Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CATCaterpillar Inc | $12.4M | 8.5% | −28.2% |
| XLKSelect Sector Spdr Tr | $11.7M | 8.0% | −28.2% |
| SPYState Str Spdr S&p 500 Etf T | $10.2M | 7.0% | −20.3% |
| GSGoldman Sachs Group Inc | $10.0M | 6.8% | −10.9% |
| AMGNAmgen Inc | $9.6M | 6.6% | +15.4% |
| MAINMain Str Cap Corp | $8.6M | 5.9% | +21.9% |
| EPDEnterprise Prods Partners L | $8.5M | 5.8% | +4.2% |
| WMTWalmart Inc | $8.0M | 5.5% | −4.5% |
| TFLRT Rowe Price Exchange-traded | $7.0M | 4.8% | +24.3% |
| FALNIshares Tr | $6.6M | 4.5% | +31.8% |
| MSFTMicrosoft Corp | $6.6M | 4.5% | +1914.8% |
| SHLDGlobal X Fds | $6.5M | 4.5% | New |
| VCSHVanguard Scottsdale Fds | $5.8M | 3.9% | +2448.2% |
| Asml Hldg NvCUSIP N07059210 | $4.5M | 3.1% | New |
| BLOKAmplify Etf Tr | $3.9M | 2.7% | −7.7% |
| VOOVanguard Index Fds | $3.7M | 2.5% | −10.7% |
| GLDSpdr Gold Tr | $3.6M | 2.5% | −15.0% |
| SCCOSouthern Copper Corp | $2.7M | 1.8% | New |
| URAGlobal X Fds | $2.3M | 1.5% | New |
| Trane Technologies PLCCUSIP G8994E103 | $1.3M | 0.9% | |
| WMBWilliams Cos Inc | $1.1M | 0.7% | −2.6% |
| HUBBHubbell Inc | $925K | 0.6% | |
| GOOGLAlphabet Inc | $853K | 0.6% | −9.6% |
| RSPInvesco Exchange Traded Fd T | $851K | 0.6% | |
| AAPLApple Inc | $797K | 0.5% | −4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $12.4M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $11.7M |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2025 | +26.2% | $1.3M |
| WMBWilliams Cos Inc | December 31, 2025 | +23.7% | $1.1M |
| IRMIron Mtn Inc Del | March 31, 2026 | +23.7% | $304K |
| SPSMSpdr Series Trust | December 31, 2025 | +23.1% | $379K |
| HUBBHubbell Inc | December 31, 2025 | +17.8% | $925K |
| VXFVanguard Index Fds | December 31, 2025 | +17.7% | $616K |
| GSGoldman Sachs Group Inc | December 31, 2025 | +15.1% | $10.0M |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $8.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridgelight Financial Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2145102&type=13F-HR&dateb=&owner=include&count=40CIK 2145102
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2145102/000214510226000004/Filed July 30, 2026 · accession 0002145102-26-000004