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Bridgelight Financial Advisors, Inc.

hedge fundUpdated 42 days ago

Managed by Bridgelight Financial Advisors, Inc. • Latest filing Q2 2026

Portfolio value
$146M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
54.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$117.4M
Q1 2026$118M
Q2 2026$146M

Top holdings

49 positions as of Q2 2026

View filing
S

SELECT SECTOR SPDR TR

Value
$12.3M
Shares
85.7K
% Port
10.51%
S
2.SPY

SPDR S&P 500 ETF TR

Value
$11.6M
Shares
17.0K
% Port
9.90%
G

GOLDMAN SACHS GROUP INC

Value
$9.9M
Shares
11.2K
% Port
8.42%
C
4.CAT

CATERPILLAR INC

Value
$9.5M
Shares
16.5K
% Port
8.06%
I
5.IBM

INTERNATIONAL BUSINESS MACHS

Value
$8.4M
Shares
28.3K
% Port
7.15%
W
6.WMT

WALMART INC

Value
$8.2M
Shares
74.0K
% Port
7.02%
M

MAIN STR CAP CORP

Value
$8.2M
Shares
135.1K
% Port
6.95%
A

AMGEN INC

Value
$7.4M
Shares
22.7K
% Port
6.33%
E

ENTERPRISE PRODS PARTNERS L

Value
$7M
Shares
218.6K
% Port
5.97%
?
10.N/A

T ROWE PRICE ETF INC

Value
$5.6M
Shares
109.3K
% Port
4.79%
?
11.N/A

ISHARES TR

Value
$4.9M
Shares
178.9K
% Port
4.16%
G
12.GLD

SPDR GOLD TR

Value
$4.6M
Shares
11.7K
% Port
3.95%
A
13.AMPY

AMPLIFY ETF TR

Value
$3.9M
Shares
68.3K
% Port
3.31%
V
14.VGES

VANGUARD INDEX FDS

Value
$3.8M
Shares
6.1K
% Port
3.24%
T
15.TT

TRANE TECHNOLOGIES PLC

Value
$1M
Shares
2.6K
% Port
0.86%
I
16.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$877K
Shares
4.6K
% Port
0.75%
F
17.FBTC

WILLIAMS COS INC

Value
$857K
Shares
14.3K
% Port
0.73%
G

ALPHABET INC

Value
$793K
Shares
2.5K
% Port
0.68%
H
19.HUBB

HUBBELL INC

Value
$783K
Shares
1.8K
% Port
0.67%
A
20.AAPL

APPLE INC

Value
$744K
Shares
2.7K
% Port
0.63%

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