Filed: 5/13/2025ACC: 0001172661-25-001723
📋 What this filing means
BRIGHT FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $162.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$162.85M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
CORE US AGGBD ET$32.37M19.9%
COM$20.25M12.4%
GOLD SHS$17.60M10.8%
S&P500 EQL WGT$15.29M9.4%
CORE S&P500 ETF$11.10M6.8%
CORE S&P SCP ETF$9.32M5.7%
GLOBL ALLO ETF$6.78M4.2%
Portfolio Concentration
Top 3$65.26M40.1%
4–10$47.93M29.4%
11–25$36.85M22.6%
Rest$12.81M7.9%
Top 3 weight
40.1%
Top 10 weight
69.5%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
ISHARES TR
SOLEShares327.25K
TypeSH
Market value$32.37M
19.88%
Sole
0.00
Shared
0.00
None
327.25K
SPDR GOLD TR
SOLEShares61.09K
TypeSH
Market value$17.60M
10.81%
Sole
0.00
Shared
0.00
None
61.09K
INVESCO EXCHANGE TRADED FD T
SOLEShares88.25K
TypeSH
Market value$15.29M
9.39%
Sole
0.00
Shared
0.00
None
88.25K
ISHARES TR
SOLEShares19.76K
TypeSH
Market value$11.10M
6.82%
Sole
0.00
Shared
0.00
None
19.76K
ISHARES TR
SOLEShares89.11K
TypeSH
Market value$9.32M
5.72%
Sole
0.00
Shared
0.00
None
89.11K
STRYKER CORPORATION
SOLEShares19.38K
TypeSH
Market value$7.22M
4.43%
Sole
0.00
Shared
0.00
None
19.38K
SSGA ACTIVE ETF TR
SOLEShares151.26K
TypeSH
Market value$6.78M
4.16%
Sole
0.00
Shared
0.00
None
151.26K
ISHARES TR
SOLEShares86.47K
TypeSH
Market value$5.05M
3.10%
Sole
0.00
Shared
0.00
None
86.47K
WORLD GOLD TR
SOLEShares68.48K
TypeSH
Market value$4.24M
2.60%
Sole
0.00
Shared
0.00
None
68.48K
APPLE INC
SOLEShares19.02K
TypeSH
Market value$4.23M
2.60%
Sole
0.00
Shared
0.00
None
19.02K
FIRST TR EXCHANGE-TRADED FD
SOLEShares125.14K
TypeSH
Market value$4.19M
2.57%
Sole
0.00
Shared
0.00
None
125.14K
VANGUARD INDEX FDS
SOLEShares15.20K
TypeSH
Market value$4.18M
2.57%
Sole
0.00
Shared
0.00
None
15.20K
EATON CORP PLC
SOLEShares11.91K
TypeSH
Market value$3.24M
1.99%
Sole
0.00
Shared
0.00
None
11.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$3.19M
1.96%
Sole
0.00
Shared
0.00
None
4.00
DIMENSIONAL ETF TRUST
SOLEShares60.06K
TypeSH
Market value$3.05M
1.87%
Sole
0.00
Shared
0.00
None
60.06K
INVESCO QQQ TR
SOLEShares5.94K
TypeSH
Market value$2.79M
1.71%
Sole
0.00
Shared
0.00
None
5.94K
ISHARES TR
SOLEShares12.73K
TypeSH
Market value$2.57M
1.58%
Sole
0.00
Shared
0.00
None
12.73K
NVIDIA CORPORATION
SOLEShares22.37K
TypeSH
Market value$2.42M
1.49%
Sole
0.00
Shared
0.00
None
22.37K
INVESCO EXCH TRADED FD TR II
SOLEShares10.76K
TypeSH
Market value$2.08M
1.28%
Sole
0.00
Shared
0.00
None
10.76K
VANGUARD WORLD FD
SOLEShares3.52K
TypeSH
Market value$1.91M
1.17%
Sole
0.00
Shared
0.00
None
3.52K
SPDR S&P 500 ETF TR
SOLEShares3.35K
TypeSH
Market value$1.87M
1.15%
Sole
0.00
Shared
0.00
None
3.35K
PROSHARES TR
SOLEShares17.37K
TypeSH
Market value$1.77M
1.09%
Sole
0.00
Shared
0.00
None
17.37K
AMAZON COM INC
SOLEShares6.84K
TypeSH
Market value$1.30M
0.80%
Sole
0.00
Shared
0.00
None
6.84K
FIDELITY MERRIMACK STR TR
SOLEShares26.32K
TypeSH
Market value$1.20M
0.74%
Sole
0.00
Shared
0.00
None
26.32K
ISHARES GOLD TR
SOLEShares18.29K
TypeSH
Market value$1.08M
0.66%
Sole
0.00
Shared
0.00
None
18.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 327.25K | SH | $32.37M 19.88% | 0.00 | 0.00 | 327.25K |
SPDR GOLD TRSOLE | GOLD SHS | 61.09K | SH | $17.60M 10.81% | 0.00 | 0.00 | 61.09K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 88.25K | SH | $15.29M 9.39% | 0.00 | 0.00 | 88.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.76K | SH | $11.10M 6.82% | 0.00 | 0.00 | 19.76K |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.11K | SH | $9.32M 5.72% | 0.00 | 0.00 | 89.11K |
STRYKER CORPORATIONSOLE | COM | 19.38K | SH | $7.22M 4.43% | 0.00 | 0.00 | 19.38K |
SSGA ACTIVE ETF TRSOLE | GLOBL ALLO ETF | 151.26K | SH | $6.78M 4.16% | 0.00 | 0.00 | 151.26K |
ISHARES TRSOLE | CORE S&P MCP ETF | 86.47K | SH | $5.05M 3.10% | 0.00 | 0.00 | 86.47K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 68.48K | SH | $4.24M 2.60% | 0.00 | 0.00 | 68.48K |
APPLE INCSOLE | COM | 19.02K | SH | $4.23M 2.60% | 0.00 | 0.00 | 19.02K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 125.14K | SH | $4.19M 2.57% | 0.00 | 0.00 | 125.14K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.20K | SH | $4.18M 2.57% | 0.00 | 0.00 | 15.20K |
EATON CORP PLCSOLE | SHS | 11.91K | SH | $3.24M 1.99% | 0.00 | 0.00 | 11.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.19M 1.96% | 0.00 | 0.00 | 4.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 60.06K | SH | $3.05M 1.87% | 0.00 | 0.00 | 60.06K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.94K | SH | $2.79M 1.71% | 0.00 | 0.00 | 5.94K |
ISHARES TRSOLE | MSCI USA MMENTM | 12.73K | SH | $2.57M 1.58% | 0.00 | 0.00 | 12.73K |
NVIDIA CORPORATIONSOLE | COM | 22.37K | SH | $2.42M 1.49% | 0.00 | 0.00 | 22.37K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 10.76K | SH | $2.08M 1.28% | 0.00 | 0.00 | 10.76K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.52K | SH | $1.91M 1.17% | 0.00 | 0.00 | 3.52K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.35K | SH | $1.87M 1.15% | 0.00 | 0.00 | 3.35K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 17.37K | SH | $1.77M 1.09% | 0.00 | 0.00 | 17.37K |
AMAZON COM INCSOLE | COM | 6.84K | SH | $1.30M 0.80% | 0.00 | 0.00 | 6.84K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 26.32K | SH | $1.20M 0.74% | 0.00 | 0.00 | 26.32K |
ISHARES GOLD TRSOLE | ISHARES NEW | 18.29K | SH | $1.08M 0.66% | 0.00 | 0.00 | 18.29K |
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