Bridgelight Financial Advisors
Bridgelight Financial Advisors reported 46 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are XLK (8.2%), AMGN (7.5%) and SPY (7.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to SPY, CAT and MAIN, trimmed XLK, AMGN and GS and sold out of XOM, HD and ECHO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $11.9M | 8.2% | 61K | −789 (−1%) | 4 of 4 | |
| 2 |  AMGN Amgen Inc | $11M | 7.5% | 26K | −305 (−1%) | 4 of 4 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $10.8M | 7.4% | 14K | +556 (+4%) | 4 of 4 | |
| 4 |  CAT Caterpillar Inc | $9.5M | 6.5% | 12K | +14 (+0%) | 4 of 4 | |
| 5 |  MAIN Main Street | $9.3M | 6.3% | 168K | +1,591 (+1%) | 4 of 4 | |
| 6 |  MSFT Microsoft Corp | $9.1M | 6.3% | 18K | +200 (+1%) | 4 of 4 | |
| 7 |  GS Goldman Sachs Group Inc | $8.8M | 6.1% | 9,818 | −40 (−0%) | 4 of 4 | |
| 8 |  EPD Enterprise Products | $8.3M | 5.7% | 232K | +1,752 (+1%) | 4 of 4 | |
| 9 |  WMT Walmart Inc | $7.3M | 5.0% | 71K | No change | 4 of 4 | |
| 10 |  TFLR T Rowe Price ETF Inc | $7.3M | 5.0% | 144K | +4,374 (+3%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bridgelight Financial Advisors 13F FAQ
What does Bridgelight Financial Advisors own?
Bridgelight Financial Advisors reported 46 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are XLK (8.2%), AMGN (7.5%) and SPY (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Bridgelight Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 32 added to, 8 trimmed and 4 sold out. New positions include XOM. It sold all of XOM, HD and ECHO.
When will Bridgelight Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bridgelight Financial Advisors's portfolio worth?
The Q3 2026 filing reports $146M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.