IW

Inlight Wealth Management, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$270.1M

Reporting period: 2026-03-31 · Number of holdings: 50

Inlight Wealth Management, LLC disclosed 50 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $270.1M and a quarterly turnover rate of 30.6%.

Personality snowflake

Concentration
26.39
Portfolio Stability
30.58
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
84.68

Recent moves

  • Trim CEF

    -98.2%　-$17.9M

  • Add VEA

    +14.4%　$6.0M

  • Add IJR

    +14.3%　$3.7M

  • Add VOE

    +44.6%　$3.3M

  • Add RSP

    +16.0%　$3.1M

  • Add VBR

    +37.4%　$3.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEAVanguard Ftse Developed ETFETF-Other15.11%+2.38%+14.44%
2ISHGIshares -3 Year InternationaETF-Other9.14%+0.43%+5.24%
3RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth8.22%+1.23%+15.97%
4IJRIshares Core S&p Small-cap EETF-Small Cap8.02%+1.46%+14.35%
5COWZPacer US Cash Cows 100 ETFETF-Other6.65%+0.97%+11.39%
6VTVVanguard Value ETFETF-Other6.48%+0.95%+12.94%
7IQLTIshares Msci International QETF-Other5.54%+0.87%+15.48%
8XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other4.05%+0.77%+13.63%
9VBRVanguard Small-cap Value ETFETF-Other3.78%+1.13%+37.37%
10VOEVanguard Mid-cap Value ETFETF-Other3.69%+1.26%+44.63%
11IJHIshares Core S&p Midcap ETFETF-Other2.98%+0.94%+41.15%
12IWSIshares Russell Mid-cap ValuETF-Other2.92%+0.09%-1.34%
13TAt&t INCStock-Comm Services2.76%+0.66%+6.67%
14VODVodafone Group Plc-sp AdrStock-Comm Services2.50%+0.26%-3.12%
15EMXCIshares Msci Emr Mrk Ex ChnaETF-Other2.46%+0.72%+29.10%
16VZVerizon Communications INCStock-Comm Services2.38%+0.68%+12.27%
17DGSWisdomtree Em Small CapETF-Small Cap1.57%—-7.01%
18BPBp Plc-spons AdrStock-Energy1.27%+0.31%-3.11%
19CALFPcr US Sm Cp Csh Cws Etf-usdETF-Other1.23%-0.04%-5.41%
20BRK-BBerkshire Hathaway Inc-cl BStock-Other1.19%-0.17%-9.49%
21PFEPfizer INCStock-Healthcare1.03%+0.12%-1.65%
22CVSCvs Health CORPStock-Healthcare0.88%-0.12%-4.18%
23BILLBill Holdings INCStock-Tech0.84%-0.32%+1.41%
24MTCHMatch Group INCStock-Comm Services0.73%-0.05%-2.95%
25SIRISirius Xm Holdings INCStock-Comm Services0.71%+0.09%-2.37%
26FRSHFreshworks Inc-cl AStock-Other0.65%-0.30%+4.22%
27AMPYAmplify Energy CORPStock-Other0.63%+0.16%-3.28%
28VGSHVanguard Short-term TreasuryETF-Gov Bonds0.34%—+13.25%
29AAPLApple INCStock-Tech0.21%—+0.49%
30VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.15%—-0.16%
31GOOGAlphabet Inc-cl CStock-Comm Services0.15%—+0.86%
32VGITVanguard Intermediate-term TETF-Other0.13%—+12.14%
33SLVIshares Silver TrustETF-Commodities0.13%——
34SCHPSchwab U.s. Tips ETFETF-Other0.13%—+10.40%
35CEFSprott Physical Gold And SilStock-Other0.13%-6.56%-98.21%
36STIPIshares 0-5 Year Tips Bond EETF-Other0.12%—+14.49%
37FXEInvesco Currencyshares EuroETF-Other0.12%——
38HDHome Depot INCStock-Consumer Disc0.10%—+8.97%
39NVDANvidia CORPStock-Tech0.10%—+0.38%
40MSFTMicrosoft CORPStock-Tech0.10%——
41XOMExxon Mobil CORPStock-Energy0.09%—-7.34%
42SCHXSchwab US Large-cap ETFETF-Other0.09%——
43IJSIshares S&p Small-cap 600 VaETF-Other0.09%-0.06%-45.01%
44VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.08%—+1.35%
45IEFAIshares Core Msci Eafe ETFETF-Other0.08%+0.08%NEW
46WKWorkiva INCStock-Tech0.08%——
47IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.08%——
48IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.07%——
49VGKVanguard Ftse Europe ETFETF-Other0.03%——
50WBDWarner Bros Discovery INCStock-Comm Services0.01%—+0.97%

Holding changes this quarter

Inlight Wealth Management, LLC's most significant position changes for 2026-03-31: Sold out: Vaneck Junior Gold Miners (GDXJ); Sold out: Vaneck Gold Miners ETF (GDX); Sold out: Ishares S&p Small-cap 600 Gr (IJT); Sold out: Ishares S&p Mid-cap 400 Valu (IJJ); Sold out: Globalstar INC (GSAT).

Position changes disclosed by Inlight Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEAVanguard Ftse Developed ETF+2.4%+14.44%Add
2IJRIshares Core S&p Small-cap E+1.5%+14.35%Add
3VOEVanguard Mid-cap Value ETF+1.3%+44.63%Add
4RSPInvesco S&p 500 Equal Weight+1.2%+15.97%Add
5VBRVanguard Small-cap Value ETF+1.1%+37.37%Add
6COWZPacer US Cash Cows 100 ETF+1%+11.39%Add
7VTVVanguard Value ETF+1%+12.94%Add
8IJHIshares Core S&p Midcap ETF+0.9%+41.15%Add
9IQLTIshares Msci International Q+0.9%+15.48%Add
10XLUSt Sr Utl Sl Se Spdr Etf-usd+0.8%+13.63%Add
11EMXCIshares Msci Emr Mrk Ex Chna+0.7%+29.10%Add
12VZVerizon Communications INC+0.7%+12.27%Add
13TAt&t INC+0.7%+6.67%Add
14ISHGIshares -3 Year Internationa+0.4%+5.24%Add
15BPBp Plc-spons Adr+0.3%-3.11%Trim
16VODVodafone Group Plc-sp Adr+0.3%-3.12%Trim
17AMPYAmplify Energy CORP+0.2%-3.28%Trim
18PFEPfizer INC+0.1%-1.65%Trim
19SIRISirius Xm Holdings INC+0.1%-2.37%Trim
20IWSIshares Russell Mid-cap Valu+0.1%-1.34%Trim
21CALFPcr US Sm Cp Csh Cws Etf-usd0%-5.41%Trim
22MTCHMatch Group INC-0.1%-2.95%Trim
23IJSIshares S&p Small-cap 600 Va-0.1%-45.01%Trim
24CVSCvs Health CORP-0.1%-4.18%Trim
25BRK-BBerkshire Hathaway Inc-cl B-0.2%-9.49%Trim
26FRSHFreshworks Inc-cl A-0.3%+4.22%Add
27BILLBill Holdings INC-0.3%+1.41%Add
28CEFSprott Physical Gold And Sil-6.6%-98.21%Trim
29GDXJVaneck Junior Gold Miners—EXITSold out
30GDXVaneck Gold Miners ETF—EXITSold out
31IJTIshares S&p Small-cap 600 Gr—EXITSold out
32IJJIshares S&p Mid-cap 400 Valu—EXITSold out
33GSATGlobalstar INC—EXITSold out
34CSLCarlisle Cos INC—EXITSold out
35SGOVIshares 0-3 Month Treasury B—EXITSold out
36IEFAIshares Core Msci Eafe ETF—NEWNew buy
37GOOGLAlphabet Inc-cl A—EXITSold out
38MARMarriott International -cl A—EXITSold out
39ATOAtmos Energy CORP—EXITSold out
40NSCNorfolk Southern CORP—EXITSold out
41GSGoldman Sachs Group INC—EXITSold out
42JNJJohnson & Johnson—EXITSold out
43JPMJpmorgan Chase & Co—EXITSold out
44ITOTIshares Core S&p Total U.s.—EXITSold out
45WELLWelltower INC—EXITSold out
46COSTCostco Wholesale CORP—EXITSold out
47MTUMIshares Msci USA Momentum Fa—EXITSold out
48IAUIshares Gold Trust—EXITSold out
49VTIVanguard Total Stock Mkt ETF—EXITSold out
50EPDEnterprise Products Partners—EXITSold out

FAQ

What is Inlight Wealth Management, LLC and what type of investor is it?
Inlight Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $270.1M, spread across 50 disclosed positions.
What are Inlight Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Inlight Wealth Management, LLC's top holdings by market value are: 1. Vanguard Ftse Developed ETF (VEA) — $40.8M (15.1%) 2. Ishares -3 Year Internationa (ISHG) — $24.7M (9.1%) 3. Invesco S&p 500 Equal Weight (RSP) — $22.2M (8.2%) 4. Ishares Core S&p Small-cap E (IJR) — $21.7M (8.0%) 5. Pacer US Cash Cows 100 ETF (COWZ) — $18.0M (6.7%)
What changes did Inlight Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Inlight Wealth Management, LLC made 50 notable position adjustments: 1 new positions were initiated, 16 existing holdings were added to, 12 positions were partially reduced, and 21 were completely exited. The largest of these moves: Sold out: Vaneck Junior Gold Miners (GDXJ); Sold out: Vaneck Gold Miners ETF (GDX); Sold out: Ishares S&p Small-cap 600 Gr (IJT); Sold out: Ishares S&p Mid-cap 400 Valu (IJJ); Sold out: Globalstar INC (GSAT)
What sectors does Inlight Wealth Management, LLC focus on?
Inlight Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 61.1% • Health Care: 12.6% • Energy: 9.0% • Information Technology: 8.8% • Financials: 7.8% • Consumer Discretionary: 0.7%