Bridgelight Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
3/31/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$117,963
Net value change ($000)
+553 (0.5%)
New positions
2
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: 7/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 2,045 21.6%
EPD 1,368 19.5%
WMT 936 11.4%
AMGN 623 8.4%
GLD 318 6.9%
IRM 248 NEW
WMB 212 24.7%
IR 200 NEW
XOM 170 39.4%
LMT 166 53.4%
Top Reduces (Value $000, Stocks/ETFs)
IBM -1,464 -17.4%
XLK -941 -7.6%
MAIN -924 -11.3%
GS -519 -5.3%
SPY -494 -4.3%
BLOK -486 -12.5%
IJH -213 -100.0%
VOO -202 -5.3%
GSY -202 -100.0%
RSP -111 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type