BRIGHT FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, BRIGHT FINANCIAL ADVISORS, INC. held in its portfolio 65 assets valued at $211,741,273 (i.e. $211.74M).
The most valuable assets in the portfolio included: ISHARES TR ($35.68M), SPDR GOLD TR ($22.42M), and INVESCO EXCHANGE TRADED FD T ($19.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BRIGHT FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 357190 | 35676246 | CORE US AGGBD ET |
| SPDR GOLD TR | 56578 | 22422427 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 101564 | 19456043 | S&P500 EQL WGT |
| ISHARES TR | 20966 | 14361228 | CORE S&P500 ETF |
| ISHARES TR | 90270 | 10848865 | CORE S&P SCP ETF |
| SSGA ACTIVE ETF TR | 173548 | 8582016 | STATE STREET GLO |
| NVIDIA CORPORATION | 44126 | 8229631 | COM |
| STRYKER CORPORATION | 22429 | 7883397 | COM |
| WORLD GOLD TR | 84788 | 7238352 | SPDR GLD MINIS |
| ISHARES TR | 103396 | 6824300 | CORE S&P MCP ETF |
| FIRST TR EXCHANGE-TRADED FD | 156906 | 6012659 | SMID RISNG ETF |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| APPLE INC | 19195 | 5218694 | COM |
| VANGUARD INDEX FDS | 15045 | 5044209 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 79458 | 4024548 | ULTRASHORT FIXED |
| EATON CORP PLC | 11717 | 3732015 | SHS |
| INVESCO QQQ TR | 5951 | 3656077 | UNIT SER 1 |
| INVESCO EXCH TRADED FD TR II | 14149 | 3578927 | NASDAQ 100 ETF |
| ISHARES TR | 11814 | 2957337 | MSCI USA MMENTM |
| VANGUARD WORLD FD | 3800 | 2864981 | INF TECH ETF |
| SPDR S&P 500 ETF TR | 3292 | 2244881 | TR UNIT |
| PROSHARES TR | 17005 | 1769710 | S&P 500 DV ARIST |
| FIDELITY MERRIMACK STR TR | 37537 | 1728203 | TOTAL BD ETF |
| AMAZON COM INC | 7007 | 1617356 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3028 | 1522024 | CL B NEW |
| ISHARES GOLD TR | 17539 | 1423641 | ISHARES NEW |
| ISHARES TR | 13748 | 1380121 | 0-3 MNTH TREASRY |
| MICROSOFT CORP | 2317 | 1120548 | COM |
| ISHARES TR | 9810 | 942054 | MSCI EAFE ETF |
| ISHARES TR | 3067 | 923698 | ISHARES SEMICDTR |
| ISHARES TR | 9401 | 778591 | 1 3 YR TREAS BD |
| EXXON MOBIL CORP | 5748 | 691728 | COM |
| VANGUARD WORLD FD | 2365 | 680765 | HEALTH CAR ETF |
| ZOETIS INC | 5216 | 656277 | CL A |
| SHOPIFY INC | 3936 | 633578 | CL A SUB VTG SHS |
| WALMART INC | 5268 | 586908 | COM |
| TESLA INC | 1240 | 557653 | COM |
| ALPHABET INC | 1726 | 541682 | CAP STK CL C |
| SPDR SERIES TRUST | 2115 | 510223 | STATE STREET SPD |
| PHILIP MORRIS INTL INC | 3143 | 504152 | COM |
| INTERNATIONAL BUSINESS MACHS | 1547 | 458237 | COM |
| CATERPILLAR INC | 763 | 437477 | COM |
| VANGUARD INDEX FDS | 688 | 431465 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 2216 | 429084 | COMM SRVC ETF |
| ALTRIA GROUP INC | 6035 | 347978 | COM |
| VANGUARD BD INDEX FDS | 4511 | 334130 | TOTAL BND MRKT |
| VANGUARD MUN BD FDS | 6255 | 314564 | TAX EXEMPT BD |
| ABBVIE INC | 1370 | 313031 | COM |
| CISCO SYS INC | 4042 | 311355 | COM |
| PIMCO ETF TR | 5935 | 311058 | INTER MUN BD ACT |
| PROCTER AND GAMBLE CO | 2015 | 288819 | COM |
| FIRST TR EXCHANGE TRADED FD | 2141 | 278501 | CLOUD COMPUTING |
| CONSTELLATION ENERGY CORP | 776 | 274138 | COM |
| CHEVRON CORP NEW | 1740 | 265193 | COM |
| FIRST TR EXCHANGE TRADED FD | 5555 | 250031 | UTILITIES ALPH |
| ELI LILLY & CO | 230 | 247176 | COM |
| GOLDMAN SACHS ETF TR | 1857 | 245811 | ACTIVEBETA US LG |
| WELLS FARGO CO NEW | 2411 | 224705 | COM |
| JOHNSON & JOHNSON | 1052 | 217819 | COM |
| ISHARES SILVER TR | 3294 | 212199 | ISHARES |
| ISHARES TR | 5000 | 209650 | GLOBAL ENERG ETF |
| VANECK ETF TRUST | 578 | 208433 | SEMICONDUCTR ETF |
| PIMCO ETF TR | 2026 | 203289 | ENHAN SHRT MA AC |
| NETFLIX INC | 2150 | 201584 | COM |
| GOLDMINING INC | 12961 | 16201 | COM |
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