Bridgelight Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$145,765
Net value change ($000)
-225 (-0.2%)
New positions
1
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,566 39.1%
AMGN 1,440 15.0%
SPY 640 6.3%
MAIN 616 7.1%
EXXONMOBIL HOLDINGS CORP 555 NEW
SCCO 464 17.5%
TFLR 233 3.3%
GLD 225 6.2%
SHLD 172 2.6%
XLK 168 1.4%
Top Reduces (Value $000, Stocks/ETFs)
CAT -2,953 -23.8%
GS -1,130 -11.3%
WMT -663 -8.3%
XOM -464 -100.0%
ASML -404 -8.9%
VCSH -382 -6.6%
HD -254 -100.0%
SATS -243 -100.0%
IR -205 -100.0%
EPD -203 -2.4%
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