Bridgelight Financial Advisors as of March 31, 2026
Portfolio Holdings for Bridgelight Financial Advisors
Bridgelight Financial Advisors holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 9.8 | $12M | 16k | 708.46 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 9.7 | $11M | 86k | 132.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 9.4 | $11M | 17k | 650.34 | |
| Goldman Sachs (GS) | 7.9 | $9.4M | 11k | 846.02 | |
| Wal-Mart Stores (WMT) | 7.8 | $9.2M | 74k | 124.28 | |
| Enterprise Products Partners (EPD) | 7.1 | $8.4M | 221k | 37.84 | |
| Amgen (AMGN) | 6.8 | $8.1M | 23k | 351.84 | |
| Main Street Capital Corporation (MAIN) | 6.1 | $7.2M | 137k | 52.96 | |
| International Business Machines (IBM) | 5.9 | $6.9M | 29k | 242.39 | |
| T Rowe Price Etf Floating Rate (TFLR) | 4.8 | $5.7M | 113k | 50.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.2 | $5.0M | 12k | 430.29 | |
| Ishares Tr Faln Angls Usd (FALN) | 4.2 | $4.9M | 183k | 26.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $3.6M | 6.0k | 597.59 | |
| Amplify Etf Tr Blockchain Techn (BLOK) | 2.9 | $3.4M | 68k | 49.81 | |
| Williams Companies (WMB) | 0.9 | $1.1M | 15k | 72.78 | |
| Trane Technologies SHS (TT) | 0.9 | $1.1M | 2.6k | 416.74 | |
| Hubbell (HUBB) | 0.7 | $865k | 1.8k | 490.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $766k | 4.0k | 191.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $759k | 2.6k | 287.58 | |
| Apple (AAPL) | 0.6 | $728k | 2.9k | 253.78 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $602k | 3.5k | 169.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $601k | 2.8k | 215.04 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $535k | 2.6k | 205.79 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $477k | 789.00 | 604.58 | |
| Nasdaq Omx (NDAQ) | 0.4 | $469k | 5.5k | 84.89 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $444k | 5.7k | 78.40 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $393k | 8.0k | 49.40 | |
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.3 | $379k | 5.6k | 67.22 | |
| Abbvie (ABBV) | 0.3 | $332k | 1.5k | 217.53 | |
| Microsoft Corporation (MSFT) | 0.3 | $324k | 874.00 | 370.19 | |
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $318k | 6.6k | 48.32 | |
| Home Depot (HD) | 0.3 | $309k | 939.00 | 329.06 | |
| NVIDIA Corporation (NVDA) | 0.2 | $285k | 1.6k | 174.40 | |
| Iron Mountain (IRM) | 0.2 | $248k | 2.4k | 102.15 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $233k | 1.2k | 192.91 | |
| Visa Com Cl A (V) | 0.2 | $232k | 766.00 | 302.17 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $227k | 2.9k | 79.28 | |
| Kinross Gold Corp (KGC) | 0.2 | $206k | 6.7k | 30.52 | |
| Unilever Spon Adr New (UL) | 0.2 | $205k | 3.6k | 56.97 | |
| Ingersoll Rand (IR) | 0.2 | $200k | 2.5k | 80.12 |
