BRIGHT FINANCIAL ADVISORS, INC.
13F Reported Value
ⓘ$218.2M
Holdings
67
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BRIGHT FINANCIAL ADVISORS, INC. disclosed 67 positions worth $218.2M in its Form 13F-HR for Q1 2026, followed by $GLD and $IVZ. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $AVGO. The portfolio is most concentrated in Other (53.7% 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
Stable
$GLD
$IVZ
$GLDM$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$35.8M361,118 sh- —
Quality
$23.8M55,284 sh - —
Quality
$20.9M109,140 sh ISHARES TR
—Quality
$14.0M21,490 shISHARES TR
—Quality
$11.5M92,770 shSSGA ACTIVE ETF TR
—Quality
$8.7M175,129 sh- —
Quality
$7.9M85,526 sh - 90.2
Quality
$7.7M44,371 sh - 69.8
Quality
$7.7M23,515 sh ISHARES TR
—Quality
$7.3M108,561 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $35.8M | 361,118 |
| SPDR GOLD TRUST$GLD | — | $23.8M | 55,284 |
| Invesco Ltd.$IVZ | — | $20.9M | 109,140 |
| ISHARES TR | — | $14.0M | 21,490 |
| ISHARES TR | — | $11.5M | 92,770 |
| SSGA ACTIVE ETF TR | — | $8.7M | 175,129 |
| World Gold Trust$GLDM | — | $7.9M | 85,526 |
 NVIDIA CORP$NVDA | 90.2 | $7.7M | 44,371 |
 STRYKER CORP$SYK | 69.8 | $7.7M | 23,515 |
| ISHARES TR | — | $7.3M | 108,561 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRIGHT FINANCIAL ADVISORS, INC.'s 67 positions.
Showing top 10 of 67 holdings.
Sector Allocation
Other
$117.1M
Financials
$65.1M
Technology
$15.2M
Healthcare
$9.1M
Industrials
$5.7M
Consumer Discretionary
$2.1M
Energy
$2.0M
Consumer Staples
$1.2M
Full Holdings — BRIGHT FINANCIAL ADVISORS, INC. (Q1 2026)
All 67 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 | $35.8M | 16.4% | +1% | — |
| 2 | $GLD | SPDR GOLD TRUST | $23.8M | 10.9% | -2% | — |
| 3 | $IVZ | Invesco Ltd. | $20.9M | 9.6% | +7% | — |
| 4 | — | ISHARES TR | $14.0M | 6.4% | +2% | — |
| 5 | — | ISHARES TR | $11.5M | 5.3% | +3% | — |
| 6 | — | SSGA ACTIVE ETF TR | $8.7M | 4.0% | +1% | — |
| 7 | $GLDM | World Gold Trust | $7.9M | 3.6% | +1% | — |
| 8 | $NVDA | NVIDIA CORP | $7.7M | 3.5% | +1% | 90.2 |
| 9 | $SYK | STRYKER CORP | $7.7M | 3.5% | +5% | 69.8 |
| 10 | — | ISHARES TR | $7.3M | 3.4% | +5% | — |
| 11 | — | FIRST TR EXCHANGE TRADED FD | $7.2M | 3.3% | +16% | — |
| 12 |  $AAPL | Apple Inc. | $5.1M | 2.4% | +5% | 76.1 |
| 13 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.0M | 2.3% | +0% | 64.5 |
| 14 | — | VANGUARD INDEX FDS | $4.7M | 2.2% | -2% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $4.2M | 1.9% | +3% | — |
| 16 |  $ETN | Eaton Corp plc | $4.1M | 1.9% | -2% | — |
| 17 | $IVZ | Invesco Ltd. | $3.7M | 1.7% | +11% | — |
| 18 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.5M | 1.6% | +1% | — |
| 19 | — | ISHARES TR | $2.8M | 1.3% | +0% | — |
| 20 | — | VANGUARD WORLD FD | $2.7M | 1.2% | +1% | — |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 1.1% | +16% | — |
| 22 | — | FIDELITY MERRIMACK STR TR | $2.0M | 0.9% | +17% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.8% | +27% | 64.5 |
| 24 | — | PROSHARES TR | $1.8M | 0.8% | -1% | — |
| 25 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.7% | +2% | — |
| 26 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.7% | +48% | 61.8 |
| 27 |  $AMZN | AMAZON COM INC | $1.4M | 0.7% | -1% | 74.6 |
| 28 | — | ISHARES TR | $1.4M | 0.6% | +1% | — |
| 29 | — | ISHARES TR | $1.1M | 0.5% | +20% | — |
| 30 | — | ISHARES TR | $1.0M | 0.5% | +0% | — |
| 31 | — | ISHARES TR | $756,424 | 0.3% | -3% | — |
| 32 |  $MSFT | MICROSOFT CORP | $667,787 | 0.3% | -22% | 83.7 |
| 33 |  $WMT | Walmart Inc. | $654,707 | 0.3% | +0% | 63.2 |
| 34 | — | VANGUARD WORLD FD | $644,060 | 0.3% | +0% | — |
| 35 |  $ZTS | Zoetis Inc. | $616,583 | 0.3% | +0% | 72.6 |
| 36 |  $CVX | CHEVRON CORP | $602,080 | 0.3% | +67% | 54.7 |
| 37 |  $CAT | CATERPILLAR INC | $541,022 | 0.3% | +0% | 67.8 |
| 38 | — | SPDR SERIES TRUST | $537,168 | 0.3% | +0% | — |
| 39 |  $GOOGL | Alphabet Inc. | $488,927 | 0.2% | -1% | 80.2 |
| 40 |  $PM | Philip Morris International Inc. | $474,200 | 0.2% | -9% | 80.5 |
| 41 |  $SHOP | SHOPIFY INC. | $466,888 | 0.2% | +0% | — |
| 42 |  $TSLA | Tesla, Inc. | $460,970 | 0.2% | +0% | 50.1 |
| 43 |  $MO | ALTRIA GROUP, INC. | $418,047 | 0.2% | +5% | 72.1 |
| 44 | — | VANGUARD INDEX FDS | $411,114 | 0.2% | +0% | — |
| 45 | — | VANGUARD WORLD FD | $398,525 | 0.2% | +0% | — |
| 46 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $374,977 | 0.2% | +0% | 66.7 |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $316,723 | 0.1% | +1% | 72.3 |
| 48 | — | VANGUARD MUN BD FDS | $312,062 | 0.1% | +0% | — |
| 49 | — | PIMCO ETF TR | $310,133 | 0.1% | +0% | — |
| 50 |  $ABBV | AbbVie Inc. | $294,482 | 0.1% | -1% | 59.3 |
| 51 |  $PG | PROCTER & GAMBLE Co | $291,098 | 0.1% | +0% | 72.9 |
| 52 | — | ISHARES TR | $288,050 | 0.1% | +0% | — |
| 53 | — | FIRST TR EXCHANGE-TRADED FD | $275,472 | 0.1% | +0% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $257,278 | 0.1% | +0% | 72.8 |
| 55 |  $AVGO | Broadcom Inc. | $235,537 | 0.1% | NEW | 86.4 |
| 56 |  $LLY | ELI LILLY & Co | $234,541 | 0.1% | +11% | 89.3 |
| 57 | — | FIRST TR EXCHANGE-TRADED FD | $234,140 | 0.1% | +0% | — |
| 58 | — | GOLDMAN SACHS ETF TR | $232,366 | 0.1% | +0% | — |
| 59 | — | VANECK ETF TRUST | $221,901 | 0.1% | +0% | — |
| 60 |  $RTX | RTX Corp | $217,012 | 0.1% | NEW | 70 |
| 61 |  $NFLX | NETFLIX INC | $216,914 | 0.1% | +5% | 86.7 |
| 62 |  $CEG | Constellation Energy Corp | $216,698 | 0.1% | +0% | 62.5 |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $215,609 | 0.1% | NEW | 71.6 |
| 64 | — | FIRST TR EXCHANGE TRAD FD VI | $207,143 | 0.1% | NEW | — |
| 65 |  $GOOG | Alphabet Inc. | $205,893 | 0.1% | NEW | 80.2 |
| 66 |  $SLV | iShares Silver Trust | $201,217 | 0.1% | -10% | — |
| 67 |  $GLDG | GoldMining Inc. | $15,424 | 0.0% | +0% | — |
New Positions (4)
Exited Positions (2)
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