Inlight Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001731795
13F-HR · 20 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
97.0%
Inlight Wealth Management, LLC — $96.7M AUM allocation strategy
Inlight Wealth Management, LLC files SEC Form 13F and reports $96.7M of long US equity value across 20 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.5%, followed by Communication Services 14.8% and Health Care 5.3%.
The top 10 holdings account for 97% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Inlight Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$96.7M
total across 20 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
97% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +60.1K sh · +$6.15M+$XLU +28.6K sh · +$1.98M+$T +27K sh · +$1.71M
Biggest trims (shares)
−$SPGI −5.6K sh · −$764K−$SCHW −5.13K sh · −$154K−$PFE −1.66K sh · +$272K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$GOOG ($202K last qtr)$MAR ($177K last qtr)$ATO ($168K last qtr)$NSC ($156K last qtr)$GS ($153K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks23.4%—
- Integrated Telecommunication Services14.4%—
- Multi-Sector Holdings3.3%—
- Pharmaceuticals2.9%—
- Health Care Services2.4%—
- Investment Banking & Brokerage0.6%—
- Technology Hardware, Storage & Peripherals0.6%—
- Interactive Media & Services0.4%—
- Other holdings52.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 116K | $22.2M | +15.9K | 22.9% |
| $T | AT&T Inc | 432K | $7.45M | +27K | 7.7% |
| $VZ | Verizon Communications Inc | 128K | $6.44M | +14K | 6.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.7K | $3.21M | -702 | 3.3% |
| $PFE | Pfizer Inc | 98.7K | $2.77M | -1.66K | 2.9% |
| $CVS | CVS Health Corporation | 32.9K | $2.36M | -1.44K | 2.4% |
| $SCHW | Charles Schwab Corporation | 22.2K | $581K | -5.13K | 0.6% |
…and 13 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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