StockDriftsStockDriftsTop 49 Bridgelight Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 8.51% | 11.7K | $12.4M | -28.16%(-4.57K) | $525.01(+63.00%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 8.04% | 61.6K | $11.7M | -28.22%(-24.21K) | $142.45(+31.10%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.98% | 13.6K | $10.2M | -20.26%(-3.47K) | $674.02(+14.76%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 6.83% | 9.9K | $10.0M | -10.95%(-1.21K) | $837.67(+23.85%) | 2026-06-30 | |
| AMGN | AMGEN INC | 6.55% | 26.4K | $9.6M | +15.39%(+3.52K) | $311.78(+34.67%) | 2026-06-30 | |
| MAIN | MAIN STR CAP CORP | 5.92% | 166.6K | $8.6M | +21.93%(+29.96K) | $60.10(-3.16%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 5.81% | 230.6K | $8.5M | +4.17%(+9.22K) | $31.95(+19.15%) | 2026-06-30 | |
| WMT | WALMART INC | 5.47% | 70.6K | $8.0M | -4.50%(-3.32K) | $107.24(+5.51%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 4.83% | 139.8K | $7.0M | +24.26%(+27.30K) | $51.20(-1.09%) | 2026-06-30 | |
| FALN | ISHARES TR | 4.5% | 241.4K | $6.6M | +31.77%(+58.21K) | $27.36(-1.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.29% |
Bridgelight Financial Advisors, Inc. reports $145.99M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are CAT (8.5%), XLK (8.0%) and SPY (7.0%). The top 20 holdings account for 91.39% of reported assets. Its disclosed equity book has returned +14.62% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridgelight Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2145102). View Bridgelight Financial Advisors, Inc.’s 13F filings on SEC