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, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 71.1%; sector active share 41.8% 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
46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.2% | $57,943,372 |
| Financial Services | 14.1% | $18,933,889 |
| Technology | 11.0% | $14,775,401 |
| Industrials | 9.0% | $12,084,609 |
| Healthcare | 8.5% | $11,429,532 |
| Energy | 7.3% | $9,812,073 |
| Consumer Defensive | 5.8% | $7,758,477 |
| Communication Services | 0.6% | $814,437 |
| Consumer Cyclical | 0.3% | $350,055 |
| Real Estate | 0.2% | $267,944 |
| Basic Materials | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FALN | iShares Fallen Angels USD Bond ETF | +8,069 | 249,493 | $6,469,353 | |
| TFLR | T. Rowe Price Floating Rate ETF | +4,374 | 144,219 | $7,283,059 | |
| URA | Global X Uranium ETF | +2,264 | 53,944 | $2,149,668 | |
| SHLD | Global X Defense Tech ETF | +2,188 | 111,700 | $0 | |
| EPD | Enterprise Products Partners L.P. | +1,752 | 232,351 | $8,274,019 | |
| MAIN | Main Street Capital CORP | +1,591 | 168,154 | $9,256,877 | |
| FBND | Fidelity Total Bond ETF | +758 | 5,240 | $226,892 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | +699 | 8,992 | $214,549 | |
| NDAQ | Nasdaq, Inc. | +576 | 6,124 | $563,469 | |
| SPY | Spdr S&P 500 ETF Trust | +556 | 14,199 | $10,828,583 | |
| AMZN | Amazon Com Inc | +553 | 1,405 | $350,055 | |
| STM | STMicroelectronics N.V. | +312 | 5,694 | $303,831 | |
| GLD | Spdr Gold Trust | +273 | 10,058 | $3,830,488 | |
| MSFT | Microsoft Corp | +200 | 17,809 | $9,134,236 | |
| WMB | Williams Companies, Inc. | +158 | 14,461 | $982,914 | |
| SCCO | Southern Copper Corp | +155 | 15,386 | $0 | |
| NVDA | Nvidia Corp | +47 | 1,499 | $342,341 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +39 | 5,229 | $399,495 | |
| UL | Unilever PLC | +30 | 3,556 | $215,955 | |
| — | +25 | 2,525 | $0 | ||
| — | +18 | 6,585 | $0 | ||
| EZM | WisdomTree U.S. MidCap Fund | +17 | 5,676 | $406,628 | |
| XOM | ExxonMobil Holdings Corp | +16 | 3,411 | $555,140 | |
| RSP | Victory Portfolios II | +15 | 4,014 | $0 | |
| CAT | Caterpillar Inc | +14 | 11,682 | $9,471,648 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −3,265 | 69,640 | $5,379,690 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −789 | 60,781 | $11,897,880 | |
| AMGN | Amgen Inc | −305 | 26,119 | $11,009,419 | |
| AAPL | Apple Inc. | −106 | 2,650 | $882,503 | |
| VOO | VANGUARD 500 INDEX FUND | −91 | 5,294 | $3,710,352 | |
| GS | Goldman Sachs Group Inc | −40 | 9,818 | $8,839,734 | |
| WMT | Walmart Inc. | −36 | 70,525 | $7,328,958 | |
| V | Visa Inc. | −21 | 762 | $273,809 | |
| GOOGL | Alphabet Inc. | −19 | 2,367 | $814,437 | |
| BLOK | Amplify Blockchain Technology ETF | −17 | 62,950 | $3,854,428 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 60,781 | $11,897,880 | 8.87% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 26,119 | $11,009,419 | 8.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 14,199 | $10,828,583 | 8.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 11,682 | $9,471,648 | 7.06% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 168,154 | $9,256,877 | 6.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,809 | $9,134,236 | 6.81% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 9,818 | $8,839,734 | 6.59% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 232,351 | $8,274,019 | 6.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 70,525 | $7,328,958 | 5.46% | |
| TFLR |
T. Rowe Price Floating Rate ETF
|
Added | 144,219 | $7,283,059 | 5.43% | |
| FALN |
iShares Fallen Angels USD Bond ETF
|
Added | 249,493 | $6,469,353 | 4.82% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Reduced | 69,640 | $5,379,690 | 4.01% | |
| ASML |
Asml Holding NV
Technology
|
Held | 2,270 | $4,112,490 | 3.07% | |
| BLOK |
Amplify Blockchain Technology ETF
|
Reduced | 62,950 | $3,854,428 | 2.87% | |
| GLD |
Spdr Gold Trust
|
Added | 10,058 | $3,830,488 | 2.85% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 5,294 | $3,710,352 | 2.77% | |
| URA |
Global X Uranium ETF
|
Added | 53,944 | $2,149,668 | 1.60% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 2,553 | $1,153,904 | 0.86% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 14,461 | $982,914 | 0.73% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,650 | $882,503 | 0.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,367 | $814,437 | 0.61% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 1,773 | $804,232 | 0.60% | |
| VIG |
Vanguard Specialized Funds
|
Added | 2,800 | $653,268 | 0.49% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 6,124 | $563,469 | 0.42% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,411 | $555,140 | 0.41% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 871 | $443,556 | 0.33% | |
| DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
|
Held | 7,958 | $437,292 | 0.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,606 | $420,113 | 0.31% | |
| EZM |
WisdomTree U.S. MidCap Fund
|
Added | 5,676 | $406,628 | 0.30% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 5,229 | $399,495 | 0.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,405 | $350,055 | 0.26% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,499 | $342,341 | 0.26% | |
| STM |
STMicroelectronics N.V.
Technology
|
Added | 5,694 | $303,831 | 0.23% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 762 | $273,809 | 0.20% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 2,415 | $267,944 | 0.20% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 5,240 | $226,892 | 0.17% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 3,556 | $215,955 | 0.16% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Added | 8,992 | $214,549 | 0.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,481 | $213,564 | 0.16% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,138 | $211,269 | 0.16% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 2,804 | $201,747 | 0.15% | |
| SCCO |
Southern Copper Corp
Basic Materials
|
Added | 15,386 | $0 | 0.00% | |
| RSP |
Victory Portfolios II
|
Added | 4,014 | $0 | 0.00% | |
|
|
Added | 6,585 | $0 | 0.00% | ||
| SHLD |
Global X Defense Tech ETF
|
Added | 111,700 | $0 | 0.00% | |
|
|
Added | 2,525 | $0 | 0.00% |
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.