Bright Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Bright Financial Advisors, Inc. disclosed 72 stock positions valued at approximately $239.01M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and SPDR GOLD TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $239.01M
Holdings by Sector
Bright Financial Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 14.82% | 374,575 | +3,783 | +1.02% | $35,412,368 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 10.71% | 123,113 | +1,247 | +1.02% | $25,609,866 |
| SPDR GOLD TR | GLD | Other | 8.54% | 53,586 | -9 | -0.02% | $20,407,715 |
| ISHARES TR | IVV | Other | 6.84% | 21,337 | -87 | -0.41% | $16,340,747 |
| ISHARES TR | IJR | Other | 5.53% | 97,121 | +1,690 | +1.77% | $13,212,424 |
| NVIDIA CORPORATION | NVDA | Technology | 4.23% | 44,270 | +51 | +0.12% | $10,110,416 |
| SSGA ACTIVE ETF TR | GAL | Other | 3.71% | 168,991 | -2,029 | -1.19% | $8,859,146 |
| ISHARES TR | IJH | Other | 3.47% | 115,233 | +2,001 | +1.77% | $8,290,948 |
| WORLD GOLD TR | GLDM | Other | 3.24% | 94,187 | +2,786 | +3.05% | $7,740,288 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.22% | 189,499 | +6,184 | +3.37% | $7,689,872 |
| APPLE INC | AAPL | Technology | 2.81% | 20,165 | - | - | $6,715,252 |
| STRYKER CORPORATION | SYK | Healthcare | 2.75% | 23,870 | +476 | +2.03% | $6,573,585 |
| VANGUARD INDEX FDS | VTI | Other | 2.21% | 14,105 | -380 | -2.62% | $5,278,777 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.19% | 7 | - | - | $5,229,035 |
| EATON CORP PLC | ETN | Industrials | 2.17% | 12,055 | - | - | $5,180,199 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 2.17% | 17,000 | +531 | +3.22% | $5,179,004 |
| INVESCO QQQ TR | QQQ | Other | 1.82% | 5,881 | -99 | -1.66% | $4,351,089 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.78% | 84,492 | +6,447 | +8.26% | $4,265,990 |
| VANGUARD WORLD FD | VGT | Other | 1.61% | 30,622 | +3 | +0.01% | $3,848,252 |
| ISHARES TR | MTUM | Other | 1.52% | 11,471 | -77 | -0.67% | $3,639,983 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.21% | 3,796 | -35 | -0.91% | $2,895,176 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.03% | 56,987 | +22,066 | +63.19% | $2,467,542 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.77% | 3,701 | -979 | -20.92% | $1,842,913 |
| PROSHARES TR | NOBL | Other | 0.75% | 33,300 | -146 | -0.44% | $1,801,549 |
| ISHARES TR | SOXX | Other | 0.74% | 3,094 | +27 | +0.88% | $1,759,524 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.72% | 10,513 | -1,024 | -8.88% | $1,710,994 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 6,721 | -9 | -0.13% | $1,674,448 |
| ISHARES GOLD TR | IAU | Other | 0.58% | 17,768 | -231 | -1.28% | $1,387,681 |
| ISHARES TR | SGOV | Other | 0.52% | 12,260 | -687 | -5.31% | $1,234,322 |
| RBB FUND TRUST | 75526L886 | Other | 0.50% | 23,612 | +9,720 | +69.97% | $1,185,098 |
Showing 30 of 72 holdings in the latest reporting period.