DOSSIER · 13F-HR · Q1 2026

Inlight Wealth Management, LLC

Inlight Wealth's pension fund based in Boston, MA — $270M in tracked AUM across 50 positions as of Q1 2026.

IW

Inlight Wealth·Boston, MA·Pension Fund

CIK 0001731795 · last filed Mar 31, 2026

Total AUM

$270M

▼ 8.6%

vs prior

Holdings

50

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Financials

51% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Inlight Wealth Management, LLC

1. Portfolio Overview Inlight Wealth Management reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 159.2%, rising from $105.38M to $273.11M. This substantial increase indicates a likely influx of new client capital or strong market performance on existing holdings during a period marked by specific factor rotations. T...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD FTSE DEVELOPED MARKETS ETF

$41M637K15.1%

02

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

$25M333K9.1%

03

INVESCO S&P 500 EQUAL WEIGHT ETF

$22M116K8.2%

04

ISHARES CORE S&P SMALL CAP ETF

$22M200K8.0%

05

PACER US CASH COWS 100 ETF

$18M287K6.6%

06

VANGUARD VALUE ETF

$18M89K6.5%

07

ISHARES MSCI INTL QUALITY FACTOR ETF

$15M324K5.5%

08

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

$11M238K4.0%

09

VANGUARD SMALL CAP VALUE ETF

$10M47K3.8%

10

VANGUARD MID-CAP VALUE ETF

$10M54K3.7%

Filing history

Filing history loading…