BRIGHT FINANCIAL ADVISORS, INC.

Filed: 7/16/2025ACC: 0001172661-25-002611

📋 What this filing means

BRIGHT FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $180.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$180.21M

Total AUM (reported)

1.44M

Total Shares

Allocation by class

CORE US AGGBD ET$32.74M18.2%

COM$22.37M12.4%

GOLD SHS$18.51M10.3%

S&P500 EQL WGT$17.85M9.9%

CORE S&P500 ETF$12.33M6.8%

CORE S&P SCP ETF$9.78M5.4%

GLOBL ALLO ETF$7.50M4.2%

Portfolio Concentration

Top 3$69.10M38.3%

4–10$54.08M30.0%

11–25$43.91M24.4%

Rest$13.12M7.3%

Top 3 weight

38.3%

Top 10 weight

68.4%

Voting Authority Distribution

Total shares with voting rights: 1.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole55

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings55

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares330.02K

TypeSH

Market value$32.74M

18.17%

Sole

0.00

Shared

0.00

None

330.02K

SPDR GOLD TR

SOLE

GOLD SHS

Shares60.73K

TypeSH

Market value$18.51M

10.27%

Sole

0.00

Shared

0.00

None

60.73K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares98.20K

TypeSH

Market value$17.85M

9.90%

Sole

0.00

Shared

0.00

None

98.20K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares19.86K

TypeSH

Market value$12.33M

6.84%

Sole

0.00

Shared

0.00

None

19.86K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares89.48K

TypeSH

Market value$9.78M

5.43%

Sole

0.00

Shared

0.00

None

89.48K

STRYKER CORPORATION

SOLE

COM

Shares22.34K

TypeSH

Market value$8.84M

4.91%

Sole

0.00

Shared

0.00

None

22.34K

SSGA ACTIVE ETF TR

SOLE

GLOBL ALLO ETF

Shares159.66K

TypeSH

Market value$7.50M

4.16%

Sole

0.00

Shared

0.00

None

159.66K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares96.32K

TypeSH

Market value$5.97M

3.32%

Sole

0.00

Shared

0.00

None

96.32K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares7.00

TypeSH

Market value$5.10M

2.83%

Sole

0.00

Shared

0.00

None

7.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares14.97K

TypeSH

Market value$4.55M

2.53%

Sole

0.00

Shared

0.00

None

14.97K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares69.28K

TypeSH

Market value$4.54M

2.52%

Sole

0.00

Shared

0.00

None

69.28K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares128.08K

TypeSH

Market value$4.52M

2.51%

Sole

0.00

Shared

0.00

None

128.08K

EATON CORP PLC

SOLE

SHS

Shares11.81K

TypeSH

Market value$4.22M

2.34%

Sole

0.00

Shared

0.00

None

11.81K

APPLE INC

SOLE

COM

Shares19.11K

TypeSH

Market value$3.92M

2.18%

Sole

0.00

Shared

0.00

None

19.11K

NVIDIA CORPORATION

SOLE

COM

Shares22.44K

TypeSH

Market value$3.55M

1.97%

Sole

0.00

Shared

0.00

None

22.44K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares67.96K

TypeSH

Market value$3.45M

1.91%

Sole

0.00

Shared

0.00

None

67.96K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.94K

TypeSH

Market value$3.28M

1.82%

Sole

0.00

Shared

0.00

None

5.94K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares12.71K

TypeSH

Market value$3.06M

1.70%

Sole

0.00

Shared

0.00

None

12.71K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares12.30K

TypeSH

Market value$2.79M

1.55%

Sole

0.00

Shared

0.00

None

12.30K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares3.52K

TypeSH

Market value$2.34M

1.30%

Sole

0.00

Shared

0.00

None

3.52K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares3.35K

TypeSH

Market value$2.07M

1.15%

Sole

0.00

Shared

0.00

None

3.35K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares17.37K

TypeSH

Market value$1.75M

0.97%

Sole

0.00

Shared

0.00

None

17.37K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.19K

TypeSH

Market value$1.55M

0.86%

Sole

0.00

Shared

0.00

None

3.19K

AMAZON COM INC

SOLE

COM

Shares6.86K

TypeSH

Market value$1.51M

0.84%

Sole

0.00

Shared

0.00

None

6.86K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares30.34K

TypeSH

Market value$1.39M

0.77%

Sole

0.00

Shared

0.00

None

30.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	330.02K	SH	$32.74M 18.17%	330.02K
SPDR GOLD TRSOLE	GOLD SHS	60.73K	SH	$18.51M 10.27%	60.73K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	98.20K	SH	$17.85M 9.90%	98.20K
ISHARES TRSOLE	CORE S&P500 ETF	19.86K	SH	$12.33M 6.84%	19.86K
ISHARES TRSOLE	CORE S&P SCP ETF	89.48K	SH	$9.78M 5.43%	89.48K
STRYKER CORPORATIONSOLE	COM	22.34K	SH	$8.84M 4.91%	22.34K
SSGA ACTIVE ETF TRSOLE	GLOBL ALLO ETF	159.66K	SH	$7.50M 4.16%	159.66K
ISHARES TRSOLE	CORE S&P MCP ETF	96.32K	SH	$5.97M 3.32%	96.32K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	7.00	SH	$5.10M 2.83%	7.00
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	14.97K	SH	$4.55M 2.53%	14.97K
WORLD GOLD TRSOLE	SPDR GLD MINIS	69.28K	SH	$4.54M 2.52%	69.28K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	128.08K	SH	$4.52M 2.51%	128.08K
EATON CORP PLCSOLE	SHS	11.81K	SH	$4.22M 2.34%	11.81K
APPLE INCSOLE	COM	19.11K	SH	$3.92M 2.18%	19.11K
NVIDIA CORPORATIONSOLE	COM	22.44K	SH	$3.55M 1.97%	22.44K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	67.96K	SH	$3.45M 1.91%	67.96K
INVESCO QQQ TRSOLE	UNIT SER 1	5.94K	SH	$3.28M 1.82%	5.94K
ISHARES TRSOLE	MSCI USA MMENTM	12.71K	SH	$3.06M 1.70%	12.71K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	12.30K	SH	$2.79M 1.55%	12.30K
VANGUARD WORLD FDSOLE	INF TECH ETF	3.52K	SH	$2.34M 1.30%	3.52K
SPDR S&P 500 ETF TRSOLE	TR UNIT	3.35K	SH	$2.07M 1.15%	3.35K
PROSHARES TRSOLE	S&P 500 DV ARIST	17.37K	SH	$1.75M 0.97%	17.37K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.19K	SH	$1.55M 0.86%	3.19K
AMAZON COM INCSOLE	COM	6.86K	SH	$1.51M 0.84%	6.86K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	30.34K	SH	$1.39M 0.77%	30.34K

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