# BRIGHT FINANCIAL ADVISORS, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2022456. Source: https://holderbook.com/funds/2022456-bright-financial-advisors-inc/

- Reported value: $238.9M
- Positions: 72
- Weight of the ten largest: 64.7%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $36.7M | 370,792 | 15.4% | 10 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $25.9M | 121,866 | 10.9% | 9 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $19.7M | 53,595 | 8.3% | 10 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $16.0M | 21,424 | 6.7% | 10 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $14.2M | 95,431 | 5.9% | 9 |
| SSGA ACTIVE ETF TR | [GAL](https://holderbook.com/stocks/GAL/) | $9.0M | 171,020 | 3.8% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.8M | 44,219 | 3.7% | 10 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $8.7M | 113,232 | 3.7% | 10 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $7.9M | 183,315 | 3.3% | 10 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $7.4M | 23,394 | 3.1% | 9 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $7.3M | 91,401 | 3.0% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.8M | 20,165 | 2.4% | 10 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.4M | 14,485 | 2.2% | 10 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $5.2M | 7 | 2.2% | 10 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $5.1M | 12,055 | 2.2% | 9 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $5.0M | 16,469 | 2.1% | 10 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.4M | 5,980 | 1.8% | 10 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $4.0M | 78,045 | 1.7% | 10 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $4.0M | 11,548 | 1.7% | 9 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $3.7M | 30,619 | 1.5% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 3,831 | 1.2% | 10 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.3M | 4,680 | 1.0% | 10 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $2.0M | 3,067 | 0.8% | 9 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $1.9M | 33,446 | 0.8% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 6,730 | 0.7% | 10 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $1.6M | 34,921 | 0.7% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.6M | 11,537 | 0.7% | 10 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.4M | 17,999 | 0.6% | 10 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.3M | 12,947 | 0.5% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.2M | 11,362 | 0.5% | 10 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $813.2K | 763 | 0.3% | 10 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $741.0K | 9,025 | 0.3% | 9 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $707.2K | 2,365 | 0.3% | 10 |
| RBB FUND TRUST | [FEGE](https://holderbook.com/stocks/FEGE/) | $679.6K | 13,892 | 0.3% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $659.7K | 3,980 | 0.3% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $602.3K | 1,704 | 0.3% | 8 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $600.2K | 2,115 | 0.3% | 10 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $596.7K | 5,268 | 0.2% | 10 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $527.8K | 1,415 | 0.2% | 10 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $521.5K | 1,240 | 0.2% | 10 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $519.0K | 2,869 | 0.2% | 6 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $502.5K | 1,787 | 0.2% | 10 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $491.1K | 715 | 0.2% | 10 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $484.2K | 4,122 | 0.2% | 4 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $482.2K | 974 | 0.2% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $455.8K | 6,335 | 0.2% | 4 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $451.7K | 3,956 | 0.2% | 10 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $421.6K | 9,989 | 0.2% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $417.4K | 1,658 | 0.2% | 8 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $407.6K | 2,216 | 0.2% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $395.6K | 681 | 0.2% | 1 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $379.6K | 578 | 0.2% | 3 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $374.8K | 5,216 | 0.2% | 7 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $316.4K | 6,255 | 0.1% | 10 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $305.9K | 255 | 0.1% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $295.5K | 2,015 | 0.1% | 10 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $288.1K | 2,141 | 0.1% | 8 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $287.5K | 761 | 0.1% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $286.9K | 6,775 | 0.1% | 2 |
| FIRST TR EXCHANGE TRADED FD | [FXU](https://holderbook.com/stocks/FXU/) | $274.1K | 5,555 | 0.1% | 8 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $269.9K | 5,130 | 0.1% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $267.3K | 1,052 | 0.1% | 4 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $263.5K | 1,857 | 0.1% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $255.9K | 716 | 0.1% | 2 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $248.2K | 1,308 | 0.1% | 2 |
| ISHARES TR | [IXC](https://holderbook.com/stocks/IXC/) | $245.7K | 5,000 | 0.1% | 4 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $236.7K | 694 | 0.1% | 1 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $227.0K | 1,100 | 0.1% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $206.5K | 631 | 0.1% | 1 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $206.4K | 1,580 | 0.1% | 1 |
| ARK ETF TR | [ARKK](https://holderbook.com/stocks/ARKK/) | $203.9K | 2,523 | 0.1% | 1 |
| GOLDMINING INC | [GLDG](https://holderbook.com/stocks/GLDG/) | $11.8K | 12,961 | 0.0% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.3% | +14.8% | -8.5% | 100% |
| Q1 2026 | -0.0% | -4.6% | +4.6% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +6.2% | +10.5% | -4.3% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2024 | -0.5% | +2.1% | -2.7% | 100% |
| Q3 2024 | +6.7% | +5.4% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $238.9M | 72 |
| Q1 2026 | $218.2M | 67 |
| Q4 2025 | $211.7M | 65 |
| Q3 2025 | $204.6M | 63 |
| Q2 2025 | $180.2M | 55 |
| Q1 2025 | $162.8M | 58 |
| Q4 2024 | $159.1M | 55 |
| Q3 2024 | $157.2M | 53 |
| Q2 2024 | $141.7M | 49 |
| Q1 2024 | $133.9M | 47 |