Bridgelight Financial Advisors as of June 30, 2026
Portfolio Holdings for Bridgelight Financial Advisors
Bridgelight Financial Advisors holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 8.5 | $12M | 12k | 1064.86 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 8.0 | $12M | 62k | 190.52 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 7.0 | $10M | 14k | 746.78 | |
| Goldman Sachs (GS) | 6.8 | $10M | 9.9k | 1011.35 | |
| Amgen (AMGN) | 6.6 | $9.6M | 26k | 362.12 | |
| Main Street Capital Corporation (MAIN) | 5.9 | $8.6M | 167k | 51.88 | |
| Enterprise Products Partners (EPD) | 5.8 | $8.5M | 231k | 36.76 | |
| Wal-Mart Stores (WMT) | 5.5 | $8.0M | 71k | 113.26 | |
| T Rowe Price Exchange-traded Floating Rate (TFLR) | 4.8 | $7.0M | 140k | 50.41 | |
| Ishares Tr Faln Angls Usd (FALN) | 4.5 | $6.6M | 241k | 27.24 | |
| Microsoft Corporation (MSFT) | 4.5 | $6.6M | 18k | 373.01 | |
| Global X Fds Defense Tech Etf (SHLD) | 4.5 | $6.5M | 110k | 59.71 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.9 | $5.8M | 73k | 79.03 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.1 | $4.5M | 2.3k | 1989.44 | |
| Amplify Etf Tr Block Techn Etf (BLOK) | 2.7 | $3.9M | 63k | 62.63 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $3.7M | 5.4k | 686.85 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $3.6M | 9.8k | 368.38 | |
| Southern Copper Corporation (SCCO) | 1.8 | $2.7M | 15k | 174.26 | |
| Global X Fds Global X Uranium (URA) | 1.5 | $2.3M | 52k | 43.70 | |
| Trane Technologies SHS (TT) | 0.9 | $1.3M | 2.6k | 491.16 | |
| Williams Companies (WMB) | 0.7 | $1.1M | 14k | 74.34 | |
| Hubbell (HUBB) | 0.6 | $925k | 1.8k | 523.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $853k | 2.4k | 357.32 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $851k | 4.0k | 212.78 | |
| Apple (AAPL) | 0.5 | $797k | 2.8k | 289.33 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $660k | 2.8k | 236.58 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $616k | 2.5k | 246.24 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $464k | 3.4k | 136.73 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $441k | 865.00 | 509.75 | |
| Nasdaq Omx (NDAQ) | 0.3 | $437k | 5.5k | 78.82 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $435k | 8.0k | 54.63 | |
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.3 | $429k | 5.7k | 75.78 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $404k | 5.2k | 77.91 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $403k | 5.4k | 74.89 | |
| Abbvie (ABBV) | 0.3 | $402k | 1.6k | 251.63 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.3 | $379k | 6.6k | 57.67 | |
| Iron Mountain (IRM) | 0.2 | $304k | 2.4k | 126.32 | |
| NVIDIA Corporation (NVDA) | 0.2 | $291k | 1.5k | 200.08 | |
| Visa Com Cl A (V) | 0.2 | $269k | 783.00 | 343.29 | |
| Home Depot (HD) | 0.2 | $254k | 721.00 | 352.90 | |
| Echostar Corp Cl A | 0.2 | $243k | 2.4k | 101.50 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 2.8k | 77.10 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $215k | 1.1k | 189.66 | |
| Unilever Spon Adr New (UL) | 0.1 | $212k | 3.5k | 60.12 | |
| Ingersoll Rand (IR) | 0.1 | $205k | 2.5k | 81.98 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $204k | 4.5k | 45.49 | |
| Amazon (AMZN) | 0.1 | $203k | 852.00 | 238.34 | |
| Coca-Cola Company (KO) | 0.1 | $201k | 2.5k | 81.26 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $200k | 8.3k | 24.14 |
