Bright Financial Advisors

Bright Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 17.3 $35M 354k 100.25
Spdr Gold Tr Gold Shs (GLD) 10.5 $21M 60k 355.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.3 $19M 100k 189.70
Ishares Tr Core S&p500 Etf (IVV) 6.5 $13M 20k 669.30
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $11M 88k 118.83
Ssga Active Etf Tr Globl Allo Etf (GAL) 4.3 $8.8M 178k 49.12
NVIDIA Corporation (NVDA) 4.2 $8.6M 46k 186.58
Stryker Corporation (SYK) 4.1 $8.3M 22k 369.66
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $6.4M 98k 65.26
World Gold Tr Spdr Gld Minis (GLDM) 3.1 $6.3M 83k 76.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.6 $5.3M 7.00 754200.00
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.4 $5.0M 131k 38.02
Apple (AAPL) 2.4 $4.8M 19k 254.63
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $4.8M 15k 328.17
Eaton Corp SHS (ETN) 2.2 $4.4M 12k 374.25
Dimensional Etf Trust Ultrashort Fixed (DUSB) 2.1 $4.3M 84k 50.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $3.6M 6.0k 600.42
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $3.2M 13k 256.44
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.5 $3.1M 12k 247.12
Vanguard World Inf Tech Etf (VGT) 1.3 $2.6M 3.5k 746.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.2M 3.3k 666.18
Proshares Tr S&p 500 Dv Arist (NOBL) 0.9 $1.8M 17k 103.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 3.1k 502.74
Amazon (AMZN) 0.7 $1.5M 6.9k 219.57
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $1.5M 32k 46.24
Ishares Gold Tr Ishares New (IAU) 0.6 $1.3M 18k 72.77
Microsoft Corporation (MSFT) 0.5 $1.0M 1.9k 517.95
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $832k 3.1k 271.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $815k 9.8k 82.96
Ishares Tr Msci Eafe Etf (EFA) 0.4 $789k 8.5k 93.37
Zoetis Cl A (ZTS) 0.4 $763k 5.2k 146.32
Exxon Mobil Corporation (XOM) 0.3 $687k 6.1k 112.75
Vanguard World Health Car Etf (VHT) 0.3 $614k 2.4k 259.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $585k 3.9k 148.61
Tesla Motors (TSLA) 0.3 $552k 1.2k 444.72
Wal-Mart Stores (WMT) 0.3 $543k 5.3k 103.06
Philip Morris International (PM) 0.2 $510k 3.1k 162.21
Spdr Series Trust Aerospace Def (XAR) 0.2 $497k 2.1k 234.96
International Business Machines (IBM) 0.2 $450k 1.6k 282.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $431k 704.00 612.38
Vanguard World Comm Srvc Etf (VOX) 0.2 $416k 2.2k 187.73
Altria (MO) 0.2 $399k 6.0k 66.06
Caterpillar (CAT) 0.2 $389k 815.00 476.95
Kellogg Company (K) 0.2 $351k 4.3k 82.02
Abbvie (ABBV) 0.2 $340k 1.5k 231.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $336k 4.5k 74.37
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $333k 6.4k 52.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $327k 1.3k 243.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $313k 6.3k 50.07
Procter & Gamble Company (PG) 0.2 $310k 2.0k 153.68
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $281k 2.1k 134.42
Cisco Systems (CSCO) 0.1 $277k 4.0k 68.42
Chevron Corporation (CVX) 0.1 $270k 1.7k 155.29
Netflix (NFLX) 0.1 $258k 215.00 1198.92
Constellation Energy (CEG) 0.1 $255k 776.00 329.07
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $253k 5.6k 45.45
Johnson & Johnson (JNJ) 0.1 $251k 1.4k 185.35
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $242k 1.9k 130.28
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $226k 8.7k 25.90
Ark Etf Tr Innovation Etf (ARKK) 0.1 $218k 2.5k 86.30
Ishares Tr Global Energ Etf (IXC) 0.1 $209k 5.0k 41.75
Wells Fargo & Company (WFC) 0.1 $202k 2.4k 83.82
Goldmining (GLDG) 0.0 $16k 13k 1.23