BRIGHT FINANCIAL ADVISORS, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
BRIGHT FINANCIAL ADVISORS, INC. 13F Holdings
CIK 0002022456 · Portage, MI
As of Sep 30, 2025, BRIGHT FINANCIAL ADVISORS, INC. reported
63 positions worth $204.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 353,529 | $35.4M | 17.32% |
| SPDR GOLD TRUST | GQ9 | — | 60,250 | $21.4M | 10.47% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 100,220 |
|
9.0M9.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 19,975 |
3.4M | 6.53% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 88,412 |
0.5M | 5.14% |
| STATE STREET(R) GLOBAL ALLOCATION ETF | GAL | — | 178,185 | $8.8M | 4.28% |
| NVIDIA CORP | NVDA | Technology | 46,125 | $8.6M | 4.21% |
| STRYKER CORP | SYK | Healthcare | 22,427 | $8.3M | 4.05% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 97,653 | $6.4M | 3.12% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 82,834 | $6.3M | 3.10% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 7 | $5.3M | 2.58% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 131,100 | $5.0M | 2.44% |
| APPLE INC | AAPL | Technology | 19,008 | $4.8M | 2.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,713 | $4.8M | 2.36% |
| EATON CORP PLC | ETN | Industrials | 11,812 | $4.4M | 2.16% |
| DIMENSIONAL ETF TRUST | DUSB | — | 83,701 | $4.3M | 2.08% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,970 | $3.6M | 1.75% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 12,501 | $3.2M | 1.57% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 12,403 | $3.1M | 1.50% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 3,525 | $2.6M | 1.29% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,347 | $2.2M | 1.09% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 17,220 |
.8M | 0.87% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,108 |
.6M | 0.76% |
| AMAZON.COM INC | AMZN | Equity | 6,947 |
.5M | 0.75% |
| FIDELITY TOTAL BOND ETF | FBND | — | 31,578 |
.5M | 0.71% |