Bright Financial Advisors
Latest statistics and disclosures from Bright Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, GLD, RSP, IVV, IJR, and represent 48.53% of Bright Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV, SDVY, IVV, QQQM, IJH, AGG, FBND, RSP, LLY, IJR.
- Started 5 new stock positions in LLY, SGOV, MINT, SMH, SLV.
- Reduced shares in these 10 stocks: GLD, NVDA, K, GAL, FTGC, ARKK, DUSB, MTUM, JNJ, XOM.
- Sold out of its positions in ARKK, FTGC, K.
- Bright Financial Advisors was a net buyer of stock by $3.4M.
- Bright Financial Advisors has $212M in assets under management (AUM), dropping by 3.50%.
- Central Index Key (CIK): 0002022456
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Portfolio Holdings for Bright Financial Advisors
Bright Financial Advisors holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 16.8 | $36M | 357k | 99.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 10.6 | $22M | -6% | 57k | 396.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.2 | $20M | 102k | 191.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $14M | +4% | 21k | 684.98 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.1 | $11M | +2% | 90k | 120.18 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 4.1 | $8.6M | -2% | 174k | 49.45 |
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| NVIDIA Corporation (NVDA) | 3.9 | $8.2M | -4% | 44k | 186.50 |
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| Stryker Corporation (SYK) | 3.7 | $7.9M | 22k | 351.48 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.4 | $7.2M | +2% | 85k | 85.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.2 | $6.8M | +5% | 103k | 66.00 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.8 | $6.0M | +19% | 157k | 38.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.5 | $5.3M | 7.00 | 754800.00 |
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| Apple (AAPL) | 2.5 | $5.2M | 19k | 271.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $5.0M | +2% | 15k | 335.27 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.9 | $4.0M | -5% | 80k | 50.65 |
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| Eaton Corp SHS (ETN) | 1.8 | $3.7M | 12k | 318.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $3.7M | 6.0k | 614.36 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $3.6M | +14% | 14k | 252.95 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.4 | $3.0M | -5% | 12k | 250.32 |
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| Vanguard World Inf Tech Etf (VGT) | 1.4 | $2.9M | +7% | 3.8k | 753.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.2M | 3.3k | 681.92 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $1.8M | 17k | 104.07 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $1.7M | +18% | 38k | 46.04 |
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| Amazon (AMZN) | 0.8 | $1.6M | 7.0k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.5M | -2% | 3.0k | 502.65 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $1.4M | -2% | 18k | 81.17 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $1.4M | NEW | 14k | 100.39 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.1M | +19% | 2.3k | 483.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $942k | +16% | 9.8k | 96.03 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $924k | 3.1k | 301.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $779k | -4% | 9.4k | 82.82 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $692k | -5% | 5.7k | 120.34 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $681k | 2.4k | 287.85 |
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| Zoetis Cl A (ZTS) | 0.3 | $656k | 5.2k | 125.82 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $634k | 3.9k | 160.97 |
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| Wal-Mart Stores (WMT) | 0.3 | $587k | 5.3k | 111.41 |
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| Tesla Motors (TSLA) | 0.3 | $558k | 1.2k | 449.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $542k | +28% | 1.7k | 313.84 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $510k | 2.1k | 241.24 |
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| Philip Morris International (PM) | 0.2 | $504k | 3.1k | 160.40 |
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| International Business Machines (IBM) | 0.2 | $458k | -2% | 1.5k | 296.21 |
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| Caterpillar (CAT) | 0.2 | $438k | -6% | 763.00 | 573.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $432k | -2% | 688.00 | 627.13 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $429k | 2.2k | 193.63 |
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| Altria (MO) | 0.2 | $348k | 6.0k | 57.66 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $334k | 4.5k | 74.07 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $315k | 6.3k | 50.29 |
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| Abbvie (ABBV) | 0.1 | $313k | -6% | 1.4k | 228.49 |
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| Cisco Systems (CSCO) | 0.1 | $311k | 4.0k | 77.03 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $311k | -6% | 5.9k | 52.41 |
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| Procter & Gamble Company (PG) | 0.1 | $289k | 2.0k | 143.33 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $279k | +2% | 2.1k | 130.08 |
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| Constellation Energy (CEG) | 0.1 | $274k | 776.00 | 353.27 |
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| Chevron Corporation (CVX) | 0.1 | $265k | 1.7k | 152.41 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $250k | 5.6k | 45.01 |
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| Eli Lilly & Co. (LLY) | 0.1 | $247k | NEW | 230.00 | 1074.68 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $246k | 1.9k | 132.37 |
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| Wells Fargo & Company (WFC) | 0.1 | $225k | 2.4k | 93.20 |
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| Johnson & Johnson (JNJ) | 0.1 | $218k | -22% | 1.1k | 207.05 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $212k | NEW | 3.3k | 64.42 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $210k | 5.0k | 41.93 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $208k | NEW | 578.00 | 360.61 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $203k | NEW | 2.0k | 100.34 |
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| Netflix (NFLX) | 0.1 | $202k | +900% | 2.2k | 93.76 |
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| Goldmining (GLDG) | 0.0 | $16k | 13k | 1.25 |
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Past Filings by Bright Financial Advisors
SEC 13F filings are viewable for Bright Financial Advisors going back to 2024
- Bright Financial Advisors 2025 Q4 filed Jan. 23, 2026
- Bright Financial Advisors 2025 Q3 filed Nov. 10, 2025
- Bright Financial Advisors 2025 Q2 filed July 16, 2025
- Bright Financial Advisors 2025 Q1 filed May 13, 2025
- Bright Financial Advisors 2024 Q4 filed Jan. 28, 2025
- Bright Financial Advisors 2024 Q3 filed Oct. 10, 2024
- Bright Financial Advisors 2024 Q2 filed Aug. 12, 2024
- Bright Financial Advisors 2024 Q1 filed May 9, 2024