Bright Financial Advisors

Bright Financial Advisors as of March 31, 2026

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.4 $36M 361k 99.27
Spdr Gold Tr Gold Shs (GLD) 10.9 $24M 55k 430.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.6 $21M 109k 191.92
Ishares Tr Core S&p500 Etf (IVV) 6.4 $14M 22k 653.24
Ishares Tr Core S&p Scp Etf (IJR) 5.3 $12M 93k 124.31
Ssga Active Etf Tr State Street Glo (GAL) 4.0 $8.7M 175k 49.50
World Gold Tr Spdr Gld Minis (GLDM) 3.6 $7.9M 86k 92.69
NVIDIA Corporation (NVDA) 3.5 $7.7M 44k 174.40
Stryker Corporation (SYK) 3.5 $7.7M 24k 328.61
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $7.3M 109k 67.53
First Tr Exchange Traded Smid Risng Etf (SDVY) 3.3 $7.2M 182k 39.43
Apple (AAPL) 2.3 $5.1M 20k 253.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.3 $5.0M 7.00 718140.00
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $4.7M 15k 320.81
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $4.2M 82k 50.71
Eaton Corp SHS (ETN) 1.9 $4.1M 12k 357.67
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.7 $3.7M 16k 237.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $3.5M 6.0k 577.28
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $2.8M 12k 240.01
Vanguard World Inf Tech Etf (VGT) 1.2 $2.7M 3.8k 697.93
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $2.5M 3.8k 650.46
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $2.0M 44k 45.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.8M 3.8k 479.20
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.8M 17k 106.01
Ishares Gold Tr Ishares New (IAU) 0.7 $1.6M 18k 88.16
Exxon Mobil Corporation (XOM) 0.7 $1.4M 8.5k 169.67
Amazon (AMZN) 0.7 $1.4M 6.9k 208.27
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.4M 14k 100.67
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.1M 12k 97.13
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $1.0M 3.1k 328.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $756k 9.2k 82.57
Microsoft Corporation (MSFT) 0.3 $668k 1.8k 370.17
Wal-Mart Stores (WMT) 0.3 $655k 5.3k 124.28
Vanguard World Health Car Etf (VHT) 0.3 $644k 2.4k 272.33
Zoetis Cl A (ZTS) 0.3 $617k 5.2k 118.21
Chevron Corporation (CVX) 0.3 $602k 2.9k 206.90
Caterpillar (CAT) 0.2 $541k 763.00 709.07
Spdr Series Trust State Street Spd (XAR) 0.2 $537k 2.1k 253.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $489k 1.7k 286.93
Philip Morris International (PM) 0.2 $474k 2.9k 165.34
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $467k 3.9k 118.62
Tesla Motors (TSLA) 0.2 $461k 1.2k 371.75
Altria (MO) 0.2 $418k 6.3k 65.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $411k 688.00 597.55
Vanguard World Comm Srvc Etf (VOX) 0.2 $399k 2.2k 179.84
International Business Machines (IBM) 0.2 $375k 1.5k 242.39
Cisco Systems (CSCO) 0.1 $317k 4.1k 77.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $312k 6.3k 49.89
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $310k 5.9k 52.19
Abbvie (ABBV) 0.1 $295k 1.4k 217.49
Procter & Gamble Company (PG) 0.1 $291k 2.0k 144.47
Ishares Tr Global Energ Etf (IXC) 0.1 $288k 5.0k 57.61
First Tr Exchange-traded Utilities Alph (FXU) 0.1 $276k 5.6k 49.59
Johnson & Johnson (JNJ) 0.1 $257k 1.1k 244.56
Broadcom (AVGO) 0.1 $236k 761.00 309.51
Eli Lilly & Co. (LLY) 0.1 $235k 255.00 919.77
First Tr Exchange-traded Cloud Computing (SKYY) 0.1 $234k 2.1k 109.36
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $232k 1.9k 125.13
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $222k 578.00 383.91
Raytheon Technologies Corp (RTX) 0.1 $217k 1.1k 192.90
Netflix (NFLX) 0.1 $217k 2.3k 96.15
Constellation Energy (CEG) 0.1 $217k 776.00 279.25
Verizon Communications (VZ) 0.1 $216k 4.3k 50.20
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $207k 7.2k 28.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $206k 716.00 287.56
Ishares Silver Tr Ishares (SLV) 0.1 $201k 3.0k 68.14
Goldmining (GLDG) 0.0 $15k 13k 1.19