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Daybright Advisory Services

Latest statistics and disclosures from Daybright Advisory Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107111

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Positions held by Daybright Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Daybright Advisory Services

Daybright Advisory Services holds 133 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.7	$53M	82k	653.21	View chart
NVIDIA Corporation (NVDA)	9.8	$35M	202k	174.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.7	$35M	353k	99.27	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	4.3	$16M	312k	50.12	View chart
Apple (AAPL)	3.9	$14M	56k	253.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$11M	37k	287.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$9.7M	66k	148.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$8.3M	14k	597.56	View chart
Broadcom (AVGO)	2.0	$7.3M	23k	309.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$7.1M	140k	50.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$7.1M	11k	650.37	View chart
Microsoft Corporation (MSFT)	1.9	$6.9M	19k	370.16	View chart
Ishares Tr High Yld Systm B (HYDB)	1.8	$6.5M	140k	46.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$6.1M	208k	29.13	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$6.0M	39k	151.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$5.8M	32k	181.42	View chart
Meta Platforms Cl A (META)	1.6	$5.8M	10k	572.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$5.5M	9.6k	577.17	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.3	$4.7M	101k	46.23	View chart
Micron Technology (MU)	1.2	$4.4M	13k	337.83	View chart
Amazon (AMZN)	1.2	$4.2M	20k	208.27	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$3.8M	84k	45.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.5M	140k	25.10	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$3.5M	35k	100.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.4M	11k	320.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.1M	11k	286.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$3.1M	23k	132.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$3.0M	14k	211.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.6M	53k	48.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$2.5M	94k	26.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.2M	88k	25.64	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$2.2M	28k	78.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.2M	30k	73.64	View chart
Arista Networks Com Shs (ANET)	0.6	$2.0M	17k	122.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.9M	9.1k	205.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.8M	4.2k	436.79	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.5	$1.8M	44k	40.14	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.7M	50k	33.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.6M	8.3k	196.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$1.6M	4.1k	390.43	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$1.6M	39k	41.51	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$1.6M	31k	50.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$1.4M	29k	49.99	View chart
Celestica (CLS)	0.4	$1.4M	4.9k	281.70	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$1.3M	2.8k	463.25	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.3M	8.8k	146.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M	11k	113.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.2M	2.9k	426.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.2M	26k	47.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.2M	5.6k	213.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.2M	48k	24.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.2M	10k	114.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$1.1M	25k	45.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.1M	7.9k	138.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.1M	22k	49.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$966k	1.4k	697.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$929k	3.7k	250.60	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$928k	19k	47.82	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.3	$928k	21k	45.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$919k	13k	70.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$916k	3.1k	298.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$908k	29k	30.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$855k	9.9k	86.64	View chart
Marriott Intl Cl A (MAR)	0.2	$767k	2.3k	327.05	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$737k	15k	50.34	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$700k	5.1k	138.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$675k	7.6k	88.70	View chart
Vanguard World Health Car Etf (VHT)	0.2	$660k	2.4k	272.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$649k	8.6k	75.10	View chart
Vanguard World Financials Etf (VFH)	0.2	$617k	5.1k	120.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$613k	1.3k	479.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$597k	2.4k	247.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$576k	5.2k	111.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$575k	7.2k	79.56	View chart
International Business Machines (IBM)	0.2	$555k	2.3k	242.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$553k	8.2k	67.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$546k	2.5k	215.07	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$538k	407.00	1320.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$535k	9.9k	54.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$497k	1.3k	370.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$496k	10k	49.37	View chart
Kla Corp Com New (KLAC)	0.1	$493k	335.00	1472.06	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$468k	20k	22.91	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$467k	21k	22.28	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$467k	21k	22.43	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$467k	21k	21.84	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$466k	24k	19.72	View chart
Aon Shs Cl A (AON)	0.1	$458k	1.4k	322.78	View chart
Wal-Mart Stores (WMT)	0.1	$457k	3.7k	124.28	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$453k	10k	45.18	View chart
Advanced Micro Devices (AMD)	0.1	$453k	2.2k	203.40	View chart
Visa Com Cl A (V)	0.1	$444k	1.5k	302.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$438k	13k	32.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$406k	3.2k	125.12	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$404k	3.4k	117.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$400k	3.6k	110.86	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$396k	4.1k	96.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$393k	2.0k	191.85	View chart
Johnson & Johnson (JNJ)	0.1	$389k	1.6k	244.46	View chart
Vanguard World Industrial Etf (VIS)	0.1	$366k	1.2k	312.22	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$360k	5.9k	61.26	View chart
Applied Materials (AMAT)	0.1	$359k	1.1k	341.91	View chart
Philip Morris International (PM)	0.1	$357k	2.2k	165.32	View chart
Applovin Corp Com Cl A (APP)	0.1	$352k	883.00	398.03	View chart
Oneok (OKE)	0.1	$343k	3.8k	90.40	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$335k	6.6k	50.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$334k	14k	23.22	View chart
Home Depot (HD)	0.1	$333k	1.0k	328.93	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$331k	3.7k	88.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$313k	2.2k	142.46	View chart
Verizon Communications (VZ)	0.1	$307k	6.1k	50.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$303k	10k	29.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$301k	2.4k	128.14	View chart
Abbvie (ABBV)	0.1	$291k	1.3k	217.55	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$290k	4.5k	64.77	View chart
Vaneck Etf Trust Technology Truse (TRUT)	0.1	$286k	12k	23.93	View chart
Chevron Corporation (CVX)	0.1	$284k	1.4k	206.86	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$274k	2.1k	133.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$273k	950.00	287.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$252k	1.5k	169.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$249k	10k	24.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$243k	3.8k	64.09	View chart
Altria (MO)	0.1	$238k	3.6k	66.00	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$234k	4.7k	49.69	View chart
Honeywell International (HON)	0.1	$234k	1.0k	226.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$230k	877.00	262.02	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$225k	1.5k	147.55	View chart
At&t (T)	0.1	$221k	7.6k	28.99	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$218k	9.0k	24.24	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$216k	1.2k	179.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$213k	978.00	217.28	View chart
Enterprise Products Partners (EPD)	0.1	$210k	5.6k	37.84	View chart
Immunitybio (IBRX)	0.0	$114k	15k	7.67	View chart

Past Filings by Daybright Advisory Services

SEC 13F filings are viewable for Daybright Advisory Services going back to 2026

Daybright Advisory Services 2026 Q1 filed May 12, 2026

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