DOSSIER · 13F-HR · Q2 2026

Bridgelight Financial Advisors, Inc.

$146M in tracked AUM across 49 positions as of Q2 2026.

BF
CIK 0002145102 · last filed Jun 30, 2026
Total AUM
$146M
as of Q2 2026
Holdings
49
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bridgelight Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$12M12K8.5%
02
XLK
SELECT SECTOR SPDR TR
$12M62K8.0%
03
SPY
STATE STR SPDR S&P 500 ETF T
$10M14K7.0%
04
GS
GOLDMAN SACHS GROUP INC
$10M10K6.8%
05
AMGN
AMGEN INC
$10M26K6.6%
06
MAIN
MAIN STR CAP CORP
$9M167K5.9%
07
EPD
ENTERPRISE PRODS PARTNERS L
$8M231K5.8%
08
WMT
WALMART INC
$8M71K5.5%
09
TFLR
T ROWE PRICE EXCHANGE-TRADED
$7M140K4.8%
10
FALN
ISHARES TR
$7M241K4.5%

Filing history

2026Q2Jun 30
$146M 23.8%
49 positionsView →
2026Q1Mar 31
$118M 0.5%
40 positionsView →
2025Q4Dec 31
$117M
40 positionsView →