Inlight Wealth Management, LLC

CIK

1731795

Location

ATLANTA, GA

Portfolio Value

Micro $50,307,656

Diversification

Diversified

Filing Date

Global Rank

#6,465 / 8,232 ▼ 2015

Top Industry

Telecom Services 51.8%

3Y Alpha vs SPY

-13.0%

Period ended 2 months ago

Filed May 4, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.2%

SPY

+23.4%

Annualised alpha

-11.8%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.9%

−34.8 pts

Top 5

64.3%

−18.2 pts

Top 10

86.7%

−4.4 pts

HHI

1,182

Diversified−2,572

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	59.5%	$29,931,283	6
Energy	10.7%	$5,385,300	3
Technology	10.7%	$5,358,844	6
Healthcare	10.2%	$5,136,034	2
Financial Services	7.1%	$3,549,728	2
Unclassified	1.3%	$666,911	2
Consumer Cyclical	0.6%	$279,556	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+27,019	432,223	$12,530,144
VZ	Verizon Communications Inc	+14,016	128,203	$6,435,790
FRSH	Freshworks Inc.	+8,925	220,172	$1,767,981
BILL	BILL Holdings, Inc.	+818	59,019	$2,260,427
WBD	Warner Bros. Discovery, Inc.	+119	12,409	$340,751
HD	Home Depot, Inc.	+70	850	$279,556
AAPL	Apple Inc.	+11	2,261	$573,819
NVDA	Nvidia Corp	+6	1,596	$278,342
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
CEF	Sprott Physical Gold & Silver Trust	−391,721	7,156	$341,484
VOD	Vodafone Group Public Ltd Co	−14,467	449,081	$6,745,196
AMPY	Amplify Energy Corp.	−9,262	273,034	$1,703,732
BP	Bp PLC	−2,352	73,227	$3,441,669
SIRI	Sirius Xm Holdings Inc.	−2,013	83,091	$1,917,740
MTCH	Match Group, Inc.	−1,944	63,877	$1,961,662
PFE	Pfizer Inc	−1,660	98,685	$2,771,074
CVS	CVS HEALTH Corp	−1,436	32,929	$2,364,960
BRK-B	Berkshire Hathaway Inc	−702	6,695	$3,208,244
XOM	Exxon Mobil Corp	−112	1,414	$239,899
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CSL	Carlisle Companies Inc	320,026	$102,363,516
GSAT	Globalstar, Inc.	5,866	$358,060
GOOGL	Alphabet Inc.	646	$202,198
MAR	Marriott International Inc /Md/	572	$177,457
ATO	Atmos Energy Corp	1,000	$167,630
NSC	Norfolk Southern Corp	541	$156,197
GS	Goldman Sachs Group Inc	174	$152,946
JNJ	Johnson & Johnson	732	$151,487
JPM	Jpmorgan Chase & Co	427	$137,587
WELL	Welltower Inc.	720	$133,639
COST	Costco Wholesale Corp /New	152	$131,075
IAU	Ishares Gold Trust	1,606	$130,359
EPD	Enterprise Products Partners L.P.	4,000	$128,240
ISRG	Intuitive Surgical Inc	221	$125,165
DIS	Walt Disney Co	1,071	$121,847
DLR	Digital Realty Trust, Inc.	770	$119,126
CVX	Chevron Corp	703	$107,144
CMG	Chipotle Mexican Grill Inc	2,700	$99,900
LII	Lennox International Inc	203	$98,572
ITW	Illinois Tool Works Inc	379	$93,347
TXRH	Texas Roadhouse, Inc.	534	$88,644
UPS	United Parcel Service Inc	807	$80,046
SPY	Spdr S&P 500 ETF Trust	107	$72,965
GLD	Spdr Gold Trust	171	$67,769
TSLA	Tesla, Inc.	135	$60,712
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $50,307,656 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
T	At&T Inc. Communication Services	Added	432,223	+27,019	$12,530,144	+24.5%	24.91%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	449,081	-14,467	$6,745,196	+10.2%	13.41%
VZ	Verizon Communications Inc Communication Services	Added	128,203	+14,016	$6,435,790	+38.4%	12.79%
BP	Bp PLC Energy	Reduced	73,227	-2,352	$3,441,669	+31.1%	6.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,695	-702	$3,208,244	−13.7%	6.38%
PFE	Pfizer Inc Healthcare	Reduced	98,685	-1,660	$2,771,074	+10.9%	5.51%
CVS	CVS HEALTH Corp Healthcare	Reduced	32,929	-1,436	$2,364,960	−13.3%	4.70%
BILL	BILL Holdings, Inc. Technology	Added	59,019	+818	$2,260,427	−28.8%	4.49%
MTCH	Match Group, Inc. Communication Services	Reduced	63,877	-1,944	$1,961,662	−7.7%	3.90%
SIRI	Sirius Xm Holdings Inc. Communication Services	Reduced	83,091	-2,013	$1,917,740	+12.7%	3.81%
FRSH	Freshworks Inc. Technology	Added	220,172	+8,925	$1,767,981	−31.7%	3.51%
AMPY	Amplify Energy Corp. Energy	Reduced	273,034	-9,262	$1,703,732	+32.1%	3.39%
AAPL	Apple Inc. Technology	Added	2,261	+11	$573,819	−6.2%	1.14%
SLV	iShares Silver Trust	Held	5,087	0	$346,628	+5.8%	0.69%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	7,156	-391,721	$341,484	−98.1%	0.68%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	12,409	+119	$340,751	−3.8%	0.68%
FXE	Invesco CurrencyShares Euro Trust	Held	3,002	0	$320,283	−1.6%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	850	+70	$279,556	+4.2%	0.56%
NVDA	Nvidia Corp Technology	Added	1,596	+6	$278,342	−6.1%	0.55%
MSFT	Microsoft Corp Technology	Held	711	0	$263,190	−23.5%	0.52%
XOM	Exxon Mobil Corp Energy	Reduced	1,414	-112	$239,899	+30.6%	0.48%
WK	Workiva Inc Technology	Held	3,607	0	$215,085	−30.9%	0.43%