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 48.76% of Bright Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, AGG, GLDM, GAL, DUSB, MSFT, MO, RSP, BND, CSCO.
- Started 9 new stock positions in FTGC, MO, WFC, JNJ, IXC, ARKK, CSCO, CEG, BND.
- Reduced shares in these 10 stocks: SCHX, GLD, IJR, VTI, MTUM, SHY, BRK.B, MUNI, IAU, AAPL.
- Sold out of its position in SCHX.
- Bright Financial Advisors was a net buyer of stock by $13M.
- Bright Financial Advisors has $205M in assets under management (AUM), dropping by 13.52%.
- Central Index Key (CIK): 0002022456
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Portfolio Holdings for Bright Financial Advisors
Bright Financial Advisors holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 17.3 | $35M | +7% | 354k | 100.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 10.5 | $21M | 60k | 355.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.3 | $19M | +2% | 100k | 189.70 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $13M | 20k | 669.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.1 | $11M | 88k | 118.83 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 4.3 | $8.8M | +11% | 178k | 49.12 |
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| NVIDIA Corporation (NVDA) | 4.2 | $8.6M | +105% | 46k | 186.58 |
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| Stryker Corporation (SYK) | 4.1 | $8.3M | 22k | 369.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $6.4M | 98k | 65.26 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.1 | $6.3M | +19% | 83k | 76.45 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.6 | $5.3M | 7.00 | 754200.00 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.4 | $5.0M | +2% | 131k | 38.02 |
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| Apple (AAPL) | 2.4 | $4.8M | 19k | 254.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $4.8M | 15k | 328.17 |
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| Eaton Corp SHS (ETN) | 2.2 | $4.4M | 12k | 374.25 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 2.1 | $4.3M | +23% | 84k | 50.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $3.6M | 6.0k | 600.42 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.6 | $3.2M | 13k | 256.44 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $3.1M | 12k | 247.12 |
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| Vanguard World Inf Tech Etf (VGT) | 1.3 | $2.6M | 3.5k | 746.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.2M | 3.3k | 666.18 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.9 | $1.8M | 17k | 103.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | -2% | 3.1k | 502.74 |
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| Amazon (AMZN) | 0.7 | $1.5M | 6.9k | 219.57 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.5M | +4% | 32k | 46.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $1.3M | -2% | 18k | 72.77 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.0M | +96% | 1.9k | 517.95 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $832k | 3.1k | 271.14 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $815k | -4% | 9.8k | 82.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $789k | +3% | 8.5k | 93.37 |
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| Zoetis Cl A (ZTS) | 0.4 | $763k | 5.2k | 146.32 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $687k | -3% | 6.1k | 112.75 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $614k | 2.4k | 259.60 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $585k | 3.9k | 148.61 |
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| Tesla Motors (TSLA) | 0.3 | $552k | -2% | 1.2k | 444.72 |
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| Wal-Mart Stores (WMT) | 0.3 | $543k | 5.3k | 103.06 |
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| Philip Morris International (PM) | 0.2 | $510k | +93% | 3.1k | 162.21 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.2 | $497k | 2.1k | 234.96 |
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| International Business Machines (IBM) | 0.2 | $450k | 1.6k | 282.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $431k | 704.00 | 612.38 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $416k | 2.2k | 187.73 |
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| Altria (MO) | 0.2 | $399k | NEW | 6.0k | 66.06 |
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| Caterpillar (CAT) | 0.2 | $389k | 815.00 | 476.95 |
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| Kellogg Company (K) | 0.2 | $351k | +19% | 4.3k | 82.02 |
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| Abbvie (ABBV) | 0.2 | $340k | +14% | 1.5k | 231.54 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $336k | NEW | 4.5k | 74.37 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $333k | -10% | 6.4k | 52.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $327k | 1.3k | 243.55 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $313k | 6.3k | 50.07 |
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| Procter & Gamble Company (PG) | 0.2 | $310k | 2.0k | 153.68 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $281k | 2.1k | 134.42 |
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| Cisco Systems (CSCO) | 0.1 | $277k | NEW | 4.0k | 68.42 |
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| Chevron Corporation (CVX) | 0.1 | $270k | 1.7k | 155.29 |
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| Netflix (NFLX) | 0.1 | $258k | 215.00 | 1198.92 |
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| Constellation Energy (CEG) | 0.1 | $255k | NEW | 776.00 | 329.07 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $253k | 5.6k | 45.45 |
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| Johnson & Johnson (JNJ) | 0.1 | $251k | NEW | 1.4k | 185.35 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $242k | 1.9k | 130.28 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $226k | NEW | 8.7k | 25.90 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $218k | NEW | 2.5k | 86.30 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $209k | NEW | 5.0k | 41.75 |
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| Wells Fargo & Company (WFC) | 0.1 | $202k | NEW | 2.4k | 83.82 |
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| Goldmining (GLDG) | 0.0 | $16k | 13k | 1.23 |
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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 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