Bright Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Bright Financial Advisors, Inc. disclosed 72 stock positions valued at approximately $238.86M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and SPDR GOLD TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $238.86M
Holdings by Sector
Bright Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 15.36% | 370,792 | +9,674 | +2.68% | $36,701,048 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 10.86% | 121,866 | +12,726 | +11.66% | $25,929,669 |
| SPDR GOLD TR | GLD | Other | 8.27% | 53,595 | -1,689 | -3.06% | $19,743,326 |
| ISHARES TR | IVV | Other | 6.72% | 21,424 | -66 | -0.31% | $16,045,520 |
| ISHARES TR | IJR | Other | 5.93% | 95,431 | +2,661 | +2.87% | $14,153,522 |
| SSGA ACTIVE ETF TR | GAL | Other | 3.78% | 171,020 | -4,109 | -2.35% | $9,036,803 |
| NVIDIA CORPORATION | NVDA | Technology | 3.70% | 44,219 | -152 | -0.34% | $8,847,809 |
| ISHARES TR | IJH | Other | 3.66% | 113,232 | +4,671 | +4.30% | $8,731,463 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.31% | 183,315 | +1,087 | +0.60% | $7,908,252 |
| STRYKER CORPORATION | SYK | Healthcare | 3.08% | 23,394 | -121 | -0.51% | $7,365,624 |
| WORLD GOLD TR | GLDM | Other | 3.04% | 91,401 | +5,875 | +6.87% | $7,259,067 |
| APPLE INC | AAPL | Technology | 2.44% | 20,165 | -24 | -0.12% | $5,835,205 |
| VANGUARD INDEX FDS | VTI | Other | 2.24% | 14,485 | -239 | -1.62% | $5,360,323 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.19% | 7 | - | - | $5,241,950 |
| EATON CORP PLC | ETN | Other | 2.15% | 12,055 | +526 | +4.56% | $5,136,922 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 2.09% | 16,469 | +715 | +4.54% | $4,990,128 |
| INVESCO QQQ TR | QQQ | Other | 1.84% | 5,980 | -4 | -0.07% | $4,404,472 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.66% | 78,045 | -3,984 | -4.86% | $3,963,149 |
| ISHARES TR | MTUM | Other | 1.66% | 11,548 | -293 | -2.47% | $3,959,015 |
| VANGUARD WORLD FD | VGT | Other | 1.53% | 30,619 | +26,793 | +700.29% | $3,659,590 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.20% | 3,831 | - | - | $2,861,394 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.98% | 4,680 | +847 | +22.10% | $2,341,825 |
| ISHARES TR | SOXX | Other | 0.82% | 3,067 | - | - | $1,965,374 |
| PROSHARES TR | NOBL | Other | 0.79% | 33,446 | +16,647 | +99.10% | $1,878,327 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.67% | 6,730 | -191 | -2.76% | $1,604,181 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.67% | 34,921 | -9,030 | -20.55% | $1,588,556 |
| EXXON MOBIL CORP | XOM | Energy | 0.66% | 11,537 | +3,036 | +35.71% | $1,577,439 |
| ISHARES GOLD TR | IAU | Other | 0.57% | 17,999 | +37 | +0.21% | $1,359,104 |
| ISHARES TR | SGOV | Other | 0.55% | 12,947 | -881 | -6.37% | $1,303,390 |
| ISHARES TR | EFA | Other | 0.49% | 11,362 | -452 | -3.83% | $1,180,285 |
Showing 30 of 72 holdings in the latest reporting period.