Inlight Wealth Management, LLC has disclosed its latest investment portfolio through a 13F-HR filing, revealing a total value of approximately $350 million as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and asset allocations, which are crucial for understanding its market positioning and future directions.

The firm, based in Atlanta, Georgia, operates in the wealth management sector, focusing on providing investment management services. The latest filing, accession number 0001731795-26-000005, was submitted to the SEC on October 21, 2026, and reflects a comprehensive overview of the firm's holdings.

Background

Inlight Wealth Management, LLC is a financial services company primarily engaged in wealth management. The firm has been active in filing with the SEC, with its most recent filings including a series of 13F-HR forms and N-PX reports. The firm has consistently reported its holdings, which provide transparency to its clients and stakeholders.

What the Filing Says

The 13F-HR filing reveals that Inlight Wealth Management holds a diverse portfolio, with a total of 78 entries. The total value of the reported holdings is approximately $350,175,018. Notable investments include:

  • Johnson & Johnson: 1,222 shares valued at $323,512
  • Costco Wholesale Corporation: 347 shares valued at $315,888
  • Goldman Sachs Group Inc: 303 shares valued at $272,809
  • Verizon Communications Inc: 149,710 shares valued at $6,867,198

The filing indicates that all investments are held with sole discretion, reflecting a strategic approach to asset management.

Impact

This filing may influence various stakeholders, including clients, competitors, and market analysts. For clients, it provides a clear picture of how their assets are being managed and the types of investments being prioritized. Competitors in the wealth management industry may analyze Inlight's portfolio to gauge market trends and investment strategies.

What's Next

The filing does not specify any upcoming actions or changes. However, it is expected that Inlight Wealth Management will continue to adapt its investment strategies in response to market conditions and client needs.