Bright Financial Advisors

Bright Financial Advisors as of June 30, 2026

Portfolio Holdings for Bright Financial Advisors

Bright Financial Advisors holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 15.4 $37M 371k 98.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 10.9 $26M 122k 212.77
Spdr Gold Tr Gold Shs (GLD) 8.3 $20M 54k 368.38
Ishares Tr Core S&p500 Etf (IVV) 6.7 $16M 21k 748.95
Ishares Tr Core S&p Scp Etf (IJR) 5.9 $14M 95k 148.31
Ssga Active Etf Tr St Str Globa Etf (GAL) 3.8 $9.0M 171k 52.84
NVIDIA Corporation (NVDA) 3.7 $8.8M 44k 200.09
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $8.7M 113k 77.11
First Tr Exchange Traded Smid Risng Etf (SDVY) 3.3 $7.9M 183k 43.14
Stryker Corporation (SYK) 3.1 $7.4M 23k 314.85
World Gold Tr Spdr Gld Minis (GLDM) 3.0 $7.3M 91k 79.42
Apple (AAPL) 2.4 $5.8M 20k 289.37
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $5.4M 15k 370.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $5.2M 7.00 748850.00
Eaton Corp SHS (ETN) 2.2 $5.1M 12k 426.12
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.1 $5.0M 17k 303.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $4.4M 6.0k 736.53
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 1.7 $4.0M 78k 50.78
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $4.0M 12k 342.83
Vanguard World Inf Tech Etf (VGT) 1.5 $3.7M 31k 119.52
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.9M 3.8k 746.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.3M 4.7k 500.39
Ishares Tr Ishares Semicdtr (SOXX) 0.8 $2.0M 3.1k 640.81
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.9M 33k 56.16
Amazon (AMZN) 0.7 $1.6M 6.7k 238.36
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $1.6M 35k 45.49
Exxon Mobil Corporation (XOM) 0.7 $1.6M 12k 136.73
Ishares Gold Tr Ishares New (IAU) 0.6 $1.4M 18k 75.51
Ishares Tr 0-3 Mth Treasury (SGOV) 0.5 $1.3M 13k 100.67
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.2M 11k 103.88
Caterpillar (CAT) 0.3 $813k 763.00 1065.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $741k 9.0k 82.11
Vanguard World Health Car Etf (VHT) 0.3 $707k 2.4k 299.01
Rbb Fund Trust First Eagle Gbl (FEGE) 0.3 $680k 14k 48.92
Chevron Corporation (CVX) 0.3 $660k 4.0k 165.76
Alphabet Cap Stk Cl C (GOOG) 0.3 $602k 1.7k 353.45
Spdr Series Trust St Str Sp Aero (XAR) 0.3 $600k 2.1k 283.79
Wal-Mart Stores (WMT) 0.2 $597k 5.3k 113.26
Microsoft Corporation (MSFT) 0.2 $528k 1.4k 373.02
Tesla Motors (TSLA) 0.2 $522k 1.2k 420.60
Philip Morris International (PM) 0.2 $519k 2.9k 180.91
International Business Machines (IBM) 0.2 $503k 1.8k 281.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $491k 715.00 686.81
Cisco Systems (CSCO) 0.2 $484k 4.1k 117.46
Rockwell Automation (ROK) 0.2 $482k 974.00 495.08
Altria (MO) 0.2 $456k 6.3k 71.95
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $452k 4.0k 114.18
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.2 $422k 10k 42.21
Abbvie (ABBV) 0.2 $417k 1.7k 251.76
Vanguard World Comm Srvc Etf (VOX) 0.2 $408k 2.2k 183.95
Advanced Micro Devices (AMD) 0.2 $396k 681.00 580.91
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $380k 578.00 656.76
Zoetis Cl A (ZTS) 0.2 $375k 5.2k 71.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $316k 6.3k 50.58
Eli Lilly & Co. (LLY) 0.1 $306k 255.00 1199.43
Procter & Gamble Company (PG) 0.1 $296k 2.0k 146.67
First Tr Exchange-traded Cloud Computing (SKYY) 0.1 $288k 2.1k 134.56
Broadcom (AVGO) 0.1 $288k 761.00 377.75
Verizon Communications (VZ) 0.1 $287k 6.8k 42.34
First Tr Exchange-traded Utilities Alph (FXU) 0.1 $274k 5.6k 49.34
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $270k 5.1k 52.61
Johnson & Johnson (JNJ) 0.1 $267k 1.1k 254.10
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $264k 1.9k 141.89
Alphabet Cap Stk Cl A (GOOGL) 0.1 $256k 716.00 357.37
Raytheon Technologies Corp (RTX) 0.1 $248k 1.3k 189.73
Ishares Tr Global Energ Etf (IXC) 0.1 $246k 5.0k 49.13
Palo Alto Networks (PANW) 0.1 $237k 694.00 341.02
Twilio Cl A (TWLO) 0.1 $227k 1.1k 206.33
JPMorgan Chase & Co. (JPM) 0.1 $207k 631.00 327.33
Target Corporation (TGT) 0.1 $206k 1.6k 130.61
Ark Etf Tr Innovation Etf (ARKK) 0.1 $204k 2.5k 80.82
Goldmining (GLDG) 0.0 $12k 13k 0.91