Bridgelight Financial Advisors, Inc.
Net buyer this quarter
$146M
33
+$6.01M
58.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CAT | $12.4M | 8.51% | 0.00% | -28.2% | Q4 2025 |
 SPY | $10.2M | 6.98% | Not reported | -20.3% | Q4 2025 |
 GS | $9.97M | 6.83% | 0.00% | -11.0% | Q4 2025 |
 AMGN | $9.57M | 6.55% | 0.00% | +15.4% | Q4 2025 |
 MAIN | $8.64M | 5.92% | 0.18% | +21.9% | Q4 2025 |
 EPD | $8.48M | 5.81% | 0.01% | +4.2% | Q4 2025 |
 WMT | $7.99M | 5.47% | 0.00% | -4.5% | Q4 2025 |
 MSFT | $6.57M | 4.50% | 0.00% | +1914.8% | Q4 2025 |
 SHLD | $6.54M | 4.48% | 0.10% | New | Q2 2026 |
 ASML | $4.52M | 3.09% | 0.00% | New | Q2 2026 |
| GLD | $3.6M | 2.47% | 0.00% | -15.0% | Q4 2025 |
 SCCO | $2.65M | 1.82% | 0.00% | New | Q2 2026 |
 TT | $1.25M | 0.86% | 0.00% | Not reported | Q4 2025 |
 WMB | $1.06M | 0.73% | 0.00% | -2.6% | Q4 2025 |
 HUBB | $925K | 0.63% | 0.00% | +0.3% | Q4 2025 |
 GOOGL | $853K | 0.58% | 0.00% | -9.6% | Q4 2025 |
 AAPL | $797K | 0.55% | 0.00% | -4.0% | Q4 2025 |
 XOM | $464K | 0.32% | 0.00% | -4.3% | Q4 2025 |
 LMT | $441K | 0.30% | 0.00% | +9.6% | Q4 2025 |
 NDAQ | $437K | 0.30% | 0.00% | +0.4% | Q4 2025 |
 BSVN | $404K | 0.28% | 0.05% | -8.4% | Q4 2025 |
 STM | $403K | 0.28% | 0.00% | New | Q2 2026 |
 ABBV | $402K | 0.28% | 0.00% | +4.7% | Q4 2025 |
 IRM | $304K | 0.21% | 0.00% | -1.0% | Q1 2026 |
 NVDA | $291K | 0.20% | 0.00% | -11.0% | Q4 2025 |
 V | $269K | 0.18% | 0.00% | +2.2% | Q4 2025 |
 HD | $254K | 0.17% | 0.00% | -23.2% | Q4 2025 |
 ECHO | $243K | 0.17% | 0.01% | New | Q2 2026 |
 RTX | $215K | 0.15% | 0.00% | -5.9% | Q4 2025 |
 UL | $212K | 0.15% | 0.00% | -1.8% | Q4 2025 |
 IR | $205K | 0.14% | 0.00% | 0.0% | Q1 2026 |
 AMZN | $203K | 0.14% | 0.00% | New | Q2 2026 |
 KO | $201K | 0.14% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| CAT | $11.5M | 9.75% | 0.00% | -1.7% | Q4 2025 |
| SPY | $11.1M | 9.43% | Not reported | +0.4% | Q4 2025 |
| GS | $9.37M | 7.94% | 0.00% | -1.6% | Q4 2025 |
| WMT | $9.18M | 7.78% | 0.00% | -0.2% | Q4 2025 |
| EPD | $8.38M | 7.10% | 0.01% | +1.3% | Q4 2025 |
| AMGN | $8.06M | 6.83% | 0.00% | +0.8% | Q4 2025 |
| MAIN | $7.23M | 6.13% | 0.15% | +1.1% | Q4 2025 |
 IBM | $6.93M | 5.87% | 0.00% | +0.9% | Q4 2025 |
| GLD | $4.95M | 4.20% | 0.00% | -1.6% | Q4 2025 |
| WMB | $1.07M | 0.91% | 0.00% | +3.0% | Q4 2025 |
| TT | $1.06M | 0.90% | 0.00% | -2.1% | Q4 2025 |
| HUBB | $865K | 0.73% | 0.00% | Not reported | Q4 2025 |
| GOOGL | $759K | 0.64% | 0.00% | +4.2% | Q4 2025 |
| AAPL | $728K | 0.62% | 0.00% | +4.9% | Q4 2025 |
| XOM | $602K | 0.51% | 0.00% | -1.1% | Q4 2025 |
| LMT | $477K | 0.40% | 0.00% | +22.5% | Q4 2025 |
| NDAQ | $469K | 0.40% | 0.00% | Not reported | Q4 2025 |
| BSVN | $444K | 0.38% | 0.06% | -4.0% | Q4 2025 |
| ABBV | $332K | 0.28% | 0.00% | +2.5% | Q4 2025 |
| MSFT | $324K | 0.27% | 0.00% | +8.2% | Q4 2025 |
| HD | $309K | 0.26% | 0.00% | -5.3% | Q4 2025 |
| NVDA | $285K | 0.24% | 0.00% | +18.5% | Q4 2025 |
| IRM | $248K | 0.21% | 0.00% | New | Q1 2026 |
| RTX | $232K | 0.20% | 0.00% | +7.0% | Q4 2025 |
| V | $231K | 0.20% | 0.00% | +1.2% | Q4 2025 |
 KGC | $206K | 0.17% | 0.00% | -24.4% | Q4 2025 |
| UL | $205K | 0.17% | 0.00% | +2.7% | Q4 2025 |
| IR | $200K | 0.17% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $11.6M | 9.90% | Not reported | New | Q4 2025 |
| GS | $9.88M | 8.42% | 0.00% | New | Q4 2025 |
| CAT | $9.46M | 8.06% | 0.00% | New | Q4 2025 |
| IBM | $8.39M | 7.15% | 0.00% | New | Q4 2025 |
| WMT | $8.25M | 7.02% | 0.00% | New | Q4 2025 |
| MAIN | $8.16M | 6.95% | 0.15% | New | Q4 2025 |
| AMGN | $7.43M | 6.33% | 0.00% | New | Q4 2025 |
| EPD | $7.01M | 5.97% | 0.01% | New | Q4 2025 |
| GLD | $4.64M | 3.95% | 0.00% | New | Q4 2025 |
| TT | $1.02M | 0.86% | 0.00% | New | Q4 2025 |
| WMB | $857K | 0.73% | 0.00% | New | Q4 2025 |
| GOOGL | $793K | 0.68% | 0.00% | New | Q4 2025 |
| HUBB | $783K | 0.67% | 0.00% | New | Q4 2025 |
| AAPL | $744K | 0.63% | 0.00% | New | Q4 2025 |
| NDAQ | $537K | 0.46% | 0.00% | New | Q4 2025 |
| BSVN | $465K | 0.40% | 0.06% | New | Q4 2025 |
| XOM | $432K | 0.37% | 0.00% | New | Q4 2025 |
| MSFT | $391K | 0.33% | 0.00% | New | Q4 2025 |
| HD | $341K | 0.29% | 0.00% | New | Q4 2025 |
| ABBV | $340K | 0.29% | 0.00% | New | Q4 2025 |
| LMT | $311K | 0.27% | 0.00% | New | Q4 2025 |
| V | $266K | 0.23% | 0.00% | New | Q4 2025 |
| NVDA | $257K | 0.22% | 0.00% | New | Q4 2025 |
| KGC | $251K | 0.21% | 0.00% | New | Q4 2025 |
| UL | $229K | 0.19% | 0.00% | New | Q4 2025 |
| RTX | $206K | 0.18% | 0.00% | New | Q4 2025 |