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Inlight Wealth Management, LLC

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13F filer, CIK 1731795, ATLANTA, GA

Inlight Wealth Management, LLC reported $270,085,054 across 50 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 70.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001731795-26-000002

Period
2026-03-31
Reported value
$270M
Holdings
50
Top 10 weight
70.68%
New
1
Sold out
185

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+80,361$5.15M
VOEadded+16,666$3.07M
RSPadded+15,923$3.06M
VBRadded+12,777$2.78M
IJRadded+25,152$2.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CEFreduced-391,721-$18.7M
GDXJexited-62,129-$7.07M
GDXexited-77,543-$6.65M
IJTexited-2,804-$396K
IJJexited-2,800-$368K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001731795-26-000002, largest first. % of portfolio is the value over $270,085,054, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 287,055 shares; 2025Q1: 380,232 shares; 2025Q2: 416,549 shares; 2025Q3: 436,979 shares; 2025Q4: 556,615 shares; 2026Q1: 636,976 shares 636,976$40.8M15.11%+80,361Timeline
ISHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,544 shares; 2025Q3: 196,193 shares; 2025Q4: 316,251 shares; 2026Q1: 332,827 shares 332,827$24.7M9.14%+16,576Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,528 shares; 2025Q1: 63,761 shares; 2025Q2: 69,709 shares; 2025Q3: 73,424 shares; 2025Q4: 99,712 shares; 2026Q1: 115,635 shares 115,635$22.2M8.22%+15,923Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,702 shares; 2025Q1: 123,370 shares; 2025Q2: 134,894 shares; 2025Q3: 140,987 shares; 2025Q4: 175,294 shares; 2026Q1: 200,446 shares 200,446$21.7M8.02%+25,152Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,514 shares; 2025Q1: 180,856 shares; 2025Q2: 196,227 shares; 2025Q3: 203,999 shares; 2025Q4: 257,643 shares; 2026Q1: 286,992 shares 286,992$18M6.65%+29,349Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,651 shares; 2025Q1: 53,326 shares; 2025Q2: 58,455 shares; 2025Q3: 61,475 shares; 2025Q4: 79,037 shares; 2026Q1: 89,265 shares 89,265$17.5M6.48%+10,228Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183,319 shares; 2025Q1: 186,502 shares; 2025Q2: 205,268 shares; 2025Q3: 217,781 shares; 2025Q4: 280,326 shares; 2026Q1: 323,714 shares 323,714$15M5.54%+43,388Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,547 shares; 2025Q2: 84,161 shares; 2025Q3: 85,716 shares; 2025Q4: 209,756 shares; 2026Q1: 238,347 shares 238,347$10.9M4.05%+28,591Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,592 shares; 2025Q2: 10,544 shares; 2025Q3: 15,845 shares; 2025Q4: 34,194 shares; 2026Q1: 46,971 shares 46,971$10.2M3.78%+12,777Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,354 shares; 2025Q2: 11,010 shares; 2025Q3: 15,008 shares; 2025Q4: 37,343 shares; 2026Q1: 54,009 shares 54,009$9.95M3.69%+16,666Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,027 shares; 2025Q2: 25,432 shares; 2025Q3: 34,747 shares; 2025Q4: 84,489 shares; 2026Q1: 119,255 shares 119,255$8.05M2.98%+34,766Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,548 shares; 2025Q1: 55,248 shares; 2025Q2: 55,344 shares; 2025Q3: 55,230 shares; 2025Q4: 54,837 shares; 2026Q1: 54,103 shares 54,103$7.88M2.92%-734Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401,038 shares; 2025Q1: 379,231 shares; 2025Q2: 378,555 shares; 2025Q3: 377,607 shares; 2025Q4: 405,204 shares; 2026Q1: 432,223 shares 432,223$7.45M2.76%+27,019Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547,066 shares; 2025Q1: 491,074 shares; 2025Q2: 478,865 shares; 2025Q3: 474,400 shares; 2025Q4: 463,548 shares; 2026Q1: 449,081 shares 449,081$6.75M2.5%-14,467Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,565 shares; 2025Q2: 20,723 shares; 2025Q3: 32,096 shares; 2025Q4: 65,355 shares; 2026Q1: 84,376 shares 84,376$6.64M2.46%+19,021Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,302 shares; 2025Q1: 93,884 shares; 2025Q2: 94,301 shares; 2025Q3: 93,979 shares; 2025Q4: 114,187 shares; 2026Q1: 128,203 shares 128,203$6.44M2.38%+14,016Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,450 shares; 2025Q1: 102,162 shares; 2025Q2: 97,519 shares; 2025Q3: 87,865 shares; 2025Q4: 76,069 shares; 2026Q1: 70,733 shares 70,733$4.25M1.57%-5,336Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,938 shares; 2025Q1: 83,780 shares; 2025Q2: 79,119 shares; 2025Q3: 78,347 shares; 2025Q4: 75,579 shares; 2026Q1: 73,227 shares 73,227$3.44M1.27%-2,352Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,290 shares; 2025Q1: 104,656 shares; 2025Q2: 98,217 shares; 2025Q3: 88,609 shares; 2025Q4: 78,005 shares; 2026Q1: 73,787 shares 73,787$3.31M1.23%-4,218Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,934 shares; 2025Q1: 12,934 shares; 2025Q2: 7,488 shares; 2025Q3: 7,488 shares; 2025Q4: 7,397 shares; 2026Q1: 6,695 shares 6,695$3.21M1.19%-702Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,959 shares; 2025Q1: 112,171 shares; 2025Q2: 107,210 shares; 2025Q3: 106,277 shares; 2025Q4: 100,345 shares; 2026Q1: 98,685 shares 98,685$2.77M1.03%-1,660Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,237 shares; 2025Q1: 39,656 shares; 2025Q2: 37,387 shares; 2025Q3: 36,972 shares; 2025Q4: 34,365 shares; 2026Q1: 32,929 shares 32,929$2.36M0.88%-1,436Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,547 shares; 2025Q3: 40,881 shares; 2025Q4: 58,201 shares; 2026Q1: 59,019 shares 59,019$2.26M0.84%+818Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,443 shares; 2025Q1: 67,861 shares; 2025Q2: 66,247 shares; 2025Q3: 66,154 shares; 2025Q4: 65,821 shares; 2026Q1: 63,877 shares 63,877$1.96M0.73%-1,944Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,268 shares; 2025Q1: 92,301 shares; 2025Q2: 86,874 shares; 2025Q3: 86,327 shares; 2025Q4: 85,104 shares; 2026Q1: 83,091 shares 83,091$1.92M0.71%-2,013Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,886 shares; 2025Q3: 118,930 shares; 2025Q4: 211,247 shares; 2026Q1: 220,172 shares 220,172$1.77M0.65%+8,925Timeline
AMPYAMPLIFY ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 366,197 shares; 2025Q1: 301,142 shares; 2025Q2: 285,400 shares; 2025Q3: 284,704 shares; 2025Q4: 282,296 shares; 2026Q1: 273,034 shares 273,034$1.7M0.63%-9,262Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,969 shares; 2025Q2: 7,514 shares; 2025Q3: 9,721 shares; 2025Q4: 13,648 shares; 2026Q1: 15,457 shares 15,457$905K0.34%+1,809Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,249 shares; 2025Q1: 2,251 shares; 2025Q2: 2,247 shares; 2025Q3: 2,248 shares; 2025Q4: 2,250 shares; 2026Q1: 2,261 shares 2,261$574K0.21%+11Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,199 shares; 2025Q1: 70,034 shares; 2025Q2: 69,969 shares; 2025Q3: 69,969 shares; 2025Q4: 70,100 shares; 2026Q1: 69,987 shares 69,987$412K0.15%-113Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,401 shares; 2025Q1: 1,597 shares; 2025Q2: 1,402 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,407 shares 1,407$404K0.15%+12Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 2,974 shares; 2025Q3: 3,632 shares; 2025Q4: 5,254 shares; 2026Q1: 5,892 shares 5,892$351K0.13%+638Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares; 2025Q3: 5,087 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares 5,087$347K0.13%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,189 shares; 2025Q2: 7,978 shares; 2025Q3: 8,992 shares; 2025Q4: 11,656 shares; 2026Q1: 12,868 shares 12,868$342K0.13%+1,212Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 454,660 shares; 2025Q1: 413,295 shares; 2025Q2: 402,557 shares; 2025Q3: 401,721 shares; 2025Q4: 398,877 shares; 2026Q1: 7,156 shares 7,156$341K0.13%-391,721Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 1,474 shares; 2025Q3: 1,917 shares; 2025Q4: 2,768 shares; 2026Q1: 3,169 shares 3,169$328K0.12%+401Timeline
FXEINVESCO CURRENCYSHARES EUROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares 3,002$320K0.12%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: 642 shares; 2025Q2: 641 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 850 shares 850$280K0.1%+70Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,583 shares; 2025Q1: 1,617 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,590 shares; 2026Q1: 1,596 shares 1,596$278K0.1%+6Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 744 shares; 2025Q1: 745 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711$263K0.1%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,414 shares 1,414$240K0.09%-112Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,199 shares; 2025Q2: 9,322 shares; 2025Q3: 9,322 shares; 2025Q4: 9,322 shares; 2026Q1: 9,322 shares 9,322$239K0.09%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,528 shares; 2025Q1: 3,528 shares; 2025Q2: 3,528 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares; 2026Q1: 1,940 shares 1,940$230K0.09%-1,588Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 271 shares; 2025Q3: 309 shares; 2025Q4: 369 shares; 2026Q1: 374 shares 374$224K0.08%+5Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383$216K0.08%newTimeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares 3,607$215K0.08%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,897 shares; 2025Q1: 210,897 shares; 2025Q2: 210,897 shares; 2025Q3: 210,897 shares; 2025Q4: 210,897 shares; 2026Q1: 210,897 shares 210,897$211K0.08%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,293 shares; 2025Q1: 179,293 shares; 2025Q2: 179,293 shares; 2025Q3: 179,293 shares; 2025Q4: 179,293 shares; 2026Q1: 179,293 shares 179,293$200K0.07%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,702 shares; 2025Q1: 67,702 shares; 2025Q2: 67,702 shares; 2025Q3: 67,702 shares; 2025Q4: 67,702 shares; 2026Q1: 67,702 shares 67,702$67.7K0.03%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 248,248 shares; 2025Q1: 29,115 shares; 2025Q2: 12,674 shares; 2025Q3: 12,778 shares; 2025Q4: 12,290 shares; 2026Q1: 12,409 shares 12,409$30.8K0.01%+119Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 185. All 185

SecurityShares beforeValue beforeType
GDXJVANECK ETF TRUST62,129$7.07Mshares
GDXVANECK ETF TRUST77,543$6.65Mshares
IJTISHARES TR2,804$396Kshares
IJJISHARES TR2,800$368Kshares
GSATGLOBALSTAR INC5,866$358Kshares
CSLCARLISLE COS INC320,026$320Kshares
SGOVISHARES TR3,024$304Kshares
GOOGLALPHABET INC646$202Kshares
MARMARRIOTT INTL INC NEW572$177Kshares
ATOATMOS ENERGY CORP1,000$168Kshares
NSCNORFOLK SOUTHN CORP541$156Kshares
GSGOLDMAN SACHS GROUP INC174$153Kshares
JNJJOHNSON & JOHNSON732$151Kshares
JPMJPMORGAN CHASE & CO427$138Kshares
ITOTISHARES TR899$134Kshares
WELLWELLTOWER INC720$134Kshares
COSTCOSTCO WHOLESALE CORPORATION152$131Kshares
MTUMISHARES TR523$131Kshares
IAUISHARES GOLD TR1,606$130Kshares
VTIVANGUARD INDEX FDS383$128Kshares
EPDENTERPRISE PRODS PARTNERS L4,000$128Kshares
ISRGINTUITIVE SURGICAL INC221$125Kshares
DISDISNEY WALT CO1,071$122Kshares
EFAISHARES TR1,261$121Kshares
DLRDIGITAL RLTY TR INC770$119Kshares
COPXGLOBAL X FDS1,500$108Kshares
CVXCHEVRON CORPORATION703$107Kshares
CMGCHIPOTLE MEXICAN GRILL INC2,700$99.9Kshares
LIILENNOX INTL INC203$98.6Kshares
ITWILLINOIS TOOL WKS INC379$93.3Kshares
AZNASTRAZENECA PLC-SPONS ADR1,000$91.9Kshares
TXRHTEXAS ROADHOUSE INC534$88.6Kshares
XARSPDR SERIES TRUST366$88.3Kshares
BWZSPDR SERIES TRUST3,189$87.4Kshares
ITAISHARES TR394$84.6Kshares
SCHGSCHWAB STRATEGIC TR2,500$81.5Kshares
UPSUNITED PARCEL SVCS INC807$80Kshares
SDYSPDR SERIES TRUST559$77.8Kshares
SCHFSCHWAB STRATEGIC TR3,127$75.2Kshares
DLNWISDOMTREE TR851$75Kshares
IEMGISHARES INC1,104$74.2Kshares
VPUVANGUARD WORLD FD400$74Kshares
SPYSTATE STR SPDR S&P 500 ETF T107$73Kshares
GLDSPDR GOLD TR171$67.8Kshares
IVVISHARES TR97$66.4Kshares
TSLATESLA INC135$60.7Kshares
CIBRFIRST TR EXCHANGE-TRADED FD839$59.9Kshares
NNNNNN REIT INC1,334$52.9Kshares
AVBAVALONBAY CMNTYS INC289$52.4Kshares
VIGVANGUARD SPECIALIZED FUNDS235$51.6Kshares
URAGLOBAL X FDS1,200$51.3Kshares
MUBISHARES TR445$47.7Kshares
TJXTJX COS INC NEW300$46.1Kshares
AMZNAMAZON COM INC199$45.9Kshares
PINSPINTEREST INC1,770$45.8Kshares
ABBVABBVIE INC200$45.7Kshares
OMDAOMADA HEALTH INC2,832$44.7Kshares
VHTVANGUARD WORLD FD152$43.8Kshares
NFGNATIONAL FUEL GAS CO500$40Kshares
PMPHILIP MORRIS INTL INC239$38.3Kshares
LOWLOWES COS INC155$37.4Kshares
EMREMERSON ELEC CO256$34Kshares
CATCATERPILLAR INC58$33.2Kshares
TTETOTALENERGIES SE500$32.7Kshares
GDGENERAL DYNAMICS CORP97$32.7Kshares
HSBCHSBC HLDGS PLC400$31.5Kshares
SKYYFIRST TR EXCHANGE-TRADED FD236$30.7Kshares
NFLXNETFLIX INC.320$30Kshares
VVVANGUARD INDEX FDS94$29.6Kshares
ITANEA SERIES TRUST774$28.7Kshares
RCLROYAL CARIBBEAN GROUP101$28.3Kshares
NLYANNALY CAPITAL MANAGEMENT IN1,250$27.9Kshares
ACNACCENTURE PLC IRELAND100$26.8Kshares
MOALTRIA GROUP INC463$26.7Kshares
VBVANGUARD INDEX FDS94$24.2Kshares
MUFGMITSUBISHI UFJ FINANCIAL GRO1,500$23.8Kshares
SHOPSHOPIFY INC145$23.3Kshares
UBERUBER TECHNOLOGIES INC284$23.2Kshares
CADECADENCE BANK500$21.4Kshares
CRWDCROWDSTRIKE HLDGS INC45$21.1Kshares
OXYOCCIDENTAL PETE CORP500$20.6Kshares
GEGE AEROSPACE64$19.8Kshares
NETCLOUDFLARE INC100$19.7Kshares
KOCOCA COLA CO277$19.4Kshares
SPYMSPDR SERIES TRUST223$17.9Kshares
SCHBSCHWAB STRATEGIC TR675$17.7Kshares
MMM3M CO110$17.6Kshares
REZISHARES TR200$16.5Kshares
RTXRTX CORPORATION81$14.9Kshares
AMGNAMGEN INC42$13.7Kshares
IBITISHARES BITCOIN TRUST ETF258$12.8Kshares
GILDGILEAD SCIENCES INC103$12.7Kshares
CSCOCISCO SYS INC159$12.2Kshares
METAMETA PLATFORMS INC18$11.9Kshares
DVYISHARES TR73$10.3Kshares
GEVGE VERNOVA INC15$9.8Kshares
UUNITY SOFTWARE INC212$9.36Kshares
ARLPALLIANCE RESOURCE PARTNERS L400$9.29Kshares
NOWSERVICENOW INC60$9.19Kshares
MDLZMONDELEZ INTL INC167$8.99Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001731795-26-000002 base2026-05-04acceptance time not in the bulk data set