Bridgelight Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Bridgelight Financial Advisors, Inc.Investment ActivityBridgelight Financial Advisors, Inc. has $145.99 million in total holdings as of June 30, 2026.Bridgelight Financial Advisors, Inc. owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 24.40% of the portfolio was purchased this quarter.About 15.47% of the portfolio was sold this quarter.This quarter, Bridgelight Financial Advisors, Inc. has purchased 40 new stocks and bought additional shares in 15 stocks.Bridgelight Financial Advisors, Inc. sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Caterpillar $12,424,795Technology Select Sector SPDR Fund $11,730,329SPDR S&P 500 ETF Trust $10,188,281The Goldman Sachs Group $9,969,850Amgen $9,568,790 Largest New Holdings this Quarter 37960A529 - GLOBAL X FDS $6,538,962 HoldingN07059210 - ASML $4,516,029 Holding84265V105 - Southern Copper $2,654,129 Holding37954Y871 - Global X Uranium ETF $2,258,426 Holding861012102 - STMicroelectronics $403,058 Holding Largest Purchases this Quarter GLOBAL X FDS 109,512 shares (about $6.54M)Microsoft 16,735 shares (about $6.24M)Vanguard Short-Term Corporate Bond ETF 70,044 shares (about $5.54M)ASML 2,270 shares (about $4.52M)Southern Copper 15,231 shares (about $2.65M) Largest Sales this Quarter Caterpillar 4,574 shares (about $4.87M)Technology Select Sector SPDR Fund 24,206 shares (about $4.61M)SPDR S&P 500 ETF Trust 3,467 shares (about $2.59M)The Goldman Sachs Group 1,212 shares (about $1.23M)SPDR Gold Shares 1,728 shares (about $636.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridgelight Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCATCaterpillar$12,424,795$4,870,673 â–¼-28.2%11,6688.5%IndustrialsXLKTechnology Select Sector SPDR Fund$11,730,329$4,611,732 â–¼-28.2%61,5708.0%ETFSPYSPDR S&P 500 ETF Trust$10,188,281$2,589,076 â–¼-20.3%13,6437.0%ETFGSThe Goldman Sachs Group$9,969,850$1,225,751 â–¼-10.9%9,8586.8%FinanceAMGNAmgen$9,568,790$1,276,490 â–²15.4%26,4246.6%HealthcareMAINMain Street Capital$8,641,300$1,554,327 â–²21.9%166,5635.9%FinanceEPDEnterprise Products Partners$8,476,824$338,964 â–²4.2%230,5995.8%EnergyWALMART INC$7,991,717$376,249 â–¼-4.5%70,5615.5%COMTFLRT. Rowe Price Floating Rate ETF$7,049,611$1,376,349 â–²24.3%139,8454.8%ETFFALNiShares Fallen Angels USD Bond ETF$6,576,379$1,585,556 â–²31.8%241,4244.5%ETFMSFTMicrosoft$6,568,345$6,242,334 â–²1,914.8%17,6094.5%TechnologyGLOBAL X FDS$6,538,962$6,538,962 â–²New Holding109,5124.5%DEFENSE TECH ETFVCSHVanguard Short-Term Corporate Bond ETF$5,761,697$5,535,592 â–²2,448.2%72,9053.9%ETFASMLASML$4,516,029$4,516,029 â–²New Holding2,2703.1%TechnologyBLOKAmplify Transformational Data Sharing ETF$3,943,610$328,368 â–¼-7.7%62,9672.7%ETFVOOVanguard S&P 500 ETF$3,698,678$443,704 â–¼-10.7%5,3852.5%ETFGLDSPDR Gold Shares$3,604,598$636,561 â–¼-15.0%9,7852.5%ETFSCCOSouthern Copper$2,654,129$2,654,129 â–²New Holding15,2311.8%MaterialsURAGlobal X Uranium ETF$2,258,426$2,258,426 â–²New Holding51,6801.5%ETFTTTrane Technologies$1,253,9310.0%2,5530.9%IndustrialsWMBWilliams Companies$1,063,251$28,471 â–¼-2.6%14,3030.7%EnergyHUBBHubbell$924,544$2,616 â–²0.3%1,7670.6%IndustrialsGOOGLAlphabet$852,558$90,758 â–¼-9.6%2,3860.6%Communication ServicesRSPInvesco S&P 500 Equal Weight ETF$850,896$1,702 â–²0.2%3,9990.6%ETFAAPLApple$797,406$32,984 â–¼-4.0%2,7560.5%TechnologyVIGVanguard Dividend Appreciation ETF$659,819$1,419 â–¼-0.2%2,7890.5%ETFVXFVanguard Extended Market ETF$615,606$24,870 â–¼-3.9%2,5000.4%ETFXOMExxonMobil$464,213$20,784 â–¼-4.3%3,3950.3%EnergyLMTLockheed Martin$440,937$38,741 â–²9.6%8650.3%IndustrialsNDAQNasdaq$437,274$1,734 â–²0.4%5,5480.3%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$434,7510.0%7,9580.3%ETFEZMWisdomTree U.S. MidCap Fund$428,839$1,364 â–²0.3%5,6590.3%ETFBSVVanguard Short-Term Bond ETF$404,342$37,006 â–¼-8.4%5,1900.3%ETFSTMSTMicroelectronics$403,058$403,058 â–²New Holding5,3820.3%TechnologyABBVAbbVie$401,599$18,117 â–²4.7%1,5960.3%HealthcareSPSMSPDR Portfolio S&P 600 Small Cap ETF$378,708$461 â–¼-0.1%6,5670.3%ETFIRMIron Mountain$303,811$3,032 â–¼-1.0%2,4050.2%Real EstateNVDANVIDIA$290,521$36,015 â–¼-11.0%1,4520.2%TechnologyVVisa$268,793$5,836 â–²2.2%7830.2%FinanceHDHome Depot$254,438$76,931 â–¼-23.2%7210.2%Consumer DiscretionaryECHOSTAR CORP$242,991$242,991 â–²New Holding2,3940.2%CL AIJHiShares Core S&P Mid-Cap ETF$215,562$215,562 â–²New Holding2,7960.1%ETFRTXRTX$215,080$13,466 â–¼-5.9%1,1340.1%IndustrialsUNILEVER PLC$212,000$3,848 â–¼-1.8%3,5260.1%SPON ADR NEWIRIngersoll Rand$204,788$82 â–²0.0%2,4980.1%IndustrialsFBNDFidelity Total Bond ETF$203,882$203,882 â–²New Holding4,4820.1%ETFAMZNAmazon.com$203,066$203,066 â–²New Holding8520.1%Consumer DiscretionaryKOCocaCola$200,791$200,791 â–²New Holding2,4710.1%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$200,193$200,193 â–²New Holding8,2930.1%ETFIBMInternational Business Machines$0$6,927,225 â–¼-100.0%00.0%TechnologyKGCKinross Gold$0$205,674 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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