Bridgelight Financial Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed July 30, 2026), Bridgelight Financial Advisors, Inc. reported 40 stock positions worth $118.0 million. Its top holding was Caterpillar (CAT) at 9.8% of the portfolio, followed by SS Technology Select Sector (XLK, 9.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 9.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 21 and reduced 15. The biggest buy was Enterprise Products Partners (EPD, shares +1%) and the biggest sale Goldman Sachs (GS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0002145102
- Portfolio Value
- $118.0M (Q1 2026)
- SEC Filing
- 0002145102-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 40 stocks · $118.0M
| CAT Caterpillar Inc. | 9.75% | 16,242 | $11.5M | Reduce -1.7% |
| XLK SS Technology Select Sector | 9.66% | 85,776 | $11.4M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.43% | 17,110 | $11.1M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 7.94% | 11,070 | $9.4M | Reduce -1.6% |
| WMT Walmart Inc. | 7.78% | 73,883 | $9.2M | Reduce -0.2% |
| EPD Enterprise Products Partners | 7.10% | 221,378 | $8.4M | Add +1.3% |
| AMGN Amgen Inc. | 6.83% | 22,899 | $8.1M | Add +0.8% |
| MAIN Main Street Capital Corp. | 6.13% | 136,603 | $7.2M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 5.87% | 28,579 | $6.9M | Add +0.9% |
| TFLR T Rowe Price Floating RT ETF | 4.80% | 112,542 | $5.7M | Add +2.9% |
| GLD SPDR Gold Shares | 4.20% | 11,513 | $5.0M | Reduce -1.6% |
| FALN iShares Fallen Angels ETF | 4.15% | 183,217 | $4.9M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 3.06% | 6,031 | $3.6M | Reduce -0.6% |
| BLOK Amplify Blockchain Tech ETF | 2.88% | 68,210 | $3.4M | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.91% | 14,686 | $1.1M | Add +3.0% |
| TT Trane Technologies PLC | 0.90% | 2,553 | $1.1M | Reduce -2.1% |
| HUBB Hubbell Inc. | 0.73% | 1,762 | $865K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.65% | 3,991 | $766K | Reduce -12.8% |
| GOOGL Alphabet Inc. Class A | 0.64% | 2,640 | $759K | Add +4.2% |
| AAPL Apple Inc. | 0.62% | 2,870 | $728K | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.51% | 3,547 | $602K | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 2,795 | $601K | Reduce -0.5% |
| VXF Vanguard Extended Market ETF | 0.45% | 2,601 | $535K | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.40% | 789 | $477K | Add +22.5% |
| NDAQ Nasdaq Inc. | 0.40% | 5,526 | $469K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 5,665 | $444K | Reduce -4.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.33% | 7,958 | $393K | Reduce -15.1% |
| EZM Wisdomtree US Midcap Fund | 0.32% | 5,641 | $379K | Add +0.2% |
| ABBV Abbvie Inc. | 0.28% | 1,524 | $332K | Add +2.5% |
| MSFT Microsoft Corp. | 0.27% | 874 | $324K | Add +8.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.27% | 6,575 | $318K | Add +0.2% |
| HD Home Depot Inc. | 0.26% | 939 | $309K | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.24% | 1,632 | $285K | Add +18.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.21% | 2,429 | $248K | New |
| RTX RTX Corp. | 0.20% | 1,205 | $232K | Add +7.0% |
| V Visa Inc. Class A | 0.20% | 766 | $231K | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 2,861 | $227K | Add +0.6% |
| KGC Kinross Gold Corp. | 0.17% | 6,739 | $206K | Reduce -24.4% |
| UL Unilever PLC-Sponsored ADR | 0.17% | 3,590 | $205K | Add +2.7% |
| IR Ingersoll-Rand Inc. | 0.17% | 2,497 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 7.94% | −0.48 |
| BLOK Amplify Blockchain Tech ETF | Reduce -0.1% | 2.88% | −0.43 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 3.06% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.18 |
| GSY Invesco Ultra Short Duration | Sold out | 0.00% | −0.17 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.8% | 0.65% | −0.10 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -15.1% | 0.33% | −0.05 |
| KGC Kinross Gold Corp. | Reduce -24.4% | 0.17% | −0.04 |
| HD Home Depot Inc. | Reduce -5.3% | 0.26% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.0% | 0.38% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 0.51% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.3% | 0.45% | −0.01 |
| TT Trane Technologies PLC | Reduce -2.1% | 0.90% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.51% | +0.14 |
| GLD SPDR Gold Shares | Reduce -1.6% | 4.20% | +0.25 |
| WMT Walmart Inc. | Reduce -0.2% | 7.78% | +0.76 |
| CAT Caterpillar Inc. | Reduce -1.7% | 9.75% | +1.70 |
Portfolio Buys Q4 2025 → Q1 2026
| EPD Enterprise Products Partners | Add +1.3% | 7.10% | +1.13 |
| AMGN Amgen Inc. | Add +0.8% | 6.83% | +0.50 |
| IRM Iron Mountain Inc. | New | 0.21% | +0.21 |
| WMB Williams Cos Inc. | Add +3.0% | 0.91% | +0.18 |
| IR Ingersoll-Rand Inc. | New | 0.17% | +0.17 |
| LMT Lockheed Martin Corp. | Add +22.5% | 0.40% | +0.14 |
| NVDA Nvidia Corp. | Add +18.5% | 0.24% | +0.02 |
| RTX RTX Corp. | Add +7.0% | 0.20% | +0.02 |
| TFLR T Rowe Price Floating RT ETF | Add +2.9% | 4.80% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.2% | 0.27% | +0.01 |
| EZM Wisdomtree US Midcap Fund | Add +0.2% | 0.32% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.6% | 0.19% | −0.00 |
| ABBV Abbvie Inc. | Add +2.5% | 0.28% | −0.01 |
| FALN iShares Fallen Angels ETF | Add +2.4% | 4.15% | −0.01 |
| AAPL Apple Inc. | Add +4.9% | 0.62% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Add +2.7% | 0.17% | −0.02 |
| V Visa Inc. Class A | Add +1.2% | 0.20% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 0.64% | −0.03 |
| MSFT Microsoft Corp. | Add +8.2% | 0.27% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 9.43% | −0.46 |
| MAIN Main Street Capital Corp. | Add +1.1% | 6.13% | −0.82 |
| XLK SS Technology Select Sector | Add +0.1% | 9.66% | −0.85 |
| IBM Intl Business Machines Corp. | Add +0.9% | 5.87% | −1.27 |