Institutional Fund
Inlight Wealth Management, LLC
Atlanta, GACIK 17317955 filings on record
Portfolio Value
$270.09M
Q1 2026
Holdings
50
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.1%
from $273.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds15.1%
- Ishares Tr9.1%
- Invesco Exchange Traded Fd T8.2%
- Ishares Tr8.0%
- Pacer Fds Tr6.6%
- Vanguard Index Fds6.5%
- Other46.4%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 637.0K | $40.82M | 15.1% | +80.4K | Added |
| 2 | Ishares Tr | 332.8K | $24.69M | 9.1% | +16.6K | Added |
| 3 | Invesco Exchange Traded Fd T | 115.6K | $22.19M | 8.2% | +15.9K | Added |
| 4 | Ishares Tr | 200.4K | $21.67M | 8.0% | +25.2K | Added |
| 5 | Pacer Fds Tr | 287.0K | $17.95M | 6.6% | +29.3K | Added |
| 6 | Vanguard Index Fds | 89.3K | $17.51M | 6.5% | +10.2K | Added |
| 7 | Ishares Tr | 323.7K | $14.97M | 5.5% | +43.4K | Added |
| 8 | Select Sector Spdr Tr | 238.3K | $10.94M | 4.0% | +28.6K | Added |
| 9 | Vanguard Index Fds | 47.0K | $10.20M | 3.8% | +12.8K | Added |
| 10 | Vanguard Index Fds | 54.0K | $9.95M | 3.7% | +16.7K | Added |
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