BRIGHT FINANCIAL ADVISORS, INC.
Sector Allocation
- Other54.2%$129.6M
- Financials28.3%$67.6M
- Technology8.7%$20.8M
- Healthcare3.3%$8.0M
- Industrials2.7%$6.4M
- Energy1.0%$2.5M
- Consumer Discretionary0.9%$2.1M
- Consumer Staples0.9%$2.1M
- Materials0.0%$12,357
AUM History
13fpro.ai/research/fund/bright-financial-advisors-inc-2022456
Conviction and streaks
Stable · top 10 = 64.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$35.4M
IVZ
$25.6MGLD
$20.4M- ISHARES$16.3M
- ISHARES$13.2M
NVDA
$10.1M- SSGA$8.9M
- ISHARES$8.3M
GLDM
$7.7M- FIRST$7.7M
AAPL
$6.7MSYK
$6.6M- VANGUARD$5.3M
BRK.A
$5.2METN
$5.2M- $5.2M
QQQ
$4.4M- DIMENSIONAL$4.3M
- VANGUARD$3.8M
- ISHARES$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bright-financial-advisors-inc-2022456
BRIGHT FINANCIAL ADVISORS, INC. 13F holdings — Q3 2026
$239.0M portfolio (+0.1% QoQ) · 72 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
ISHARES TR - CORE US AGGBD ET
$35.4M
14.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $25.6M
10.7% of stocks
+1%This quarter+1.3%Since filed8+ qtrsHeld$20.4M
8.5% of stocks
-0.0%This quarter+1.6%Since filed8+ qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$16.3M
6.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P SCP ETF
$13.2M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $10.1M
4.2% of stocks
+0.1%This quarter+3.3%Since filed8+ qtrsHeld- 7
SSGA ACTIVE ETF TR - ST STR GLOBA ETF
$8.9M
3.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$8.3M
3.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.7M
3.2% of stocks
+3%This quarter+1.5%Since filed8+ qtrsHeld- 10
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$7.7M
3.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE US AGGBD ET | $35.4M | 14.8% | +1% | — | — | — | — | |
| 2 | $25.6M | 10.7% | +1% | +1.3% | 8+ qtrsAdded 7 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $20.4M | 8.5% | -0.0% | +1.6% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - CORE S&P500 ETF | $16.3M | 6.8% | -0.4% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P SCP ETF | $13.2M | 5.5% | +2% | — | — | — | — | |
| 6 | $10.1M | 4.2% | +0.1% | +3.3% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | $8.9M | 3.7% | -1% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $8.3M | 3.5% | +2% | — | — | — | — | |
| 9 | $7.7M | 3.2% | +3% | +1.5% | 8+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $7.7M | 3.2% | +3% | — | — | — | — |
All holdings — BRIGHT FINANCIAL ADVISORS, INC. (Q3 2026)
72 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $6.7M | 2.8% | 20K | — | 8+ qtrs | 75.7 | 13F | |
| 12 | STRYKER CORP | Healthcare | $6.6M | 2.8% | 24K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $5.3M | 2.2% | 14K | -3% | — | — | 13F |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 2.2% | 7 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Eaton Corp plc | Industrials | $5.2M | 2.2% | 12K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Invesco Ltd.etf/fund | Financials | $5.2M | 2.2% | 17K | +3% | 8+ qtrsAdded 7 qtrs in a row | — | 13F | |
| 17 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.4M | 1.8% | 5,881 | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund | — | $4.3M | 1.8% | 84K | +8% | — | — | 13F |
| 19 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $3.8M | 1.6% | 31K | +0.0% | — | — | 13F |
| 20 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $3.6M | 1.5% | 11K | -0.7% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.9M | 1.2% | 3,796 | -0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $2.5M | 1.0% | 57K | +63% | — | — | 13F |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.8% | 3,701 | -21% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $1.8M | 0.8% | 33K | -0.4% | — | — | 13F |
| 25 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $1.8M | 0.7% | 3,094 | +0.9% | — | — | 13F |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.7M | 0.7% | 11K | -9% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.7M | 0.7% | 6,721 | -0.1% | |||
| 28 | $IAU | ISHARES GOLD TRUST | Financials | $1.4M | 0.6% | 18K | -1% | |||
| 29 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.2M | 0.5% | 12K | -5% | |||
| 30 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $1.2M | 0.5% | 24K | +70% | |||
| 31 | — | ISHARES TR - MSCI EAFE ETF | — | $1.2M | 0.5% | 11K | -0.9% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $771K | 0.3% | 3,775 | -5% | |||
| 33 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $748K | 0.3% | 2,365 | — | |||
| 34 | — | ISHARES TR - 1 3 YR TREAS BD | — | $719K | 0.3% | 8,855 | -2% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $619K | 0.3% | 764 | +0.1% | |||
| 36 | $SHOP | SHOPIFY INC. | Technology | $587K | 0.3% | 3,956 | — | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $559K | 0.2% | 1,640 | -4% | |||
| 38 | $PM | Philip Morris International Inc. | Consumer Staples | $548K | 0.2% | 2,870 | +0.0% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $547K | 0.2% | 5,268 | — | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $538K | 0.2% | 1,048 | -26% | |||
| 41 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $499K | 0.2% | 712 | -0.4% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $489K | 0.2% | 2,115 | — | |||
| 43 | $CSCO | CISCO SYSTEMS, INC. | Technology | $444K | 0.2% | 4,122 | — | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $434K | 0.2% | 1,659 | +0.1% | |||
| 45 | $TSLA | Tesla, Inc. | Consumer Discretionary | $431K | 0.2% | 1,215 | -2% | |||
| 46 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $427K | 0.2% | 6,335 | — | |||
| 47 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $422K | 0.2% | 2,216 | — | |||
| 48 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $401K | 0.2% | 10K | +0.1% | |||
| 49 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $401K | 0.2% | 656 | -4% | |||
| 50 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $387K | 0.2% | 889 | -9% | |||
| 51 | $ZTS | Zoetis Inc. | Healthcare | $364K | 0.1% | 5,216 | — | |||
| 52 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $352K | 0.1% | 579 | +0.2% | |||
| 53 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $351K | 0.1% | 2,141 | — | |||
| 54 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $340K | 0.1% | 1,547 | -13% | |||
| 55 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $326K | 0.1% | 6,568 | +28% | |||
| 56 | $TWLO | TWILIO INC | Technology | $322K | 0.1% | 1,100 | — | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $303K | 0.1% | 262 | +3% | |||
| 58 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $296K | 0.1% | 6,255 | — | |||
| 59 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $293K | 0.1% | 2,015 | — | |||
| 60 | — | ISHARES TR - GLOBAL ENERG ETF | — | $285K | 0.1% | 5,000 | — | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $279K | 0.1% | 1,053 | +0.1% | |||
| 62 | $PANW | Palo Alto Networks Inc | Technology | $276K | 0.1% | 694 | — | |||
| 63 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $269K | 0.1% | 1,857 | — | |||
| 64 | $AVGO | Broadcom Inc. | Technology | $263K | 0.1% | 749 | -2% | |||
| 65 | $TGT | TARGET CORP | Consumer Staples | $248K | 0.1% | 1,580 | — | |||
| 66 | $GOOGL | Alphabet Inc. | Technology | $246K | 0.1% | 714 | -0.3% | |||
| 67 | — | FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH | — | $244K | 0.1% | 5,555 | — | |||
| 68 | $RTX | RTX Corp | Industrials | $243K | 0.1% | 1,308 | — | |||
| 69 | — | ARK ETF TR - INNOVATION ETF | — | $225K | 0.1% | 2,523 | — | |||
| 70 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | — | $221K | 0.1% | 7,215 | New | |||
| 71 | $JPM | JPMORGAN CHASE & CO | Financials | $219K | 0.1% | 663 | +5% | |||
| 72 | $GLDG | GoldMining Inc. | Materials | $12K | 0.0% | 13K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 23 added to, 25 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
- FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD$221K
first bought this quarter
Added to (23)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+63%
now $2.5M
- RBB FUND TRUST - FIRST EAGLE GBL+70%
now $1.2M
- ISHARES TR - CORE US AGGBD ET+1%
now $35.4M
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+8%
now $4.3M
now $25.6M · held 8+ qtrs, 7 adds in a row
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+3%
now $7.7M
+17 more in the Excel export
Trimmed (25)
$BRK.BBERKSHIRE HATHAWAY INC-21%
now $1.8M · held 8+ qtrs
$MSFTMICROSOFT CORP-26%
now $538K · held 8+ qtrs, 3 trims in a row
$XOM.R34088EXXON MOBIL CORP-9%
now $1.7M · held 8+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK-3%
now $5.3M
- SSGA ACTIVE ETF TR - ST STR GLOBA ETF-1%
now $8.9M
now $4.4M · held 8+ qtrs
+19 more in the Excel export
Sold out (1)
$VZVERIZON COMMUNICATIONS INCwas $287K
held 2 qtrs
Holdings by quarter
Every 13F BRIGHT FINANCIAL ADVISORS, INC. has filed, 10 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of BRIGHT FINANCIAL ADVISORS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BRIGHT FINANCIAL ADVISORS, INC. disclosed 72 positions worth $239.0M in its Form 13F-HR for Q3 2026, followed by $IVZ and $GLD. During the quarter the fund opened 1 new position and exited 1 and a full exit from $VZ. The portfolio is most concentrated in Other (54.2% of disclosed assets). All figures are sourced directly from BRIGHT FINANCIAL ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2022456.
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