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 48.64% of Bright Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP, SDVY, XOM, AGG, BRK.B, QQQM, SYK, SPY, IJH, IVV.
- Started 5 new stock positions in VZ, RTX, AVGO, FTGC, GOOGL.
- Reduced shares in these 10 stocks: GLD, BND, WFC, , MSFT, VTI, ETN, PM, SLV, NOBL.
- Sold out of its positions in MINT, BND, WFC.
- Bright Financial Advisors was a net buyer of stock by $6.5M.
- Bright Financial Advisors has $218M in assets under management (AUM), dropping by 3.07%.
- Central Index Key (CIK): 0002022456
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Portfolio Holdings for Bright Financial Advisors
Bright Financial Advisors holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 16.4 | $36M | 361k | 99.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 10.9 | $24M | -2% | 55k | 430.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.6 | $21M | +7% | 109k | 191.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.4 | $14M | +2% | 22k | 653.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $12M | +2% | 93k | 124.31 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 4.0 | $8.7M | 175k | 49.50 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.6 | $7.9M | 86k | 92.69 |
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| NVIDIA Corporation (NVDA) | 3.5 | $7.7M | 44k | 174.40 |
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| Stryker Corporation (SYK) | 3.5 | $7.7M | +4% | 24k | 328.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.4 | $7.3M | +4% | 109k | 67.53 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 3.3 | $7.2M | +16% | 182k | 39.43 |
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| Apple (AAPL) | 2.3 | $5.1M | +5% | 20k | 253.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.3 | $5.0M | 7.00 | 718140.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $4.7M | -2% | 15k | 320.81 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.9 | $4.2M | +3% | 82k | 50.71 |
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| Eaton Corp SHS (ETN) | 1.9 | $4.1M | 12k | 357.67 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $3.7M | +11% | 16k | 237.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.5M | 6.0k | 577.28 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.3 | $2.8M | 12k | 240.01 |
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| Vanguard World Inf Tech Etf (VGT) | 1.2 | $2.7M | 3.8k | 697.93 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $2.5M | +16% | 3.8k | 650.46 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $2.0M | +17% | 44k | 45.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.8M | +26% | 3.8k | 479.20 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $1.8M | 17k | 106.01 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $1.6M | +2% | 18k | 88.16 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | +47% | 8.5k | 169.67 |
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| Amazon (AMZN) | 0.7 | $1.4M | 6.9k | 208.27 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $1.4M | 14k | 100.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.1M | +20% | 12k | 97.13 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.0M | 3.1k | 328.69 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $756k | -2% | 9.2k | 82.57 |
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| Microsoft Corporation (MSFT) | 0.3 | $668k | -22% | 1.8k | 370.17 |
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| Wal-Mart Stores (WMT) | 0.3 | $655k | 5.3k | 124.28 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $644k | 2.4k | 272.33 |
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| Zoetis Cl A (ZTS) | 0.3 | $617k | 5.2k | 118.21 |
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| Chevron Corporation (CVX) | 0.3 | $602k | +67% | 2.9k | 206.90 |
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| Caterpillar (CAT) | 0.2 | $541k | 763.00 | 709.07 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $537k | 2.1k | 253.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $489k | 1.7k | 286.93 |
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| Philip Morris International (PM) | 0.2 | $474k | -8% | 2.9k | 165.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $467k | 3.9k | 118.62 |
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| Tesla Motors (TSLA) | 0.2 | $461k | 1.2k | 371.75 |
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| Altria (MO) | 0.2 | $418k | +4% | 6.3k | 65.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $411k | 688.00 | 597.55 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $399k | 2.2k | 179.84 |
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| International Business Machines (IBM) | 0.2 | $375k | 1.5k | 242.39 |
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| Cisco Systems (CSCO) | 0.1 | $317k | 4.1k | 77.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $312k | 6.3k | 49.89 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $310k | 5.9k | 52.19 |
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| Abbvie (ABBV) | 0.1 | $295k | 1.4k | 217.49 |
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| Procter & Gamble Company (PG) | 0.1 | $291k | 2.0k | 144.47 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $288k | 5.0k | 57.61 |
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| First Tr Exchange-traded Utilities Alph (FXU) | 0.1 | $276k | 5.6k | 49.59 |
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| Johnson & Johnson (JNJ) | 0.1 | $257k | 1.1k | 244.56 |
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| Broadcom (AVGO) | 0.1 | $236k | NEW | 761.00 | 309.51 |
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| Eli Lilly & Co. (LLY) | 0.1 | $235k | +10% | 255.00 | 919.77 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $234k | 2.1k | 109.36 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $232k | 1.9k | 125.13 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $222k | 578.00 | 383.91 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $217k | NEW | 1.1k | 192.90 |
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| Netflix (NFLX) | 0.1 | $217k | +4% | 2.3k | 96.15 |
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| Constellation Energy (CEG) | 0.1 | $217k | 776.00 | 279.25 |
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| Verizon Communications (VZ) | 0.1 | $216k | NEW | 4.3k | 50.20 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $207k | NEW | 7.2k | 28.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $206k | NEW | 716.00 | 287.56 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $201k | -10% | 3.0k | 68.14 |
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| Goldmining (GLDG) | 0.0 | $15k | 13k | 1.19 |
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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 2026 Q1 filed May 14, 2026
- 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