Inlight Wealth Management, LLC 13F Portfolio

CIK 1731795 Filing since Q4 2024 Q3 2026 filed Oct 21, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 21, 2026.

Portfolio Snapshot

40 positions · Q3 2026

Inlight Wealth Management, LLC reported 40 positions worth $68.54M for the quarter ended Sep 30, 2026, up 43.7% on the prior quarter. It opened 12 new positions, added to 17, trimmed 8 and exited 0. Its largest holding is ServiceNow, Inc. at 12.8% of the portfolio.

Portfolio Value
$68.54M
+43.7% QoQ · +15.3% YoY
Positions
40
12 new · 0 sold out
Top 10 Concentration
74.2%
of portfolio value
Largest Position
NOW 12.8%
ServiceNow, Inc.
Net Buying
+$15.15M
$15.32M bought · $172.96K sold
Turnover
0.3%
of the portfolio traded
Top Sector
Technology
38.7% of value
Track Record
8
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
38.73%
Technology
Technology38.73%
Communication Services34.24%
Healthcare9.85%
Energy7.56%
Financial Services6.6%
Other1.14%
Consumer Discretionary0.787%
Consumer Staples0.461%
Real Estate0.336%
Industrials0.296%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyCommunication ServicesHealthcareEnergyFinancial ServicesOtherConsumer DiscretionaryConsumer StaplesReal EstateIndustrialsBasic MaterialsUtilities

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
META Meta Platforms, Inc. +7,301 – $5.29M 7.72%
NOW ServiceNow, Inc. +31.8K +94.4% $4.26M 12.79%
VZ Verizon Communications Inc +11.6K +8.4% $530.07K 10.02%
MU Micron Technology Inc +471 – $501.67K 0.732%
AMD Advanced Micro Devices Inc +695 – $425.17K 0.62%
LLY ELI LILLY & Co +341 – $394.56K 0.576%
T At&T Inc. +25.0K +5.6% $385.69K 10.69%
JNJ Johnson & Johnson +1,222 – $323.51K 0.472%
COST Costco Wholesale Corp +347 – $315.89K 0.461%
GOOG Alphabet Inc. +880 +54.8% $299.83K 1.24%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
VOD Vodafone Group Public Ltd Co -2,810 -0.6% $45.38K 10.45%
PFE Pfizer Inc -1,325 -1.3% $37.79K 4.04%
SIRI Sirius Xm Holdings Inc. -1,127 -1.4% $29.17K 3.09%
BP Bp Plc -651 -0.9% $28.64K 4.63%
MTCH Match Group, Inc. -549 -0.9% $22.04K 3.68%
AMPY Amplify Energy Corp. -1,792 -0.7% $7.54K 1.65%
NVDA Nvidia Corp -6 -0.4% $1.37K 0.564%
MSFT Microsoft Corp -2 -0.3% $1.03K 0.531%

New Positions

Q3 2026
Holding Shares Trade Value Weight
META Meta Platforms, Inc. +7,301 $5.29M 7.72%
MU Micron Technology Inc +471 $501.67K 0.732%
AMD Advanced Micro Devices Inc +695 $425.17K 0.62%
LLY ELI LILLY & Co +341 $394.56K 0.576%
JNJ Johnson & Johnson +1,222 $323.51K 0.472%
COST Costco Wholesale Corp +347 $315.89K 0.461%
V Visa Inc. +679 $243.99K 0.356%
ABBV AbbVie Inc. +924 $241.71K 0.353%
WK Workiva Inc +3,607 $240.12K 0.35%
WELL Welltower Inc. +1,001 $230.47K 0.336%

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

40 Positions

As ofSep 30, 2026
Value$68.54M
Top 1074.2%
Avg position$1.71M
# Activity
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Showing 1–15 of 40 positions 13F filings on SEC EDGAR

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About Inlight Wealth Management, LLC’s 13F Portfolio

What are Inlight Wealth Management, LLC’s largest holdings?

As of its Q3 2026 13F filing, Inlight Wealth Management, LLC’s five largest positions were ServiceNow, Inc. (NOW) at 12.8%, At&T Inc. (T) at 10.7%, Vodafone Group Public Ltd Co (VOD) at 10.4%, Verizon Communications Inc (VZ) at 10.0%, Meta Platforms, Inc. (META) at 7.7% of the reported portfolio.

How much is Inlight Wealth Management, LLC’s portfolio worth?

Inlight Wealth Management, LLC reported a 13F portfolio worth $68.54M across 40 positions for Q3 2026. That is up 43.7% from the previous quarter.

What did Inlight Wealth Management, LLC buy in Q3 2026?

Its largest purchases by value were Meta Platforms, Inc. ($5.29M), ServiceNow, Inc. ($4.26M), Verizon Communications Inc ($530.07K). It opened 12 new positions.

What did Inlight Wealth Management, LLC sell in Q3 2026?

Its largest sales by value were Vodafone Group Public Ltd Co ($45.38K), Pfizer Inc ($37.79K), Sirius Xm Holdings Inc. ($29.17K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Inlight Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.