HolderBook

BRIGHTON SECURITIES CORP.

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
14213
Reported value
$232.8M
Positions
50
Top 10 weight
85.6%
Filed
2026-07-07
Days after quarter end
7

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVOO$73.2M106,57131.44%+1.30pp7q+1.8%+$1.3M
VANGUARD BD INDEX FDSBIV$34.0M443,45614.61%-1.56pp7q+2.0%+$662.8K
SPDR INDEX SHS FDSSPDW$26.0M516,02311.17%+0.05pp7q+2.1%+$529.0K
VANGUARD INDEX FDSVXF$17.2M69,8127.38%+0.61pp7q+2.3%+$381.4K
VANGUARD INDEX FDSVUG$14.6M169,5766.27%+0.55pp7q+522.9%+$12.3M
VANGUARD INDEX FDSVTV$9.3M42,5703.98%+0.11pp5q+3.9%+$348.3K
SPDR INDEX SHS FDSSPEM$8.9M171,2433.81%+0.03pp7q+2.3%+$203.0K
VANGUARD INDEX FDSVO$6.9M85,5802.96%+0.10pp5q+314.2%+$5.2M
VANGUARD CHARLOTTE FDSBNDX$6.0M123,3002.56%-0.24pp7q+1.7%+$102.7K
SPDR SERIES TRUSTSPHY$3.4M144,5881.46%-0.12pp7q+2.8%+$92.2K
VANGUARD INDEX FDSVB$3.2M10,4091.36%+0.08pp5q+3.4%+$103.1K
ISHARES TRIBDR$2.6M108,4131.13%-0.09pp3qDEBT
VANGUARD BD INDEX FDSBSV$2.5M31,6911.06%-0.12pp5q+1.7%+$42.0K
VANGUARD WHITEHALL FDSVYM$2.3M14,7231.00%-0.02pp7q+3.4%+$77.3K
SPDR GOLD TRGLD$2.3M6,1390.97%-0.23pp5q+6.2%+$132.2K
VANGUARD WHITEHALL FDSVWOB$2.2M33,2890.96%-0.07pp5q+1.7%+$37.9K
VANGUARD BD INDEX FDSBLV$2.2M32,1740.95%-0.09pp5q+1.8%+$39.2K
INVESCO EXCH TRADED FD TR IIPGX$1.9M176,2370.82%-0.06pp7q+5.0%+$90.8K
VANGUARD WHITEHALL FDSVYMI$1.6M15,8290.67%-0.03pp7q+3.1%+$46.9K
VANGUARD SCOTTSDALE FDSVMBS$1.5M31,8860.64%-0.03pp5q+7.9%+$109.9K
VANGUARD MALVERN FDSVTIP$1.4M28,6010.62%-0.06pp5q+1.6%+$22.0K
ISHARES TRNYF$1.3M23,7410.55%-0.05pp7q+0.8%+$10.1K
VANGUARD SCOTTSDALE FDSVCIT$1.2M14,3060.51%-0.02pp7q+8.5%+$92.2K
MICROSOFT CORPMSFT$495.8K1,3290.21%-0.01pp7q+5.8%+$27.2K
APPLE INCAAPL$440.4K1,5220.19%+0.02pp7q+6.9%+$28.4K
AMAZON COM INCAMZN$359.7K1,5090.15%+0.01pp7q+2.4%+$8.3K
NVIDIA CORPORATIONNVDA$354.2K1,7700.15%+0.02pp6q+8.7%+$28.2K
L3HARRIS TECHNOLOGIES INCLHX$332.6K1,1440.14%-0.04pp7q+2.1%+$6.7K
VANGUARD MUN BD FDSVTEB$329.3K6,5100.14%-0.01pp7q+1.8%+$5.7K
INVESCO QQQ TR UNVERIFIED ID$298.2K4050.13%-newNEW
ONEOK INC NEWOKE$292.8K3,3680.13%-0.04pp4q-11.3%-$37.2K
MERCK & CO INCMRK$270.1K2,1020.12%-0.01pp7q-2.1%-$5.9K
ELI LILLY & COLLY$267.5K2230.11%-newNEW
HOME DEPOT INCHD$247.6K7020.11%flat7q+3.1%+$7.4K
ITT INCITT$246.8K1,2480.11%-0.02pp7q-10.1%-$27.7K
WASTE MGMT INC DELWM$246.0K1,1040.11%-0.02pp7q-3.2%-$8.2K
VISA INCV$240.9K7020.10%flat7q-1.5%-$3.8K
RLI CORPRLI$240.8K4,0760.10%flat7q+12.2%+$26.2K
AAON INCAAON$239.5K1,8880.10%-newNEW
SOUTHERN COSO$232.4K2,4280.10%-0.02pp7q-5.8%-$14.4K
JPMORGAN CHASE & COJPM$231.4K7070.10%-newNEW
DT MIDSTREAM INCDTM$224.6K1,5310.10%-0.02pp7q-16.0%-$42.8K
META PLATFORMS INCMETA$223.1K3960.10%-0.01pp4q+2.3%+$5.1K
INTERNATIONAL BUSINESS MACHSIBM$219.6K7810.09%-newNEW
RAYTHEON TECHNOLOGIES CORP UNVERIFIED ID$213.5K1,1250.09%-newNEW
STRYKER CORPORATIONSYK$208.4K6620.09%-0.01pp7q+6.1%+$12.0K
VANGUARD SPECIALIZED FUNDSVIG$208.2K8800.09%-0.01pp5q-9.5%-$21.8K
DUKE ENERGY CORP NEWDUK$205.3K1,6220.09%-0.02pp7q-6.5%-$14.3K
COCA COLA COKO$204.4K2,5160.09%-newNEW
EXXON MOBIL CORPXOMXXXX$202.2K1,4790.09%-0.13pp7q-43.0%-$152.8K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 1.0%Other sectors 2.6%Not classified 96.4%
 
SectorValueShare
Capital Markets$2.3M1.0%
Other sectors$6.0M2.6%
Not classified$224.5M96.4%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$232.8M5073310485.6%7
Q1 2026$207.6M4712321784.8%29
Q4 2025$202.6M5312327785.6%65
Q3 2025$192.0M5941440684.9%160
Q2 2025$183.0M6111445784.0%249
Q1 2025$205.1M5723021088.1%340
Q4 2024$205.8M55000088.7%430

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.