Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio

BRIGHT FINANCIAL ADVISORS, INC. Performance:
2025 Q4: 1.26%YTD: 13.71%2024: 3.68%
Performance for 2025 Q4 is 1.26%, and YTD is 13.71%, and 2024 is 3.68%.

About BRIGHT FINANCIAL ADVISORS, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BRIGHT FINANCIAL ADVISORS, INC. reported an equity portfolio of $211.7 Millions as of 31 Dec, 2025.

The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 16.9% of it's portfolio in ISHARES TR and 10.6% of portfolio in SPDR GOLD TR.

The fund managers got completely rid off KELLANOVA (K), FIRST TR EXCHANGE TRAD FD VI (FTGC) and ARK ETF TR (ARKF) stocks. They significantly reduced their stock positions in JOHNSON & JOHNSON (JNJ), ABBVIE INC (ABBV) and PIMCO ETF TR (BOND). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in ISHARES TR (DMXF), ELI LILLY & CO (LLY) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ALPHABET INC (GOOG) and MICROSOFT CORP (MSFT).

BRIGHT FINANCIAL ADVISORS, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that BRIGHT FINANCIAL ADVISORS, INC. made a return of 1.26% in the last quarter. In trailing 12 months, it's portfolio return was 13.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,380,120
eli lilly & co247,176
ishares silver tr212,199
vaneck etf trust208,433
pimco etf tr203,289
New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.

Additions

Ticker% Inc.
netflix inc900
alphabet inc28.61
microsoft corp19.8
first tr exchange-traded fd19.68
fidelity merrimack str tr18.87
ishares tr16.07
invesco exch traded fd tr ii14.08
vanguard world fd7.8
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.

Reductions

Ticker% Reduced
johnson & johnson-22.25
abbvie inc-6.8
pimco etf tr-6.8
caterpillar inc-6.38
spdr gold tr-6.09
exxon mobil corp-5.68
ishares tr-5.5
dimensional etf trust-5.07
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange trad fd vi-225,563
kellanova-350,964
ark etf tr-217,735
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks

Sector Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 83.5% of it's holdings in Others sector.

Sector%
Others83.5
Technology7.2
Healthcare4.4
Industrials2

Market Cap. Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 16.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED83.5
MEGA-CAP9.5
LARGE-CAP7

Stocks belong to which Index?

About 16.5% of the stocks held by BRIGHT FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others83.5
S&P 50016.5
Top 5 Winners (%)%
GOOG
alphabet inc
24.9 %
CAT
caterpillar inc
19.6 %
CSCO
cisco sys inc
12.6 %
GLDM
world gold tr
11.5 %
IAU
ishares gold tr
11.4 %
Top 5 Winners ($)$
GLD
spdr gold tr
2.4 M
GLDM
world gold tr
0.7 M
AAPL
apple inc
0.3 M
IJR
ishares tr
0.3 M
CSD
invesco exchange traded fd t
0.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
ETN
eaton corp plc
-14.8 %
ZTS
zoetis inc
-14.0 %
MO
altria group inc
-12.7 %
PG
procter and gamble co
-6.7 %
Top 5 Losers ($)$
NFLX
netflix inc
-1.3 M
ETN
eaton corp plc
-0.7 M
SYK
stryker corporation
-0.4 M
IJR
ishares tr
-0.1 M
ZTS
zoetis inc
-0.1 M

BRIGHT FINANCIAL ADVISORS, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL ADVISORS, INC. has 65 stocks in it's portfolio. About 66.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for BRIGHT FINANCIAL ADVISORS, INC. last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions