Bright Financial Advisors

Bright Financial Advisors as of June 30, 2025

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 18.2 $33M 330k 99.20
Spdr Gold Tr Gold Shs (GLD) 10.3 $19M 61k 304.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.9 $18M 98k 181.74
Ishares Tr Core S&p500 Etf (IVV) 6.8 $12M 20k 620.92
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $9.8M 90k 109.29
Stryker Corporation (SYK) 4.9 $8.8M 22k 395.62
Ssga Active Etf Tr Globl Allo Etf (GAL) 4.2 $7.5M 160k 47.00
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $6.0M 96k 62.02
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.8 $5.1M 7.00 728800.00
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $4.6M 15k 303.93
World Gold Tr Spdr Gld Minis (GLDM) 2.5 $4.5M 69k 65.52
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.5 $4.5M 128k 35.28
Eaton Corp SHS (ETN) 2.3 $4.2M 12k 356.99
Apple (AAPL) 2.2 $3.9M 19k 205.17
NVIDIA Corporation (NVDA) 2.0 $3.5M 22k 157.99
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $3.4M 68k 50.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $3.3M 5.9k 551.65
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $3.1M 13k 240.33
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.6 $2.8M 12k 227.10
Vanguard World Inf Tech Etf (VGT) 1.3 $2.3M 3.5k 663.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.1M 3.3k 617.85
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $1.7M 17k 100.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.5M 3.2k 485.77
Amazon (AMZN) 0.8 $1.5M 6.9k 219.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $1.4M 30k 45.75
Ishares Gold Tr Ishares New (IAU) 0.6 $1.1M 18k 62.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $856k 10k 82.86
Zoetis Cl A (ZTS) 0.5 $813k 5.2k 155.95
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $732k 3.1k 238.71
Ishares Tr Msci Eafe Etf (EFA) 0.4 $732k 8.2k 89.39
Exxon Mobil Corporation (XOM) 0.4 $678k 6.3k 107.81
Vanguard World Health Car Etf (VHT) 0.3 $587k 2.4k 248.34
Wal-Mart Stores (WMT) 0.3 $515k 5.3k 97.78
Microsoft Corporation (MSFT) 0.3 $489k 982.00 497.41
International Business Machines (IBM) 0.3 $470k 1.6k 294.78
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $454k 3.9k 115.35
Spdr Series Trust Aerospace Def (XAR) 0.2 $446k 2.1k 210.94
Tesla Motors (TSLA) 0.2 $406k 1.3k 317.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $400k 704.00 568.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $398k 16k 24.44
Vanguard World Comm Srvc Etf (VOX) 0.2 $379k 2.2k 171.03
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $365k 7.1k 51.36
Procter & Gamble Company (PG) 0.2 $321k 2.0k 159.35
Caterpillar (CAT) 0.2 $316k 815.00 388.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $307k 6.3k 49.03
Philip Morris International (PM) 0.2 $295k 1.6k 182.17
Netflix (NFLX) 0.2 $288k 215.00 1339.13
Kellogg Company (K) 0.2 $284k 3.6k 79.54
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $254k 2.1k 121.64
Chevron Corporation (CVX) 0.1 $249k 1.7k 143.19
Abbvie (ABBV) 0.1 $239k 1.3k 185.62
Alphabet Cap Stk Cl C (GOOG) 0.1 $238k 1.3k 177.39
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $235k 5.6k 42.38
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $225k 1.9k 121.38
Goldmining (GLDG) 0.0 $9.3k 13k 0.72