Bridgelight Financial Advisors, Inc. holds a focused book of 49 reported positions worth $146.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Global X Defense Tech ETF and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.
Bridgelight Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +10.5%, a 9.9-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bridgelight Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bridgelight Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 49 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 4 / 49 | $4.4B |
| Hoffman, Alan N Investment Management | 6 / 49 | $147.9M |
| Ramsey Quantitative Systems | 4 / 49 | $95.2M |
| Dumac, Inc. | 5 / 49 | $882.3M |
| 9823 Capital, L.P. | 8 / 49 | $115.3M |
| Marest Capital, LLC | 9 / 49 | $146.1M |
| JBF Capital, Inc. | 10 / 49 | $552.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Bridgelight Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc COM | $12.4M | 11.7K | 8.5% | ▼−28% Reduced · −5K sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $11.7M | 61.6K | 8.0% | ▼−28% Reduced · −24K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $10.2M | 13.6K | 7.0% | ▼−20% Reduced · −3K sh | |
| 4 | Goldman Sachs Group Inc COM | $10.0M | 9.9K | 6.8% | ▼−11% Reduced · −1K sh | |
| 5 | Amgen Inc COM | $9.6M | 26.4K | 6.6% | ▲+15% Added · +4K sh | |
| 6 | Main STR Cap Corp COM | $8.6M | 166.6K | 5.9% | ▲+22% Added · +30K sh | |
| 7 | Enterprise Prods Partners L COM | $8.5M | 230.6K | 5.8% | ▲+4.2% Added · +9K sh | |
| 8 | Walmart Inc COM | $8.0M | 70.6K | 5.5% | ▼−4.5% Reduced · −3K sh | |
| 9 | T Rowe Price Exchange-Traded FLOATING RATE | $7.0M | 139.8K | 4.8% | ▲+24% Added · +27K sh | |
| 10 | Ishares TR FALN ANGLS USD | $6.6M | 241.4K | 4.5% | ▲+32% Added · +58K sh | |
| 11 | Microsoft Corp COM | $6.6M | 17.6K | 4.5% | ▲20× Added · +17K sh | |
| 12 | Global X FDS DEFENSE TECH ETF | $6.5M | 109.5K | 4.5% | ▲New New position | |
| 13 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.8M | 72.9K | 3.9% | ▲25× Added · +70K sh | |
| 14 | ASML Hldg NV N Y REGISTRY SHS | $4.5M | 2.3K | 3.1% | ▲New New position | |
| 15 | Amplify ETF TR BLOCK TECHN ETF | $3.9M | 63.0K | 2.7% | ▼−7.7% Reduced · −5K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $3.7M | 5.4K | 2.5% | ▼−11% Reduced · −646 sh | |
| 17 | SPDR Gold TR GOLD SHS | $3.6M | 9.8K | 2.5% | ▼−15% Reduced · −2K sh | |
| 18 | Southern Copper Corp COM | $2.7M | 15.2K | 1.8% | ▲New New position | |
| 19 | Global X FDS GLOBAL X URANIUM | $2.3M | 51.7K | 1.5% | ▲New New position | |
| 20 | Trane Technologies PLC SHS | $1.3M | 2.6K | 0.9% | —Held | |
| 21 | Williams Cos Inc COM | $1.1M | 14.3K | 0.7% | ▼−2.6% Reduced · −383 sh | |
| 22 | Hubbell Inc COM | $925K | 1.8K | 0.6% | ▲+0.3% Added · +5 sh | |
| 23 | Alphabet Inc CAP STK CL A | $853K | 2.4K | 0.6% | ▼−9.6% Reduced · −254 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL WGT | $851K | 4.0K | 0.6% | ▲+0.2% Added · +8 sh | |
| 25 | Apple Inc COM | $797K | 2.8K | 0.5% | ▼−4.0% Reduced · −114 sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $660K | 2.8K | 0.5% | ▼−0.2% Reduced · −6 sh | |
| 27 | Vanguard Index FDS EXTEND MKT ETF | $616K | 2.5K | 0.4% | ▼−3.9% Reduced · −101 sh | |
| 28 | Exxon Mobil Corp COM | $464K | 3.4K | 0.3% | ▼−4.3% Reduced · −152 sh | |
| 29 | Lockheed Martin Corp COM | $441K | 865 | 0.3% | ▲+9.6% Added · +76 sh | |
| 30 | Nasdaq Inc COM | $437K | 5.5K | 0.3% | ▲+0.4% Added · +22 sh | |
| 31 | DBX ETF TR XTRACK MSCI EAFE | $435K | 8.0K | 0.3% | —Held | |
| 32 | Wisdomtree TR US MIDCAP FUND | $429K | 5.7K | 0.3% | ▲+0.3% Added · +18 sh | |
| 33 | Vanguard BD Index FDS SHORT TRM BOND | $404K | 5.2K | 0.3% | ▼−8.4% Reduced · −475 sh | |
| 34 | Stmicroelectronics N V NY REGISTRY | $403K | 5.4K | 0.3% | ▲New New position | |
| 35 | Abbvie Inc COM | $402K | 1.6K | 0.3% | ▲+4.7% Added · +72 sh | |
| 36 | SPDR Series Trust ST STR SP600 SML | $379K | 6.6K | 0.3% | ▼−0.1% Reduced · −8 sh | |
| 37 | Iron MTN Inc Del COM | $304K | 2.4K | 0.2% | ▼−1.0% Reduced · −24 sh | |
| 38 | Nvidia Corporation COM | $291K | 1.5K | 0.2% | ▼−11% Reduced · −180 sh | |
| 39 | Visa Inc COM CL A | $269K | 783 | 0.2% | ▲+2.2% Added · +17 sh | |
| 40 | Home Depot Inc COM | $254K | 721 | 0.2% | ▼−23% Reduced · −218 sh | |
| 41 | Echostar Corp CL A | $243K | 2.4K | 0.2% | ▲New New position | |
| 42 | Ishares TR CORE S&P MCP ETF | $216K | 2.8K | 0.1% | ▲New New position | |
| 43 | RTX Corporation COM | $215K | 1.1K | 0.1% | ▼−5.9% Reduced · −71 sh | |
| 44 | Unilever PLC SPON ADR NEW | $212K | 3.5K | 0.1% | ▼−1.8% Reduced · −64 sh | |
| 45 | Ingersoll Rand Inc COM | $205K | 2.5K | 0.1% | ▲~0% Added · +1 sh | |
| 46 | Fidelity Merrimack STR TR TOTAL BD ETF | $204K | 4.5K | 0.1% | ▲New New position | |
| 47 | Amazon Com Inc COM | $203K | 852 | 0.1% | ▲New New position | |
| 48 | Coca Cola Co COM | $201K | 2.5K | 0.1% | ▲New New position | |
| 49 | Schwab Strategic TR SHT TM US TRES | $200K | 8.3K | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.