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CIK: 0001731795
Total reported value
$314.6M
$314.6M
50 檔
40.5%
As reported in its official Q1 2026 Form 13F filing, Inlight Wealth Management, LLC's tracked investment portfolio stood at $314.6M with 50 total positions.
In Q1 2026, Inlight Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 154 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.11% | +0.50% | +14.44% | |
| 2 | ISHG | Ishares -3 Year Internationa | ETF-Other | 9.14% | -0.97% | +5.24% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.22% | +0.14% | +15.97% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.02% | +0.89% | +14.35% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.65% | -0.68% | +11.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 6.48% | +0.05% | +12.94% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 5.54% | — | +15.48% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 4.05% | -0.33% | +13.63% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.78% | +0.48% | +37.37% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.69% | +0.31% | +44.63% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.98% | +0.53% | +41.15% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.92% | -0.10% | -1.34% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.76% | -0.94% | +6.67% | |
| 14 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 2.50% | -0.62% | -3.12% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.46% | +0.60% | +29.10% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.38% | -0.52% | +12.27% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.57% | -0.18% | -7.01% | |
| 18 | BP | Bp Plc-spons Adr | Stock-Energy | 1.27% | -0.41% | -3.11% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.23% | -0.10% | -5.41% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.14% | -9.49% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.03% | -0.28% | -1.65% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.88% | +0.17% | -4.18% | |
| 23 | BILL | Bill Holdings Inc | Stock-Tech | 0.84% | -0.11% | +1.41% | |
| 24 | MTCH | Match Group Inc | Stock-Comm Services | 0.73% | +0.04% | -2.95% | |
| 25 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.71% | +0.07% | -2.37% | |
| 26 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.65% | +0.11% | +4.22% | |
| 27 | AMPY | Amplify Energy CORP | Stock-Other | 0.63% | -0.29% | -3.28% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.03% | +13.25% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.21% | — | +0.49% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | -0.16% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.03% | +0.86% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.13% | -0.01% | +12.14% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.13% | -0.04% | — | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.13% | -0.01% | +10.40% | |
| 35 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.13% | -0.06% | -98.21% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.12% | -0.01% | +14.49% | |
| 37 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.12% | -0.03% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | +8.97% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | +0.38% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.09% | EXIT | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.09% | — | — | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | -0.01% | -45.01% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | +1.35% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | -0.01% | — | |
| 46 | WK | Workiva Inc | Stock-Tech | 0.08% | -0.08% | EXIT | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | -0.01% | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | -0.01% | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.03% | -0.01% | — | |
| 50 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.01% | — | +0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.4% | +14.44% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.5% | +14.35% | Add |
| 3 | VOE | Vanguard Mid-cap Value ETF | +1.3% | +44.63% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +1.2% | +15.97% | Add |
| 5 | VBR | Vanguard Small-cap Value ETF | +1.1% | +37.37% | Add |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | +1% | +11.39% | Add |
| 7 | VTV | Vanguard Value ETF | +1% | +12.94% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.9% | +41.15% | Add |
| 9 | IQLT | Ishares Msci International Q | +0.9% | +15.48% | Add |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.8% | +13.63% | Add |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +29.10% | Add |
| 12 | VZ | Verizon Communications Inc | +0.7% | +12.27% | Add |
| 13 | T | At&t Inc | +0.7% | +6.67% | Add |
| 14 | ISHG | Ishares -3 Year Internationa | +0.4% | +5.24% | Add |
| 15 | BP | Bp Plc-spons Adr | +0.3% | -3.11% | Trim |
| 16 | VOD | Vodafone Group Plc-sp Adr | +0.3% | -3.12% | Trim |
| 17 | AMPY | Amplify Energy CORP | +0.2% | -3.28% | Trim |
| 18 | PFE | Pfizer Inc | +0.1% | -1.65% | Trim |
| 19 | SIRI | Sirius Xm Holdings Inc | +0.1% | -2.37% | Trim |
| 20 | IWS | Ishares Russell Mid-cap Valu | +0.1% | -1.34% | Trim |
| 21 | VGSH | Vanguard Short-term Treasury | +0.1% | +13.25% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | -7.34% | Trim |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +14.49% | Add |
| 24 | SCHP | Schwab U.s. Tips ETF | 0% | +10.40% | Add |
| 25 | VGIT | Vanguard Intermediate-term T | 0% | +12.14% | Add |
| 26 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 27 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 28 | HD | Home Depot Inc | — | +8.97% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | — | +1.35% | Add |
| 30 | FXE | Invesco Currencyshares Euro | — | — | Unchanged |
| 31 | VWO | Vanguard Ftse Emerging Marke | — | -0.16% | Trim |
| 32 | AAPL | Apple Inc | 0% | +0.49% | Add |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +0.86% | Add |
| 34 | NVDA | Nvidia CORP | 0% | +0.38% | Add |
| 35 | DGS | Wisdomtree Em Small Cap | 0% | -7.01% | Trim |
| 36 | WK | Workiva Inc | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | -5.41% | Trim |
| 39 | MTCH | Match Group Inc | -0.1% | -2.95% | Trim |
| 40 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -45.01% | Trim |
| 41 | CVS | Cvs Health CORP | -0.1% | -4.18% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -9.49% | Trim |
| 43 | FRSH | Freshworks Inc-cl A | -0.3% | +4.22% | Add |
| 44 | BILL | Bill Holdings Inc | -0.3% | +1.41% | Add |
| 45 | CEF | Sprott Physical Gold And Sil | -6.6% | -98.21% | Trim |
| 46 | GDXJ | Vaneck Junior Gold Miners | — | EXIT | Sold out |
| 47 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | Sold out |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | — | EXIT | Sold out |
| 50 | GSAT | Globalstar Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Inlight Wealth Management, LLC reported a total U.S. public equity portfolio value of $314.6M across 50 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, ISHG, RSP) accounted for 40.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEFA
市值: $215.7K
Top Position Liquidated / Trimmed
GDXJ
前期市值: $7.1M
During Q1 2026, Inlight Wealth Management, LLC's top holdings by market value included VEA (15.1%)、ISHG (9.1%)、RSP (8.2%). The largest single position, VEA, represented 15.1% of total portfolio value.
In Q1 2026, Inlight Wealth Management, LLC made 195 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 15 holdings, and fully liquidating 154 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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