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BRIGHT FINANCIAL ADVISORS, INC.
hedge fundUpdated 13 days agoManaged by Bright Financial Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$239M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $204.6M |
| Q4 2025 | $211.7M |
| Q1 2026 | $218.2M |
| Q2 2026 | $238.9M |
| Q3 2026 | $239M |
Top holdings
72 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $35.4M | 374.6K | 14.82% | Added(+1.0%) | |
| 2 | $25.6M | 123.1K | 10.71% | Added(+1.0%) | |
| 3 | $20.4M | 53.6K | 8.54% | Trimmed(-0.0%) | |
| 4 | $16.3M | 21.3K | 6.84% | Trimmed(-0.4%) | |
| 5 | $13.2M | 97.1K | 5.53% | Added(+1.8%) | |
| 6 | $10.1M | 44.3K | 4.23% | Added(+0.1%) | |
| 7 | $8.9M | 169.0K | 3.71% | Trimmed(-1.2%) | |
| 8 | $8.3M | 115.2K | 3.47% | Added(+1.8%) | |
| 9 | $7.7M | 94.2K | 3.24% | Added(+3.0%) | |
| 10 | $7.7M | 189.5K | 3.22% | Added(+3.4%) | |
| 11 | $6.7M | 20.2K | 2.81% | Unchanged | |
| 12 | $6.6M | 23.9K | 2.75% | Added(+2.0%) | |
| 13 | $5.3M | 14.1K | 2.21% | Trimmed(-2.6%) | |
| 14 | $5.2M | 7 | 2.19% | Unchanged | |
| 15 | $5.2M | 12.1K | 2.17% | Unchanged | |
| 16 | $5.2M | 17.0K | 2.17% | Added(+3.2%) | |
| 17 | $4.4M | 5.9K | 1.82% | Trimmed(-1.7%) | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 84.5K | 1.78% | Added(+8.3%) |
| 19 | $3.8M | 30.6K | 1.61% | Added(+0.0%) | |
| 20 | $3.6M | 11.5K | 1.52% | Trimmed(-0.7%) |