BRIGHT FINANCIAL ADVISORS, INC.

Est. AUM

$218.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$35.8M	361118	16.43%	SOLE
2	SPDR GOLD TR	GOLD SHS	$23.8M	55284	10.90%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$20.9M	109140	9.60%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$14.0M	21490	6.43%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$11.5M	92770	5.28%	SOLE
6	SSGA ACTIVE ETF TR	STATE STREET GLO	$8.7M	175129	3.97%	SOLE
7	WORLD GOLD TR	SPDR GLD MINIS	$7.9M	85526	3.63%	SOLE
8	NVIDIA CORPORATION	COM	$7.7M	44371	3.55%	SOLE
9	STRYKER CORPORATION	COM	$7.7M	23515	3.54%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$7.3M	108561	3.36%	SOLE
11	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$7.2M	182228	3.29%	SOLE
12	APPLE INC	COM	$5.1M	20189	2.35%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL A	$5.0M	7	2.30%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	14724	2.16%	SOLE
15	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$4.2M	82029	1.91%	SOLE
16	EATON CORP PLC	SHS	$4.1M	11529	1.89%	SOLE
17	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.7M	15754	1.72%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$3.5M	5984	1.58%	SOLE
19	ISHARES TR	MSCI USA MMENTM	$2.8M	11841	1.30%	SOLE
20	VANGUARD WORLD FD	INF TECH ETF	$2.7M	3826	1.22%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3831	1.14%	SOLE
22	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.0M	43951	0.92%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3833	0.84%	SOLE
24	PROSHARES TR	S&P 500 DV ARIST	$1.8M	16799	0.82%	SOLE
25	ISHARES GOLD TR	ISHARES NEW	$1.6M	17962	0.73%	SOLE
26	EXXON MOBIL CORP	COM	$1.4M	8501	0.66%	SOLE
27	AMAZON COM INC	COM	$1.4M	6921	0.66%	SOLE
28	ISHARES TR	0-3 MNTH TREASRY	$1.4M	13828	0.64%	SOLE
29	ISHARES TR	MSCI EAFE ETF	$1.1M	11814	0.53%	SOLE
30	ISHARES TR	ISHARES SEMICDTR	$1.0M	3067	0.46%	SOLE
31	ISHARES TR	1 3 YR TREAS BD	$756K	9161	0.35%	SOLE
32	MICROSOFT CORP	COM	$668K	1804	0.31%	SOLE
33	WALMART INC	COM	$655K	5268	0.30%	SOLE
34	VANGUARD WORLD FD	HEALTH CAR ETF	$644K	2365	0.30%	SOLE
35	ZOETIS INC	CL A	$617K	5216	0.28%	SOLE
36	CHEVRON CORPORATION	COM	$602K	2910	0.28%	SOLE
37	CATERPILLAR INC	COM	$541K	763	0.25%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$537K	2115	0.25%	SOLE
39	ALPHABET INC	CAP STK CL C	$489K	1704	0.22%	SOLE
40	PHILIP MORRIS INTL INC	COM	$474K	2868	0.22%	SOLE
41	SHOPIFY INC	CL A SUB VTG SHS	$467K	3936	0.21%	SOLE
42	TESLA INC	COM	$461K	1240	0.21%	SOLE
43	ALTRIA GROUP INC	COM	$418K	6335	0.19%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$411K	688	0.19%	SOLE
45	VANGUARD WORLD FD	COMM SRVC ETF	$399K	2216	0.18%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$375K	1547	0.17%	SOLE
47	CISCO SYS INC	COM	$317K	4082	0.15%	SOLE
48	VANGUARD MUN BD FDS	TAX EXEMPT BD	$312K	6255	0.14%	SOLE
49	PIMCO ETF TR	INTER MUN BD ACT	$310K	5942	0.14%	SOLE
50	ABBVIE INC	COM	$294K	1354	0.13%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.