Bridgelight Financial Advisors, Inc.
Sector Allocation
- Other46.7%$68.1M
- Technology13.8%$20.1M
- Financials10.1%$14.7M
- Healthcare7.8%$11.4M
- Industrials7.0%$10.1M
- Energy6.7%$9.8M
- Consumer Staples5.3%$7.8M
- Materials2.1%$3.1M
- Consumer Discretionary0.2%$349,962
- Real Estate0.2%$267,995
AUM History
13fpro.ai/research/fund/bridgelight-financial-advisors-inc-2145102
Conviction and streaks
Stable · top 10 = 64.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SELECT$11.9M
AMGN
$11.0MSPY
$10.8MCAT
$9.5MMAIN
$9.3MMSFT
$9.1MGS
$8.8MEPD
$8.3MWMT
$7.3M- T$7.3M
- GLOBAL$6.7M
- ISHARES$6.5M
- VANGUARD$5.4M
ASML
$4.1M- AMPLIFY$3.9M
GLD
$3.8M- VANGUARD$3.7M
SCCO
$3.1MYMM
$2.1MTT
$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bridgelight-financial-advisors-inc-2145102
Bridgelight Financial Advisors, Inc. 13F holdings — Q3 2026
$145.8M portfolio (-0.1% QoQ) · 46 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$11.9M
8.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $11.0M
7.5% of stocks
-1%This quarter+2.0%Since filed4+ qtrsHeld$10.8M
7.4% of stocks
+4%This quarter+0.1%Since filed4+ qtrsHeld$9.5M
6.5% of stocks
+0.1%This quarter-1.6%Since filed4+ qtrsHeld$9.3M
6.3% of stocks
+1.0%This quarter+1.3%Since filed4+ qtrsHeld$9.1M
6.3% of stocks
+1%This quarter-0.1%Since filed4+ qtrsHeld$8.8M
6.1% of stocks
-0.4%This quarter+3.0%Since filed4+ qtrsHeld$8.3M
5.7% of stocks
+0.8%This quarter+0.5%Since filed4+ qtrsHeld$7.3M
5.0% of stocks
-0.1%This quarter+1.3%Since filed4+ qtrsHeld- 10
T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE
$7.3M
5.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Bridgelight Financial Advisors, Inc. (Q3 2026)
46 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $6.7M | 4.6% | 112K | +2% | — | — | 13F |
| 12 | — | ISHARES TR - FALN ANGLS USDetf/fund | — | $6.5M | 4.4% | 249K | +3% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $5.4M | 3.7% | 70K | -4% | — | — | 13F |
| 14 | ASML HOLDING NV | Technology | $4.1M | 2.8% | 2,270 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | AMPLIFY ETF TR - BLOCK TECHN ETFetf/fund | — | $3.9M | 2.6% | 63K | -0.0% | — | — | 13F |
| 16 | SPDR GOLD TRUSTetf/fund | Financials | $3.8M | 2.6% | 10K | +3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $3.7M | 2.5% | 5,294 | -2% | — | — | 13F |
| 18 | SOUTHERN COPPER CORP/ | Materials | $3.1M | 2.1% | 15K | +1% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Full Truck Alliance Co. Ltd. | Technology | $2.1M | 1.5% | 54K | +4% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Trane Technologies plc | Technology | $1.2M | 0.8% | 2,553 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WILLIAMS COMPANIES, INC. | Energy | $983K | 0.7% | 14K | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Apple Inc. | Technology | $882K | 0.6% | 2,650 | -4% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Invesco Ltd. | Financials | $835K | 0.6% | 4,014 | +0.4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $814K | 0.6% | 2,367 | -0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HUBBELL INC | Technology | $804K | 0.6% | 1,773 | +0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $653K | 0.5% | 2,800 | +0.4% | |||
| 27 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $585K | 0.4% | 2,525 | +1% | |||
| 28 | $NDAQ | NASDAQ, INC. | Financials | $563K | 0.4% | 6,124 | +10% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $555K | 0.4% | 3,411 | +0.5% | |||
| 30 | $LMT | LOCKHEED MARTIN CORP | Industrials | $443K | 0.3% | 871 | +0.7% | |||
| 31 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $437K | 0.3% | 7,958 | — | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $420K | 0.3% | 1,606 | +0.6% | |||
| 33 | $WT | WisdomTree, Inc. | Financials | $407K | 0.3% | 5,676 | +0.3% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $399K | 0.3% | 5,229 | +0.8% | |||
| 35 | $AMZN | AMAZON COM INC | Consumer Discretionary | $350K | 0.2% | 1,405 | +65% | |||
| 36 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $348K | 0.2% | 6,585 | +0.3% | |||
| 37 | $NVDA | NVIDIA CORP | Technology | $342K | 0.2% | 1,499 | +3% | |||
| 38 | $STM | STMicroelectronics N.V. | Technology | $304K | 0.2% | 5,694 | +6% | |||
| 39 | $V | VISA INC. | Financials | $274K | 0.2% | 762 | -3% | |||
| 40 | $IRM | IRON MOUNTAIN INC | Real Estate | $268K | 0.2% | 2,415 | +0.4% | |||
| 41 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $227K | 0.2% | 5,240 | +17% | |||
| 42 | $UL | UNILEVER PLC | Consumer Staples | $216K | 0.1% | 3,556 | +0.9% | |||
| 43 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $215K | 0.1% | 8,992 | +8% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $214K | 0.1% | 2,481 | +0.4% | |||
| 45 | $RTX | RTX Corp | Industrials | $211K | 0.1% | 1,138 | +0.4% | |||
| 46 | — | ISHARES TR - CORE S&P MCP ETF | — | $202K | 0.1% | 2,804 | +0.3% |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 33 added to, 10 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (33)
now $10.8M · held 4+ qtrs
- T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE+3%
now $7.3M
- ISHARES TR - FALN ANGLS USD+3%
now $6.5M
$AMZNAMAZON COM INC+65%
now $350K · held 2 qtrs, 2 adds in a row
- GLOBAL X FDS - DEFENSE TECH ETF+2%
now $6.7M
now $3.8M · held 4+ qtrs
+27 more in the Excel export
Trimmed (10)
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-4%
now $5.4M
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-1%
now $11.9M
now $11.0M · held 4+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS-2%
now $3.7M
now $8.8M · held 4+ qtrs
$AAPLApple Inc.-4%
now $882K · held 4+ qtrs, 2 trims in a row
+4 more in the Excel export
Holdings by quarter
Every 13F Bridgelight Financial Advisors, Inc. has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bridgelight Financial Advisors?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Bridgelight Financial Advisors's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bridgelight Financial Advisors, Inc. disclosed 46 positions worth $145.8M in its Form 13F-HR for Q3 2026, followed by $AMGN and $SPY. During the quarter the fund opened 0 new positions and exited 3 and a full exit from $HD. The portfolio is most concentrated in Other (46.7% of disclosed assets). All figures are sourced directly from Bridgelight Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2145102.
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AI-Powered Hedge Fund Analysis: Bridgelight Financial Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Bridgelight Financial Advisors, Inc. (SEC CIK: 2145102), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Bridgelight Financial Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.