Daybright Advisory Services

Daybright Advisory Services as of March 31, 2026

Portfolio Holdings for Daybright Advisory Services

Daybright Advisory Services holds 133 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 S&p500 Etf (IVV) 14.7 $53M 82k 653.21
NVIDIA Corporation (NVDA) 9.8 $35M 202k 174.40
Ishares Tr Core Us Aggbd Et (AGG) 9.7 $35M 353k 99.27
Fidelity Covington Trust Blue Chip Grwth (FBCG) 4.3 $16M 312k 50.12
Apple (AAPL) 3.9 $14M 56k 253.79
Alphabet Cap Stk Cl A (GOOGL) 2.9 $11M 37k 287.56
Vanguard Whitehall Fds High Div Yld (VYM) 2.7 $9.7M 66k 148.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $8.3M 14k 597.56
Broadcom (AVGO) 2.0 $7.3M 23k 309.52
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $7.1M 140k 50.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $7.1M 11k 650.37
Microsoft Corporation (MSFT) 1.9 $6.9M 19k 370.16
Ishares Tr High Yld Systm B (HYDB) 1.8 $6.5M 140k 46.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $6.1M 208k 29.13
Ishares Tr Select Divid Etf (DVY) 1.6 $6.0M 39k 151.41
Ishares Tr U.s. Tech Etf (IYW) 1.6 $5.8M 32k 181.42
Meta Platforms Cl A (META) 1.6 $5.8M 10k 572.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $5.5M 9.6k 577.17
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $4.7M 101k 46.23
Micron Technology (MU) 1.2 $4.4M 13k 337.83
Amazon (AMZN) 1.2 $4.2M 20k 208.27
Ishares Tr Investment Grade (IGEB) 1.0 $3.8M 84k 45.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.5M 140k 25.10
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.0 $3.5M 35k 100.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.4M 11k 320.80
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.1M 11k 286.86
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $3.1M 23k 132.90
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $3.0M 14k 211.16
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.6M 53k 48.46
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $2.5M 94k 26.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.2M 88k 25.64
Ishares Msci Emrg Chn (EMXC) 0.6 $2.2M 28k 78.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.2M 30k 73.64
Arista Networks Com Shs (ANET) 0.6 $2.0M 17k 122.78
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.9M 9.1k 205.81
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.8M 4.2k 436.79
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.5 $1.8M 44k 40.14
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $1.7M 50k 33.37
Vanguard Index Fds Value Etf (VTV) 0.4 $1.6M 8.3k 196.19
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.6M 4.1k 390.43
Pgim Etf Tr Total Return Bon (PTRB) 0.4 $1.6M 39k 41.51
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $1.6M 31k 50.84
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $1.4M 29k 49.99
Celestica (CLS) 0.4 $1.4M 4.9k 281.70
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $1.3M 2.8k 463.25
Palantir Technologies Cl A (PLTR) 0.4 $1.3M 8.8k 146.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 11k 113.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 2.9k 426.36
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $1.2M 26k 47.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.2M 5.6k 213.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.2M 48k 24.75
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.3 $1.2M 10k 114.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.1M 25k 45.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M 7.9k 138.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.1M 22k 49.89
Vanguard World Inf Tech Etf (VGT) 0.3 $966k 1.4k 697.54
Vertiv Holdings Com Cl A (VRT) 0.3 $929k 3.7k 250.60
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.3 $928k 19k 47.82
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.3 $928k 21k 45.05
Ishares Tr Core Div Grwth (DGRO) 0.3 $919k 13k 70.18
Vanguard Index Fds Large Cap Etf (VV) 0.3 $916k 3.1k 298.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $908k 29k 30.96
Ishares Tr Core Msci Total (IXUS) 0.2 $855k 9.9k 86.64
Marriott Intl Cl A (MAR) 0.2 $767k 2.3k 327.05
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $737k 15k 50.34
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $700k 5.1k 138.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $675k 7.6k 88.70
Vanguard World Health Car Etf (VHT) 0.2 $660k 2.4k 272.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $649k 8.6k 75.10
Vanguard World Financials Etf (VFH) 0.2 $617k 5.1k 120.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $613k 1.3k 479.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $597k 2.4k 247.97
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $576k 5.2k 111.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $575k 7.2k 79.56
International Business Machines (IBM) 0.2 $555k 2.3k 242.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $553k 8.2k 67.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $546k 2.5k 215.07
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $538k 407.00 1320.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $535k 9.9k 54.05
Ishares Tr Russell 3000 Etf (IWV) 0.1 $497k 1.3k 370.75
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $496k 10k 49.37
Kla Corp Com New (KLAC) 0.1 $493k 335.00 1472.06
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $468k 20k 22.91
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $467k 21k 22.28
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $467k 21k 22.43
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $467k 21k 21.84
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $466k 24k 19.72
Aon Shs Cl A (AON) 0.1 $458k 1.4k 322.78
Wal-Mart Stores (WMT) 0.1 $457k 3.7k 124.28
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $453k 10k 45.18
Advanced Micro Devices (AMD) 0.1 $453k 2.2k 203.40
Visa Com Cl A (V) 0.1 $444k 1.5k 302.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $438k 13k 32.95
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $406k 3.2k 125.12
Ishares Tr U.s. Finls Etf (IYF) 0.1 $404k 3.4k 117.64
Select Sector Spdr Tr State Street Com (XLC) 0.1 $400k 3.6k 110.86
Ishares Tr Us Consum Discre (IYC) 0.1 $396k 4.1k 96.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $393k 2.0k 191.85
Johnson & Johnson (JNJ) 0.1 $389k 1.6k 244.46
Vanguard World Industrial Etf (VIS) 0.1 $366k 1.2k 312.22
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $360k 5.9k 61.26
Applied Materials (AMAT) 0.1 $359k 1.1k 341.91
Philip Morris International (PM) 0.1 $357k 2.2k 165.32
Applovin Corp Com Cl A (APP) 0.1 $352k 883.00 398.03
Oneok (OKE) 0.1 $343k 3.8k 90.40
Ishares Tr Ultra Short Dur (ICSH) 0.1 $335k 6.6k 50.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $334k 14k 23.22
Home Depot (HD) 0.1 $333k 1.0k 328.93
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $331k 3.7k 88.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $313k 2.2k 142.46
Verizon Communications (VZ) 0.1 $307k 6.1k 50.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $303k 10k 29.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $301k 2.4k 128.14
Abbvie (ABBV) 0.1 $291k 1.3k 217.55
Ishares Tr U.s. Energy Etf (IYE) 0.1 $290k 4.5k 64.77
Vaneck Etf Trust Technology Truse (TRUT) 0.1 $286k 12k 23.93
Chevron Corporation (CVX) 0.1 $284k 1.4k 206.86
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $274k 2.1k 133.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $273k 950.00 287.27
Exxon Mobil Corporation (XOM) 0.1 $252k 1.5k 169.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $249k 10k 24.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $243k 3.8k 64.09
Altria (MO) 0.1 $238k 3.6k 66.00
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $234k 4.7k 49.69
Honeywell International (HON) 0.1 $234k 1.0k 226.09
Vanguard Index Fds Small Cp Etf (VB) 0.1 $230k 877.00 262.02
Ishares Tr Us Industrials (IYJ) 0.1 $225k 1.5k 147.55
At&t (T) 0.1 $221k 7.6k 28.99
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $218k 9.0k 24.24
Vanguard World Comm Srvc Etf (VOX) 0.1 $216k 1.2k 179.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $213k 978.00 217.28
Enterprise Products Partners (EPD) 0.1 $210k 5.6k 37.84
Immunitybio (IBRX) 0.0 $114k 15k 7.67