Bright Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Bright Financial Advisors, Inc.

Investment Activity

Bright Financial Advisors, Inc. has $238.86 million in total holdings as of June 30, 2026.
Bright Financial Advisors, Inc. owns shares of 72 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 5.82% of the portfolio was purchased this quarter.
About 1.25% of the portfolio was sold this quarter.
This quarter, Bright Financial Advisors, Inc. has purchased 67 new stocks and bought additional shares in 22 stocks.
Bright Financial Advisors, Inc. sold shares of 17 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $36,701,048
Invesco S&P 500 Equal Weight ETF: $25,929,669
SPDR Gold Shares: $19,743,326
iShares Core S&P 500 ETF: $16,045,520
iShares Core S&P Small-Cap ETF: $14,153,522

Largest New Holdings this Quarter

75526L886 - RBB FUND TRUST: $679,597 Holding
773903109 - Rockwell Automation: $482,208 Holding
25434V872 - Dimensional Core Fixed Income ETF: $421,649 Holding
007903107 - Advanced Micro Devices: $395,600 Holding
697435105 - Palo Alto Networks: $236,668 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 26,793 shares (about $3.20M)
Invesco S&P 500 Equal Weight ETF: 12,726 shares (about $2.71M)
iShares Core U.S. Aggregate Bond ETF: 9,674 shares (about $957.53K)
ProShares S&P 500 Aristocrats ETF: 16,647 shares (about $934.90K)
RBB FUND TRUST: 13,892 shares (about $679.60K)

Largest Sales this Quarter

SPDR Gold Shares: 1,689 shares (about $622.19K)
Fidelity Total Bond ETF: 9,030 shares (about $410.77K)
SPDR SSgA Global Allocation ETF: 4,109 shares (about $217.12K)
DIMENSIONAL ETF TRUST: 3,984 shares (about $202.31K)
Microsoft: 389 shares (about $145.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGG iShares Core U.S. Aggregate Bond ETF	$36,701,048	$957,534 â–²	2.7%	370,792	15.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$25,929,669	$2,707,736 â–²	11.7%	121,866	10.9%	ETF
GLD SPDR Gold Shares	$19,743,326	$622,194 â–¼	-3.1%	53,595	8.3%	ETF
IVV iShares Core S&P 500 ETF	$16,045,520	$49,431 â–¼	-0.3%	21,424	6.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$14,153,522	$394,657 â–²	2.9%	95,431	5.9%	ETF
GAL SPDR SSgA Global Allocation ETF	$9,036,803	$217,122 â–¼	-2.3%	171,020	3.8%	ETF
NVDA NVIDIA	$8,847,809	$30,414 â–¼	-0.3%	44,219	3.7%	Technology
IJH iShares Core S&P Mid-Cap ETF	$8,731,463	$360,187 â–²	4.3%	113,232	3.7%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$7,908,252	$46,893 â–²	0.6%	183,315	3.3%	ETF
SYK Stryker	$7,365,624	$38,097 â–¼	-0.5%	23,394	3.1%	Healthcare
GLDM SPDR Gold MiniShares Trust	$7,259,067	$466,592 â–²	6.9%	91,401	3.0%	ETF
AAPL Apple	$5,835,205	$6,945 â–¼	-0.1%	20,165	2.4%	Technology
VTI Vanguard Total Stock Market ETF	$5,360,323	$88,444 â–¼	-1.6%	14,485	2.2%	ETF
BRK.A Berkshire Hathaway	$5,241,950		0.0%	7	2.2%	Finance
ETN Eaton	$5,136,922	$224,141 â–²	4.6%	12,055	2.2%	Industrials
QQQM Invesco NASDAQ 100 ETF	$4,990,128	$216,646 â–²	4.5%	16,469	2.1%	ETF
QQQ Invesco QQQ	$4,404,472	$2,946 â–¼	-0.1%	5,980	1.8%	ETF
DIMENSIONAL ETF TRUST	$3,963,149	$202,309 â–¼	-4.9%	78,045	1.7%	ULTR FIX INC ETF
MTUM iShares MSCI USA Momentum Factor ETF	$3,959,015	$100,450 â–¼	-2.5%	11,548	1.7%	ETF
VGT Vanguard Information Technology ETF	$3,659,590	$3,202,306 â–²	700.3%	30,619	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,861,394		0.0%	3,831	1.2%	ETF
BRK.B Berkshire Hathaway	$2,341,825	$423,830 â–²	22.1%	4,680	1.0%	Finance
SOXX iShares Semiconductor ETF	$1,965,374		0.0%	3,067	0.8%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,878,327	$934,895 â–²	99.1%	33,446	0.8%	ETF
AMZN Amazon.com	$1,604,181	$45,527 â–¼	-2.8%	6,730	0.7%	Consumer Discretionary
FBND Fidelity Total Bond ETF	$1,588,556	$410,775 â–¼	-20.5%	34,921	0.7%	ETF
XOM ExxonMobil	$1,577,439	$415,108 â–²	35.7%	11,537	0.7%	Energy
IAU iShares Gold Trust	$1,359,104	$2,794 â–²	0.2%	17,999	0.6%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,303,390	$88,691 â–¼	-6.4%	12,947	0.5%	ETF
EFA iShares MSCI EAFE ETF	$1,180,285	$46,954 â–¼	-3.8%	11,362	0.5%	ETF
CAT Caterpillar	$813,220		0.0%	763	0.3%	Industrials
SHY iShares 1-3 Year Treasury Bond ETF	$741,043	$11,167 â–¼	-1.5%	9,025	0.3%	ETF
VHT Vanguard Health Care ETF	$707,159		0.0%	2,365	0.3%	ETF
RBB FUND TRUST	$679,597	$679,597 â–²	New Holding	13,892	0.3%	FIRST EAGLE GBL
CVX Chevron	$659,725	$177,363 â–²	36.8%	3,980	0.3%	Energy
GOOG Alphabet	$602,283		0.0%	1,704	0.3%	Communication Services
XAR SPDR S&P Aerospace & Defense ETF	$600,216		0.0%	2,115	0.3%	ETF
WALMART INC	$596,654		0.0%	5,268	0.2%	COM
MSFT Microsoft	$527,823	$145,105 â–¼	-21.6%	1,415	0.2%	Technology
TSLA Tesla	$521,544		0.0%	1,240	0.2%	Consumer Discretionary
PM Philip Morris International	$519,032	$181 â–²	0.0%	2,869	0.2%	Consumer Staples
IBM International Business Machines	$502,522	$67,490 â–²	15.5%	1,787	0.2%	Technology
VOO Vanguard S&P 500 ETF	$491,069	$18,544 â–²	3.9%	715	0.2%	ETF
CSCO Cisco Systems	$484,170	$4,698 â–²	1.0%	4,122	0.2%	Technology
ROK Rockwell Automation	$482,208	$482,208 â–²	New Holding	974	0.2%	Industrials
MO Altria Group	$455,803		0.0%	6,335	0.2%	Consumer Staples
SHOPIFY INC	$451,696	$2,284 â–²	0.5%	3,956	0.2%	CL A SUB VTG SHS
DFCF Dimensional Core Fixed Income ETF	$421,649	$421,649 â–²	New Holding	9,989	0.2%	ETF
ABBV AbbVie	$417,412	$76,534 â–²	22.5%	1,658	0.2%	Healthcare
VOX Vanguard Communication Services ETF	$407,633		0.0%	2,216	0.2%	ETF
AMD Advanced Micro Devices	$395,600	$395,600 â–²	New Holding	681	0.2%	Technology
SMH VanEck Semiconductor ETF	$379,610		0.0%	578	0.2%	ETF
ZTS Zoetis	$374,822		0.0%	5,216	0.2%	Healthcare
VTEB Vanguard Tax-Exempt Bond ETF	$316,378		0.0%	6,255	0.1%	ETF
LLY Eli Lilly and Company	$305,855		0.0%	255	0.1%	Healthcare
PG Procter & Gamble	$295,533		0.0%	2,015	0.1%	Consumer Staples
SKYY First Trust Cloud Computing ETF	$288,093		0.0%	2,141	0.1%	ETF
AVGO Broadcom	$287,468		0.0%	761	0.1%	Technology
VZ Verizon Communications	$286,854	$105,003 â–²	57.7%	6,775	0.1%	Communication Services
FXU First Trust Utilities AlphaDEX Fund	$274,084		0.0%	5,555	0.1%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$269,887	$42,719 â–¼	-13.7%	5,130	0.1%	ETF
JNJ Johnson & Johnson	$267,308		0.0%	1,052	0.1%	Healthcare
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$263,490		0.0%	1,857	0.1%	ETF
GOOGL Alphabet	$255,877		0.0%	716	0.1%	Communication Services
RTX RTX	$248,167	$34,721 â–²	16.3%	1,308	0.1%	Industrials
IXC iShares Global Energy ETF	$245,650		0.0%	5,000	0.1%	ETF
PANW Palo Alto Networks	$236,668	$236,668 â–²	New Holding	694	0.1%	Technology
TWLO Twilio	$226,963	$226,963 â–²	New Holding	1,100	0.1%	Technology
JPM JPMorgan Chase & Co.	$206,545	$206,545 â–²	New Holding	631	0.1%	Finance
TGT Target	$206,364	$206,364 â–²	New Holding	1,580	0.1%	Consumer Staples
ARK ETF TR	$203,909	$203,909 â–²	New Holding	2,523	0.1%	INNOVATION ETF
GLDG GoldMining	$11,756		0.0%	12,961	0.0%	Materials
NFLX Netflix	$0	$216,914 â–¼	-100.0%	0	0.0%	Communication Services
CEG Constellation Energy	$0	$216,698 â–¼	-100.0%	0	0.0%	Utilities
FTGC First Trust Global Tactical Commodity Strategy Fund	$0	$207,143 â–¼	-100.0%	0	0.0%	ETF
SLV iShares Silver Trust	$0	$201,217 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Bright Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Bright Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Bright Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Bright Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBright Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools