Bridgelight Financial Advisors, Inc.
All 13F Filings
- Location
- Shelton, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 145,765
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 46 | 145,765 | 13F-HR | Bridgelight Financial Advisors, Inc. |
| Q2 2026 | 7/30/2026 | 49 | 145,990 | 13F-HR | Bridgelight Financial Advisors, Inc. |
| Q1 2026 | 7/30/2026 | 40 | 117,963 | 13F-HR | Bridgelight Financial Advisors, Inc. |
| Q4 2025 | 7/30/2026 | 40 | 117,410 | 13F-HR | Bridgelight Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.03 K | 59.7% | 0 | 695 | -695 |
| ETFs | 58.33 K | 40.0% | 470 | 0 | 470 |
| Debt | 399 | 0.3% | 0 | 5 | -5 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
145,765
Holdings
46
QoQ value change ($000)
-225
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.