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CIK: 0002145102
Total reported value
$146.0M
$146.0M
40 檔
36.0%
The Q1 2026 SEC filing reveals that Bridgelight Financial Advisors, Inc. held a total portfolio value of $146.0M, covering 40 public equity positions.
In Q1 2026, Bridgelight Financial Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 9.75% | -1.24% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 9.66% | -1.62% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.43% | -2.45% | — | |
| 4 | GS | Goldman Sachs Group Inc | Stock-Financials | 7.94% | -1.11% | — | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 7.78% | -2.31% | — | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 7.10% | -1.29% | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 6.83% | -0.28% | — | |
| 8 | MAIN | Main Street Capital CORP | Stock-Financials | 6.13% | -0.21% | — | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 5.87% | -5.87% | EXIT | |
| 10 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 4.80% | +0.03% | — | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 4.20% | -1.73% | — | |
| 12 | FALN | Ishares Fallen Angels ETF | ETF-Other | 4.15% | +0.35% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | -0.53% | — | |
| 14 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 2.88% | -0.18% | — | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 0.91% | -0.18% | — | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 0.90% | -0.04% | — | |
| 17 | HUBB | Hubbell Inc | Stock-Industrials | 0.73% | -0.10% | — | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | -0.07% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.06% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.07% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.19% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.06% | — | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.45% | -0.03% | — | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.10% | — | |
| 25 | NDAQ | Nasdaq Inc | Stock-Financials | 0.40% | -0.10% | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.10% | — | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.33% | -0.03% | — | |
| 28 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.32% | -0.03% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | — | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +4.23% | — | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.27% | -0.01% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.09% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.04% | — | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.21% | — | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.05% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | -0.02% | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | +3.76% | — | |
| 38 | KGC | Kinross Gold CORP | Stock-Materials | 0.17% | -0.17% | EXIT | |
| 39 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.17% | -0.02% | — | |
| 40 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.17% | -0.03% | — |
According to official SEC Form 13F filings, Bridgelight Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $146.0M across 40 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including CAT, XLK, SPY) accounted for 36.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IRM
市值: $248.1K
Top Position Liquidated / Trimmed
IJH
前期市值: $213.2K
During Q1 2026, Bridgelight Financial Advisors, Inc.'s top holdings by market value included CAT (9.8%)、XLK (9.7%)、SPY (9.4%). The largest single position, CAT, represented 9.8% of total portfolio value.
In Q1 2026, Bridgelight Financial Advisors, Inc. made 40 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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