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%

Performance for 2026 Q1 is 0.03%, and YTD is 0.03%, and 2025 is 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.

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.

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

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 inc	235,537
rtx corporation	217,012
verizon communications inc	215,609
first tr exchange trad fd vi	207,143
alphabet inc	205,893

New stocks bought by BRIGHT FINANCIAL ADVISORS, INC.

Additions

Ticker	% Inc.
chevron corporation	67.24
exxon mobil corp	47.89
berkshire hathaway inc del	26.59
ishares tr	20.43
fidelity merrimack str tr	17.09
state str spdr s&p 500 etf t	16.37
first tr exchange traded fd	16.14
invesco exch traded fd tr ii	11.34

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	%
Others	83.7
Technology	6.6
Healthcare	4.2
Industrials	2.2

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	%
UNALLOCATED	83.7
MEGA-CAP	10.3
LARGE-CAP	6

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	%
Others	83.7
S&P 500	16.3

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.35	20,189	5,124,050	added	5.18

ABBV	abbvie inc	0.14	1,354	294,482	reduced	-1.17

AFK	vaneck etf trust	0.10	578	221,901	unchanged	0.00

AMZN	amazon com inc	0.66	6,921	1,441,440	reduced	-1.23

AVGO	broadcom inc	0.11	761	235,537	new

BAB	invesco exch traded fd tr ii	1.72	15,754	3,743,830	added	11.34

BIL	spdr series trust	0.25	2,115	537,168	unchanged	0.00

BIV	vanguard bd index fds	0.00	0.00	0.00	sold off	-100

BOND	pimco etf tr	0.14	5,942	310,133	added	0.12

BOND	pimco etf tr	0.00	0.00	0.00	sold off	-100

BZQ	proshares tr	0.82	16,799	1,780,860	reduced	-1.21

CARZ	first tr exchange-traded fd	0.13	5,555	275,472	unchanged	0.00

CARZ	first tr exchange-traded fd	0.11	2,141	234,140	unchanged	0.00

CAT	caterpillar inc	0.25	763	541,022	unchanged	0.00

CEG	constellation energy corp	0.10	776	216,698	unchanged	0.00

CSCO	cisco sys inc	0.14	4,082	316,723	added	0.99

CSD	invesco exchange traded fd t	9.60	109,140	20,946,400	added	7.46

CVX	chevron corporation	0.28	2,910	602,080	added	67.24

DFAC	dimensional etf trust	1.91	82,029	4,159,720	added	3.24

DMXF	ishares tr	0.64	13,828	1,392,000	added	0.58