13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001723
Total Value
$162.8M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 327,246 | $32.4M | 19.88% |
| 2 | SPDR GOLD TR | GLD | 61,088 | $17.6M | 10.81% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 88,249 | $15.3M | 9.39% |
| 4 | ISHARES TR | 464287200 | 19,759 | $11.1M | 6.82% |
| 5 | ISHARES TR | 464287804 | 89,109 | $9.3M | 5.72% |
| 6 | STRYKER CORPORATION | SYK | 19,382 | $7.2M | 4.43% |
| 7 | SSGA ACTIVE ETF TR | 78467V400 | 151,262 | $6.8M | 4.16% |
| 8 | ISHARES TR | 464287507 | 86,475 | $5.0M | 3.10% |
| 9 | WORLD GOLD TR | GLDW | 68,478 | $4.2M | 2.60% |
| 10 | APPLE INC | AAPL | 19,025 | $4.2M | 2.60% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 125,141 | $4.2M | 2.57% |
| 12 | VANGUARD INDEX FDS | 922908769 | 15,203 | $4.2M | 2.57% |
| 13 | EATON CORP PLC | ETN | 11,910 | $3.2M | 1.99% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.2M | 1.96% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 60,058 | $3.0M | 1.87% |
| 16 | INVESCO QQQ TR | IVZ | 5,940 | $2.8M | 1.71% |
| 17 | ISHARES TR | 46432F396 | 12,729 | $2.6M | 1.58% |
| 18 | NVIDIA CORPORATION | NVDA | 22,373 | $2.4M | 1.49% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 10,759 | $2.1M | 1.28% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,525 | $1.9M | 1.17% |
| 21 | SPDR S&P 500 ETF TR | SPY | 3,347 | $1.9M | 1.15% |
| 22 | PROSHARES TR | 74348A467 | 17,368 | $1.8M | 1.09% |
| 23 | AMAZON COM INC | AMZN | 6,841 | $1.3M | 0.80% |
| 24 | FIDELITY MERRIMACK STR TR | 316188309 | 26,323 | $1.2M | 0.74% |
| 25 | ISHARES GOLD TR | IAU | 18,286 | $1.1M | 0.66% |
| 26 | ISHARES TR | 464287457 | 10,528 | $870,981 | 0.53% |
| 27 | ZOETIS INC | ZTS | 5,216 | $858,814 | 0.53% |
| 28 | EXXON MOBIL CORP | XOM | 6,147 | $731,055 | 0.45% |
| 29 | ISHARES TR | 464287465 | 8,080 | $660,378 | 0.41% |
| 30 | VANGUARD WORLD FD | 92204A504 | 2,365 | $626,086 | 0.38% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,174 | $625,249 | 0.38% |
| 32 | MICROSOFT CORP | MSFT | 1,554 | $583,356 | 0.36% |
| 33 | ISHARES TR | 464287523 | 3,067 | $577,141 | 0.35% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 3,255 | $554,771 | 0.34% |
| 35 | WALMART INC | WMT | 5,268 | $462,478 | 0.28% |
| 36 | INTERNATIONAL BUSINESS MACHS | INTR | 1,594 | $396,364 | 0.24% |
| 37 | SHOPIFY INC | SHOP | 3,936 | $375,809 | 0.23% |
| 38 | PIMCO ETF TR | 72201R866 | 7,088 | $365,367 | 0.22% |
| 39 | VANGUARD INDEX FDS | 922908363 | 704 | $361,793 | 0.22% |
| 40 | SCHWAB STRATEGIC TR | 808524201 | 16,244 | $358,658 | 0.22% |
| 41 | SPDR SER TR | 78464A631 | 2,115 | $339,859 | 0.21% |
| 42 | TESLA INC | TSLA | 1,278 | $331,206 | 0.20% |
| 43 | VANGUARD WORLD FD | 92204A884 | 2,216 | $328,832 | 0.20% |
| 44 | VANGUARD MUN BD FDS | 922907746 | 6,255 | $310,373 | 0.19% |
| 45 | KELLANOVA | BEKE | 3,576 | $295,014 | 0.18% |
| 46 | CHEVRON CORP NEW | CVX | 1,740 | $291,085 | 0.18% |
| 47 | ABBVIE INC | ABBV | 1,307 | $273,842 | 0.17% |
| 48 | CATERPILLAR INC | CAT | 815 | $268,674 | 0.16% |
| 49 | PHILIP MORRIS INTL INC | 718172109 | 1,620 | $257,206 | 0.16% |
| 50 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $227,811 | 0.14% |
| 51 | CISCO SYS INC | CSCO | 3,682 | $227,216 | 0.14% |
| 52 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,091 | $213,763 | 0.13% |
| 53 | ISHARES TR | 464287341 | 5,000 | $210,350 | 0.13% |
| 54 | ALPHABET INC | GOOG | 1,342 | $209,660 | 0.13% |
| 55 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $204,419 | 0.13% |
| 56 | JOHNSON & JOHNSON | JNJ | 1,228 | $203,572 | 0.13% |
| 57 | NETFLIX INC | NFLX | 215 | $200,494 | 0.12% |
| 58 | GOLDMINING INC | GLDG | 12,961 | $11,017 | 0.01% |