Bright Financial Advisors, Inc. Portfolio Stock Holdings
Bright Financial Advisors, Inc. disclosed 67 stock positions valued at approximately $218.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR GOLD TR, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 67
- Portfolio Value
- $218.2M
Holdings by Sector
Bright Financial Advisors, Inc. Portfolio Holdings in Q1 2026
67 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 16.43% | 361,118 | +3,928 | +1.10% | $35,848,284 |
| SPDR GOLD TR | GLD | Other | 10.90% | 55,284 | -1,294 | -2.29% | $23,788,153 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 9.60% | 109,140 | +7,576 | +7.46% | $20,946,388 |
| ISHARES TR | IVV | Other | 6.43% | 21,490 | +524 | +2.50% | $14,038,211 |
| ISHARES TR | IJR | Other | 5.28% | 92,770 | +2,500 | +2.77% | $11,532,298 |
| SSGA ACTIVE ETF TR | GAL | Other | 3.97% | 175,129 | +1,581 | +0.91% | $8,668,977 |
| WORLD GOLD TR | GLDM | Other | 3.63% | 85,526 | +738 | +0.87% | $7,927,405 |
| NVIDIA CORPORATION | NVDA | Technology | 3.55% | 44,371 | +245 | +0.56% | $7,738,432 |
| STRYKER CORPORATION | SYK | Healthcare | 3.54% | 23,515 | +1,086 | +4.84% | $7,727,226 |
| ISHARES TR | IJH | Other | 3.36% | 108,561 | +5,165 | +5.00% | $7,331,182 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.29% | 182,228 | +25,322 | +16.14% | $7,185,294 |
| APPLE INC | AAPL | Technology | 2.35% | 20,189 | +994 | +5.18% | $5,124,053 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.30% | 7 | - | - | $5,026,980 |
| VANGUARD INDEX FDS | VTI | Other | 2.16% | 14,724 | -321 | -2.13% | $4,723,636 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.91% | 82,029 | +2,571 | +3.24% | $4,159,721 |
| EATON CORP PLC | ETN | Other | 1.89% | 11,529 | -188 | -1.60% | $4,123,615 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.72% | 15,754 | +1,605 | +11.34% | $3,743,826 |
| INVESCO QQQ TR | QQQ | Other | 1.58% | 5,984 | +33 | +0.55% | $3,454,473 |
| ISHARES TR | MTUM | Other | 1.30% | 11,841 | +27 | +0.23% | $2,841,929 |
| VANGUARD WORLD FD | VGT | Other | 1.22% | 3,826 | +26 | +0.68% | $2,670,272 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.14% | 3,831 | +539 | +16.37% | $2,491,904 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.92% | 43,951 | +6,414 | +17.09% | $2,005,045 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.84% | 3,833 | +805 | +26.59% | $1,836,773 |
| PROSHARES TR | NOBL | Other | 0.82% | 16,799 | -206 | -1.21% | $1,780,862 |
| ISHARES GOLD TR | IAU | Other | 0.73% | 17,962 | +423 | +2.41% | $1,583,530 |
| EXXON MOBIL CORP | XOM | Energy | 0.66% | 8,501 | +2,753 | +47.89% | $1,442,352 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.66% | 6,921 | -86 | -1.23% | $1,441,437 |
| ISHARES TR | SGOV | Other | 0.64% | 13,828 | +80 | +0.58% | $1,391,998 |
| ISHARES TR | EFA | Other | 0.53% | 11,814 | +2,004 | +20.43% | $1,147,494 |
| ISHARES TR | SOXX | Other | 0.46% | 3,067 | - | - | $1,008,081 |
| ISHARES TR | SHY | Other | 0.35% | 9,161 | -240 | -2.55% | $756,424 |
| MICROSOFT CORP | MSFT | Technology | 0.31% | 1,804 | -513 | -22.14% | $667,787 |
| WALMART INC | WMT | Consumer Defensive | 0.30% | 5,268 | - | - | $654,707 |
| VANGUARD WORLD FD | VHT | Other | 0.30% | 2,365 | - | - | $644,060 |
| ZOETIS INC | ZTS | Healthcare | 0.28% | 5,216 | - | - | $616,583 |
| CHEVRON CORPORATION | CVX | Energy | 0.28% | 2,910 | +1,170 | +67.24% | $602,080 |
| CATERPILLAR INC | CAT | Industrials | 0.25% | 763 | - | - | $541,022 |
| SPDR SERIES TRUST | XAR | Other | 0.25% | 2,115 | - | - | $537,168 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 1,704 | -22 | -1.27% | $488,927 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.22% | 2,868 | -275 | -8.75% | $474,200 |
| SHOPIFY INC | SHOP | Technology | 0.21% | 3,936 | - | - | $466,888 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 1,240 | - | - | $460,970 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.19% | 6,335 | +300 | +4.97% | $418,047 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 688 | - | - | $411,114 |
| VANGUARD WORLD FD | VOX | Other | 0.18% | 2,216 | - | - | $398,525 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.17% | 1,547 | - | - | $374,977 |
| CISCO SYS INC | CSCO | Technology | 0.15% | 4,082 | +40 | +0.99% | $316,723 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.14% | 6,255 | - | - | $312,062 |
| PIMCO ETF TR | MUNI | Other | 0.14% | 5,942 | +7 | +0.12% | $310,133 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 1,354 | -16 | -1.17% | $294,482 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 2,015 | - | - | $291,098 |
| ISHARES TR | IXC | Other | 0.13% | 5,000 | - | - | $288,050 |
| FIRST TR EXCHANGE-TRADED FD | FXU | Other | 0.13% | 5,555 | - | - | $275,472 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.12% | 1,052 | - | - | $257,278 |
| BROADCOM INC | AVGO | Technology | 0.11% | 761 | +761 | +100.00% | $235,537 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 255 | +25 | +10.87% | $234,541 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.11% | 2,141 | - | - | $234,140 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.11% | 1,857 | - | - | $232,366 |
| VANECK ETF TRUST | SMH | Other | 0.10% | 578 | - | - | $221,901 |
| RTX CORPORATION | RTX | Industrials | 0.10% | 1,125 | +1,125 | +100.00% | $217,012 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 2,256 | +106 | +4.93% | $216,914 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.10% | 776 | - | - | $216,698 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 4,295 | +4,295 | +100.00% | $215,609 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.09% | 7,215 | +7,215 | +100.00% | $207,143 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 716 | +716 | +100.00% | $205,893 |
| ISHARES SILVER TR | SLV | Other | 0.09% | 2,953 | -341 | -10.35% | $201,217 |
| GOLDMINING INC | GLDG | Basic Materials | 0.01% | 12,961 | - | - | $15,424 |