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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, RSP, GLD, IVV, IJR, and represent 46.43% of Bright Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, FBND, FEGE, AGG, DUSB, RSP, SDVY, IJR, GLDM, FTGC.
Started 2 new stock positions in FTGC, Exxon Mobil Corp.
Reduced shares in these 10 stocks: , BRK.B, VZ, MSFT, VTI, GAL, QQQ, SGOV, IVV, IBM.
Sold out of its positions in XOM, VZ.
Bright Financial Advisors was a net buyer of stock by $2.3M.
Bright Financial Advisors has $239M in assets under management (AUM), dropping by 0.06%.
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 72 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	14.8	$35M		375k	94.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	10.7	$26M		123k	208.02	View chart
Spdr Gold Tr Gold Shs (GLD)	8.5	$20M		54k	380.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.8	$16M		21k	765.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.5	$13M		97k	136.04	View chart
NVIDIA Corporation (NVDA)	4.2	$10M		44k	228.38	View chart
Ssga Active Etf Tr St Str Globa Etf (GAL)	3.7	$8.9M		169k	52.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$8.3M		115k	71.95	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.2	$7.7M	+3%	94k	82.18	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.2	$7.7M	+3%	190k	40.58	View chart
Apple (AAPL)	2.8	$6.7M		20k	333.02	View chart
Stryker Corporation (SYK)	2.8	$6.6M	+2%	24k	275.39	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.2	$5.3M	-2%	14k	374.25	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.2	$5.2M		7.00	747005.00	View chart
Eaton Corp SHS (ETN)	2.2	$5.2M		12k	429.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.2	$5.2M	+3%	17k	304.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$4.4M		5.9k	739.86	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	1.8	$4.3M	+8%	85k	50.49	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$3.8M		31k	125.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$3.6M		12k	317.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$2.9M		3.8k	762.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$2.5M	+63%	57k	43.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.8M	-20%	3.7k	497.95	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$1.8M		33k	54.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$1.8M		3.1k	568.69	View chart
Exxonmobil Holdings Corp Com Shs	0.7	$1.7M	NEW	11k	162.75	View chart
Amazon (AMZN)	0.7	$1.7M		6.7k	249.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.4M		18k	78.10	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$1.2M	-5%	12k	100.68	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.5	$1.2M	+69%	24k	50.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.2M		11k	103.89	View chart
Chevron Corporation (CVX)	0.3	$771k	-5%	3.8k	204.21	View chart
Vanguard World Health Car Etf (VHT)	0.3	$748k		2.4k	316.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$719k		8.9k	81.20	View chart
Caterpillar (CAT)	0.3	$619k		764.00	810.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$587k		4.0k	148.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$559k	-3%	1.6k	340.70	View chart
Philip Morris International (PM)	0.2	$548k		2.9k	190.81	View chart
Wal-Mart Stores (WMT)	0.2	$548k		5.3k	103.92	View chart
Microsoft Corporation (MSFT)	0.2	$538k	-25%	1.0k	512.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$499k		712.00	700.86	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$489k		2.1k	231.25	View chart
Cisco Systems (CSCO)	0.2	$444k		4.1k	107.63	View chart
Abbvie (ABBV)	0.2	$434k		1.7k	261.55	View chart
Tesla Motors (TSLA)	0.2	$431k	-2%	1.2k	354.81	View chart
Altria (MO)	0.2	$427k		6.3k	67.34	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$422k		2.2k	190.59	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$401k		10k	40.12	View chart
Advanced Micro Devices (AMD)	0.2	$401k	-3%	656.00	611.76	View chart
Rockwell Automation (ROK)	0.2	$387k	-8%	889.00	435.33	View chart
Zoetis Cl A (ZTS)	0.2	$364k		5.2k	69.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$353k		579.00	608.76	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$351k		2.1k	163.99	View chart
International Business Machines (IBM)	0.1	$340k	-13%	1.5k	219.93	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$326k	+28%	6.6k	49.69	View chart
Twilio Cl A (TWLO)	0.1	$322k		1.1k	292.46	View chart
Eli Lilly & Co. (LLY)	0.1	$303k	+2%	262.00	1157.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$296k		6.3k	47.36	View chart
Procter & Gamble Company (PG)	0.1	$293k		2.0k	145.31	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$285k		5.0k	56.97	View chart
Johnson & Johnson (JNJ)	0.1	$279k		1.1k	264.62	View chart
Palo Alto Networks (PANW)	0.1	$276k		694.00	397.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$269k		1.9k	145.04	View chart
Broadcom (AVGO)	0.1	$263k		749.00	351.19	View chart
Target Corporation (TGT)	0.1	$248k		1.6k	156.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$246k		714.00	344.08	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$244k		5.6k	43.92	View chart
Raytheon Technologies Corp (RTX)	0.1	$243k		1.3k	185.65	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$225k		2.5k	89.10	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$221k	NEW	7.2k	30.59	View chart
JPMorgan Chase & Co. (JPM)	0.1	$219k	+5%	663.00	330.83	View chart
Goldmining (GLDG)	0.0	$12k		13k	0.95	View chart

Past Filings by Bright Financial Advisors

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

Bright Financial Advisors 2026 Q3 filed Oct. 23, 2026
Bright Financial Advisors 2026 Q2 filed Aug. 11, 2026
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

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