Back to Bridgelight Financial Advisors, Inc.

Bridgelight Financial Advisors, Inc.

Q2 2026 13F filing

Updated 42 days ago

49 disclosed positions worth $146M

Portfolio value
$146M
Total holdings
49
New positions
11
Closed positions
2
Increased
15
Decreased
21
Turnover
26.5%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

C
1.CAT

CATERPILLAR INC

-28.2%
Value
$12.4M
Shares
11.7K
% Port
8.51%
S

SELECT SECTOR SPDR TR

-28.2%
Value
$11.7M
Shares
61.6K
% Port
8.04%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

-20.3%
Value
$10.2M
Shares
13.6K
% Port
6.98%
G

GOLDMAN SACHS GROUP INC

-10.9%
Value
$10M
Shares
9.9K
% Port
6.83%
A

AMGEN INC

+15.4%
Value
$9.6M
Shares
26.4K
% Port
6.55%
M

MAIN STR CAP CORP

+21.9%
Value
$8.6M
Shares
166.6K
% Port
5.92%
E

ENTERPRISE PRODS PARTNERS L

+4.2%
Value
$8.5M
Shares
230.6K
% Port
5.81%
W
8.WMT

WALMART INC

-4.5%
Value
$8M
Shares
70.6K
% Port
5.47%
?
9.N/A

T ROWE PRICE EXCHANGE-TRADED

+24.3%
Value
$7M
Shares
139.8K
% Port
4.83%
?
10.N/A

ISHARES TR

+31.8%
Value
$6.6M
Shares
241.4K
% Port
4.50%
M
11.MSFT

MICROSOFT CORP

+1914.8%
Value
$6.6M
Shares
17.6K
% Port
4.50%
?
12.N/A

GLOBAL X FDS

Value
$6.5M
Shares
109.5K
% Port
4.48%
V
13.VGES

VANGUARD SCOTTSDALE FDS

+2448.2%
Value
$5.8M
Shares
72.9K
% Port
3.95%
A

ASML HLDG NV

Value
$4.5M
Shares
2.3K
% Port
3.09%
A
15.AMPY

AMPLIFY ETF TR

-7.7%
Value
$3.9M
Shares
63.0K
% Port
2.70%
V
16.VGES

VANGUARD INDEX FDS

-10.7%
Value
$3.7M
Shares
5.4K
% Port
2.53%
G
17.GLD

SPDR GOLD TR

-15.0%
Value
$3.6M
Shares
9.8K
% Port
2.47%
S
18.SCCO

SOUTHERN COPPER CORP

Value
$2.7M
Shares
15.2K
% Port
1.82%
?
19.N/A

GLOBAL X FDS

Value
$2.3M
Shares
51.7K
% Port
1.55%
T
20.TT

TRANE TECHNOLOGIES PLC

Unchanged
Value
$1.3M
Shares
2.6K
% Port
0.86%
F
21.FBTC

WILLIAMS COS INC

-2.6%
Value
$1.1M
Shares
14.3K
% Port
0.73%
H
22.HUBB

HUBBELL INC

+0.3%
Value
$925K
Shares
1.8K
% Port
0.63%
G

ALPHABET INC

-9.6%
Value
$853K
Shares
2.4K
% Port
0.58%
I
24.IVZ

INVESCO EXCHANGE TRADED FD T

+0.2%
Value
$851K
Shares
4.0K
% Port
0.58%
A
25.AAPL

APPLE INC

-4.0%
Value
$797K
Shares
2.8K
% Port
0.55%
B
26.BX

VANGUARD SPECIALIZED FUNDS

-0.2%
Value
$660K
Shares
2.8K
% Port
0.45%
V
27.VGES

VANGUARD INDEX FDS

-3.9%
Value
$616K
Shares
2.5K
% Port
0.42%
X
28.XOM

EXXON MOBIL CORP

-4.3%
Value
$464K
Shares
3.4K
% Port
0.32%
L
29.LMT

LOCKHEED MARTIN CORP

+9.6%
Value
$441K
Shares
865
% Port
0.30%
N
30.NDAQ

NASDAQ INC

+0.4%
Value
$437K
Shares
5.5K
% Port
0.30%
?
31.N/A

DBX ETF TR

Unchanged
Value
$435K
Shares
8.0K
% Port
0.30%
B
32.BTCW

WISDOMTREE TR

+0.3%
Value
$429K
Shares
5.7K
% Port
0.29%
V
33.VGES

VANGUARD BD INDEX FDS

-8.4%
Value
$404K
Shares
5.2K
% Port
0.28%
S

STMICROELECTRONICS N V

Value
$403K
Shares
5.4K
% Port
0.28%
A
35.ABBV

ABBVIE INC

+4.7%
Value
$402K
Shares
1.6K
% Port
0.28%
A
36.ARCC

SPDR SERIES TRUST

-0.1%
Value
$379K
Shares
6.6K
% Port
0.26%
I
37.IRM

IRON MTN INC DEL

-1.0%
Value
$304K
Shares
2.4K
% Port
0.21%
N
38.NVDA

NVIDIA CORPORATION

-11.0%
Value
$291K
Shares
1.5K
% Port
0.20%
V
39.V

VISA INC

+2.2%
Value
$269K
Shares
783
% Port
0.18%
H
40.HD

HOME DEPOT INC

-23.2%
Value
$254K
Shares
721
% Port
0.17%
E
41.ECHO

ECHOSTAR CORP

Value
$243K
Shares
2.4K
% Port
0.17%
E
42.ETHA

ISHARES TR

Value
$216K
Shares
2.8K
% Port
0.15%
R
43.RTX

RTX CORPORATION

-5.9%
Value
$215K
Shares
1.1K
% Port
0.15%
U

UNILEVER PLC

-1.8%
Value
$212K
Shares
3.5K
% Port
0.15%
I
45.IR

INGERSOLL RAND INC

+0.0%
Value
$205K
Shares
2.5K
% Port
0.14%
F
46.FIS

FIDELITY MERRIMACK STR TR

Value
$204K
Shares
4.5K
% Port
0.14%
A
47.AMZN

AMAZON COM INC

Value
$203K
Shares
852
% Port
0.14%
K
48.KO

COCA COLA CO

Value
$201K
Shares
2.5K
% Port
0.14%
S

SCHWAB STRATEGIC TR

Value
$200K
Shares
8.3K
% Port
0.14%