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Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio

$238Million | No. of Holdings #72

BRIGHT FINANCIAL ADVISORS, INC. Performance

2026 Q2+0.71%
YTD+0.74%
2025+14.39%

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

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIGHT FINANCIAL ADVISORS, INC. reported an equity portfolio of $238.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, CSD, GLD. The fund has invested 15.4% of it's portfolio in ISHARES TR and 10.9% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX), CONSTELLATION ENERGY CORP (CEG) and FIRST TR EXCHANGE TRAD FD VI (FTGC) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), FIDELITY MERRIMACK STR TR (FBND) and PIMCO ETF TR (BOND). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in RBB FUND TRUST, ROCKWELL AUTOMATION INC (ROK) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), PROSHARES TR (BZQ) and VERIZON COMMUNICATIONS INC (VZ).
BRIGHT FINANCIAL ADVISORS, INC. Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$238Million
  as of Aug 11, 2026

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

Our best estimate is that BRIGHT FINANCIAL ADVISORS, INC. made a return of 0.71% in the last quarter. In trailing 12 months, it's portfolio return was 9.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rbb fund trust679,597
rockwell automation inc482,208
dimensional etf trust421,649
advanced micro devices inc395,600
palo alto networks inc236,668
twilio inc226,963
jpmorgan chase & co206,545
target corp206,364
New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.

Additions

Ticker% Inc.
vanguard world fd700
proshares tr99.1
verizon communications inc57.74
chevron corporation36.77
exxon mobil corp35.71
abbvie inc22.45
berkshire hathaway inc del22.1
rtx corporation16.27
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.

Reductions

Ticker% Reduced
microsoft corp-21.56
fidelity merrimack str tr-20.55
pimco etf tr-13.67
ishares tr-6.37
dimensional etf trust-4.86
ishares tr-3.83
spdr gold tr-3.06
amazon com inc-2.76
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange trad fd vi-207,143
ishares silver tr-201,217
netflix inc.-216,914
constellation energy corp-216,698
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks

Sector Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 83% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
Sector%
Others83
Technology7.2
Healthcare3.7
Industrials2.8

Market Cap. Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 17% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83
MEGA-CAP10.9
LARGE-CAP6.1

Stocks belong to which Index?

About 16.9% of the stocks held by BRIGHT FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.1
S&P 50016.9
Top 5 Winners (%)%
IJR
ishares tr
95.0 %
AFK
vaneck etf trust
71.1 %
CSCO
cisco sys inc
51.0 %
CAT
caterpillar inc
50.3 %
IBCE
ishares tr
42.3 %
Top 5 Winners ($)$
CSD
invesco exchange traded fd t
2.4 M
IJR
ishares tr
2.3 M
IJR
ishares tr
2.1 M
IBCE
ishares tr
1.2 M
NVDA
nvidia corporation
1.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
BZQ
proshares tr
-40.0 %
ZTS
zoetis inc
-39.2 %
GLDG
goldmining inc
-23.8 %
CVX
chevron corporation
-17.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-10.0 M
GLD
spdr gold tr
-3.4 M
BZQ
proshares tr
-1.3 M
GLDM
world gold tr
-1.2 M
XOM
exxon mobil corp
-0.3 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 72 stocks in it's portfolio. About 64.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for BRIGHT FINANCIAL ADVISORS, INC. last quarter.

$238.86MTotal Value
76.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of BRIGHT FINANCIAL ADVISORS, INC., last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Vaneck Etf Trust over time
0.16%578
$379.6K
0.16%
unchanged 0 percentunchanged
ARKF
Ark Etf Tr

Ark Etf Tr

ARKF
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Ark Etf Tr over time
0.09%2,523
$203.9K
0.09%
new position
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Invesco Exch Traded Fd Tr Ii over time
2.09%16,469
$4.99M
2.09%
increased 4.54 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Spdr Series Trust over time
0.25%2,115
$600.2K
0.25%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Pimco Etf Tr over time
0.11%5,130
$269.9K
0.11%
decreased 13.67 percentreduced
BZQ
Proshares Tr

Proshares Tr

BZQ
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Proshares Tr over time
0.79%33,446
$1.88M
0.79%
increased 99.1 percentadded
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
BRIGHT FINANCIAL ADVISORS, INC.'s holding in First Tr Exchange-Traded Fd over time
0.12%5,555
$274.1K
0.12%
unchanged 0 percentunchanged
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
BRIGHT FINANCIAL ADVISORS, INC.'s holding in First Tr Exchange-Traded Fd over time
0.12%2,141
$288.1K
0.12%
unchanged 0 percentunchanged
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Invesco Exchange Traded Fd T over time
10.86%121,866
$25.93M
10.86%
increased 11.66 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Dimensional Etf Trust over time
1.66%78,045
$3.96M
1.66%
decreased 4.86 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Dimensional Etf Trust over time
0.18%9,989
$421.6K
0.18%
new position