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Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio

$218Million | No. of Holdings #67

BRIGHT FINANCIAL ADVISORS, INC. Performance

2026 Q1+0.03%
YTD+0.03%
2025+14.39%

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIGHT FINANCIAL ADVISORS, INC. reported an equity portfolio of $218.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, GLD, CSD. The fund has invested 16.4% of it's portfolio in ISHARES TR and 10.9% of portfolio in SPDR GOLD TR. <br><br> The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), WELLS FARGO CO NEW (WFC) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), ISHARES SILVER TR (SLV) and PHILIP MORRIS INTL INC (PM). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in BROADCOM INC (AVGO), RTX CORPORATION (RTX) and VERIZON COMMUNICATIONS INC (VZ). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORPORATION (CVX), EXXON MOBIL CORP (XOM) and BERKSHIRE HATHAWAY INC DEL.
BRIGHT FINANCIAL ADVISORS, INC. Equity Portfolio Value
Last Reported on: 14 May, 2026
$218Million
  as of May 14, 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 0.03% in the last quarter. In trailing 12 months, it's portfolio return was 14.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc235,537
rtx corporation217,012
verizon communications inc215,609
first tr exchange trad fd vi207,143
alphabet inc205,893
New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.

Additions

Ticker% Inc.
chevron corporation67.24
exxon mobil corp47.89
berkshire hathaway inc del26.59
ishares tr20.43
fidelity merrimack str tr17.09
state str spdr s&p 500 etf t16.37
first tr exchange traded fd16.14
invesco exch traded fd tr ii11.34
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.

Reductions

Ticker% Reduced
microsoft corp-22.14
ishares silver tr-10.35
philip morris intl inc-8.75
ishares tr-2.55
spdr gold tr-2.29
vanguard index fds-2.13
eaton corp plc-1.6
alphabet inc-1.27
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
vanguard bd index fds-334,130
wells fargo co new-224,705
pimco etf tr-203,289
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks

Sector Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 83.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
Sector%
Others83.7
Technology6.6
Healthcare4.2
Industrials2.2

Market Cap. Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 16.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.7
MEGA-CAP10.3
LARGE-CAP6

Stocks belong to which Index?

About 16.3% of the stocks held by BRIGHT FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.7
S&P 50016.3
Top 5 Winners (%)%
IJR
ishares tr
37.4 %
XOM
exxon mobil corp
32.2 %
CVX
chevron corporation
26.6 %
CAT
caterpillar inc
23.7 %
JNJ
johnson & johnson
18.1 %
Top 5 Winners ($)$
GLD
spdr gold tr
1.9 M
GLDM
world gold tr
0.6 M
ETN
eaton corp plc
0.5 M
IJR
ishares tr
0.4 M
XOM
exxon mobil corp
0.4 M
Top 5 Losers (%)%
SHOP
shopify inc
-26.3 %
CEG
constellation energy corp
-20.9 %
MSFT
microsoft corp
-20.9 %
IBM
international business machs
-18.2 %
TSLA
tesla inc
-17.3 %
Top 5 Losers ($)$
IJR
ishares tr
-0.7 M
NVDA
nvidia corporation
-0.5 M
SYK
stryker corporation
-0.5 M
AAPL
apple inc
-0.4 M
berkshire hathaway inc del
-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 67 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for BRIGHT FINANCIAL ADVISORS, INC. last quarter.

$218.24MTotal Value
70.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of BRIGHT FINANCIAL ADVISORS, INC., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Vaneck Etf Trust over time
0.1%578
$221.9K
0.1%
unchanged 0 percentunchanged
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
1.72%15,754
$3.74M
1.72%
increased 11.34 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
$537.2K
0.25%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Vanguard Bd Index Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Pimco Etf Tr over time
0.14%5,942
$310.1K
0.14%
increased 0.12 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Pimco Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BZQ
Proshares Tr

Proshares Tr

BZQ
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Proshares Tr over time
0.82%16,799
$1.78M
0.82%
decreased 1.21 percentreduced
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
0.13%5,555
$275.5K
0.13%
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
0.11%2,141
$234.1K
0.11%
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
9.6%109,140
$20.95M
9.6%
increased 7.46 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Dimensional Etf Trust over time
1.91%82,029
$4.16M
1.91%
increased 3.24 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Ishares Tr over time
0.64%13,828
$1.39M
0.64%
increased 0.58 percentadded