Bridgelight Financial Advisors, Inc.
Bridgelight Financial Advisors, Inc. reported 40 positions worth $117.4M as of December 31, 2025 (13F filed July 30, 2026). Largest holding: XLK (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $12.3M | 10.51% | 85,719 | — | — | |
| ▸ 2 | SPY | SH | $11.6M | 9.90% | 17,041 | — | — | |
| ▸ 3 | GS | SH | $9.9M | 8.42% | 11,244 | — | — | |
| ▸ 4 | CAT | SH | $9.5M | 8.06% | 16,516 | — | — | |
| ▸ 5 | IBM | SH | $8.4M | 7.15% | 28,329 | — | — | |
| ▸ 6 | WMT | SH | $8.2M | 7.02% | 74,011 | — | — | |
| ▸ 7 | MAIN | SH | $8.2M | 6.95% | 135,099 | — | — | |
| ▸ 8 | AMGN | SH | $7.4M | 6.33% | 22,711 | — | — | |
| ▸ 9 | EPD | SH | $7.0M | 5.97% | 218,612 | — | — | |
| ▸ 10 | TFLR | SH | $5.6M | 4.79% | 109,342 | — | — |
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Frequently Asked Questions
What stocks does Bridgelight Financial Advisors, Inc. hold as of Q4 2025?
Bridgelight Financial Advisors, Inc. reported 40 positions worth $117.4M in its Q4 2025 13F filing. Largest positions: XLK (10.5%), SPY (9.9%), GS (8.4%), CAT (8.1%) and IBM (7.1%).
What did Bridgelight Financial Advisors, Inc. buy in Q4 2025?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bridgelight Financial Advisors, Inc. sell in Q4 2025?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.