Bridgelight Financial Advisors, Inc. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 46 separate equity positions held by the firm.
The largest position in the portfolio is Enterprise Products Partners L.P., which the firm holds 232,351 shares. Other significant holdings include Walmart Inc., with 70,525 shares, and IShares Core S&P Mid-Cap ETF, with 65,855 shares. The firm also holds substantial positions in SPDR Gold Shares, with 10,058 shares, and State Street SPDR S&P 500 ETF Trust, with 14,199 shares.
The portfolio is diversified across various sectors and asset classes. Technology holdings include Microsoft Corporation, with 17,809 shares, and Apple Inc., with 2,650 shares. The firm also holds shares in industrial companies such as Caterpillar Inc. and Lockheed Martin Corp.
Several exchange-traded funds (ETFs) comprise a significant portion of the portfolio. These include Global X Defense Tech ETF, with 111,700 shares, and Vanguard Short-Term Corporate Bond ETF, with 69,640 shares.
The filing indicates that William Leavitt, the Chief Compliance Officer, is responsible for the report. The firm is headquartered in Shelton, Connecticut.
