Inlight-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "PINS",
  "SE",
  "HOOD",
  "TEM",
  "MTCH",
  "GDX",
  null,
  "MASI",
  "NLY",
  "MOS",
  "SNOW",
  null,
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "BABA",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "GDXJ",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "FLGT",
  "BSX",
  null,
  null,
  "ETG",
  "PDI",
  "PII",
  "TYG",
  null,
  null,
  "U",
  null,
  null,
  "GOGL",
  "GD",
  null,
  "GILD",
  "AMPY",
  "HON",
  "HD",
  "AZN",
  "EVV",
  "BEN",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HFRO",
  "HSBC",
  "HUBS",
  "EMXC",
  "LEN",
  "ITW",
  "EMR",
  "IGT",
  "META",
  "MX",
  "LVO",
  "MEI",
  "IVW",
  "IJH",
  "PODC",
  "SWK",
  "TCI",
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "MVO",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "EQT",
  "GE",
  null,
  "GWRE",
  "NU",
  "OXY",
  null,
  "DLN",
  "BX",
  "FPF",
  "IJR",
  "ANET",
  "ORCL",
  "VGIT",
  "VHT",
  null,
  "NNN",
  "PANW",
  "VGSH",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "VZ",
  "PSTG",
  null,
  null,
  "SCHX",
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TXRH",
  "TJX",
  null,
  "TWLO",
  "TYL",
  "UBER",
  "UPS",
  "VNQ",
  "VXF",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "VICR",
  "SD",
  "VWO",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "ACP",
  "WGO",
  "TSM",
  "RMD",
  "GSAT",
  "HUMA",
  null,
  "VYM",
  null,
  "NFG",
  "ATO",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "WAB",
  null,
  null,
  "DCTH",
  "HQI",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  "TTWO",
  "IVE",
  "SIRI",
  null,
  null,
  "KD",
  "CEF",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VGLT",
  "MGV",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VIPS",
  "WBD",
  "WMT",
  "WELL",
  null,
  null,
  null,
  "WK",
  "SOLV",
  "ADT",
  "GRMN",
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  "JNPR",
  "LUMN",
  "TFII",
  "TTD",
  "OTIS",
  "CRM",
  "SNAP",
  null,
  "RDDT",
  "SPOT",
  null,
  "LII",
  null,
  "MTUM",
  "PBI",
  "GEV",
  "CHWY",
  "MELI",
  "ARLP",
  "ZM",
  "UPST",
  null,
  "BAC",
  "BRK-B",
  "CPRI",
  "CARR",
  "CSL",
  "CVX",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "NET",
  "KO",
  "CCEP",
  "CMCSA",
  "CAG",
  "CFLT",
  "COST",
  "CRDO",
  "CRWD",
  "CVS",
  "DK",
  "DAL",
  "DLR",
  "DOCN",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "VOD",
  "MAR",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 289
Total Value: 161562795
Accession Number: 0001731795-25-000004
Form Type: 13F-HR
CIK: inlight-wealth-management
Manager Name: Inlight-Wealth-Management

Data Enrichment

84% identified

243 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

289 positions • $161.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 15

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Nu Holdings Ltd.

NU|G6683N103

Shares:178

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$161.6M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:41

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$161.6M)

674599162

Shares:62

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$161.6M)

464287176

Shares:15

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$161.6M)

922907746

VTEB|922907746

Shares:33

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$161.6M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:200

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$161.6M)

Golden Ocean Group Ltd

GOGL|G39637205

Shares:200

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$161.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:10

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$161.6M)

602566101

Shares:250

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$161.6M)

LiveOne, Inc.

LVO|53814X102

Shares:2.0K

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$161.6M)

Confluent, Inc.

CFLT|20717M103

Shares:59

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$161.6M)

921946406

VYM|921946406

Shares:10

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$161.6M)

Walmart Inc.

WMT|931142103

Shares:11

Value:$966

% of Portfolio:0.0% ($966/$161.6M)

BlackRock, Inc.

BLK|09290D101

Shares:1

Value:$946

% of Portfolio:0.0% ($946/$161.6M)

92206C680

VONG|92206C680

Shares:10

Value:$928

% of Portfolio:0.0% ($928/$161.6M)

LENNAR CORP /NEW/

LEN|526057104

Shares:8

Value:$918

% of Portfolio:0.0% ($918/$161.6M)

316092782

Shares:15

Value:$894

% of Portfolio:0.0% ($894/$161.6M)

808524797

SCHD|808524797

Shares:29

Value:$811

% of Portfolio:0.0% ($811/$161.6M)

Salesforce, Inc.

CRM|79466L302

Shares:3

Value:$805

% of Portfolio:0.0% ($805/$161.6M)

ADT Inc.

ADT|00090Q103

Shares:91

Value:$741

% of Portfolio:0.0% ($741/$161.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nu Holdings Ltd.(NUcusipG6683N103)	178	QoQ NEW(+178) YoY-	All Managers (Combined)	$1.8K	0.0% ($1.8K/$161.6M)	QoQ NEW(+$1.8K) YoY-
DELTA AIR LINES, INC.(DALcusip247361702)	41	QoQ NEW(+41) YoY-	All Managers (Combined)	$1.8K	0.0% ($1.8K/$161.6M)	QoQ NEW(+$1.8K) YoY-
(cusip674599162)✕	62	QoQ NEW(+62) YoY-	All Managers (Combined)	$1.7K	0.0% ($1.7K/$161.6M)	QoQ NEW(+$1.7K) YoY-
(cusip464287176)✕	15	QoQ NEW(+15) YoY-	All Managers (Combined)	$1.7K	0.0% ($1.7K/$161.6M)	QoQ NEW(+$1.7K) YoY-
(VTEBcusip922907746)	33	QoQ NEW(+33) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$161.6M)	QoQ NEW(+$1.6K) YoY-
SOUNDHOUND AI, INC.(SOUNcusip836100107)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$161.6M)	QoQ NEW(+$1.6K) YoY-
Golden Ocean Group Ltd(GOGLcusipG39637205)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$161.6M)	QoQ NEW(+$1.6K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$1.5K	0.0% ($1.5K/$161.6M)	QoQ NEW(+$1.5K) YoY-
(cusip602566101)✕	250	QoQ NEW(+250) YoY-	All Managers (Combined)	$1.5K	0.0% ($1.5K/$161.6M)	QoQ NEW(+$1.5K) YoY-
LiveOne, Inc.(LVOcusip53814X102)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$1.4K	0.0% ($1.4K/$161.6M)	QoQ NEW(+$1.4K) YoY-
Confluent, Inc.(CFLTcusip20717M103)	59	QoQ NEW(+59) YoY-	All Managers (Combined)	$1.4K	0.0% ($1.4K/$161.6M)	QoQ NEW(+$1.4K) YoY-
(VYMcusip921946406)	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$161.6M)	QoQ NEW(+$1.3K) YoY-
Walmart Inc.(WMTcusip931142103)	11	QoQ NEW(+11) YoY-	All Managers (Combined)	$966	0.0% ($966/$161.6M)	QoQ NEW(+$966) YoY-
BlackRock, Inc.(BLKcusip09290D101)	1	QoQ NEW(+1) YoY-	All Managers (Combined)	$946	0.0% ($946/$161.6M)	QoQ NEW(+$946) YoY-
(VONGcusip92206C680)	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$928	0.0% ($928/$161.6M)	QoQ NEW(+$928) YoY-
LENNAR CORP /NEW/(LENcusip526057104)	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$918	0.0% ($918/$161.6M)	QoQ NEW(+$918) YoY-
(cusip316092782)✕	15	QoQ NEW(+15) YoY-	All Managers (Combined)	$894	0.0% ($894/$161.6M)	QoQ NEW(+$894) YoY-
(SCHDcusip808524797)	29	QoQ NEW(+29) YoY-	All Managers (Combined)	$811	0.0% ($811/$161.6M)	QoQ NEW(+$811) YoY-
Salesforce, Inc.(CRMcusip79466L302)	3	QoQ NEW(+3) YoY-	All Managers (Combined)	$805	0.0% ($805/$161.6M)	QoQ NEW(+$805) YoY-
ADT Inc.(ADTcusip00090Q103)	91	QoQ NEW(+91) YoY-	All Managers (Combined)	$741	0.0% ($741/$161.6M)	QoQ NEW(+$741) YoY-