ETF Holders

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

TickerFundValueSharesChange
XLKState Street Technology Select Sector SPDR ETF$11.7M61,570New position
SPYState Street SPDR S&P 500 ETF Trust$10.2M13,643New position
TFLRT. Rowe Price Floating Rate ETF$7.0M139,845New position
FALNiShares Fallen Angels USD Bond ETF$6.6M241,424New position
SHLDGlobal X Defense Tech ETF$6.5M109,512New position
VCSHVanguard Short-Term Corporate Bond ETF$5.8M72,905New position
BLOKAmplify Blockchain Technology ETF$3.9M62,967New position
VOOVanguard S&P 500 ETF$3.7M5,385New position
GLDSPDR Gold Shares$3.6M9,785New position
URAGlobal X Uranium ETF$2.3M51,680New position
10 more ETF positions

The full list comes with the Advisors and Institutions package.

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From 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.