Filed: 5/14/2026ACC: 0001172661-26-001920
📋 What this filing means
BRIGHT FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $218.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$218.24M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
CORE US AGGBD ET$35.85M16.4%
COM$30.18M13.8%
GOLD SHS$23.79M10.9%
S&P500 EQL WGT$20.95M9.6%
CORE S&P500 ETF$14.04M6.4%
CORE S&P SCP ETF$11.53M5.3%
STATE STREET GLO$8.67M4.0%
Portfolio Concentration
Top 3$80.58M36.9%
4–10$64.96M29.8%
11–25$52.75M24.2%
Rest$19.94M9.1%
Top 3 weight
36.9%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 1.67M
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
1.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
ISHARES TR
SOLEShares361.12K
TypeSH
Market value$35.85M
16.43%
Sole
0.00
Shared
0.00
None
361.12K
SPDR GOLD TR
SOLEShares55.28K
TypeSH
Market value$23.79M
10.90%
Sole
0.00
Shared
0.00
None
55.28K
INVESCO EXCHANGE TRADED FD T
SOLEShares109.14K
TypeSH
Market value$20.95M
9.60%
Sole
0.00
Shared
0.00
None
109.14K
ISHARES TR
SOLEShares21.49K
TypeSH
Market value$14.04M
6.43%
Sole
0.00
Shared
0.00
None
21.49K
ISHARES TR
SOLEShares92.77K
TypeSH
Market value$11.53M
5.28%
Sole
0.00
Shared
0.00
None
92.77K
SSGA ACTIVE ETF TR
SOLEShares175.13K
TypeSH
Market value$8.67M
3.97%
Sole
0.00
Shared
0.00
None
175.13K
WORLD GOLD TR
SOLEShares85.53K
TypeSH
Market value$7.93M
3.63%
Sole
0.00
Shared
0.00
None
85.53K
NVIDIA CORPORATION
SOLEShares44.37K
TypeSH
Market value$7.74M
3.55%
Sole
0.00
Shared
0.00
None
44.37K
STRYKER CORPORATION
SOLEShares23.52K
TypeSH
Market value$7.73M
3.54%
Sole
0.00
Shared
0.00
None
23.52K
ISHARES TR
SOLEShares108.56K
TypeSH
Market value$7.33M
3.36%
Sole
0.00
Shared
0.00
None
108.56K
FIRST TR EXCHANGE TRADED FD
SOLEShares182.23K
TypeSH
Market value$7.19M
3.29%
Sole
0.00
Shared
0.00
None
182.23K
APPLE INC
SOLEShares20.19K
TypeSH
Market value$5.12M
2.35%
Sole
0.00
Shared
0.00
None
20.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.03M
2.30%
Sole
0.00
Shared
0.00
None
7.00
VANGUARD INDEX FDS
SOLEShares14.72K
TypeSH
Market value$4.72M
2.16%
Sole
0.00
Shared
0.00
None
14.72K
DIMENSIONAL ETF TRUST
SOLEShares82.03K
TypeSH
Market value$4.16M
1.91%
Sole
0.00
Shared
0.00
None
82.03K
EATON CORP PLC
SOLEShares11.53K
TypeSH
Market value$4.12M
1.89%
Sole
0.00
Shared
0.00
None
11.53K
INVESCO EXCH TRADED FD TR II
SOLEShares15.75K
TypeSH
Market value$3.74M
1.72%
Sole
0.00
Shared
0.00
None
15.75K
INVESCO QQQ TR
SOLEShares5.98K
TypeSH
Market value$3.45M
1.58%
Sole
0.00
Shared
0.00
None
5.98K
ISHARES TR
SOLEShares11.84K
TypeSH
Market value$2.84M
1.30%
Sole
0.00
Shared
0.00
None
11.84K
VANGUARD WORLD FD
SOLEShares3.83K
TypeSH
Market value$2.67M
1.22%
Sole
0.00
Shared
0.00
None
3.83K
STATE STR SPDR S&P 500 ETF T
SOLEShares3.83K
TypeSH
Market value$2.49M
1.14%
Sole
0.00
Shared
0.00
None
3.83K
FIDELITY MERRIMACK STR TR
SOLEShares43.95K
TypeSH
Market value$2.01M
0.92%
Sole
0.00
Shared
0.00
None
43.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.83K
TypeSH
Market value$1.84M
0.84%
Sole
0.00
Shared
0.00
None
3.83K
PROSHARES TR
SOLEShares16.80K
TypeSH
Market value$1.78M
0.82%
Sole
0.00
Shared
0.00
None
16.80K
ISHARES GOLD TR
SOLEShares17.96K
TypeSH
Market value$1.58M
0.73%
Sole
0.00
Shared
0.00
None
17.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 361.12K | SH | $35.85M 16.43% | 0.00 | 0.00 | 361.12K |
SPDR GOLD TRSOLE | GOLD SHS | 55.28K | SH | $23.79M 10.90% | 0.00 | 0.00 | 55.28K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 109.14K | SH | $20.95M 9.60% | 0.00 | 0.00 | 109.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 21.49K | SH | $14.04M 6.43% | 0.00 | 0.00 | 21.49K |
ISHARES TRSOLE | CORE S&P SCP ETF | 92.77K | SH | $11.53M 5.28% | 0.00 | 0.00 | 92.77K |
SSGA ACTIVE ETF TRSOLE | STATE STREET GLO | 175.13K | SH | $8.67M 3.97% | 0.00 | 0.00 | 175.13K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 85.53K | SH | $7.93M 3.63% | 0.00 | 0.00 | 85.53K |
NVIDIA CORPORATIONSOLE | COM | 44.37K | SH | $7.74M 3.55% | 0.00 | 0.00 | 44.37K |
STRYKER CORPORATIONSOLE | COM | 23.52K | SH | $7.73M 3.54% | 0.00 | 0.00 | 23.52K |
ISHARES TRSOLE | CORE S&P MCP ETF | 108.56K | SH | $7.33M 3.36% | 0.00 | 0.00 | 108.56K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 182.23K | SH | $7.19M 3.29% | 0.00 | 0.00 | 182.23K |
APPLE INCSOLE | COM | 20.19K | SH | $5.12M 2.35% | 0.00 | 0.00 | 20.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 2.30% | 0.00 | 0.00 | 7.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.72K | SH | $4.72M 2.16% | 0.00 | 0.00 | 14.72K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 82.03K | SH | $4.16M 1.91% | 0.00 | 0.00 | 82.03K |
EATON CORP PLCSOLE | SHS | 11.53K | SH | $4.12M 1.89% | 0.00 | 0.00 | 11.53K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 15.75K | SH | $3.74M 1.72% | 0.00 | 0.00 | 15.75K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.98K | SH | $3.45M 1.58% | 0.00 | 0.00 | 5.98K |
ISHARES TRSOLE | MSCI USA MMENTM | 11.84K | SH | $2.84M 1.30% | 0.00 | 0.00 | 11.84K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.83K | SH | $2.67M 1.22% | 0.00 | 0.00 | 3.83K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.83K | SH | $2.49M 1.14% | 0.00 | 0.00 | 3.83K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 43.95K | SH | $2.01M 0.92% | 0.00 | 0.00 | 43.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.83K | SH | $1.84M 0.84% | 0.00 | 0.00 | 3.83K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 16.80K | SH | $1.78M 0.82% | 0.00 | 0.00 | 16.80K |
ISHARES GOLD TRSOLE | ISHARES NEW | 17.96K | SH | $1.58M 0.73% | 0.00 | 0.00 | 17.96K |
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