Bridgelight Financial Advisors, Inc.
CIK 0002145102 · SHELTON, CT · Quarter end: 2025-12-31 · Filed on: 2026-07-30 · Open the SEC source ↗
The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-07-30. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$117.4M
2025 Q4
Positions
40
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.1%
Est. Net Flow (Q)
—
2025 Q4
Top Holdings
XLK
SELECT SECTOR SPDR TR
10.5%
SPY
SPDR S&P 500 ETF TR
9.9%
GS
GOLDMAN SACHS GROUP INC
8.4%
CAT
CATERPILLAR INC
8.1%
IBM
INTERNATIONAL BUSINESS MACHS
7.1%
WMT
WALMART INC
7.0%
MAIN
MAIN STR CAP CORP
6.9%
AMGN
AMGEN INC
6.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.