Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio
BRIGHT FINANCIAL ADVISORS, INC. Performance:
2025 Q3: 4.07%YTD: 7.84%2024: 1.85%
Performance for 2025 Q3 is 4.07%, and YTD is 7.84%, and 2024 is 1.85%.
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 $204.6 Millions as of 30 Sep, 2025.
The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 17.3% of it's portfolio in ISHARES TR and 10.5% of portfolio in SPDR GOLD TR.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in ALTRIA GROUP INC (MO), VANGUARD BD INDEX FDS (BIV) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT) and PHILIP MORRIS INTL INC (PM).
The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 17.3% of it's portfolio in ISHARES TR and 10.5% of portfolio in SPDR GOLD TR.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in ALTRIA GROUP INC (MO), VANGUARD BD INDEX FDS (BIV) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT) and PHILIP MORRIS INTL INC (PM).
BRIGHT FINANCIAL ADVISORS, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that BRIGHT FINANCIAL ADVISORS, INC. made a return of 4.07% in the last quarter. In trailing 12 months, it's portfolio return was 7.55%.
New Buys
| Ticker | $ Bought |
|---|---|
| altria group inc | 398,672 |
| vanguard bd index fds | 335,483 |
| cisco sys inc | 276,554 |
| constellation energy corp | 255,358 |
| johnson & johnson | 250,784 |
| first tr exchange trad fd vi | 225,563 |
| ark etf tr | 217,735 |
| ishares tr | 208,750 |
New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 105 |
| microsoft corp | 96.95 |
| philip morris intl inc | 93.83 |
| dimensional etf trust | 23.16 |
| kellanova | 19.66 |
| world gold tr | 19.57 |
| abbvie inc | 14.22 |
| ssga active etf tr | 11.61 |
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| pimco etf tr | -10.31 |
| ishares tr | -4.87 |
| exxon mobil corp | -3.09 |
| tesla inc | -2.9 |
| berkshire hathaway inc del | -2.51 |
| ishares gold tr | -2.13 |
| vanguard index fds | -1.74 |
| ishares tr | -1.66 |
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr | -398,167 |
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks
Sector Distribution
BRIGHT FINANCIAL ADVISORS, INC. has about 82.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.5 |
| Technology | 7.4 |
| Healthcare | 4.7 |
| Industrials | 2.4 |
Market Cap. Distribution
BRIGHT FINANCIAL ADVISORS, INC. has about 17.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.5 |
| MEGA-CAP | 9.5 |
| LARGE-CAP | 8 |
Stocks belong to which Index?
About 17.5% of the stocks held by BRIGHT FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 82.5 |
| S&P 500 | 17.5 |
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 63 stocks in it's portfolio. About 67.5% of the portfolio is in top 10 stocks. SYK 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: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.37 | 19,008 | 4,840,080 | reduced | -0.52 | ||
| ABBV | abbvie inc | 0.17 | 1,470 | 340,363 | added | 14.22 | ||
| AMZN | amazon com inc | 0.75 | 6,947 | 1,525,350 | added | 1.25 | ||
| ARKF | ark etf tr | 0.11 | 2,523 | 217,735 | new | |||
| BAB | invesco exch traded fd tr ii | 1.50 | 12,403 | 3,065,090 | added | 0.81 | ||
| BIL | spdr series trust | 0.24 | 2,115 | 496,940 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.16 | 4,511 | 335,483 | new | |||
| BOND | pimco etf tr | 0.16 | 6,368 | 332,909 | reduced | -10.31 | ||
| BZQ | proshares tr | 0.87 | 17,220 | 1,774,860 | reduced | -0.85 | ||
| CARZ | first tr exchange traded fd | 0.14 | 2,091 | 281,072 | unchanged | 0.00 | ||
| CARZ | first tr exchange traded fd | 0.12 | 5,555 | 252,475 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 0.19 | 815 | 388,715 | unchanged | 0.00 | ||
| CEG | constellation energy corp | 0.12 | 776 | 255,358 | new | |||
| CSCO | cisco sys inc | 0.14 | 4,042 | 276,554 | new | |||
| CSD | invesco exchange traded fd t | 9.29 | 100,220 | 19,011,700 | added | 2.06 | ||
| CVX | chevron corp new | 0.13 | 1,740 | 270,205 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 2.08 | 83,701 | 4,250,340 | added | 23.16 | ||
| ETN | eaton corp plc | 2.16 | 11,812 | 4,420,680 | unchanged | 0.00 | ||
| FBND | fidelity merrimack str tr | 0.71 | 31,578 | 1,460,170 | added | 4.09 | ||
| FNDA | schwab strategic tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||