BRIGHT FINANCIAL ADVISORS, INC.
13F Reported Value
ⓘ$238.9M
Holdings
72
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BRIGHT FINANCIAL ADVISORS, INC. disclosed 72 positions worth $238.9M in its Form 13F-HR for Q2 2026, followed by $IVZ and $GLD. During the quarter the fund opened 9 new positions and exited 4 and a full exit from $NFLX. The portfolio is most concentrated in Other (54.8% of disclosed assets). All figures are sourced directly from BRIGHT FINANCIAL ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2022456.
AI Fund Analysis
Diversifying
$IVZ
$GLD
$GLDM$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE US AGGBD ET
—Quality
$36.7M370,792 sh- —
Quality
$25.9M121,866 sh - —
Quality
$19.7M53,595 sh ISHARES TR - CORE S&P500 ETF
—Quality
$16.0M21,424 shISHARES TR - CORE S&P SCP ETF
—Quality
$14.2M95,431 shSSGA ACTIVE ETF TR - ST STR GLOBA ETF
—Quality
$9.0M171,020 sh- 85.9
Quality
$8.8M44,219 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$8.7M113,232 shFIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
—Quality
$7.9M183,315 sh- 72.1
Quality
$7.4M23,394 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE US AGGBD ET | — | $36.7M | 370,792 |
| Invesco Ltd.$IVZ | — | $25.9M | 121,866 |
| SPDR GOLD TRUST$GLD | — | $19.7M | 53,595 |
| ISHARES TR - CORE S&P500 ETF | — | $16.0M | 21,424 |
| ISHARES TR - CORE S&P SCP ETF | — | $14.2M | 95,431 |
| SSGA ACTIVE ETF TR - ST STR GLOBA ETF | — | $9.0M | 171,020 |
 NVIDIA CORP$NVDA | 85.9 | $8.8M | 44,219 |
| ISHARES TR - CORE S&P MCP ETF | — | $8.7M | 113,232 |
| FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $7.9M | 183,315 |
 STRYKER CORP$SYK | 72.1 | $7.4M | 23,394 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRIGHT FINANCIAL ADVISORS, INC.'s 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Other
$131.0M
Financials
$67.1M
Technology
$18.6M
Healthcare
$8.7M
Industrials
$7.2M
Consumer Discretionary
$2.4M
Energy
$2.2M
Consumer Staples
$1.3M
Full Holdings — BRIGHT FINANCIAL ADVISORS, INC. (Q2 2026)
All 72 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE US AGGBD ET | $36.7M | 15.4% | +3% | — |
| 2 | $IVZ | Invesco Ltd. | $25.9M | 10.9% | +12% | — |
| 3 | $GLD | SPDR GOLD TRUST | $19.7M | 8.3% | -3% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $16.0M | 6.7% | -0% | — |
| 5 | — | ISHARES TR - CORE S&P SCP ETF | $14.2M | 5.9% | +3% | — |
| 6 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | $9.0M | 3.8% | -2% | — |
| 7 | $NVDA | NVIDIA CORP | $8.8M | 3.7% | -0% | 85.9 |
| 8 | — | ISHARES TR - CORE S&P MCP ETF | $8.7M | 3.7% | +4% | — |
| 9 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $7.9M | 3.3% | +1% | — |
| 10 | $SYK | STRYKER CORP | $7.4M | 3.1% | -1% | 72.1 |
| 11 | $GLDM | World Gold Trust | $7.3M | 3.0% | +7% | — |
| 12 |  $AAPL | Apple Inc. | $5.8M | 2.4% | -0% | 76.4 |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.4M | 2.2% | -2% | — |
| 14 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.2M | 2.2% | +0% | 73.8 |
| 15 |  $ETN | Eaton Corp plc | $5.1M | 2.1% | +5% | — |
| 16 | $IVZ | Invesco Ltd. | $5.0M | 2.1% | +5% | — |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.4M | 1.8% | -0% | — |
| 18 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $4.0M | 1.7% | -5% | — |
| 19 | — | ISHARES TR - MSCI USA MMENTM | $4.0M | 1.7% | -2% | — |
| 20 | — | VANGUARD WORLD FD - INF TECH ETF | $3.7M | 1.5% | +700% | — |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $2.9M | 1.2% | +0% | — |
| 22 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 1.0% | +22% | 73.8 |
| 23 | — | ISHARES TR - ISHARES SEMICDTR | $2.0M | 0.8% | +0% | — |
| 24 | — | PROSHARES TR - S&P 500 DV ARIST | $1.9M | 0.8% | +99% | — |
| 25 |  $AMZN | AMAZON COM INC | $1.6M | 0.7% | -3% | 68.7 |
| 26 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $1.6M | 0.7% | -21% | — |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $1.6M | 0.7% | +36% | 57.9 |
| 28 |  $IAU | ISHARES GOLD TRUST | $1.4M | 0.6% | +0% | — |
| 29 | — | ISHARES TR - 0-3 MTH TREASURY | $1.3M | 0.6% | -6% | — |
| 30 | — | ISHARES TR - MSCI EAFE ETF | $1.2M | 0.5% | -4% | — |
| 31 |  $CAT | CATERPILLAR INC | $813,220 | 0.3% | +0% | 66.5 |
| 32 | — | ISHARES TR - 1 3 YR TREAS BD | $741,043 | 0.3% | -1% | — |
| 33 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $707,159 | 0.3% | +0% | — |
| 34 | — | RBB FUND TRUST - FIRST EAGLE GBL | $679,597 | 0.3% | NEW | — |
| 35 |  $CVX | CHEVRON CORP | $659,725 | 0.3% | +37% | 62.8 |
| 36 |  $GOOGL | Alphabet Inc. | $602,283 | 0.3% | +0% | 78.2 |
| 37 | — | SPDR SERIES TRUST - ST STR SP AERO | $600,216 | 0.3% | +0% | — |
| 38 |  $WMT | Walmart Inc. | $596,654 | 0.3% | +0% | 60.2 |
| 39 |  $MSFT | MICROSOFT CORP | $527,823 | 0.2% | -22% | 79.8 |
| 40 |  $TSLA | Tesla, Inc. | $521,544 | 0.2% | +0% | 53.9 |
| 41 |  $PM | Philip Morris International Inc. | $519,032 | 0.2% | +0% | 75.9 |
| 42 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $502,522 | 0.2% | +16% | 70 |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $491,069 | 0.2% | +4% | — |
| 44 |  $CSCO | CISCO SYSTEMS, INC. | $484,170 | 0.2% | +1% | 70.3 |
| 45 |  $ROK | ROCKWELL AUTOMATION, INC | $482,208 | 0.2% | NEW | 63.6 |
| 46 |  $MO | ALTRIA GROUP, INC. | $455,803 | 0.2% | +0% | 67.4 |
| 47 |  $SHOP | SHOPIFY INC. | $451,696 | 0.2% | +1% | 64.9 |
| 48 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $421,649 | 0.2% | NEW | — |
| 49 |  $ABBV | AbbVie Inc. | $417,412 | 0.2% | +22% | 72.6 |
| 50 | — | VANGUARD WORLD FD - COMM SRVC ETF | $407,633 | 0.2% | +0% | — |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $395,600 | 0.2% | NEW | 79.8 |
| 52 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $379,610 | 0.2% | +0% | — |
| 53 |  $ZTS | Zoetis Inc. | $374,822 | 0.2% | +0% | 68.6 |
| 54 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $316,378 | 0.1% | +0% | — |
| 55 |  $LLY | ELI LILLY & Co | $305,855 | 0.1% | +0% | 87.5 |
| 56 |  $PG | PROCTER & GAMBLE Co | $295,533 | 0.1% | +0% | 64.6 |
| 57 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $288,093 | 0.1% | +0% | — |
| 58 |  $AVGO | Broadcom Inc. | $287,468 | 0.1% | +0% | 84.5 |
| 59 |  $VZ | VERIZON COMMUNICATIONS INC | $286,854 | 0.1% | +58% | 65.8 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH | $274,084 | 0.1% | +0% | — |
| 61 | — | PIMCO ETF TR - INTER MUN BD ACT | $269,887 | 0.1% | -14% | — |
| 62 |  $JNJ | JOHNSON & JOHNSON | $267,308 | 0.1% | +0% | 69 |
| 63 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $263,490 | 0.1% | +0% | — |
| 64 |  $GOOG | Alphabet Inc. | $255,877 | 0.1% | +0% | 78.2 |
| 65 |  $RTX | RTX Corp | $248,167 | 0.1% | +16% | 73.2 |
| 66 | — | ISHARES TR - GLOBAL ENERG ETF | $245,650 | 0.1% | +0% | — |
| 67 |  $PANW | Palo Alto Networks Inc | $236,668 | 0.1% | NEW | 65.5 |
| 68 |  $TWLO | TWILIO INC | $226,963 | 0.1% | NEW | 70.4 |
| 69 |  $JPM | JPMORGAN CHASE & CO | $206,545 | 0.1% | NEW | 70.7 |
| 70 |  $TGT | TARGET CORP | $206,364 | 0.1% | NEW | 60.7 |
| 71 | — | ARK ETF TR - INNOVATION ETF | $203,909 | 0.1% | NEW | — |
| 72 |  $GLDG | GoldMining Inc. | $11,756 | 0.0% | +0% | — |
New Positions (9)
$ROK ROCKWELL AUTOMATION, INC$482,208$AMD ADVANCED MICRO DEVICES INC$395,600$PANW Palo Alto Networks Inc$236,668$TWLO TWILIO INC$226,963$JPM JPMORGAN CHASE & CO$206,545$TGT TARGET CORP$206,364
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