Bridgelight Financial Advisors, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 72.6%; sector active share 43.3% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.0% | $65,742,882 |
| Financial Services | 13.2% | $19,317,305 |
| Industrials | 10.6% | $15,464,324 |
| Technology | 8.6% | $12,575,600 |
| Energy | 6.9% | $10,004,268 |
| Healthcare | 6.8% | $9,970,275 |
| Consumer Defensive | 5.8% | $8,404,539 |
| Basic Materials | 1.8% | $2,654,154 |
| Communication Services | 0.8% | $1,095,675 |
| Consumer Cyclical | 0.3% | $457,347 |
| Real Estate | 0.2% | $303,775 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +70,044 | 72,905 | $5,761,682 | |
| FALN | iShares Fallen Angels USD Bond ETF | +58,207 | 241,424 | $6,576,389 | |
| MAIN | Main Street Capital CORP | +29,960 | 166,563 | $8,641,288 | |
| TFLR | T. Rowe Price Floating Rate ETF | +27,303 | 139,845 | $7,049,586 | |
| MSFT | Microsoft Corp | +16,735 | 17,609 | $6,568,509 | |
| EPD | Enterprise Products Partners L.P. | +9,221 | 230,599 | $8,476,819 | |
| AMGN | Amgen Inc | +3,525 | 26,424 | $9,568,658 | |
| LMT | Lockheed Martin Corp | +76 | 865 | $440,682 | |
| ABBV | AbbVie Inc. | +72 | 1,596 | $401,617 | |
| NDAQ | Nasdaq, Inc. | +22 | 5,548 | $437,293 | |
| EZM | WisdomTree U.S. MidCap Fund | +18 | 5,659 | $428,839 | |
| V | Visa Inc. | +17 | 783 | $268,639 | |
| RSP | Victory Portfolios II | +8 | 3,999 | $850,867 | |
| HUBB | Hubbell Inc | +5 | 1,767 | $924,494 | |
| IR | Ingersoll Rand Inc. | +1 | 2,498 | $204,811 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −24,206 | 61,570 | $11,730,316 | |
| BLOK | Amplify Blockchain Technology ETF | −5,243 | 62,967 | $3,943,623 | |
| CAT | Caterpillar Inc | −4,574 | 11,668 | $12,425,253 | |
| SPY | Spdr S&P 500 ETF Trust | −3,467 | 13,643 | $10,188,183 | |
| WMT | Walmart Inc. | −3,322 | 70,561 | $7,991,738 | |
| GLD | Spdr Gold Trust | −1,728 | 9,785 | $3,604,598 | |
| GS | Goldman Sachs Group Inc | −1,212 | 9,858 | $9,970,085 | |
| VOO | VANGUARD 500 INDEX FUND | −646 | 5,385 | $3,698,471 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | −475 | 5,190 | $404,352 | |
| WMB | Williams Companies, Inc. | −383 | 14,303 | $1,063,285 | |
| GOOGL | Alphabet Inc. | −254 | 2,386 | $852,684 | |
| HD | Home Depot, Inc. | −218 | 721 | $254,282 | |
| NVDA | Nvidia Corp | −180 | 1,452 | $290,530 | |
| XOM | ExxonMobil Holdings Corp | −152 | 3,395 | $464,164 | |
| AAPL | Apple Inc. | −114 | 2,756 | $797,476 | |
| — | −101 | 2,500 | $615,525 | ||
| RTX | RTX Corp | −71 | 1,134 | $215,153 | |
| UL | Unilever PLC | −64 | 3,526 | $211,983 | |
| IRM | Iron Mountain Inc | −24 | 2,405 | $303,775 | |
| — | −8 | 6,567 | $378,718 | ||
| VIG | Vanguard Specialized Funds | −6 | 2,789 | $659,933 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHLD | Global X Defense Tech ETF | 109,512 | $6,538,961 | |
| ASML | Asml Holding NV | 2,270 | $4,516,028 | |
| SCCO | Southern Copper Corp/ | 15,231 | $2,654,154 | |
| URA | Global X Uranium ETF | 51,680 | $2,258,416 | |
| STM | STMicroelectronics N.V. | 5,382 | $403,057 | |
| ECHO | EchoStar CORP | 2,394 | $242,991 | |
| IJH | iShares Core S&P Mid-Cap ETF | 2,796 | $215,599 | |
| FBND | Fidelity Total Bond ETF | 4,482 | $203,886 | |
| AMZN | Amazon Com Inc | 852 | $203,065 | |
| KO | Coca Cola Co | 2,471 | $200,818 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | 8,293 | $200,193 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 11,668 | $12,425,253 | 8.51% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 61,570 | $11,730,316 | 8.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 13,643 | $10,188,183 | 6.98% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 9,858 | $9,970,085 | 6.83% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 26,424 | $9,568,658 | 6.55% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 166,563 | $8,641,288 | 5.92% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 230,599 | $8,476,819 | 5.81% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 70,561 | $7,991,738 | 5.47% | |
| TFLR |
T. Rowe Price Floating Rate ETF
|
Added | 139,845 | $7,049,586 | 4.83% | |
| FALN |
iShares Fallen Angels USD Bond ETF
|
Added | 241,424 | $6,576,389 | 4.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,609 | $6,568,509 | 4.50% | |
| SHLD |
Global X Defense Tech ETF
|
NEW | 109,512 | $6,538,961 | 4.48% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 72,905 | $5,761,682 | 3.95% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 2,270 | $4,516,028 | 3.09% | |
| BLOK |
Amplify Blockchain Technology ETF
|
Reduced | 62,967 | $3,943,623 | 2.70% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 5,385 | $3,698,471 | 2.53% | |
| GLD |
Spdr Gold Trust
|
Reduced | 9,785 | $3,604,598 | 2.47% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
NEW | 15,231 | $2,654,154 | 1.82% | |
| URA |
Global X Uranium ETF
|
NEW | 51,680 | $2,258,416 | 1.55% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 2,553 | $1,253,931 | 0.86% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 14,303 | $1,063,285 | 0.73% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 1,767 | $924,494 | 0.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,386 | $852,684 | 0.58% | |
| RSP |
Victory Portfolios II
|
Added | 3,999 | $850,867 | 0.58% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,756 | $797,476 | 0.55% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 2,789 | $659,933 | 0.45% | |
|
|
Reduced | 2,500 | $615,525 | 0.42% | ||
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,395 | $464,164 | 0.32% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 865 | $440,682 | 0.30% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 5,548 | $437,293 | 0.30% | |
| DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
|
Held | 7,958 | $434,745 | 0.30% | |
| EZM |
WisdomTree U.S. MidCap Fund
|
Added | 5,659 | $428,839 | 0.29% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 5,190 | $404,352 | 0.28% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 5,382 | $403,057 | 0.28% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,596 | $401,617 | 0.28% | |
|
|
Reduced | 6,567 | $378,718 | 0.26% | ||
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 2,405 | $303,775 | 0.21% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,452 | $290,530 | 0.20% | |
| V |
Visa Inc.
Financial Services
|
Added | 783 | $268,639 | 0.18% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 721 | $254,282 | 0.17% | |
| ECHO |
EchoStar CORP
Communication Services
|
NEW | 2,394 | $242,991 | 0.17% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
NEW | 2,796 | $215,599 | 0.15% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,134 | $215,153 | 0.15% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 3,526 | $211,983 | 0.15% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Added | 2,498 | $204,811 | 0.14% | |
| FBND |
Fidelity Total Bond ETF
|
NEW | 4,482 | $203,886 | 0.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 852 | $203,065 | 0.14% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,471 | $200,818 | 0.14% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
NEW | 8,293 | $200,193 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.