Bright Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $162.85 million in total holdings as of March 31, 2025.Bright Financial Advisors, Inc. owns shares of 58 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Bright Financial Advisors, Inc. has purchased 55 new stocks and bought additional shares in 20 stocks.Bright Financial Advisors, Inc. sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $32,371,129SPDR Gold Shares $17,601,884Invesco S&P 500 Equal Weight ETF $15,287,400iShares Core S&P 500 ETF $11,102,306iShares Core S&P Small-Cap ETF $9,318,179 Largest New Holdings this Quarter 72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $365,367 Holding166764100 - Chevron $291,085 Holding718172109 - Philip Morris International $257,206 Holding17275R102 - Cisco Systems $227,216 Holding464287341 - iShares Global Energy ETF $210,350 Holding Largest Purchases this Quarter Stryker 1,791 shares (about $666.71K)iShares Core U.S. Aggregate Bond ETF 6,659 shares (about $658.71K)Invesco S&P 500 Equal Weight ETF 3,726 shares (about $645.46K)First Trust SMID Cap Rising Dividend Achievers ETF 12,012 shares (about $402.40K)iShares Core S&P Small-Cap ETF 3,627 shares (about $379.28K) Largest Sales this Quarter Invesco QQQ 589 shares (about $276.17K)iShares Core S&P Mid-Cap ETF 4,542 shares (about $265.03K)Vanguard Tax-Exempt Bond ETF 3,472 shares (about $172.28K)SPDR SSgA Global Allocation ETF 3,426 shares (about $153.56K)iShares MSCI EAFE ETF 1,441 shares (about $117.77K) 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$32,371,129$658,707 ▲2.1%327,24619.9%FinanceGLDSPDR Gold Shares$17,601,884$338,276 ▲2.0%61,08810.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$15,287,400$645,456 ▲4.4%88,2499.4%ETFIVViShares Core S&P 500 ETF$11,102,306$5,619 ▼-0.1%19,7596.8%ETFIJRiShares Core S&P Small-Cap ETF$9,318,179$379,277 ▲4.2%89,1095.7%ETFSYKStryker$7,215,100$666,714 ▲10.2%19,3824.4%MedicalGALSPDR SSgA Global Allocation ETF$6,779,864$153,560 ▼-2.2%151,2624.2%ETFIJHiShares Core S&P Mid-Cap ETF$5,045,872$265,029 ▼-5.0%86,4753.1%ETFGLDMSPDR Gold MiniShares Trust$4,238,104$5,261 ▲0.1%68,4782.6%FinanceAAPLApple$4,226,020$29,988 ▼-0.7%19,0252.6%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,192,207$402,400 ▲10.6%125,1412.6%ETFVTIVanguard Total Stock Market ETF$4,178,360$73,931 ▼-1.7%15,2032.6%ETFETNEaton$3,237,524$62,793 ▼-1.9%11,9102.0%IndustrialsBRK.ABerkshire Hathaway$3,193,7660.0%42.0%FinanceDIMENSIONAL ETF TRUST$3,046,742$249,338 ▲8.9%60,0581.9%ULTRASHORT FIXEDQQQInvesco QQQ$2,785,101$276,166 ▼-9.0%5,9401.7%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,572,988$19,607 ▼-0.8%12,7291.6%ETFNVDANVIDIA$2,424,787$3,035 ▲0.1%22,3731.5%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$2,076,868$111,574 ▲5.7%10,7591.3%ETFVGTVanguard Information Technology ETF$1,911,7510.0%3,5251.2%ETFSPYSPDR S&P 500 ETF Trust$1,872,278$34,123 ▼-1.8%3,3471.1%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,774,6620.0%17,3681.1%ETFAMZNAmazon.com$1,301,569$357,499 ▲37.9%6,8410.8%Retail/WholesaleFBNDFidelity Total Bond ETF$1,201,645$141,287 ▲13.3%26,3230.7%ETFIAUiShares Gold Trust$1,078,1420.0%18,2860.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$870,981$37,477 ▲4.5%10,5280.5%ManufacturingZTSZoetis$858,8140.0%5,2160.5%MedicalXOMExxon Mobil$731,055$240,712 ▲49.1%6,1470.4%EnergyEFAiShares MSCI EAFE ETF$660,378$117,773 ▼-15.1%8,0800.4%FinanceVHTVanguard Health Care ETF$626,0860.0%2,3650.4%ETFBRK.BBerkshire Hathaway$625,249$15,977 ▼-2.5%1,1740.4%FinanceMSFTMicrosoft$583,356$193,326 ▲49.6%1,5540.4%Computer and TechnologySOXXiShares Semiconductor ETF$577,1410.0%3,0670.4%ETFPGProcter & Gamble$554,771$211,341 ▲61.5%3,2550.3%Consumer StaplesWMTWalmart$462,4780.0%5,2680.3%Retail/WholesaleIBMInternational Business Machines$396,3640.0%1,5940.2%Computer and TechnologySHOPShopify$375,8090.0%3,9360.2%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$365,367$365,367 ▲New Holding7,0880.2%ETFVOOVanguard S&P 500 ETF$361,793$31,862 ▼-8.1%7040.2%ETFSCHXSchwab US Large-Cap ETF$358,658$1,104 ▲0.3%16,2440.2%ETFXARSPDR S&P Aerospace & Defense ETF$339,8590.0%2,1150.2%ETFTSLATesla$331,206$16,327 ▲5.2%1,2780.2%Auto/Tires/TrucksVOXVanguard Communication Services ETF$328,8320.0%2,2160.2%ETFVTEBVanguard Tax-Exempt Bond ETF$310,373$172,281 ▼-35.7%6,2550.2%ETFKKellanova$295,014$65,504 ▲28.5%3,5760.2%Consumer DiscretionaryCVXChevron$291,085$291,085 ▲New Holding1,7400.2%EnergyABBVAbbVie$273,842$4,190 ▲1.6%1,3070.2%MedicalCATCaterpillar$268,6740.0%8150.2%IndustrialsPMPhilip Morris International$257,206$257,206 ▲New Holding1,6200.2%Consumer StaplesFXUFirst Trust Utilities AlphaDEX Fund$227,8110.0%5,5550.1%ETFCSCOCisco Systems$227,216$227,216 ▲New Holding3,6820.1%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$213,7630.0%2,0910.1%ManufacturingIXCiShares Global Energy ETF$210,350$210,350 ▲New Holding5,0000.1%ETFGOOGAlphabet$209,660$9,061 ▼-4.1%1,3420.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$204,4190.0%1,8570.1%ETFJNJJohnson & Johnson$203,572$203,572 ▲New Holding1,2280.1%MedicalNFLXNetflix$200,494$200,494 ▲New Holding2150.1%Consumer DiscretionaryGLDGGoldMining$11,0170.0%12,9610.0%Basic MaterialsMUBiShares National Muni Bond ETF$0$333,395 ▼-100.0%00.0%ETFESGUiShares ESG Aware MSCI USA ETF$0$274,515 ▼-100.0%00.0%ManufacturingBNDVanguard Total Bond Market ETF$0$225,869 ▼-100.0%00.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$0$206,264 ▼-100.0%00.0%ManufacturingShowing 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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