Filed: 1/23/2026ACC: 0001172661-26-000274
📋 What this filing means
BRIGHT FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $211.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$211.74M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
CORE US AGGBD ET$35.68M16.8%
COM$30.01M14.2%
GOLD SHS$22.42M10.6%
S&P500 EQL WGT$19.46M9.2%
CORE S&P500 ETF$14.36M6.8%
CORE S&P SCP ETF$10.85M5.1%
STATE STREET GLO$8.58M4.1%
Portfolio Concentration
Top 3$77.55M36.6%
4–10$63.97M30.2%
11–25$51.26M24.2%
Rest$18.96M9.0%
Top 3 weight
36.6%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
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
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:
ISHARES TR
SOLEShares357.19K
TypeSH
Market value$35.68M
16.85%
Sole
0.00
Shared
0.00
None
357.19K
SPDR GOLD TR
SOLEShares56.58K
TypeSH
Market value$22.42M
10.59%
Sole
0.00
Shared
0.00
None
56.58K
INVESCO EXCHANGE TRADED FD T
SOLEShares101.56K
TypeSH
Market value$19.46M
9.19%
Sole
0.00
Shared
0.00
None
101.56K
ISHARES TR
SOLEShares20.97K
TypeSH
Market value$14.36M
6.78%
Sole
0.00
Shared
0.00
None
20.97K
ISHARES TR
SOLEShares90.27K
TypeSH
Market value$10.85M
5.12%
Sole
0.00
Shared
0.00
None
90.27K
SSGA ACTIVE ETF TR
SOLEShares173.55K
TypeSH
Market value$8.58M
4.05%
Sole
0.00
Shared
0.00
None
173.55K
NVIDIA CORPORATION
SOLEShares44.13K
TypeSH
Market value$8.23M
3.89%
Sole
0.00
Shared
0.00
None
44.13K
STRYKER CORPORATION
SOLEShares22.43K
TypeSH
Market value$7.88M
3.72%
Sole
0.00
Shared
0.00
None
22.43K
WORLD GOLD TR
SOLEShares84.79K
TypeSH
Market value$7.24M
3.42%
Sole
0.00
Shared
0.00
None
84.79K
ISHARES TR
SOLEShares103.40K
TypeSH
Market value$6.82M
3.22%
Sole
0.00
Shared
0.00
None
103.40K
FIRST TR EXCHANGE-TRADED FD
SOLEShares156.91K
TypeSH
Market value$6.01M
2.84%
Sole
0.00
Shared
0.00
None
156.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.28M
2.50%
Sole
0.00
Shared
0.00
None
7.00
APPLE INC
SOLEShares19.20K
TypeSH
Market value$5.22M
2.46%
Sole
0.00
Shared
0.00
None
19.20K
VANGUARD INDEX FDS
SOLEShares15.04K
TypeSH
Market value$5.04M
2.38%
Sole
0.00
Shared
0.00
None
15.04K
DIMENSIONAL ETF TRUST
SOLEShares79.46K
TypeSH
Market value$4.02M
1.90%
Sole
0.00
Shared
0.00
None
79.46K
EATON CORP PLC
SOLEShares11.72K
TypeSH
Market value$3.73M
1.76%
Sole
0.00
Shared
0.00
None
11.72K
INVESCO QQQ TR
SOLEShares5.95K
TypeSH
Market value$3.66M
1.73%
Sole
0.00
Shared
0.00
None
5.95K
INVESCO EXCH TRADED FD TR II
SOLEShares14.15K
TypeSH
Market value$3.58M
1.69%
Sole
0.00
Shared
0.00
None
14.15K
ISHARES TR
SOLEShares11.81K
TypeSH
Market value$2.96M
1.40%
Sole
0.00
Shared
0.00
None
11.81K
VANGUARD WORLD FD
SOLEShares3.80K
TypeSH
Market value$2.86M
1.35%
Sole
0.00
Shared
0.00
None
3.80K
SPDR S&P 500 ETF TR
SOLEShares3.29K
TypeSH
Market value$2.24M
1.06%
Sole
0.00
Shared
0.00
None
3.29K
PROSHARES TR
SOLEShares17K
TypeSH
Market value$1.77M
0.84%
Sole
0.00
Shared
0.00
None
17K
FIDELITY MERRIMACK STR TR
SOLEShares37.54K
TypeSH
Market value$1.73M
0.82%
Sole
0.00
Shared
0.00
None
37.54K
AMAZON COM INC
SOLEShares7.01K
TypeSH
Market value$1.62M
0.76%
Sole
0.00
Shared
0.00
None
7.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.03K
TypeSH
Market value$1.52M
0.72%
Sole
0.00
Shared
0.00
None
3.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 357.19K | SH | $35.68M 16.85% | 0.00 | 0.00 | 357.19K |
SPDR GOLD TRSOLE | GOLD SHS | 56.58K | SH | $22.42M 10.59% | 0.00 | 0.00 | 56.58K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 101.56K | SH | $19.46M 9.19% | 0.00 | 0.00 | 101.56K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.97K | SH | $14.36M 6.78% | 0.00 | 0.00 | 20.97K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.27K | SH | $10.85M 5.12% | 0.00 | 0.00 | 90.27K |
SSGA ACTIVE ETF TRSOLE | STATE STREET GLO | 173.55K | SH | $8.58M 4.05% | 0.00 | 0.00 | 173.55K |
NVIDIA CORPORATIONSOLE | COM | 44.13K | SH | $8.23M 3.89% | 0.00 | 0.00 | 44.13K |
STRYKER CORPORATIONSOLE | COM | 22.43K | SH | $7.88M 3.72% | 0.00 | 0.00 | 22.43K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 84.79K | SH | $7.24M 3.42% | 0.00 | 0.00 | 84.79K |
ISHARES TRSOLE | CORE S&P MCP ETF | 103.40K | SH | $6.82M 3.22% | 0.00 | 0.00 | 103.40K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 156.91K | SH | $6.01M 2.84% | 0.00 | 0.00 | 156.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.28M 2.50% | 0.00 | 0.00 | 7.00 |
APPLE INCSOLE | COM | 19.20K | SH | $5.22M 2.46% | 0.00 | 0.00 | 19.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.04K | SH | $5.04M 2.38% | 0.00 | 0.00 | 15.04K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 79.46K | SH | $4.02M 1.90% | 0.00 | 0.00 | 79.46K |
EATON CORP PLCSOLE | SHS | 11.72K | SH | $3.73M 1.76% | 0.00 | 0.00 | 11.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.95K | SH | $3.66M 1.73% | 0.00 | 0.00 | 5.95K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 14.15K | SH | $3.58M 1.69% | 0.00 | 0.00 | 14.15K |
ISHARES TRSOLE | MSCI USA MMENTM | 11.81K | SH | $2.96M 1.40% | 0.00 | 0.00 | 11.81K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.80K | SH | $2.86M 1.35% | 0.00 | 0.00 | 3.80K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.29K | SH | $2.24M 1.06% | 0.00 | 0.00 | 3.29K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 17K | SH | $1.77M 0.84% | 0.00 | 0.00 | 17K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 37.54K | SH | $1.73M 0.82% | 0.00 | 0.00 | 37.54K |
AMAZON COM INCSOLE | COM | 7.01K | SH | $1.62M 0.76% | 0.00 | 0.00 | 7.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.03K | SH | $1.52M 0.72% | 0.00 | 0.00 | 3.03K |
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