Bridgelight Financial Advisors, Inc. ETF holdings
Shelton, CT
Reported $65.7M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$65.7M
ETFs held
20
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
45.0%
of $146.0M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $11.7M | 61,570 | New position |
| SPY | State Street SPDR S&P 500 ETF Trust | $10.2M | 13,643 | New position |
| TFLR | T. Rowe Price Floating Rate ETF | $7.0M | 139,845 | New position |
| FALN | iShares Fallen Angels USD Bond ETF | $6.6M | 241,424 | New position |
| SHLD | Global X Defense Tech ETF | $6.5M | 109,512 | New position |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $5.8M | 72,905 | New position |
| BLOK | Amplify Blockchain Technology ETF | $3.9M | 62,967 | New position |
| VOO | Vanguard S&P 500 ETF | $3.7M | 5,385 | New position |
| GLD | SPDR Gold Shares | $3.6M | 9,785 | New position |
| URA | Global X Uranium ETF | $2.3M | 51,680 | New position |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002145102. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bridgelight Financial Advisors, Inc. own?
Bridgelight Financial Advisors, Inc. reported 20 ETF positions worth $65.7M in its Form 13F for June 30, 2026. The largest was XLK, at $11.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.