BRIGHT FINANCIAL ADVISORS, INC.
Q3 2026 13F filing
Updated 13 days ago72 disclosed positions worth $239M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $35.4M | 374.6K | 14.82% | — |
| 2 | I INVESCO EXCHANGE TRADED FD T | $25.6M | 123.1K | 10.71% | — |
| 3 | G SPDR GOLD TR | $20.4M | 53.6K | 8.54% | — |
| 4 | E ISHARES TR | $16.3M | 21.3K | 6.84% | — |
| 5 | E ISHARES TR | $13.2M | 97.1K | 5.53% | — |
| 6 | N NVIDIA CORPORATION | $10.1M | 44.3K | 4.23% | — |
| 7 | S SSGA ACTIVE ETF TR | $8.9M | 169.0K | 3.71% | — |
| 8 | E ISHARES TR | $8.3M | 115.2K | 3.47% | — |
| 9 | G WORLD GOLD TR | $7.7M | 94.2K | 3.24% | — |
| 10 | F FIRST TR EXCHANGE TRADED FD | $7.7M | 189.5K | 3.22% | — |
| 11 | A APPLE INC | $6.7M | 20.2K | 2.81% | — |
| 12 | S STRYKER CORPORATION | $6.6M | 23.9K | 2.75% | — |
| 13 | V VANGUARD INDEX FDS | $5.3M | 14.1K | 2.21% | — |
| 14 | B BERKSHIRE HATHAWAY INC DEL | $5.2M | 7 | 2.19% | — |
| 15 | E EATON CORP PLC | $5.2M | 12.1K | 2.17% | — |
| 16 | E INVESCO EXCH TRADED FD TR II | $5.2M | 17.0K | 2.17% | — |
| 17 | Q INVESCO QQQ TR | $4.4M | 5.9K | 1.82% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 84.5K | 1.78% | — |
| 19 | V VANGUARD WORLD FD | $3.8M | 30.6K | 1.61% | — |
| 20 | E ISHARES TR | $3.6M | 11.5K | 1.52% | — |
| 21 | S STATE STR SPDR S&P 500 ETF T | $2.9M | 3.8K | 1.21% | — |
| 22 | F FIDELITY MERRIMACK STR TR | $2.5M | 57.0K | 1.03% | — |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.7K | 0.77% | — |
| 24 | K PROSHARES TR | $1.8M | 33.3K | 0.75% | — |
| 25 | E ISHARES TR | $1.8M | 3.1K | 0.74% | — |
| 26 | X EXXONMOBIL HOLDINGS CORP | $1.7M | 10.5K | 0.72% | — |
| 27 | A AMAZON COM INC | $1.7M | 6.7K | 0.70% | — |
| 28 | I ISHARES GOLD TR | $1.4M | 17.8K | 0.58% | — |
| 29 | E ISHARES TR | $1.2M | 12.3K | 0.52% | — |
| 30 | ? N/A RBB FUND TRUST | $1.2M | 23.6K | 0.50% | — |
| 31 | E ISHARES TR | $1.2M | 11.3K | 0.49% | — |
| 32 | C CHEVRON CORPORATION | $771K | 3.8K | 0.32% | — |
| 33 | V VANGUARD WORLD FD | $748K | 2.4K | 0.31% | — |
| 34 | B ISHARES TR | $719K | 8.9K | 0.30% | — |
| 35 | C CATERPILLAR INC | $619K | 764 | 0.26% | — |
| 36 | S SHOPIFY INC | $587K | 4.0K | 0.25% | — |
| 37 | G ALPHABET INC | $559K | 1.6K | 0.23% | — |
| 38 | P PHILIP MORRIS INTL INC | $548K | 2.9K | 0.23% | — |
| 39 | W WALMART INC | $547K | 5.3K | 0.23% | — |
| 40 | M MICROSOFT CORP | $538K | 1.0K | 0.22% | — |
| 41 | V VANGUARD INDEX FDS | $499K | 712 | 0.21% | — |
| 42 | M SPDR SERIES TRUST | $489K | 2.1K | 0.20% | — |
| 43 | C CISCO SYS INC | $444K | 4.1K | 0.19% | — |
| 44 | A ABBVIE INC | $434K | 1.7K | 0.18% | — |
| 45 | T TESLA INC | $431K | 1.2K | 0.18% | — |
| 46 | M ALTRIA GROUP INC | $427K | 6.3K | 0.18% | — |
| 47 | V VANGUARD WORLD FD | $422K | 2.2K | 0.18% | — |
| 48 | H DIMENSIONAL ETF TRUST | $401K | 10.0K | 0.17% | — |
| 49 | A ADVANCED MICRO DEVICES INC | $401K | 656 | 0.17% | — |
| 50 | R ROCKWELL AUTOMATION INC | $387K | 889 | 0.16% | — |