BRIGHTON SECURITIES CORP. — 13F Holdings & Portfolio

CIK 14213 · latest 13F-HR filed 2026-04-29

BRIGHTON SECURITIES CORP. manages $207.6M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (30.13%), BIV (16.17%), SPDW (11.12%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 2 new positions, exited 14, added to 19, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$207.6M

Long-equity book

Holdings

47

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+2 / −14 / ↑19 / ↓12

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD VALUE ETF$4.3M +116.5%
  • VANGUARD INTERMEDIAT ETF$4.2M +14.4%
  • VANGUARD GROWTH ETF$3.1M +35.0%
  • VANGUARD MID CAP ETF$2.5M +71.0%
  • VANGUARD LONG TERM ETF$1.4M +169.9%
Show all 19

Top Trims

  • ISHARES ETF-$642.6K -33.9%
  • MICROSOFT CORP-$126.6K -21.4%
  • HOME DEPOT INC-$81.4K -26.7%
  • VANGUARD INTERNATINL ETF-$77.8K -5.1%
  • VANGUARD DIVIDEND ETF-$43.0K -17.1%
Show all 12

New Positions

  • ISHARES TR ETF$2.5M
  • INVESCO QQQ TR ETF$233.8K
Show all 2

Exited Positions

  • ISHARES IBONDS CHG$3.1M
  • ISHARES CORE ETF$278.7K
  • BROWN AND BROWN INC COM$276.3K
  • ISHARES SHORT TERM ETF$246.4K
  • INTERNATIONAL BUSINESS$243.2K
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS ETF VOO 922908363 $62.5M 30.13% 104,677 SH
2 VANGUARD INTERMEDIAT ETF BIV 921937819 $33.6M 16.17% 434,815 SH
3 SPDR PORTFOLIO ETF SPDW 78463X889 $23.1M 11.12% 505,524 SH
4 VANGUARD EXTENDED ETF VXF 922908652 $14.0M 6.77% 68,263 SH
5 VANGUARD GROWTH ETF VUG 922908736 $11.9M 5.73% 27,225 SH
6 VANGUARD VALUE ETF VTV 922908744 $8.0M 3.87% 40,972 SH
7 SPDR PORTFOLIO ETF SPEM 78463X509 $7.8M 3.78% 167,322 SH
8 VANGUARD MID CAP ETF VO 922908629 $5.9M 2.86% 20,662 SH
9 VANGUARD TOTAL INTL ETF BNDX 92203J407 $5.8M 2.81% 121,180 SH
10 STATE STREET SPDR ETF SPHY 78468R606 $3.3M 1.58% 140,654 SH
11 VANGUARD SMALL CAP ETF VB 922908751 $2.6M 1.27% 10,069 SH
12 ISHARES TR ETF IBDR 46435GAA0 $2.5M 1.22% 104,314 SH
13 SPDR GOLD TRUST ETF GLD 78463V107 $2.5M 1.20% 5,780 SH
14 VANGUARD SHORT TERM ETF BSV 921937827 $2.4M 1.18% 31,152 SH
15 VANGUARD LONG TERM ETF BLV 921937793 $2.2M 1.05% 31,606 SH
16 VANGUARD EMERGING ETF VWOB 921946885 $2.1M 1.04% 32,725 SH
17 VANGUARD HIGH DIVIDE ETF VYM 921946406 $2.1M 1.02% 14,234 SH
18 INVESCO TR II ETF PGX 46138E511 $1.8M 0.88% 167,863 SH
19 VANGUARD INTERNATINL ETF VYMI 921946794 $1.4M 0.70% 15,351 SH
20 VANGUARD SHORT TERM ETF VTIP 922020805 $1.4M 0.68% 28,164 SH
21 VANGUARD MORTGAGE ETF VMBS 92206C771 $1.4M 0.67% 29,538 SH
22 ISHARES ETF NYF 464288323 $1.3M 0.60% 23,553 SH
23 VANGUARD INTERMEDIATEETF VCIT 92206C870 $1.1M 0.53% 13,190 SH
24 MICROSOFT CORP MSFT 594918104 $465.1K 0.22% 1,256 SH
25 EXXON MOBIL CORP XOM 30231G102 $440.7K 0.21% 2,597 SH
26 L3HARRIS TECHNOLOGIES LHX 502431109 $386.9K 0.19% 1,121 SH
27 APPLE INC AAPL 037833100 $361.4K 0.17% 1,424 SH
28 ONEOK INC NEW OKE 682680103 $343.1K 0.17% 3,796 SH
29 VANGUARD MUN BD FDS ETF VTEB 922907746 $319.2K 0.15% 6,398 SH
30 AMAZON COM INC AMZN 023135106 $307.0K 0.15% 1,474 SH
31 NVIDIA CORP NVDA 67066G104 $284.1K 0.14% 1,629 SH
32 ITT INC ITT 45073V108 $264.4K 0.13% 1,388 SH
33 VERIZON COMMUNICATIONS VZ 92343V104 $263.7K 0.13% 5,253 SH
34 WASTE MGMT INC DEL WM 94106L109 $262.1K 0.13% 1,141 SH
35 MERCK & CO INC NEW MRK 58933Y105 $258.4K 0.12% 2,148 SH
36 SOUTHERN COMPANY SO 842587107 $248.8K 0.12% 2,578 SH
37 DT MIDSTREAM INC DTM 23345M107 $245.5K 0.12% 1,823 SH
38 INVESCO QQQ TR ETF QQQ 046090E10 $233.8K 0.11% 405 SH
39 DUKE ENERGY CORP DUK 26441C204 $227.1K 0.11% 1,735 SH
40 HOME DEPOT INC HD 437076102 $223.9K 0.11% 681 SH
41 META PLATFORMS INC META 30303M102 $221.4K 0.11% 387 SH
42 VISA INC CLASS A V 92826C839 $215.5K 0.10% 713 SH
43 VANGUARD DIVIDEND ETF VIG 921908844 $209.0K 0.10% 972 SH
44 RLI CORP RLI 749607107 $207.2K 0.10% 3,632 SH
45 STRYKER CORP SYK 863667101 $205.0K 0.10% 624 SH
46 ANALOG DEVICES INC ADI 032654105 $202.2K 0.10% 635 SH
47 RTX CORP RTX 75513E101 $200.3K 0.10% 1,038 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $207.6M 47 0000014213-26-000015
2025-09-30 2026-03-09 $192.0M 59 0000014213-26-000010