BRIGHT FINANCIAL ADVISORS, INC. — 13F Holdings & Portfolio
CIK 2022456 · latest 13F-HR filed 2026-05-14
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
$218.2M
Long-equity book
Holdings
67
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+5 / −3 / ↑24 / ↓20
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$1.5M +7.7%
- SPDR GOLD TR$1.4M +6.1%
- FIRST TR EXCHANGE TRADED FD$1.2M +19.5%
- EXXON MOBIL CORP$750.6K +108.5%
- WORLD GOLD TR$689.1K +9.5%
Top Trims
- NVIDIA CORPORATION-$491.2K -6.0%
- MICROSOFT CORP-$452.8K -40.4%
- VANGUARD INDEX FDS-$320.6K -6.4%
- INVESCO QQQ TR-$201.6K -5.5%
- VANGUARD WORLD FD-$194.7K -6.8%
New Positions
- BROADCOM INC$235.5K
- RTX CORPORATION$217.0K
- VERIZON COMMUNICATIONS INC$215.6K
- FIRST TR EXCHANGE TRAD FD VI$207.1K
- ALPHABET INC$205.9K
Exited Positions
- VANGUARD BD INDEX FDS$334.1K
- WELLS FARGO CO NEW$224.7K
- PIMCO ETF TR$203.3K
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 | ISHARES TR | AGG | 464287226 | $35.8M | 16.43% | 361,118 | SH |
| 2 | SPDR GOLD TR | GLD | 78463V107 | $23.8M | 10.90% | 55,284 | SH |
| 3 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $20.9M | 9.60% | 109,140 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $14.0M | 6.43% | 21,490 | SH |
| 5 | ISHARES TR | IJR | 464287804 | $11.5M | 5.28% | 92,770 | SH |
| 6 | SSGA ACTIVE ETF TR | GAL | 78467V400 | $8.7M | 3.97% | 175,129 | SH |
| 7 | WORLD GOLD TR | GLDM | 98149E303 | $7.9M | 3.63% | 85,526 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.7M | 3.55% | 44,371 | SH |
| 9 | STRYKER CORPORATION | SYK | 863667101 | $7.7M | 3.54% | 23,515 | SH |
| 10 | ISHARES TR | IJH | 464287507 | $7.3M | 3.36% | 108,561 | SH |
| 11 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $7.2M | 3.29% | 182,228 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $5.1M | 2.35% | 20,189 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $5.0M | 2.30% | 7 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $4.7M | 2.16% | 14,724 | SH |
| 15 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $4.2M | 1.91% | 82,029 | SH |
| 16 | EATON CORP PLC | ETN | G29183103 | $4.1M | 1.89% | 11,529 | SH |
| 17 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $3.7M | 1.72% | 15,754 | SH |
| 18 | INVESCO QQQ TR | QQQ | 46090E103 | $3.5M | 1.58% | 5,984 | SH |
| 19 | ISHARES TR | MTUM | 46432F396 | $2.8M | 1.30% | 11,841 | SH |
| 20 | VANGUARD WORLD FD | VGT | 92204A702 | $2.7M | 1.22% | 3,826 | SH |
| 21 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.5M | 1.14% | 3,831 | SH |
| 22 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $2.0M | 0.92% | 43,951 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.84% | 3,833 | SH |
| 24 | PROSHARES TR | NOBL | 74348A467 | $1.8M | 0.82% | 16,799 | SH |
| 25 | ISHARES GOLD TR | IAU | 464285204 | $1.6M | 0.73% | 17,962 | SH |
| 26 | EXXON MOBIL CORP | XOM | 30231G102 | $1.4M | 0.66% | 8,501 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.66% | 6,921 | SH |
| 28 | ISHARES TR | SGOV | 46436E718 | $1.4M | 0.64% | 13,828 | SH |
| 29 | ISHARES TR | EFA | 464287465 | $1.1M | 0.53% | 11,814 | SH |
| 30 | ISHARES TR | SOXX | 464287523 | $1.0M | 0.46% | 3,067 | SH |
| 31 | ISHARES TR | SHY | 464287457 | $756.4K | 0.35% | 9,161 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $667.8K | 0.31% | 1,804 | SH |
| 33 | WALMART INC | WMT | 931142103 | $654.7K | 0.30% | 5,268 | SH |
| 34 | VANGUARD WORLD FD | VHT | 92204A504 | $644.1K | 0.30% | 2,365 | SH |
| 35 | ZOETIS INC | ZTS | 98978V103 | $616.6K | 0.28% | 5,216 | SH |
| 36 | CHEVRON CORPORATION | CVX | 166764100 | $602.1K | 0.28% | 2,910 | SH |
| 37 | CATERPILLAR INC | CAT | 149123101 | $541.0K | 0.25% | 763 | SH |
| 38 | SPDR SERIES TRUST | XAR | 78464A631 | $537.2K | 0.25% | 2,115 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $488.9K | 0.22% | 1,704 | SH |
| 40 | PHILIP MORRIS INTL INC | PM | 718172109 | $474.2K | 0.22% | 2,868 | SH |
| 41 | SHOPIFY INC | SHOP | 82509L107 | $466.9K | 0.21% | 3,936 | SH |
| 42 | TESLA INC | TSLA | 88160R101 | $461.0K | 0.21% | 1,240 | SH |
| 43 | ALTRIA GROUP INC | MO | 02209S103 | $418.0K | 0.19% | 6,335 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $411.1K | 0.19% | 688 | SH |
| 45 | VANGUARD WORLD FD | VOX | 92204A884 | $398.5K | 0.18% | 2,216 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $375.0K | 0.17% | 1,547 | SH |
| 47 | CISCO SYS INC | CSCO | 17275R102 | $316.7K | 0.15% | 4,082 | SH |
| 48 | VANGUARD MUN BD FDS | VTEB | 922907746 | $312.1K | 0.14% | 6,255 | SH |
| 49 | PIMCO ETF TR | MUNI | 72201R866 | $310.1K | 0.14% | 5,942 | SH |
| 50 | ABBVIE INC | ABBV | 00287Y109 | $294.5K | 0.13% | 1,354 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $218.2M | 67 | 0001172661-26-001920 |
| 2025-12-31 | 2026-01-23 | $211.7M | 65 | 0001172661-26-000274 |
| 2025-09-30 | 2025-11-10 | $204.6M | 63 | 0001172661-25-004669 |