Bright Financial Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$218.2M
Q ending 2026-03-31
Prior quarter
$211.7M
Q ending 2025-12-31
Change
+3.1% QoQ · +34.0% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $35.8M | 361K |
| Spdr Gold Tr | GLD | Shares | $23.8M | 55K |
| Invesco Exchange Traded Fd T | RSP | Shares | $20.9M | 109K |
| Ishares Tr | IVV | Shares | $14.0M | 21K |
| Ishares Tr | IJR | Shares | $11.5M | 93K |
| Ssga Active Etf Tr | GAL | Shares | $8.7M | 175K |
| World Gold Tr | GLDM | Shares | $7.9M | 86K |
| Nvidia Corporation | NVDA | Shares | $7.7M | 44K |
| Stryker Corporation | SYK | Shares | $7.7M | 24K |
| Ishares Tr | IJH | Shares | $7.3M | 109K |
| First Tr Exchange Traded Fd | SDVY | Shares | $7.2M | 182K |
| Apple Inc | AAPL | Shares | $5.1M | 20K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $5.0M | 7 |
| Vanguard Index Fds | VTI | Shares | $4.7M | 15K |
| Dimensional Etf Trust | DUSB | Shares | $4.2M | 82K |
| Eaton Corp Plc | Shares | $4.1M | 12K | |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.7M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $3.5M | 6K |
| Ishares Tr | MTUM | Shares | $2.8M | 12K |
| Vanguard World Fd | VGT | Shares | $2.7M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Fidelity Merrimack Str Tr | FBND | Shares | $2.0M | 44K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Proshares Tr | NOBL | Shares | $1.8M | 17K |
| Ishares Gold Tr | IAU | Shares | $1.6M | 18K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 9K |
| Amazon Com Inc | AMZN | Shares | $1.4M | 7K |
| Ishares Tr | SGOV | Shares | $1.4M | 14K |
| Ishares Tr | EFA | Shares | $1.1M | 12K |
| Ishares Tr | SOXX | Shares | $1.0M | 3K |
| Ishares Tr | SHY | Shares | $756K | 9K |
| Microsoft Corp | MSFT | Shares | $668K | 2K |
| Walmart Inc | WMT | Shares | $655K | 5K |
| Vanguard World Fd | VHT | Shares | $644K | 2K |
| Zoetis Inc | ZTS | Shares | $617K | 5K |
| Chevron Corporation | CVX | Shares | $602K | 3K |
| Caterpillar Inc | CAT | Shares | $541K | 763 |
| Spdr Series Trust | XAR | Shares | $537K | 2K |
| Alphabet Inc | GOOG | Shares | $489K | 2K |
| Philip Morris Intl Inc | PM | Shares | $474K | 3K |
| Shopify Inc | SHOP | Shares | $467K | 4K |
| Tesla Inc | TSLA | Shares | $461K | 1K |
| Altria Group Inc | MO | Shares | $418K | 6K |
| Vanguard Index Fds | VOO | Shares | $411K | 688 |
| Vanguard World Fd | VOX | Shares | $399K | 2K |
| International Business Machs | IBM | Shares | $375K | 2K |
| Cisco Sys Inc | CSCO | Shares | $317K | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $312K | 6K |
| Pimco Etf Tr | MUNI | Shares | $310K | 6K |
| Abbvie Inc | ABBV | Shares | $294K | 1K |
| Procter & Gamble Co | PG | Shares | $291K | 2K |
| Ishares Tr | IXC | Shares | $288K | 5K |
| First Tr Exchange-Traded Fd | FXU | Shares | $275K | 6K |
| Johnson & Johnson | JNJ | Shares | $257K | 1K |
| Broadcom Inc | AVGO | Shares | $236K | 761 |
| Eli Lilly & Co | LLY | Shares | $235K | 255 |
| First Tr Exchange-Traded Fd | SKYY | Shares | $234K | 2K |
| Goldman Sachs Etf Tr | GSLC | Shares | $232K | 2K |
| Vaneck Etf Trust | SMH | Shares | $222K | 578 |
| Rtx Corporation | RTX | Shares | $217K | 1K |
| Netflix Inc. | NFLX | Shares | $217K | 2K |
| Constellation Energy Corp | CEG | Shares | $217K | 776 |
| Verizon Communications Inc | VZ | Shares | $216K | 4K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $207K | 7K |
| Alphabet Inc | GOOGL | Shares | $206K | 716 |
| Ishares Silver Tr | SLV | Shares | $201K | 3K |
| Goldmining Inc | GLDG | Shares | $15K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.