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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 53.95% of Bright Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, SDVY, QQQM, DUSB, RSP, IVV, GLDM, EFA, GOOG, SKYY.
Started 5 new stock positions in SKYY, GOOG, ABBV, FXU, GSLC.
Reduced shares in these 10 stocks: , GAL, MTUM, GLD, SHY, VTEB, IAU, VOO, QQQ, NOBL.
Sold out of its position in MUNI.
Bright Financial Advisors was a net buyer of stock by $6.0M.
Bright Financial Advisors has $157M in assets under management (AUM), dropping by 10.95%.
Central Index Key (CIK): 0002022456

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Positions held by Bright Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 53 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	21.6	$34M	+3%	335k	101.27	View chart
Spdr Gold Tr Gold Shs (GLD)	9.4	$15M		61k	243.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	9.3	$15M	+3%	81k	179.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.6	$12M	+2%	21k	576.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.2	$9.8M	+2%	83k	116.96	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	4.6	$7.3M	-2%	160k	45.53	View chart
Stryker Corporation (SYK)	3.9	$6.2M		17k	361.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$5.9M	+3%	94k	62.32	View chart
Eaton Corp SHS (ETN)	2.6	$4.0M		12k	331.44	View chart
Apple (AAPL)	2.5	$3.9M		17k	233.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$3.5M		12k	283.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.1	$3.4M	+8%	65k	52.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$3.2M		6.5k	488.10	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.8	$2.9M	+40%	57k	50.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.8	$2.8M		4.00	691180.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.7	$2.7M	-5%	13k	202.76	View chart
NVIDIA Corporation (NVDA)	1.7	$2.7M		22k	121.44	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.7	$2.7M	+54%	73k	36.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$2.1M	+77%	10k	200.86	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$2.1M		3.5k	586.48	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.3	$2.0M		19k	106.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$2.0M		3.4k	573.76	View chart
Amazon (AMZN)	0.8	$1.2M	+4%	6.5k	186.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$993k	+33%	12k	83.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$930k		19k	49.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$897k	-11%	11k	83.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$707k		3.1k	230.59	View chart
Vanguard World Health Car Etf (VHT)	0.4	$667k		2.4k	282.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$595k	+6%	5.1k	117.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$557k		1.2k	460.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$508k	-6%	9.9k	51.12	View chart
Wal-Mart Stores (WMT)	0.3	$425k		5.3k	80.75	View chart
Microsoft Corporation (MSFT)	0.3	$411k	+12%	956.00	430.30	View chart
International Business Machines (IBM)	0.2	$379k	+10%	1.7k	221.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$365k		5.4k	67.86	View chart
Procter & Gamble Company (PG)	0.2	$349k		2.0k	173.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$348k	-3%	659.00	527.67	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$340k		3.1k	108.63	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.2	$333k		2.1k	157.34	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$322k		2.2k	145.39	View chart
Tesla Motors (TSLA)	0.2	$319k		1.2k	261.63	View chart
Caterpillar (CAT)	0.2	$319k	+17%	815.00	390.96	View chart
Shopify Cl A (SHOP)	0.2	$315k		3.9k	80.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$269k		2.1k	126.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$234k	NEW	1.4k	167.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$228k		2.7k	84.17	View chart
Target Corporation (TGT)	0.1	$215k		1.4k	155.86	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$214k	NEW	2.1k	102.26	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$214k	NEW	5.6k	38.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$210k	NEW	1.9k	112.94	View chart
Abbvie (ABBV)	0.1	$205k	NEW	1.0k	197.48	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$202k		5.0k	40.48	View chart
Goldmining (GLDG)	0.0	$12k		13k	0.94	View chart

Past Filings by Bright Financial Advisors

SEC 13F filings are viewable for Bright Financial Advisors going back to 2024

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

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