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Latest BRIGHT FINANCIAL ADVISORS, INC. Stock Portfolio

$239Million | No. of Holdings #72

BRIGHT FINANCIAL ADVISORS, INC. Performance

2026 Q3-0.92%
YTD-0.19%
2025+14.39%

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

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIGHT FINANCIAL ADVISORS, INC. reported an equity portfolio of $239 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of BRIGHT FINANCIAL ADVISORS, INC. are IJR, CSD, GLD. The fund has invested 14.8% of it's portfolio in ISHARES TR and 10.7% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), BERKSHIRE HATHAWAY INC DEL and INTERNATIONAL BUSINESS MACHS (IBM). BRIGHT FINANCIAL ADVISORS, INC. opened new stock positions in EXXONMOBIL HOLDINGS CORP and FIRST TR EXCHANGE TRAD FD VI (FTGC). The fund showed a lot of confidence in some stocks as they added substantially to RBB FUND TRUST, FIDELITY MERRIMACK STR TR (FBND) and PIMCO ETF TR (BOND).
BRIGHT FINANCIAL ADVISORS, INC. Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$239Million
  as of Oct 23, 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 -0.92% in the last quarter. In trailing 12 months, it's portfolio return was 1.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,710,990
first tr exchange trad fd vi220,707
New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.

Additions

Ticker% Inc.
rbb fund trust69.97
fidelity merrimack str tr63.19
pimco etf tr28.03
dimensional etf trust8.26
jpmorgan chase & co5.07
first tr exchange traded fd3.37
invesco exch traded fd tr ii3.22
world gold tr3.05
Additions to existing portfolio by BRIGHT FINANCIAL ADVISORS, INC.

Reductions

Ticker% Reduced
microsoft corp-25.94
berkshire hathaway inc del-20.92
international business machs-13.43
rockwell automation inc-8.73
ishares tr-5.31
chevron corporation-5.15
alphabet inc-3.76
advanced micro devices inc-3.67
BRIGHT FINANCIAL ADVISORS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-1,577,440
verizon communications inc-286,854
BRIGHT FINANCIAL ADVISORS, INC. got rid off the above stocks

Sector Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 83.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
Sector%
Others83.4
Technology8
Healthcare3.3
Industrials2.7

Market Cap. Distribution

BRIGHT FINANCIAL ADVISORS, INC. has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.4
MEGA-CAP11
LARGE-CAP5.6

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.

  • Others
  • S&P 500
Index%
Others83.5
S&P 50016.5
Top 5 Winners (%)%
TWLO
twilio inc
41.7 %
MSFT
microsoft corp
32.6 %
SHOP
shopify inc
29.9 %
CVX
chevron corporation
22.6 %
CARZ
first tr exchange-traded fd
21.9 %
Top 5 Winners ($)$
NVDA
nvidia corporation
1.3 M
AAPL
apple inc
0.9 M
GLD
spdr gold tr
0.7 M
IJR
ishares tr
0.4 M
GLDM
world gold tr
0.3 M
Top 5 Losers (%)%
CAT
caterpillar inc
-23.9 %
IBM
international business machs
-20.3 %
BIL
spdr series trust
-18.5 %
TSLA
tesla inc
-15.5 %
SYK
stryker corporation
-12.4 %
Top 5 Losers ($)$
IJR
ishares tr
-1.7 M
IJR
ishares tr
-1.2 M
SYK
stryker corporation
-0.9 M
IJR
ishares tr
-0.6 M
CSD
invesco exchange traded fd t
-0.6 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 64.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for BRIGHT FINANCIAL ADVISORS, INC. last quarter.

$239.01MTotal Value
74.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BRIGHT FINANCIAL ADVISORS, INC., last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Vaneck Etf Trust over time
0.15%579
$352.5K
0.15%
increased 0.17 percentadded
ARKF
Ark Etf Tr

Ark Etf Tr

ARKF
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Ark Etf Tr over time
0.09%2,523
$224.8K
0.09%
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
2.17%17,000
$5.18M
2.17%
increased 3.22 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Spdr Series Trust over time
0.2%2,115
$489.1K
0.2%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Pimco Etf Tr over time
0.14%6,568
$326.4K
0.14%
increased 28.03 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Proshares Tr over time
0.75%33,300
$1.80M
0.75%
decreased 0.44 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
0.15%2,141
$351.1K
0.15%
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
0.1%5,555
$244.0K
0.1%
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
10.71%123,113
$25.61M
10.71%
increased 1.02 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Dimensional Etf Trust over time
1.78%84,492
$4.27M
1.78%
increased 8.26 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Dimensional Etf Trust over time
0.17%10,003
$401.3K
0.17%
increased 0.14 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
BRIGHT FINANCIAL ADVISORS, INC.'s holding in Ishares Tr over time
0.52%12,260
$1.23M
0.52%
decreased 5.31 percentreduced