account_balance

Investment manager · 13F filer · SEC CIK 2145102

Bridgelight Financial Advisors, Inc.

Reported value$146Mas of Sep 30, 2026
Positions46 0 new, 3 sold out
Top 10 weight64.0%XLK alone is 8%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
XLK Select Sector SPDR Tr 8.2% Held
AMGN Amgen Inc 7.6% HeldSPY SPDR S&P 500 ETF Trust 7.4% Added +4%CAT Caterpillar Inc 6.5% HeldMAIN Main Street Capital CORP 6.4% HeldMSFT Microsoft Corp 6.3% HeldGS Goldman Sachs Group Inc 6.1% HeldEPD Enterprise Products Partners L.P. 5.7% HeldWMT Walmart Inc. 5.0% Held
TFLR T Rowe Price Exchange-Traded 5.0% Added +3%
SHLD Global X FDS 4.6% Held
FALN iShares Tr 4.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 30, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
  • VCSH −4%
  • AAPL −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist