Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio
BRIGHT FINANCIAL ADVISORS, INC. Performance:
2025 Q2: 4.15%YTD: 3.64%2024: 6.34%
Performance for 2025 Q2 is 4.15%, and YTD is 3.64%, and 2024 is 6.34%.
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 $180.2 Millions as of 30 Jun, 2025.
The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 18.2% of it's portfolio in ISHARES TR and 10.3% of portfolio in SPDR GOLD TR.
The fund managers got completely rid off CISCO SYS INC (CSCO), ISHARES TR (IJR) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), MICROSOFT CORP (MSFT) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, STRYKER CORPORATION (SYK) and FIDELITY MERRIMACK STR TR (FBND).
The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 18.2% of it's portfolio in ISHARES TR and 10.3% of portfolio in SPDR GOLD TR.
The fund managers got completely rid off CISCO SYS INC (CSCO), ISHARES TR (IJR) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), MICROSOFT CORP (MSFT) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, STRYKER CORPORATION (SYK) and FIDELITY MERRIMACK STR TR (FBND).
BRIGHT FINANCIAL ADVISORS, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that BRIGHT FINANCIAL ADVISORS, INC. made a return of 4.15% in the last quarter. In trailing 12 months, it's portfolio return was 7.81%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc del | 171 |
| berkshire hathaway inc del | 75.00 |
| stryker corporation | 15.29 |
| fidelity merrimack str tr | 15.25 |
| invesco exch traded fd tr ii | 14.35 |
| dimensional etf trust | 13.16 |
| ishares tr | 11.39 |
| invesco exchange traded fd t | 11.28 |
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| procter and gamble co | -38.1 |
| microsoft corp | -36.81 |
| ishares tr | -1.93 |
| abbvie inc | -1.53 |
| vanguard index fds | -1.51 |
| eaton corp plc | -0.82 |
| spdr gold tr | -0.58 |
| ishares tr | -0.13 |
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -210,350 |
| cisco sys inc | -227,216 |
| johnson & johnson | -203,572 |
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks
Sector Distribution
BRIGHT FINANCIAL ADVISORS, INC. has about 84.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84.7 |
| Healthcare | 5.5 |
| Technology | 4.7 |
| Industrials | 2.5 |
| Consumer Cyclical | 1.1 |
Market Cap. Distribution
BRIGHT FINANCIAL ADVISORS, INC. has about 15.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84.7 |
| LARGE-CAP | 8.5 |
| MEGA-CAP | 6.9 |
Stocks belong to which Index?
About 15.3% of the stocks held by BRIGHT FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 84.7 |
| S&P 500 | 15.3 |
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 55 stocks in it's portfolio. About 68.4% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for BRIGHT FINANCIAL ADVISORS, INC. last quarter.
Last Reported on: 16 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 18.17 | 330,018 | 32,737,800 | added | 0.85 | ||
Historical Trend of ISHARES TR Position Held By BRIGHT FINANCIAL ADVISORS, INC.What % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| GLD | spdr gold tr | 10.27 | 60,734 | 18,513,500 | reduced | -0.58 | ||
| CSD | invesco exchange traded fd t | 9.90 | 98,200 | 17,846,800 | added | 11.28 | ||
| IJR | ishares tr | 6.84 | 19,859 | 12,330,800 | added | 0.51 | ||
| IJR | ishares tr | 5.43 | 89,476 | 9,778,720 | added | 0.41 | ||
| SYK | stryker corporation | 4.90 | 22,345 | 8,840,170 | added | 15.29 | ||
| GAL | ssga active etf tr | 4.16 | 159,656 | 7,503,560 | added | 5.55 | ||
| IJR | ishares tr | 3.32 | 96,323 | 5,974,000 | added | 11.39 | ||
| berkshire hathaway inc del | 2.83 | 7.00 | 5,101,600 | added | 75.00 | |||
| VB | vanguard index fds | 2.52 | 14,973 | 4,550,710 | reduced | -1.51 | ||
| GLDM | world gold tr | 2.52 | 69,276 | 4,538,960 | added | 1.17 | ||
| LEGR | first tr exchange-traded fd | 2.51 | 128,081 | 4,518,690 | added | 2.35 | ||
| ETN | eaton corp plc | 2.34 | 11,812 | 4,216,800 | reduced | -0.82 | ||
| AAPL | apple inc | 2.17 | 19,107 | 3,920,220 | added | 0.43 | ||
| NVDA | nvidia corporation | 1.97 | 22,443 | 3,545,770 | added | 0.31 | ||
| DFAC | dimensional etf trust | 1.91 | 67,959 | 3,448,920 | added | 13.16 | ||
| QQQ | invesco qqq tr | 1.82 | 5,938 | 3,275,710 | reduced | -0.03 | ||
| IBCE | ishares tr | 1.70 | 12,712 | 3,055,060 | reduced | -0.13 | ||
| BAB | invesco exch traded fd tr ii | 1.55 | 12,303 | 2,794,030 | added | 14.35 | ||
| VAW | vanguard world fd | 1.30 | 3,525 | 2,337,890 | unchanged | 0.00 | ||
