Bright Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $180.21 million in total holdings as of June 30, 2025.Bright Financial Advisors, Inc. owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Bright Financial Advisors, Inc. has purchased 58 new stocks and bought additional shares in 22 stocks.Bright Financial Advisors, Inc. sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $32,737,832SPDR Gold Shares $18,513,533Invesco S&P 500 Equal Weight ETF $17,846,783iShares Core S&P 500 ETF $12,330,776iShares Core S&P Small-Cap ETF $9,778,725 Largest Purchases this Quarter Berkshire Hathaway 3 shares (about $2.19M)Invesco S&P 500 Equal Weight ETF 9,951 shares (about $1.81M)Stryker 2,963 shares (about $1.17M)Berkshire Hathaway 2,014 shares (about $978.34K)iShares Core S&P Mid-Cap ETF 9,848 shares (about $610.78K) Largest Sales this Quarter Microsoft 572 shares (about $284.52K)Procter & Gamble 1,240 shares (about $197.59K)SPDR Gold Shares 354 shares (about $107.91K)Vanguard Total Stock Market ETF 230 shares (about $69.90K)Eaton 98 shares (about $34.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBright Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$32,737,832$274,983 ▲0.8%330,01818.2%FinanceGLDSPDR Gold Shares$18,513,533$107,910 ▼-0.6%60,73410.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$17,846,783$1,808,486 ▲11.3%98,2009.9%ETFIVViShares Core S&P 500 ETF$12,330,776$62,092 ▲0.5%19,8596.8%ETFIJRiShares Core S&P Small-Cap ETF$9,778,725$40,109 ▲0.4%89,4765.4%ETFSYKStryker$8,840,167$1,172,227 ▲15.3%22,3454.9%MedicalGALSPDR SSgA Global Allocation ETF$7,503,562$394,504 ▲5.5%159,6564.2%ETFIJHiShares Core S&P Mid-Cap ETF$5,973,997$610,778 ▲11.4%96,3233.3%ETFBRK.ABerkshire Hathaway$5,101,600$2,186,400 ▲75.0%72.8%FinanceVTIVanguard Total Stock Market ETF$4,550,709$69,903 ▼-1.5%14,9732.5%ETFGLDMSPDR Gold MiniShares Trust$4,538,964$52,285 ▲1.2%69,2762.5%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,518,691$103,723 ▲2.3%128,0812.5%ETFETNEaton$4,216,804$34,985 ▼-0.8%11,8122.3%IndustrialsAAPLApple$3,920,224$16,824 ▲0.4%19,1072.2%Computer and TechnologyNVDANVIDIA$3,545,772$11,059 ▲0.3%22,4432.0%Computer and TechnologyDIMENSIONAL ETF TRUST$3,448,919$400,976 ▲13.2%67,9591.9%ULTRASHORT FIXEDQQQInvesco QQQ$3,275,714$1,103 ▼0.0%5,9381.8%FinanceMTUMiShares MSCI USA Momentum Factor ETF$3,055,055$4,086 ▼-0.1%12,7121.7%ETFQQQMInvesco NASDAQ 100 ETF$2,794,026$350,644 ▲14.4%12,3031.6%ETFVGTVanguard Information Technology ETF$2,337,8930.0%3,5251.3%ETFSPYSPDR S&P 500 ETF Trust$2,067,9440.0%3,3471.1%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,748,9580.0%17,3681.0%ETFBRK.BBerkshire Hathaway$1,548,635$978,341 ▲171.6%3,1880.9%FinanceAMZNAmazon.com$1,505,235$4,388 ▲0.3%6,8610.8%Retail/WholesaleFBNDFidelity Total Bond ETF$1,387,964$183,686 ▲15.3%30,3380.8%ETFIAUiShares Gold Trust$1,140,3150.0%18,2860.6%FinanceSHYiShares 1-3 Year Treasury Bond ETF$855,529$16,821 ▼-1.9%10,3250.5%ManufacturingZTSZoetis$813,4350.0%5,2160.5%MedicalSOXXiShares Semiconductor ETF$732,1330.0%3,0670.4%ETFEFAiShares MSCI EAFE ETF$731,925$9,654 ▲1.3%8,1880.4%FinanceXOMExxon Mobil$677,883$15,201 ▲2.3%6,2880.4%EnergyVHTVanguard Health Care ETF$587,3240.0%2,3650.3%ETFWMTWalmart$515,1050.0%5,2680.3%Retail/WholesaleMSFTMicrosoft$488,457$284,519 ▼-36.8%9820.3%Computer and TechnologyIBMInternational Business Machines$469,8790.0%1,5940.3%Computer and TechnologySHOPShopify$454,0180.0%3,9360.3%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$446,1380.0%2,1150.2%ETFTSLATesla$405,652$318 ▼-0.1%1,2770.2%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$399,8930.0%7040.2%ETFSCHXSchwab US Large-Cap ETF$398,167$1,173 ▲0.3%16,2920.2%ETFVOXVanguard Communication Services ETF$379,0020.0%2,2160.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$364,656$616 ▲0.2%7,1000.2%ETFPGProcter & Gamble$321,082$197,589 ▼-38.1%2,0150.2%Consumer StaplesCATCaterpillar$316,2580.0%8150.2%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$306,6830.0%6,2550.2%ETFPMPhilip Morris International$295,291$182 ▲0.1%1,6210.2%Consumer StaplesNFLXNetflix$287,9130.0%2150.2%Consumer DiscretionaryKKellanova$284,4290.0%3,5760.2%Consumer DiscretionarySKYYFirst Trust Cloud Computing ETF$254,3490.0%2,0910.1%ManufacturingCVXChevron$249,1500.0%1,7400.1%EnergyABBVAbbVie$238,893$3,712 ▼-1.5%1,2870.1%MedicalGOOGAlphabet$238,0570.0%1,3420.1%Computer and TechnologyFXUFirst Trust Utilities AlphaDEX Fund$235,4210.0%5,5550.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$225,4030.0%1,8570.1%ETFGLDGGoldMining$9,3320.0%12,9610.0%Basic MaterialsCSCOCisco Systems$0$227,216 ▼-100.0%00.0%Computer and TechnologyIXCiShares Global Energy ETF$0$210,350 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$203,572 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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