13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001172661-25-002611
Total Value
$180.2M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 330,018 | $32.7M | 18.17% |
| 2 | SPDR GOLD TR | GLD | 60,734 | $18.5M | 10.27% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 98,200 | $17.8M | 9.90% |
| 4 | ISHARES TR | 464287200 | 19,859 | $12.3M | 6.84% |
| 5 | ISHARES TR | 464287804 | 89,476 | $9.8M | 5.43% |
| 6 | STRYKER CORPORATION | SYK | 22,345 | $8.8M | 4.91% |
| 7 | SSGA ACTIVE ETF TR | 78467V400 | 159,656 | $7.5M | 4.16% |
| 8 | ISHARES TR | 464287507 | 96,323 | $6.0M | 3.32% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.1M | 2.83% |
| 10 | VANGUARD INDEX FDS | 922908769 | 14,973 | $4.6M | 2.53% |
| 11 | WORLD GOLD TR | GLDW | 69,276 | $4.5M | 2.52% |
| 12 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 128,081 | $4.5M | 2.51% |
| 13 | EATON CORP PLC | ETN | 11,812 | $4.2M | 2.34% |
| 14 | APPLE INC | AAPL | 19,107 | $3.9M | 2.18% |
| 15 | NVIDIA CORPORATION | NVDA | 22,443 | $3.5M | 1.97% |
| 16 | DIMENSIONAL ETF TRUST | 25434V591 | 67,959 | $3.4M | 1.91% |
| 17 | INVESCO QQQ TR | IVZ | 5,938 | $3.3M | 1.82% |
| 18 | ISHARES TR | 46432F396 | 12,712 | $3.1M | 1.70% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 12,303 | $2.8M | 1.55% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,525 | $2.3M | 1.30% |
| 21 | SPDR S&P 500 ETF TR | SPY | 3,347 | $2.1M | 1.15% |
| 22 | PROSHARES TR | 74348A467 | 17,368 | $1.7M | 0.97% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,188 | $1.5M | 0.86% |
| 24 | AMAZON COM INC | AMZN | 6,861 | $1.5M | 0.84% |
| 25 | FIDELITY MERRIMACK STR TR | 316188309 | 30,338 | $1.4M | 0.77% |
| 26 | ISHARES GOLD TR | IAU | 18,286 | $1.1M | 0.63% |
| 27 | ISHARES TR | 464287457 | 10,325 | $855,529 | 0.47% |
| 28 | ZOETIS INC | ZTS | 5,216 | $813,435 | 0.45% |
| 29 | ISHARES TR | 464287523 | 3,067 | $732,133 | 0.41% |
| 30 | ISHARES TR | 464287465 | 8,188 | $731,925 | 0.41% |
| 31 | EXXON MOBIL CORP | XOM | 6,288 | $677,883 | 0.38% |
| 32 | VANGUARD WORLD FD | 92204A504 | 2,365 | $587,324 | 0.33% |
| 33 | WALMART INC | WMT | 5,268 | $515,105 | 0.29% |
| 34 | MICROSOFT CORP | MSFT | 982 | $488,457 | 0.27% |
| 35 | INTERNATIONAL BUSINESS MACHS | INTR | 1,594 | $469,879 | 0.26% |
| 36 | SHOPIFY INC | SHOP | 3,936 | $454,018 | 0.25% |
| 37 | SPDR SERIES TRUST | 78464A631 | 2,115 | $446,138 | 0.25% |
| 38 | TESLA INC | TSLA | 1,277 | $405,652 | 0.23% |
| 39 | VANGUARD INDEX FDS | 922908363 | 704 | $399,893 | 0.22% |
| 40 | SCHWAB STRATEGIC TR | 808524201 | 16,292 | $398,167 | 0.22% |
| 41 | VANGUARD WORLD FD | 92204A884 | 2,216 | $379,002 | 0.21% |
| 42 | PIMCO ETF TR | 72201R866 | 7,100 | $364,656 | 0.20% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $321,082 | 0.18% |
| 44 | CATERPILLAR INC | CAT | 815 | $316,258 | 0.18% |
| 45 | VANGUARD MUN BD FDS | 922907746 | 6,255 | $306,683 | 0.17% |
| 46 | PHILIP MORRIS INTL INC | 718172109 | 1,621 | $295,291 | 0.16% |
| 47 | NETFLIX INC | NFLX | 215 | $287,913 | 0.16% |
| 48 | KELLANOVA | BEKE | 3,576 | $284,429 | 0.16% |
| 49 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,091 | $254,349 | 0.14% |
| 50 | CHEVRON CORP NEW | CVX | 1,740 | $249,150 | 0.14% |
| 51 | ABBVIE INC | ABBV | 1,287 | $238,893 | 0.13% |
| 52 | ALPHABET INC | GOOG | 1,342 | $238,057 | 0.13% |
| 53 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $235,421 | 0.13% |
| 54 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $225,403 | 0.13% |
| 55 | GOLDMINING INC | GLDG | 12,961 | $9,332 | 0.01% |