Inlight Wealth Management, LLC
Long book
$270.1M
Q1 2026
Positions
50
Top-10 weight
71%
concentration
Last quarter
+7.4%
SPY +14.8%
Turnover
79%
of book per quarter
Strategy in plain words
auto-generated from filingsInlight Wealth Management, LLC is a wealth-management firm allocating client money, running a $270.1M US long book across 50 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, ISHARES -3 YEAR INTERNATIONA, INVESCO S&P 500 EQUAL WEIGHT, ISHARES CORE S&P SMALL-CAP E, PACER US CASH COWS 100 ETF.
Over the last 6 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+4.4%
Q1 2025
+7.1%
Q2 2025
+8.7%
Q3 2025
+4.6%
Q4 2025
+3.5%
Q1 2026
+7.4%
Sector allocation
Communications 46%
Technology 23%
Healthcare 15%
Financials 9%
Energy 6%
Consumer discretionary 1%
Long book by quarter
What does Inlight Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| T AT&T INC | Communications | 432.2K | $7.5M | 2.8% | +6.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 128.2K | $6.4M | 2.4% | +12.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.7K | $3.2M | 1.2% | -9.5% |
| PFE PFIZER INC | Healthcare | 98.7K | $2.8M | 1.0% | -1.7% |
| CVS CVS HEALTH CORP | Healthcare | 32.9K | $2.4M | 0.9% | -4.2% |
| BILL BILL HOLDINGS INC | Technology | 59.0K | $2.3M | 0.8% | +1.4% |
| MTCH MATCH GROUP INC | Technology | 63.9K | $2.0M | 0.7% | -3.0% |
| SIRI SIRIUS XM HOLDINGS INC | Communications | 83.1K | $1.9M | 0.7% | -2.4% |
| FRSH FRESHWORKS INC-CL A | Technology | 220.2K | $1.8M | 0.7% | +4.2% |
| AMPY AMPLIFY ENERGY CORP | Energy | 273.0K | $1.7M | 0.6% | -3.3% |
| AAPL APPLE INC | Technology | 2.3K | $574K | 0.2% | +0.5% |
| GOOG ALPHABET INC-CL C | Technology | 1.4K | $404K | 0.1% | +0.9% |
| HD HOME DEPOT INC | Consumer discretionary | 850 | $280K | 0.1% | +9.0% |
| NVDA NVIDIA CORP | Technology | 1.6K | $278K | 0.1% | +0.4% |
| MSFT MICROSOFT CORP | Technology | 711 | $263K | 0.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.4K | $240K | 0.1% | -7.3% |
| WK WORKIVA INC | Technology | 3.6K | $215K | 0.1% | Held |
| WBD WARNER BROS DISCOVERY INC | Communications | 12.4K | $31K | 0.0% | +1.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 50 | $270.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 234 | $273.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 245 | $213.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 249 | $193.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 289 | $161.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 50 | $152.0M | canonical | SEC ↗ |