Bridgelight Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$145,990
Net value change ($000)
+28,027 (23.8%)
New positions
11
Sold out positions
2
Turnover %
17.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SHLD 6,539 NEW
MSFT 6,244 1927.2%
VCSH 5,535 2438.3%
ASML 4,516 NEW
SCCO 2,654 NEW
URA 2,258 NEW
FALN 1,680 34.3%
AMGN 1,512 18.8%
MAIN 1,406 19.4%
TFLR 1,382 24.4%
Top Reduces (Value $000, Stocks/ETFs)
IBM -6,927 -100.0%
GLD -1,349 -27.2%
WMT -1,190 -13.0%
SPY -939 -8.4%
KGC -206 -100.0%
XOM -138 -22.9%
HD -55 -17.8%
LMT -36 -7.5%
NDAQ -32 -6.8%
RTX -17 -7.3%
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