Bridgelight Financial Advisors, Inc. holds a focused book of 49 stocks 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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2145102/holdings"
Use Arkolith to show Bridgelight Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as Bridgelight Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 52 / 49 | $408.7B |
| JPMORGAN CHASE & CO | 52 / 49 | $375.5B |
| ROYAL BANK OF CANADA | 52 / 49 | $109.3B |
| WELLS FARGO & COMPANY/MN | 52 / 49 | $100.7B |
| RAYMOND JAMES FINANCIAL INC | 52 / 49 | $75.5B |
| LPL Financial LLC | 52 / 49 | $53.8B |
| ENVESTNET ASSET MANAGEMENT INC | 52 / 49 | $44.5B |
| STIFEL FINANCIAL CORP | 52 / 49 | $23.5B |
Ranked by how many of Bridgelight Financial Advisors, Inc.'s top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.