Bright Financial Advisors

Bright Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.8 $36M 357k 99.88
Spdr Gold Tr Gold Shs (GLD) 10.6 $22M 57k 396.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.2 $20M 102k 191.56
Ishares Tr Core S&p500 Etf (IVV) 6.8 $14M 21k 684.98
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $11M 90k 120.18
Ssga Active Etf Tr State Street Glo (GAL) 4.1 $8.6M 174k 49.45
NVIDIA Corporation (NVDA) 3.9 $8.2M 44k 186.50
Stryker Corporation (SYK) 3.7 $7.9M 22k 351.48
World Gold Tr Spdr Gld Minis (GLDM) 3.4 $7.2M 85k 85.37
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $6.8M 103k 66.00
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.8 $6.0M 157k 38.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.5 $5.3M 7.00 754800.00
Apple (AAPL) 2.5 $5.2M 19k 271.88
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $5.0M 15k 335.27
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $4.0M 80k 50.65
Eaton Corp SHS (ETN) 1.8 $3.7M 12k 318.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.7M 6.0k 614.36
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.7 $3.6M 14k 252.95
Ishares Tr Msci Usa Mmentm (MTUM) 1.4 $3.0M 12k 250.32
Vanguard World Inf Tech Etf (VGT) 1.4 $2.9M 3.8k 753.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.2M 3.3k 681.92
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.8M 17k 104.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $1.7M 38k 46.04
Amazon (AMZN) 0.8 $1.6M 7.0k 230.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.5M 3.0k 502.65
Ishares Gold Tr Ishares New (IAU) 0.7 $1.4M 18k 81.17
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.4M 14k 100.39
Microsoft Corporation (MSFT) 0.5 $1.1M 2.3k 483.62
Ishares Tr Msci Eafe Etf (EFA) 0.4 $942k 9.8k 96.03
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $924k 3.1k 301.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $779k 9.4k 82.82
Exxon Mobil Corporation (XOM) 0.3 $692k 5.7k 120.34
Vanguard World Health Car Etf (VHT) 0.3 $681k 2.4k 287.85
Zoetis Cl A (ZTS) 0.3 $656k 5.2k 125.82
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $634k 3.9k 160.97
Wal-Mart Stores (WMT) 0.3 $587k 5.3k 111.41
Tesla Motors (TSLA) 0.3 $558k 1.2k 449.72
Alphabet Cap Stk Cl C (GOOG) 0.3 $542k 1.7k 313.84
Spdr Series Trust State Street Spd (XAR) 0.2 $510k 2.1k 241.24
Philip Morris International (PM) 0.2 $504k 3.1k 160.40
International Business Machines (IBM) 0.2 $458k 1.5k 296.21
Caterpillar (CAT) 0.2 $438k 763.00 573.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $432k 688.00 627.13
Vanguard World Comm Srvc Etf (VOX) 0.2 $429k 2.2k 193.63
Altria (MO) 0.2 $348k 6.0k 57.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $334k 4.5k 74.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $315k 6.3k 50.29
Abbvie (ABBV) 0.1 $313k 1.4k 228.49
Cisco Systems (CSCO) 0.1 $311k 4.0k 77.03
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $311k 5.9k 52.41
Procter & Gamble Company (PG) 0.1 $289k 2.0k 143.33
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $279k 2.1k 130.08
Constellation Energy (CEG) 0.1 $274k 776.00 353.27
Chevron Corporation (CVX) 0.1 $265k 1.7k 152.41
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $250k 5.6k 45.01
Eli Lilly & Co. (LLY) 0.1 $247k 230.00 1074.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $246k 1.9k 132.37
Wells Fargo & Company (WFC) 0.1 $225k 2.4k 93.20
Johnson & Johnson (JNJ) 0.1 $218k 1.1k 207.05
Ishares Silver Tr Ishares (SLV) 0.1 $212k 3.3k 64.42
Ishares Tr Global Energ Etf (IXC) 0.1 $210k 5.0k 41.93
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $208k 578.00 360.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $203k 2.0k 100.34
Netflix (NFLX) 0.1 $202k 2.2k 93.76
Goldmining (GLDG) 0.0 $16k 13k 1.25