Bridgelight Financial Advisors, Inc.

SHELTON, CT · CIK 2145102 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$118.0m reported value +0.5% vs Q4 2025

40positions

75.3%in top 10

2 new 21 added 15 reduced 2 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CATERPILLAR INC COM CAT	CAT	16,242	$11.5m9.75%	9.75%	Reduced -274	-274 -1.7%
2	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	85,776	$11.4m9.66%	9.66%	Added +57	+57 0.1%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,110	$11.1m9.43%	9.43%	Added +69	+69 0.4%
4	GOLDMAN SACHS GROUP INC COM GS	GS	11,070	$9.4m7.94%	7.94%	Reduced -174	-174 -1.6%
5	WALMART INC COM WMT	WMT	73,883	$9.2m7.78%	7.78%	Reduced -128	-128 -0.2%
6	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	221,378	$8.4m7.10%	7.10%	Added +2.8k	+2,766 1.3%
7	AMGEN INC COM AMGN	AMGN	22,899	$8.1m6.83%	6.83%	Added +188	+188 0.8%
8	MAIN STR CAP CORP COM MAIN	MAIN	136,603	$7.2m6.13%	6.13%	Added +1.5k	+1,504 1.1%
9	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,579	$6.9m5.87%	5.87%	Added +250	+250 0.9%
10	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	112,542	$5.7m4.80%	4.80%	Added +3.2k	+3,200 2.9%
11	SPDR GOLD TR GOLD SHS GLD	GLD	11,513	$5.0m4.20%	4.20%	Reduced -186	-186 -1.6%
12	ISHARES TR FALN ANGLS USD FALN	FALN	183,217	$4.9m4.15%	4.15%	Added +4.3k	+4,289 2.4%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,031	$3.6m3.06%	3.06%	Reduced -38	-38 -0.6%
14	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	68,210	$3.4m2.88%	2.88%	Reduced -67	-67 -0.1%
15	WILLIAMS COS INC COM WMB	WMB	14,686	$1.1m0.91%	0.91%	Added +431	+431 3.0%
16	TRANE TECHNOLOGIES PLC SHS TT	TT	2,553	$1.1m0.90%	0.90%	Reduced -55	-55 -2.1%
17	HUBBELL INC COM HUBB	HUBB	1,762	$864.7k0.73%	0.73%	Unchanged
18	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,991	$765.9k0.65%	0.65%	Reduced -587	-587 -12.8%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,640	$759.2k0.64%	0.64%	Added +106	+106 4.2%
20	APPLE INC COM AAPL	AAPL	2,870	$728.4k0.62%	0.62%	Added +133	+133 4.9%
21	EXXON MOBIL CORP COM XOM	XOM	3,547	$601.7k0.51%	0.51%	Reduced -40	-40 -1.1%
22	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,795	$601.0k0.51%	0.51%	Reduced -14	-14 -0.5%
23	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	2,601	$535.2k0.45%	0.45%	Reduced -7	-7 -0.3%
24	LOCKHEED MARTIN CORP COM LMT	LMT	789	$477.0k0.40%	0.40%	Added +145	+145 22.5%
25	NASDAQ INC COM NDAQ	NDAQ	5,526	$469.1k0.40%	0.40%	Unchanged
26	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,665	$444.2k0.38%	0.38%	Reduced -236	-236 -4.0%
27	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	7,958	$393.1k0.33%	0.33%	Reduced -1.4k	-1,419 -15.1%
28	WISDOMTREE TR US MIDCAP FUND EZM	EZM	5,641	$379.2k0.32%	0.32%	Added +13	+13 0.2%
29	ABBVIE INC COM ABBV	ABBV	1,524	$331.5k0.28%	0.28%	Added +37	+37 2.5%
30	MICROSOFT CORP COM MSFT	MSFT	874	$323.5k0.27%	0.27%	Added +66	+66 8.2%
31	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	6,575	$317.7k0.27%	0.27%	Added +12	+12 0.2%
32	HOME DEPOT INC COM HD	HD	939	$309.0k0.26%	0.26%	Reduced -52	-52 -5.2%
33	NVIDIA CORPORATION COM NVDA	NVDA	1,632	$284.6k0.24%	0.24%	Added +255	+255 18.5%
34	IRON MTN INC DEL COM IRM	IRM	2,429	$248.1k0.21%	0.21%	New
35	RTX CORPORATION COM RTX	RTX	1,205	$232.5k0.20%	0.20%	Added +79	+79 7.0%
36	VISA INC COM CL A V	V	766	$231.5k0.20%	0.20%	Added +9	+9 1.2%
37	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	2,861	$226.8k0.19%	0.19%	Added +18	+18 0.6%
38	KINROSS GOLD CORP COM KGC	KGC	6,739	$205.7k0.17%	0.17%	Reduced -2.2k	-2,171 -24.4%
39	UNILEVER PLC SPON ADR NEW UL	UL	3,590	$204.5k0.17%	0.17%	Added +95	+95 2.7%
40	INGERSOLL RAND INC COM IR	IR	2,497	$200.1k0.17%	0.17%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IJH	IJH	3,231	$213.2k3.2k shares
INVESCO ACTIVELY MANAGED EXC GSY	GSY	4,026	$202.3k4.0k shares