Bridgelight Financial Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$118.0M
Q ending 2026-03-31
Prior quarter
$117.4M
Q ending 2025-12-31
Change
+0.5% QoQ
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Caterpillar Inc | CAT | Shares | $11.5M | 16K |
| Select Sector Spdr Tr | XLK | Shares | $11.4M | 86K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.1M | 17K |
| Goldman Sachs Group Inc | GS | Shares | $9.4M | 11K |
| Walmart Inc | WMT | Shares | $9.2M | 74K |
| Enterprise Prods Partners L | EPD | Shares | $8.4M | 221K |
| Amgen Inc | AMGN | Shares | $8.1M | 23K |
| Main Str Cap Corp | MAIN | Shares | $7.2M | 137K |
| International Business Machs | IBM | Shares | $6.9M | 29K |
| T Rowe Price Etf Inc | TFLR | Shares | $5.7M | 113K |
| Spdr Gold Tr | GLD | Shares | $5.0M | 12K |
| Ishares Tr | FALN | Shares | $4.9M | 183K |
| Vanguard Index Fds | VOO | Shares | $3.6M | 6K |
| Amplify Etf Tr | BLOK | Shares | $3.4M | 68K |
| Williams Cos Inc | WMB | Shares | $1.1M | 15K |
| Trane Technologies Plc | Shares | $1.1M | 3K | |
| Hubbell Inc | HUBB | Shares | $865K | 2K |
| Invesco Exchange Traded Fd T | RSP | Shares | $766K | 4K |
| Alphabet Inc | GOOGL | Shares | $759K | 3K |
| Apple Inc | AAPL | Shares | $728K | 3K |
| Exxon Mobil Corp | XOM | Shares | $602K | 4K |
| Vanguard Specialized Funds | VIG | Shares | $601K | 3K |
| Vanguard Index Fds | VXF | Shares | $535K | 3K |
| Lockheed Martin Corp | LMT | Shares | $477K | 789 |
| Nasdaq Inc | NDAQ | Shares | $469K | 6K |
| Vanguard Bd Index Fds | BSV | Shares | $444K | 6K |
| Dbx Etf Tr | DBEF | Shares | $393K | 8K |
| Wisdomtree Tr | EZM | Shares | $379K | 6K |
| Abbvie Inc | ABBV | Shares | $332K | 2K |
| Microsoft Corp | MSFT | Shares | $324K | 874 |
| Spdr Series Trust | SPSM | Shares | $318K | 7K |
| Home Depot Inc | HD | Shares | $309K | 939 |
| Nvidia Corporation | NVDA | Shares | $285K | 2K |
| Iron Mtn Inc Del | IRM | Shares | $248K | 2K |
| Rtx Corporation | RTX | Shares | $232K | 1K |
| Visa Inc | V | Shares | $231K | 766 |
| Vanguard Scottsdale Fds | VCSH | Shares | $227K | 3K |
| Kinross Gold Corp | KGC | Shares | $206K | 7K |
| Unilever Plc | UL | Shares | $205K | 4K |
| Ingersoll Rand Inc | IR | Shares | $200K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.