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Inlight Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0001731795
Atlanta 1175 Peachtree Street Ne Suite 360
Zip Code: 30361
Latest Portfolio Value
$350.18 M
+11.32%
Total Holdings
78
16
Latest Report Date
Q3 2026
Top 10 Concentration
68.20%

Inlight Wealth Management, LLC — Portfolio Overview & Company Profile

Inlight Wealth Management, LLC (CIK: 0001731795) is a financial institution headquartered at 1175 Peachtree Street Ne, Suite 360, Atlanta, Georgia 30361. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $350.18 M, comprising 78 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 68.2%. Quarterly turnover: 0.9%. ▲ 17 new, +33 added, −15 reduced, ×1 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+11.33%
$345.98 M 98.80%
Options
$0 0.00%
Debt
$0 0.00%
Other
+9.82%
$4.19 M 1.20%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
734,774 $51.88 M 14.82% ▲ 45,706 Add 6.6%
399,260 $29.57 M 8.44% ▲ 53,129 Add 15.4%
227,883 $27.45 M 7.84% ▲ 12,708 Add 5.9%
128,469 $26.72 M 7.63% ▲ 4,886 Add 4.0%
97,353 $21.04 M 6.01% ▲ 3,150 Add 3.3%
310,402 $20.72 M 5.92% ▲ 8,398 Add 2.8%
378,211 $18.71 M 5.34% ▲ 26,691 Add 7.6%
61,696 $14.25 M 4.07% ▲ 6,592 Add 12.0%
71,666 $14.01 M 4.00% ▲ 7,956 Add 12.5%
161,171 $11.6 M 3.31% ▲ 18,103 Add 12.7%

Historical Portfolio Charts