Bright Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $218.24 million in total holdings as of March 31, 2026.Bright Financial Advisors, Inc. owns shares of 67 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Bright Financial Advisors, Inc. has purchased 65 new stocks and bought additional shares in 29 stocks.Bright Financial Advisors, Inc. sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $35,848,284SPDR Gold Shares $23,788,153Invesco S&P 500 Equal Weight ETF $20,946,388iShares Core S&P 500 ETF $14,038,211iShares Core S&P Small-Cap ETF $11,532,298 Largest New Holdings this Quarter 11135F101 - Broadcom $235,537 Holding75513E101 - RTX $217,012 Holding92343V104 - Verizon Communications $215,609 Holding33739H101 - First Trust Global Tactical Commodity Strategy Fund $207,143 Holding02079K305 - Alphabet $205,893 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 7,576 shares (about $1.45M)First Trust SMID Cap Rising Dividend Achievers ETF 25,322 shares (about $998.45K)ExxonMobil 2,753 shares (about $467.10K)iShares Core U.S. Aggregate Bond ETF 3,928 shares (about $389.93K)Berkshire Hathaway 805 shares (about $385.76K) Largest Sales this Quarter SPDR Gold Shares 1,294 shares (about $556.80K)Microsoft 513 shares (about $189.90K)Vanguard Total Stock Market ETF 321 shares (about $102.98K)Eaton 188 shares (about $67.24K)Philip Morris International 275 shares (about $45.47K) 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$35,848,284$389,934 â–²1.1%361,11816.4%FinanceGLDSPDR Gold Shares$23,788,153$556,795 â–¼-2.3%55,28410.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$20,946,388$1,454,003 â–²7.5%109,1409.6%ETFIVViShares Core S&P 500 ETF$14,038,211$342,300 â–²2.5%21,4906.4%ETFIJRiShares Core S&P Small-Cap ETF$11,532,298$310,777 â–²2.8%92,7705.3%ETFGALSPDR SSgA Global Allocation ETF$8,668,977$78,260 â–²0.9%175,1294.0%ETFGLDMSPDR Gold MiniShares Trust$7,927,405$68,405 â–²0.9%85,5263.6%FinanceNVDANVIDIA$7,738,432$42,729 â–²0.6%44,3713.5%Computer and TechnologySYKStryker$7,727,226$356,869 â–²4.8%23,5153.5%MedicalIJHiShares Core S&P Mid-Cap ETF$7,331,182$348,795 â–²5.0%108,5613.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$7,185,294$998,453 â–²16.1%182,2283.3%ETFAAPLApple$5,124,053$252,281 â–²5.2%20,1892.3%Computer and TechnologyBRK.ABerkshire Hathaway$5,026,9800.0%72.3%FinanceVTIVanguard Total Stock Market ETF$4,723,636$102,981 â–¼-2.1%14,7242.2%ETFDIMENSIONAL ETF TRUST$4,159,721$130,376 â–²3.2%82,0291.9%ULTRASHORT FIXEDETNEaton$4,123,615$67,243 â–¼-1.6%11,5291.9%IndustrialsQQQMInvesco NASDAQ 100 ETF$3,743,826$381,417 â–²11.3%15,7541.7%ETFQQQInvesco QQQ$3,454,473$19,050 â–²0.6%5,9841.6%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,841,929$6,480 â–²0.2%11,8411.3%ETFVGTVanguard Information Technology ETF$2,670,272$18,146 â–²0.7%3,8261.2%ETFSPYSPDR S&P 500 ETF Trust$2,491,904$350,597 â–²16.4%3,8311.1%FinanceFBNDFidelity Total Bond ETF$2,005,045$292,607 â–²17.1%43,9510.9%ETFBRK.BBerkshire Hathaway$1,836,773$385,756 â–²26.6%3,8330.8%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,780,862$21,838 â–¼-1.2%16,7990.8%ETFIAUiShares Gold Trust$1,583,530$37,292 â–²2.4%17,9620.7%FinanceXOMExxonMobil$1,442,352$467,097 â–²47.9%8,5010.7%EnergyAMZNAmazon.com$1,441,437$17,911 â–¼-1.2%6,9210.7%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$1,391,998$8,053 â–²0.6%13,8280.6%ETFEFAiShares MSCI EAFE ETF$1,147,494$194,649 â–²20.4%11,8140.5%FinanceSOXXiShares Semiconductor ETF$1,008,0810.0%3,0670.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$756,424$19,817 â–¼-2.6%9,1610.3%ManufacturingMSFTMicrosoft$667,787$189,897 â–¼-22.1%1,8040.3%Computer and TechnologyWALMART INC$654,7070.0%5,2680.3%COMVHTVanguard Health Care ETF$644,0600.0%2,3650.3%ETFZTSZoetis$616,5830.0%5,2160.3%MedicalCVXChevron$602,080$242,073 â–²67.2%2,9100.3%EnergyCATCaterpillar$541,0220.0%7630.2%IndustrialsXARSPDR S&P Aerospace & Defense ETF$537,1680.0%2,1150.2%ETFGOOGAlphabet$488,927$6,312 â–¼-1.3%1,7040.2%Computer and TechnologyPMPhilip Morris International$474,200$45,469 â–¼-8.7%2,8680.2%Consumer StaplesSHOPIFY INC$466,8880.0%3,9360.2%CL A SUB VTG SHSTSLATesla$460,9700.0%1,2400.2%Auto/Tires/TrucksMOAltria Group$418,047$19,797 â–²5.0%6,3350.2%Consumer StaplesVOOVanguard S&P 500 ETF$411,1140.0%6880.2%ETFVOXVanguard Communication Services ETF$398,5250.0%2,2160.2%ETFIBMInternational Business Machines$374,9770.0%1,5470.2%Computer and TechnologyCSCOCisco Systems$316,723$3,104 â–²1.0%4,0820.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$312,0620.0%6,2550.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$310,133$365 â–²0.1%5,9420.1%ETFABBVAbbVie$294,482$3,480 â–¼-1.2%1,3540.1%MedicalPGProcter & Gamble$291,0980.0%2,0150.1%Consumer StaplesIXCiShares Global Energy ETF$288,0500.0%5,0000.1%ETFFXUFirst Trust Utilities AlphaDEX Fund$275,4720.0%5,5550.1%ETFJNJJohnson & Johnson$257,2780.0%1,0520.1%MedicalAVGOBroadcom$235,537$235,537 â–²New Holding7610.1%Computer and TechnologyLLYEli Lilly and Company$234,541$22,994 â–²10.9%2550.1%MedicalSKYYFirst Trust Cloud Computing ETF$234,1400.0%2,1410.1%ManufacturingGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$232,3660.0%1,8570.1%ETFSMHVanEck Semiconductor ETF$221,9010.0%5780.1%ManufacturingRTXRTX$217,012$217,012 â–²New Holding1,1250.1%AerospaceNFLXNetflix$216,914$10,192 â–²4.9%2,2560.1%Consumer DiscretionaryCEGConstellation Energy$216,6980.0%7760.1%EnergyVZVerizon Communications$215,609$215,609 â–²New Holding4,2950.1%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$207,143$207,143 â–²New Holding7,2150.1%ManufacturingGOOGLAlphabet$205,893$205,893 â–²New Holding7160.1%Computer and TechnologySLViShares Silver Trust$201,217$23,236 â–¼-10.4%2,9530.1%ETFGLDGGoldMining$15,4240.0%12,9610.0%Basic MaterialsBNDVanguard Total Bond Market ETF$0$334,130 â–¼-100.0%00.0%ETFWFCWells Fargo & Company$0$224,705 â–¼-100.0%00.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$203,289 â–¼-100.0%00.0%ETFShowing 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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