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 47.13% of Bright Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGT, RSP, AGG, NOBL, FEGE, ROK, GLDM, BRK.B, DFCF, XOM.
- Started 9 new stock positions in DFCF, ROK, AMD, TWLO, JPM, FEGE, ARKK, TGT, PANW.
- Reduced shares in these 10 stocks: GLD, FBND, GAL, NFLX, CEG, FTGC, DUSB, , MSFT, MTUM.
- Sold out of its positions in CEG, FTGC, SLV, NFLX.
- Bright Financial Advisors was a net buyer of stock by $11M.
- Bright Financial Advisors has $239M in assets under management (AUM), dropping by 9.45%.
- Central Index Key (CIK): 0002022456
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Portfolio Holdings for Bright Financial Advisors
Bright Financial Advisors holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 15.4 | $37M | +2% | 371k | 98.98 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.9 | $26M | +11% | 122k | 212.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 8.3 | $20M | -3% | 54k | 368.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $16M | 21k | 748.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.9 | $14M | +2% | 95k | 148.31 |
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| Ssga Active Etf Tr St Str Globa Etf (GAL) | 3.8 | $9.0M | -2% | 171k | 52.84 |
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| NVIDIA Corporation (NVDA) | 3.7 | $8.8M | 44k | 200.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $8.7M | +4% | 113k | 77.11 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 3.3 | $7.9M | 183k | 43.14 |
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| Stryker Corporation (SYK) | 3.1 | $7.4M | 23k | 314.85 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.0 | $7.3M | +6% | 91k | 79.42 |
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| Apple (AAPL) | 2.4 | $5.8M | 20k | 289.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $5.4M | 15k | 370.06 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.2 | $5.2M | 7.00 | 748850.00 |
|
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| Eaton Corp SHS (ETN) | 2.2 | $5.1M | +4% | 12k | 426.12 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.1 | $5.0M | +4% | 17k | 303.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $4.4M | 6.0k | 736.53 |
|
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| Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) | 1.7 | $4.0M | -4% | 78k | 50.78 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.7 | $4.0M | -2% | 12k | 342.83 |
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| Vanguard World Inf Tech Etf (VGT) | 1.5 | $3.7M | +700% | 31k | 119.52 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.9M | 3.8k | 746.91 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | +22% | 4.7k | 500.39 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.8 | $2.0M | 3.1k | 640.81 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $1.9M | +99% | 33k | 56.16 |
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| Amazon (AMZN) | 0.7 | $1.6M | -2% | 6.7k | 238.36 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.6M | -20% | 35k | 45.49 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | +35% | 12k | 136.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $1.4M | 18k | 75.51 |
|
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.5 | $1.3M | -6% | 13k | 100.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.2M | -3% | 11k | 103.88 |
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| Caterpillar (CAT) | 0.3 | $813k | 763.00 | 1065.82 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $741k | 9.0k | 82.11 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $707k | 2.4k | 299.01 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.3 | $680k | NEW | 14k | 48.92 |
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| Chevron Corporation (CVX) | 0.3 | $660k | +36% | 4.0k | 165.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $602k | 1.7k | 353.45 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.3 | $600k | 2.1k | 283.79 |
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| Wal-Mart Stores (WMT) | 0.2 | $597k | 5.3k | 113.26 |
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| Microsoft Corporation (MSFT) | 0.2 | $528k | -21% | 1.4k | 373.02 |
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| Tesla Motors (TSLA) | 0.2 | $522k | 1.2k | 420.60 |
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| Philip Morris International (PM) | 0.2 | $519k | 2.9k | 180.91 |
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| International Business Machines (IBM) | 0.2 | $503k | +15% | 1.8k | 281.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $491k | +3% | 715.00 | 686.81 |
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| Cisco Systems (CSCO) | 0.2 | $484k | 4.1k | 117.46 |
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| Rockwell Automation (ROK) | 0.2 | $482k | NEW | 974.00 | 495.08 |
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| Altria (MO) | 0.2 | $456k | 6.3k | 71.95 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $452k | 4.0k | 114.18 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $422k | NEW | 10k | 42.21 |
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| Abbvie (ABBV) | 0.2 | $417k | +22% | 1.7k | 251.76 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $408k | 2.2k | 183.95 |
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| Advanced Micro Devices (AMD) | 0.2 | $396k | NEW | 681.00 | 580.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $380k | 578.00 | 656.76 |
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| Zoetis Cl A (ZTS) | 0.2 | $375k | 5.2k | 71.86 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $316k | 6.3k | 50.58 |
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| Eli Lilly & Co. (LLY) | 0.1 | $306k | 255.00 | 1199.43 |
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| Procter & Gamble Company (PG) | 0.1 | $296k | 2.0k | 146.67 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $288k | 2.1k | 134.56 |
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| Broadcom (AVGO) | 0.1 | $288k | 761.00 | 377.75 |
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| Verizon Communications (VZ) | 0.1 | $287k | +57% | 6.8k | 42.34 |
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| First Tr Exchange-traded Utilities Alph (FXU) | 0.1 | $274k | 5.6k | 49.34 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $270k | -13% | 5.1k | 52.61 |
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| Johnson & Johnson (JNJ) | 0.1 | $267k | 1.1k | 254.10 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $264k | 1.9k | 141.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $256k | 716.00 | 357.37 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $248k | +16% | 1.3k | 189.73 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $246k | 5.0k | 49.13 |
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| Palo Alto Networks (PANW) | 0.1 | $237k | NEW | 694.00 | 341.02 |
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| Twilio Cl A (TWLO) | 0.1 | $227k | NEW | 1.1k | 206.33 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $207k | NEW | 631.00 | 327.33 |
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| Target Corporation (TGT) | 0.1 | $206k | NEW | 1.6k | 130.61 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $204k | NEW | 2.5k | 80.82 |
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| Goldmining (GLDG) | 0.0 | $12k | 13k | 0.91 |
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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 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