BRIGHT FINANCIAL ADVISORS, INC.

Filed: 11/10/2025ACC: 0001172661-25-004669

📋 What this filing means

BRIGHT FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $204.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$204.58M

Total AUM (reported)

1.56M

Total Shares

Allocation by class

CORE US AGGBD ET$35.44M17.3%

COM$30.32M14.8%

GOLD SHS$21.42M10.5%

S&P500 EQL WGT$19.01M9.3%

CORE S&P500 ETF$13.37M6.5%

CORE S&P SCP ETF$10.51M5.1%

GLOBL ALLO ETF$8.75M4.3%

Portfolio Concentration

Top 3$75.87M37.1%

4–10$62.23M30.4%

11–25$49.64M24.3%

Rest$16.84M8.2%

Top 3 weight

37.1%

Top 10 weight

67.5%

Voting Authority Distribution

Total shares with voting rights: 1.56M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.56M

% of voting shares100.0%

Investment Discretion (by position count)

Sole63

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings63

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares353.53K

TypeSH

Market value$35.44M

17.32%

Sole

0.00

Shared

0.00

None

353.53K

SPDR GOLD TR

SOLE

GOLD SHS

Shares60.25K

TypeSH

Market value$21.42M

10.47%

Sole

0.00

Shared

0.00

None

60.25K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares100.22K

TypeSH

Market value$19.01M

9.29%

Sole

0.00

Shared

0.00

None

100.22K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares19.98K

TypeSH

Market value$13.37M

6.53%

Sole

0.00

Shared

0.00

None

19.98K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares88.41K

TypeSH

Market value$10.51M

5.14%

Sole

0.00

Shared

0.00

None

88.41K

SSGA ACTIVE ETF TR

SOLE

GLOBL ALLO ETF

Shares178.19K

TypeSH

Market value$8.75M

4.28%

Sole

0.00

Shared

0.00

None

178.19K

NVIDIA CORPORATION

SOLE

COM

Shares46.13K

TypeSH

Market value$8.61M

4.21%

Sole

0.00

Shared

0.00

None

46.13K

STRYKER CORPORATION

SOLE

COM

Shares22.43K

TypeSH

Market value$8.29M

4.05%

Sole

0.00

Shared

0.00

None

22.43K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares97.65K

TypeSH

Market value$6.37M

3.12%

Sole

0.00

Shared

0.00

None

97.65K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares82.83K

TypeSH

Market value$6.33M

3.10%

Sole

0.00

Shared

0.00

None

82.83K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares7.00

TypeSH

Market value$5.28M

2.58%

Sole

0.00

Shared

0.00

None

7.00

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares131.10K

TypeSH

Market value$4.98M

2.44%

Sole

0.00

Shared

0.00

None

131.10K

APPLE INC

SOLE

COM

Shares19.01K

TypeSH

Market value$4.84M

2.37%

Sole

0.00

Shared

0.00

None

19.01K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares14.71K

TypeSH

Market value$4.83M

2.36%

Sole

0.00

Shared

0.00

None

14.71K

EATON CORP PLC

SOLE

SHS

Shares11.81K

TypeSH

Market value$4.42M

2.16%

Sole

0.00

Shared

0.00

None

11.81K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares83.70K

TypeSH

Market value$4.25M

2.08%

Sole

0.00

Shared

0.00

None

83.70K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.97K

TypeSH

Market value$3.58M

1.75%

Sole

0.00

Shared

0.00

None

5.97K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares12.50K

TypeSH

Market value$3.21M

1.57%

Sole

0.00

Shared

0.00

None

12.50K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares12.40K

TypeSH

Market value$3.07M

1.50%

Sole

0.00

Shared

0.00

None

12.40K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares3.52K

TypeSH

Market value$2.63M

1.29%

Sole

0.00

Shared

0.00

None

3.52K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares3.35K

TypeSH

Market value$2.23M

1.09%

Sole

0.00

Shared

0.00

None

3.35K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares17.22K

TypeSH

Market value$1.77M

0.87%

Sole

0.00

Shared

0.00

None

17.22K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.11K

TypeSH

Market value$1.56M

0.76%

Sole

0.00

Shared

0.00

None

3.11K

AMAZON COM INC

SOLE

COM

Shares6.95K

TypeSH

Market value$1.53M

0.75%

Sole

0.00

Shared

0.00

None

6.95K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares31.58K

TypeSH

Market value$1.46M

0.71%

Sole

0.00

Shared

0.00

None

31.58K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	353.53K	SH	$35.44M 17.32%	353.53K
SPDR GOLD TRSOLE	GOLD SHS	60.25K	SH	$21.42M 10.47%	60.25K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	100.22K	SH	$19.01M 9.29%	100.22K
ISHARES TRSOLE	CORE S&P500 ETF	19.98K	SH	$13.37M 6.53%	19.98K
ISHARES TRSOLE	CORE S&P SCP ETF	88.41K	SH	$10.51M 5.14%	88.41K
SSGA ACTIVE ETF TRSOLE	GLOBL ALLO ETF	178.19K	SH	$8.75M 4.28%	178.19K
NVIDIA CORPORATIONSOLE	COM	46.13K	SH	$8.61M 4.21%	46.13K
STRYKER CORPORATIONSOLE	COM	22.43K	SH	$8.29M 4.05%	22.43K
ISHARES TRSOLE	CORE S&P MCP ETF	97.65K	SH	$6.37M 3.12%	97.65K
WORLD GOLD TRSOLE	SPDR GLD MINIS	82.83K	SH	$6.33M 3.10%	82.83K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	7.00	SH	$5.28M 2.58%	7.00
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	131.10K	SH	$4.98M 2.44%	131.10K
APPLE INCSOLE	COM	19.01K	SH	$4.84M 2.37%	19.01K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	14.71K	SH	$4.83M 2.36%	14.71K
EATON CORP PLCSOLE	SHS	11.81K	SH	$4.42M 2.16%	11.81K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	83.70K	SH	$4.25M 2.08%	83.70K
INVESCO QQQ TRSOLE	UNIT SER 1	5.97K	SH	$3.58M 1.75%	5.97K
ISHARES TRSOLE	MSCI USA MMENTM	12.50K	SH	$3.21M 1.57%	12.50K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	12.40K	SH	$3.07M 1.50%	12.40K
VANGUARD WORLD FDSOLE	INF TECH ETF	3.52K	SH	$2.63M 1.29%	3.52K
SPDR S&P 500 ETF TRSOLE	TR UNIT	3.35K	SH	$2.23M 1.09%	3.35K
PROSHARES TRSOLE	S&P 500 DV ARIST	17.22K	SH	$1.77M 0.87%	17.22K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.11K	SH	$1.56M 0.76%	3.11K
AMAZON COM INCSOLE	COM	6.95K	SH	$1.53M 0.75%	6.95K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	31.58K	SH	$1.46M 0.71%	31.58K

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