2.1M | 0.6% | 82K | -1% | |||
| 30 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | — | $1.1M | 0.3% | 20K | +19% | |||
| 31 | $AMPY | Amplify Energy Corp. | Energy | $1.1M | 0.3% | 268K | -0.7% | |||
| 32 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | — | $994K | 0.3% | 33K | +256% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $847K | 0.2% | 2,486 | +55% | |||
| 34 | $AAPL | Apple Inc. | Technology | $776K | 0.2% | 2,330 | +3% | |||
| 35 | — | ISHARES CORE S&P 500 ETF - ETF | — | $683K | 0.2% | 892 | -0.1% | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $516K | 0.1% | 1,561 | +89% | |||
| 37 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | — | $514K | 0.1% | 7,061 | New | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $502K | 0.1% | 471 | New | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $469K | 0.1% | 2,880 | +43% | |||
| 40 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | — | $456K | 0.1% | 70K | -0.0% | |||
| 41 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $429K | 0.1% | 7,578 | +18% | |||
| 42 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $425K | 0.1% | 695 | New | |||
| 43 | $CVX | CHEVRON CORP | Energy | $409K | 0.1% | 2,003 | +39% | |||
| 44 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | — | $404K | 0.1% | 4,053 | +18% | |||
| 45 | — | SCHWAB US TIPS ETF - ETF | — | $399K | 0.1% | 16K | +15% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $395K | 0.1% | 341 | New | |||
| 47 | $NVDA | NVIDIA CORP | Technology | $386K | 0.1% | 1,692 | -0.4% | |||
| 48 | $MSFT | MICROSOFT CORP | Technology | $364K | 0.1% | 710 | -0.3% | |||
| 49 | $JNJ | JOHNSON & JOHNSON | Healthcare | $324K | 0.1% | 1,222 | New | |||
| 50 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $316K | 0.1% | 347 | New | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $310K | 0.1% | 1,090 | +18% | |||
| 52 | — | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF - ETF | — | $293K | 0.1% | 3,278 | New | |||
| 53 | $SLV | iShares Silver Trust | Financials | $277K | 0.1% | 5,087 | — | |||
| 54 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $274K | 0.1% | 747 | +41% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $273K | 0.1% | 303 | +41% | |||
| 56 | $FXE | Invesco CurrencyShares Euro Trust | Financials | $272K | 0.1% | 2,602 | — | |||
| 57 | $SPY | SPDR S&P 500 ETF TRUST | — | $261K | 0.1% | 343 | +1% | |||
| 58 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | — | $249K | 0.1% | 1,940 | — | |||
| 59 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $246K | 0.1% | 2,594 | — | |||
| 60 | $V | VISA INC. | Financials | $244K | 0.1% | 679 | New | |||
| 61 | $ABBV | AbbVie Inc. | Healthcare | $242K | 0.1% | 924 | New | |||
| 62 | $WK | WORKIVA INC | Technology | $240K | 0.1% | 3,607 | New | |||
| 63 | — | VANGUARD S&P 500 ETF - ETF | — | $234K | 0.1% | 334 | -9% | |||
| 64 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $232K | 0.1% | 5,593 | — | |||
| 65 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $231K | 0.1% | 2,383 | — | |||
| 66 | $WELL | WELLTOWER INC. | Real Estate | $230K | 0.1% | 1,001 | New | |||
| 67 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $229K | 0.1% | 644 | +5% | |||
| 68 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $229K | 0.1% | 612 | New | |||
| 69 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $228K | 0.1% | 1,468 | — | |||
| 70 | $GOOGL | Alphabet Inc. | Technology | $223K | 0.1% | 648 | +0.2% | |||
| 71 | $INTC | INTEL CORP | Technology | $213K | 0.1% | 1,768 | New | |||
| 72 | — | ISHARES S&P 500 GROWTH ETF - ETF | — | $211K | 0.1% | 211K | — | |||
| 73 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | — | $208K | 0.1% | 2,960 | — | |||
| 74 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | — | $203K | 0.1% | 2,188 | New | |||
| 75 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $203K | 0.1% | 656 | New | |||
| 76 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $202K | 0.1% | 179K | — | |||
| 77 | — | VANGUARD FTSE EUROPE ETF - ETF | — | $68K | 0.0% | 68K | — | |||
| 78 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $57K | 0.0% | 13K | +5% |
What changed in Q3 2026
Against the previous quarter's 13F: 17 new, 35 added to, 15 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
first bought this quarter
- VANGUARD UTILITIES ETF - ETF$3.4M
first bought this quarter
- VANGUARD INTERMEDIATE-TERM BOND ETF - ETF$514K
first bought this quarter
$MUMICRON TECHNOLOGY INC$502K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$425K
first bought this quarter
$LLYELI LILLY & Co$395K
first bought this quarter
+11 more in the Excel export
Added to (35)
now $8.8M · held 2 qtrs, 2 adds in a row
- ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF - ETF+15%
now $29.6M
- VANGUARD FTSE DEVELOPED MARKETS ETF - ETF+7%
now $51.9M
- VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF+12%
now $14.0M
- ISHARES CORE S&P SMALL CAP ETF - ETF+6%
now $27.4M
- VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF+12%
now $14.3M
+29 more in the Excel export
Trimmed (15)
- STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF-25%
now $7.6M
now $7.2M · held 5+ qtrs
$PFEPFIZER INC-1%
now $2.8M · held 5+ qtrs
$SIRISIRIUS XM HOLDINGS INC.-1%
now $2.1M · held 5+ qtrs
$BPBP PLC-0.9%
now $3.2M · held 5+ qtrs
- VANGUARD S&P 500 ETF - ETF-9%
now $234K
+9 more in the Excel export
Sold out (1)
- VANGUARD EXTENDED MARKET ETF - ETFwas $206K
Holdings by quarter
Every 13F Inlight Wealth Management, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Inlight Wealth Management?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Inlight Wealth Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 14% over the last 4
Top 10 weight
67%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Inlight Wealth Management, LLC disclosed 78 positions worth $350.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 17 new positions and exited 1 — including a new stake in $META. The portfolio is most concentrated in Other (71.6% of disclosed assets). All figures are sourced directly from Inlight Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1731795.
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AI-Powered Hedge Fund Analysis: Inlight Wealth Management, LLC
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