Bridgelight Financial Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed July 30, 2026), Bridgelight Financial Advisors, Inc. reported 40 stock positions worth $117.4 million. Its top holding was SS Technology Select Sector (XLK) at 10.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.9%) and Goldman Sachs (GS, 8.4%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0002145102
- Portfolio Value
- $117.4M (Q4 2025)
- SEC Filing
- 0002145102-26-000002 ↗ filed Jul 30, 2026
Holdings Value
Holdings 40 stocks · $117.4M
| XLK SS Technology Select Sector | 10.51% | 85,719 | $12.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.90% | 17,041 | $11.6M | — |
| GS Goldman Sachs Group Inc. | 8.42% | 11,244 | $9.9M | — |
| CAT Caterpillar Inc. | 8.06% | 16,516 | $9.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 7.15% | 28,329 | $8.4M | — |
| WMT Walmart Inc. | 7.02% | 74,011 | $8.2M | — |
| MAIN Main Street Capital Corp. | 6.95% | 135,099 | $8.2M | — |
| AMGN Amgen Inc. | 6.33% | 22,711 | $7.4M | — |
| EPD Enterprise Products Partners | 5.97% | 218,612 | $7.0M | — |
| TFLR T Rowe Price Floating RT ETF | 4.79% | 109,342 | $5.6M | — |
| FALN iShares Fallen Angels ETF | 4.16% | 178,928 | $4.9M | — |
| GLD SPDR Gold Shares | 3.95% | 11,699 | $4.6M | — |
| BLOK Amplify Blockchain Tech ETF | 3.31% | 68,277 | $3.9M | — |
| VOO Vanguard S&P 500 ETF | 3.24% | 6,069 | $3.8M | — |
| TT Trane Technologies PLC | 0.86% | 2,608 | $1.0M | — |
| RSP Invesco S&P 500 Equal Weight | 0.75% | 4,578 | $877K | — |
| WMB Williams Cos Inc. | 0.73% | 14,255 | $857K | — |
| GOOGL Alphabet Inc. Class A | 0.68% | 2,534 | $793K | — |
| HUBB Hubbell Inc. | 0.67% | 1,762 | $783K | — |
| AAPL Apple Inc. | 0.63% | 2,737 | $744K | — |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 2,809 | $617K | — |
| VXF Vanguard Extended Market ETF | 0.46% | 2,608 | $545K | — |
| NDAQ Nasdaq Inc. | 0.46% | 5,526 | $537K | — |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 5,901 | $465K | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.38% | 9,377 | $451K | — |
| XOM Exxon Mobil Corp. | 0.37% | 3,587 | $432K | — |
| MSFT Microsoft Corp. | 0.33% | 808 | $391K | — |
| EZM Wisdomtree US Midcap Fund | 0.32% | 5,628 | $376K | — |
| HD Home Depot Inc. | 0.29% | 991 | $341K | — |
| ABBV Abbvie Inc. | 0.29% | 1,487 | $340K | — |
| LMT Lockheed Martin Corp. | 0.27% | 644 | $311K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.26% | 6,563 | $308K | — |
| V Visa Inc. Class A | 0.23% | 757 | $266K | — |
| NVDA Nvidia Corp. | 0.22% | 1,377 | $257K | — |
| KGC Kinross Gold Corp. | 0.21% | 8,910 | $251K | — |
| UL Unilever PLC-Sponsored ADR | 0.19% | 3,495 | $229K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 2,843 | $227K | — |
| IJH iShares Core S&P Midcap ETF | 0.18% | 3,231 | $213K | — |
| RTX RTX Corp. | 0.18% | 1,126 | $206K | — |
| GSY Invesco Ultra Short Duration | 0.17% | 4,026 | $202K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.