BRIGHT FINANCIAL ADVISORS, INC.
Reported holdings as of Q2 2026, from 10 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | $36.7M | 370,792 | -1.06pp | 10q | +2.7%+$957.5K | |
| INVESCO EXCHANGE TRADED FD T | RSP | $25.9M | 121,866 | +1.26pp | 9q | +11.7%+$2.7M | |
| SPDR GOLD TR | GLD | $19.7M | 53,595 | -2.63pp | 10q | -3.1%-$622.2K | |
| ISHARES TR | IVV | $16.0M | 21,424 | +0.29pp | 10q | HELD | |
| ISHARES TR | IJR | $14.2M | 95,431 | +0.64pp | 9q | +2.9%+$394.7K | |
| SSGA ACTIVE ETF TR | GAL | $9.0M | 171,020 | -0.19pp | 10q | -2.3%-$217.1K | |
| NVIDIA CORPORATION | NVDA | $8.8M | 44,219 | +0.16pp | 10q | HELD | |
| ISHARES TR | IJH | $8.7M | 113,232 | +0.30pp | 10q | +4.3%+$360.2K | |
| FIRST TR EXCHANGE-TRADED FD | SDVY | $7.9M | 183,315 | +0.02pp | 10q | +0.6%+$46.9K | |
| STRYKER CORPORATION | SYK | $7.4M | 23,394 | -0.46pp | 9q | -0.5%-$38.1K | |
| WORLD GOLD TR | GLDM | $7.3M | 91,401 | -0.59pp | 10q | +6.9%+$466.6K | |
| APPLE INC | AAPL | $5.8M | 20,165 | +0.10pp | 10q | HELD | |
| VANGUARD INDEX FDS | VTI | $5.4M | 14,485 | +0.08pp | 10q | -1.6%-$88.4K | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $5.2M | 7 | -0.11pp | 10q | HELD | |
| EATON CORP PLC | ETN | $5.1M | 12,055 | +0.26pp | 9q | +4.6%+$224.1K | |
| INVESCO EXCH TRADED FD TR II | QQQM | $5.0M | 16,469 | +0.37pp | 10q | +4.5%+$216.6K | |
| INVESCO QQQ TR | QQQ | $4.4M | 5,980 | +0.26pp | 10q | HELD | |
| DIMENSIONAL ETF TRUST | DUSB | $4.0M | 78,045 | -0.25pp | 10q | -4.9%-$202.3K | |
| ISHARES TR | MTUM | $4.0M | 11,548 | +0.36pp | 9q | -2.5%-$100.4K | |
| VANGUARD WORLD FD | VGT | $3.7M | 30,619 | +0.31pp | 10q | +700.3%+$3.2M | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.9M | 3,831 | +0.06pp | 10q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $2.3M | 4,680 | +0.14pp | 10q | +22.1%+$423.8K | |
| ISHARES TR | SOXX | $2.0M | 3,067 | +0.36pp | 9q | HELD | |
| PROSHARES TR | NOBL | $1.9M | 33,446 | -0.03pp | 9q | +99.1%+$934.9K | |
| AMAZON COM INC | AMZN | $1.6M | 6,730 | +0.01pp | 10q | -2.8%-$45.5K | |
| FIDELITY MERRIMACK STR TR | FBND | $1.6M | 34,921 | -0.25pp | 7q | -20.5%-$410.8K | |
| EXXON MOBIL CORP | XOMXXXX | $1.6M | 11,537 | flat | 10q | +35.7%+$415.1K | |
| ISHARES GOLD TR | IAU | $1.4M | 17,999 | -0.16pp | 10q | HELD | |
| ISHARES TR | SGOV | $1.3M | 12,947 | -0.09pp | 3q | -6.4%-$88.7K | |
| ISHARES TR | EFA | $1.2M | 11,362 | -0.03pp | 10q | -3.8%-$47.0K | |
| CATERPILLAR INC | CAT | $813.2K | 763 | +0.09pp | 10q | HELD | |
| ISHARES TR | SHY | $741.0K | 9,025 | -0.04pp | 9q | -1.5%-$11.2K | |
| VANGUARD WORLD FD | VHT | $707.2K | 2,365 | flat | 10q | HELD | |
| RBB FUND TRUST | FEGE | $679.6K | 13,892 | - | new | NEW | |
| CHEVRON CORPORATION | CVX | $659.7K | 3,980 | flat | 6q | +36.8%+$177.4K | |
| ALPHABET INC | GOOG | $602.3K | 1,704 | +0.03pp | 8q | HELD | |
| SPDR SERIES TRUST | XAR | $600.2K | 2,115 | +0.01pp | 10q | HELD | |
| WALMART INC | WMT | $596.7K | 5,268 | -0.05pp | 10q | HELD | |
| MICROSOFT CORP | MSFT | $527.8K | 1,415 | -0.09pp | 10q | -21.6%-$145.1K | |
| TESLA INC | TSLA | $521.5K | 1,240 | +0.01pp | 10q | HELD | |
| PHILIP MORRIS INTL INC | PM | $519.0K | 2,869 | flat | 6q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $502.5K | 1,787 | +0.04pp | 10q | +15.5%+$67.5K | |
| VANGUARD INDEX FDS | VOO | $491.1K | 715 | +0.02pp | 10q | +3.9%+$18.5K | |
| CISCO SYS INC | CSCO | $484.2K | 4,122 | +0.06pp | 4q | +1.0%+$4.7K | |
| ROCKWELL AUTOMATION INC | ROK | $482.2K | 974 | - | new | NEW | |
| ALTRIA GROUP INC | MO | $455.8K | 6,335 | flat | 4q | HELD | |
| SHOPIFY INC | SHOP | $451.7K | 3,956 | -0.02pp | 10q | +0.5%+$2.3K | |
| DIMENSIONAL ETF TRUST | DFCF | $421.6K | 9,989 | - | new | NEW | |
| ABBVIE INC | ABBV | $417.4K | 1,658 | +0.04pp | 8q | +22.5%+$76.5K | |
| VANGUARD WORLD FD | VOX | $407.6K | 2,216 | -0.01pp | 9q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $395.6K | 681 | - | new | NEW | |
| VANECK ETF TRUST | SMH | $379.6K | 578 | +0.06pp | 3q | HELD | |
| ZOETIS INC | ZTS | $374.8K | 5,216 | -0.13pp | 7q | HELD | |
| VANGUARD MUN BD FDS | VTEB | $316.4K | 6,255 | -0.01pp | 10q | HELD | |
| ELI LILLY & CO | LLY | $305.9K | 255 | +0.02pp | 3q | HELD | |
| PROCTER & GAMBLE CO | PG | $295.5K | 2,015 | -0.01pp | 10q | HELD | |
| FIRST TR EXCHANGE TRADED FD | SKYY | $288.1K | 2,141 | +0.01pp | 8q | HELD | |
| BROADCOM INC | AVGO | $287.5K | 761 | +0.01pp | 2q | HELD | |
| VERIZON COMMUNICATIONS INC | VZ | $286.9K | 6,775 | +0.02pp | 2q | +57.7%+$105.0K | |
| FIRST TR EXCHANGE TRADED FD | FXU | $274.1K | 5,555 | -0.01pp | 8q | HELD | |
| PIMCO ETF TR | MUNI | $269.9K | 5,130 | -0.03pp | 6q | -13.7%-$42.7K | |
| JOHNSON & JOHNSON | JNJ | $267.3K | 1,052 | -0.01pp | 4q | HELD | |
| GOLDMAN SACHS ETF TR | GSLC | $263.5K | 1,857 | flat | 8q | HELD | |
| ALPHABET INC | GOOGL | $255.9K | 716 | +0.01pp | 2q | HELD | |
| RTX CORPORATION | RTX | $248.2K | 1,308 | flat | 2q | +16.3%+$34.7K | |
| ISHARES TR | IXC | $245.7K | 5,000 | -0.03pp | 4q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $236.7K | 694 | - | new | NEW | |
| TWILIO INC | TWLO | $227.0K | 1,100 | - | new | NEW | |
| JPMORGAN CHASE & CO | JPM | $206.5K | 631 | - | new | NEW | |
| TARGET CORP | TGT | $206.4K | 1,580 | - | new | NEW | |
| ARK ETF TR | ARKK | $203.9K | 2,523 | - | new | NEW | |
| GOLDMINING INC | GLDG | $11.8K | 12,961 | flat | 9q | HELD |
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.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $28.4M | 11.9% |
| Semiconductors & Electronics | $9.5M | 4.0% |
| Insurance | $7.6M | 3.2% |
| Medical Devices | $7.4M | 3.1% |
| Funds & ETFs | $7.3M | 3.0% |
| Computer Hardware | $7.1M | 3.0% |
| Industrials | $6.0M | 2.5% |
| Other sectors | $9.5M | 4.0% |
| Not classified | $156.2M | 65.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $238.9M | 72 | 9 | 20 | 13 | 4 | 64.7% | 42 |
| Q1 2026 | $218.2M | 67 | 5 | 27 | 11 | 3 | 66.7% | 44 |
| Q4 2025 | $211.7M | 65 | 5 | 18 | 18 | 3 | 66.8% | 23 |
| Q3 2025 | $204.6M | 63 | 9 | 18 | 12 | 1 | 67.5% | 41 |
| Q2 2025 | $180.2M | 55 | 0 | 15 | 7 | 3 | 68.4% | 16 |
| Q1 2025 | $162.8M | 58 | 7 | 17 | 13 | 4 | 69.5% | 43 |
| Q4 2024 | $159.1M | 55 | 4 | 12 | 16 | 2 | 69.1% | 28 |
| Q3 2024 | $157.2M | 53 | 5 | 18 | 7 | 1 | 71.3% | 10 |
| Q2 2024 | $141.7M | 49 | 13 | 8 | 6 | 11 | 72.4% | 43 |
| Q1 2024 | $133.9M | 47 | 0 | 0 | 0 | 0 | 75.7% | 39 |
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.