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Bridgelight Financial Advisors, Inc.

Q3 2026 13F filing

Updated 16 days ago

46 disclosed positions worth $145.8M

Portfolio value
$145.8M
Total holdings
46
New positions
1
Closed positions
4
Increased
32
Decreased
10
Turnover
10.9%
Filed
2026-10-20

Full holdings

Every line item disclosed in Q3 2026

S

SELECT SECTOR SPDR TR

-1.3%
Value
$11.9M
Shares
60.8K
% Port
8.16%
A

AMGEN INC

-1.1%
Value
$11M
Shares
26.1K
% Port
7.55%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

+4.1%
Value
$10.8M
Shares
14.2K
% Port
7.43%
C
4.CAT

CATERPILLAR INC

+0.1%
Value
$9.5M
Shares
11.7K
% Port
6.50%
M

MAIN STR CAP CORP

+1.0%
Value
$9.3M
Shares
168.2K
% Port
6.35%
M

MICROSOFT CORP

+1.1%
Value
$9.1M
Shares
17.8K
% Port
6.27%
G

GOLDMAN SACHS GROUP INC

-0.4%
Value
$8.8M
Shares
9.8K
% Port
6.06%
E

ENTERPRISE PRODS PARTNERS L

+0.8%
Value
$8.3M
Shares
232.4K
% Port
5.68%
W
9.WMT

WALMART INC

-0.1%
Value
$7.3M
Shares
70.5K
% Port
5.03%
?
10.N/A

T ROWE PRICE EXCHANGE-TRADED

+3.1%
Value
$7.3M
Shares
144.2K
% Port
5.00%
G

GLOBAL X FDS

+2.0%
Value
$6.7M
Shares
111.7K
% Port
4.60%
M
12.MTN

ISHARES TR

+3.3%
Value
$6.5M
Shares
249.5K
% Port
4.44%
V
13.VGES

VANGUARD SCOTTSDALE FDS

-4.5%
Value
$5.4M
Shares
69.6K
% Port
3.69%
A

ASML HLDG NV

Unchanged
Value
$4.1M
Shares
2.3K
% Port
2.82%
A
15.AMPY

AMPLIFY ETF TR

-0.0%
Value
$3.9M
Shares
63.0K
% Port
2.64%
G
16.GLD

SPDR GOLD TR

+2.8%
Value
$3.8M
Shares
10.1K
% Port
2.63%
V
17.VGES

VANGUARD INDEX FDS

-1.7%
Value
$3.7M
Shares
5.3K
% Port
2.55%
S
18.SCCO

SOUTHERN COPPER CORP

+1.0%
Value
$3.1M
Shares
15.4K
% Port
2.14%
?
19.N/A

GLOBAL X FDS

+4.4%
Value
$2.1M
Shares
53.9K
% Port
1.47%
T
20.TT

TRANE TECHNOLOGIES PLC

Unchanged
Value
$1.2M
Shares
2.6K
% Port
0.79%
F
21.FBTC

WILLIAMS COS INC

+1.1%
Value
$983K
Shares
14.5K
% Port
0.67%
A
22.AAPL

APPLE INC

-3.9%
Value
$882K
Shares
2.6K
% Port
0.61%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

+0.4%
Value
$835K
Shares
4.0K
% Port
0.57%
G

ALPHABET INC

-0.8%
Value
$814K
Shares
2.4K
% Port
0.56%
H
25.HUBB

HUBBELL INC

+0.3%
Value
$804K
Shares
1.8K
% Port
0.55%
B
26.BX

VANGUARD SPECIALIZED FUNDS

+0.4%
Value
$653K
Shares
2.8K
% Port
0.45%
V
27.VGES

VANGUARD INDEX FDS

+1.0%
Value
$585K
Shares
2.5K
% Port
0.40%
N
28.NDAQ

NASDAQ INC

+10.4%
Value
$563K
Shares
6.1K
% Port
0.39%
X
29.XOM

EXXONMOBIL HOLDINGS CORP

Value
$555K
Shares
3.4K
% Port
0.38%
L
30.LMT

LOCKHEED MARTIN CORP

+0.7%
Value
$443K
Shares
871
% Port
0.30%
?
31.N/A

DBX ETF TR

Unchanged
Value
$437K
Shares
8.0K
% Port
0.30%
A
32.ABBV

ABBVIE INC

+0.6%
Value
$420K
Shares
1.6K
% Port
0.29%
B
33.BTCW

WISDOMTREE TR

+0.3%
Value
$407K
Shares
5.7K
% Port
0.28%
V
34.VGES

VANGUARD BD INDEX FDS

+0.8%
Value
$399K
Shares
5.2K
% Port
0.27%
A
35.AMZN

AMAZON COM INC

+64.9%
Value
$350K
Shares
1.4K
% Port
0.24%
A
36.ARCC

SPDR SERIES TRUST

+0.3%
Value
$348K
Shares
6.6K
% Port
0.24%
N
37.NVDA

NVIDIA CORPORATION

+3.2%
Value
$342K
Shares
1.5K
% Port
0.23%
S

STMICROELECTRONICS N V

+5.8%
Value
$304K
Shares
5.7K
% Port
0.21%
V
39.V

VISA INC

-2.7%
Value
$274K
Shares
762
% Port
0.19%
I
40.IRM

IRON MTN INC DEL

+0.4%
Value
$268K
Shares
2.4K
% Port
0.18%
F
41.FIS

FIDELITY MERRIMACK STR TR

+16.9%
Value
$227K
Shares
5.2K
% Port
0.16%
U

UNILEVER PLC

+0.8%
Value
$216K
Shares
3.6K
% Port
0.15%
S

SCHWAB STRATEGIC TR

+8.4%
Value
$215K
Shares
9.0K
% Port
0.15%
K
44.KO

COCA COLA CO

+0.4%
Value
$214K
Shares
2.5K
% Port
0.15%
R
45.RTX

RTX CORPORATION

+0.3%
Value
$211K
Shares
1.1K
% Port
0.14%
E
46.ETHA

ISHARES TR

+0.3%
Value
$202K
Shares
2.8K
% Port
0.14%