13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001172661-25-004669
Total Value
$204.6M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 353,529 | $35.4M | 17.32% |
| 2 | SPDR GOLD TR | GLD | 60,250 | $21.4M | 10.47% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 100,220 | $19.0M | 9.29% |
| 4 | ISHARES TR | 464287200 | 19,975 | $13.4M | 6.53% |
| 5 | ISHARES TR | 464287804 | 88,412 | $10.5M | 5.14% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 178,185 | $8.8M | 4.28% |
| 7 | NVIDIA CORPORATION | NVDA | 46,125 | $8.6M | 4.21% |
| 8 | STRYKER CORPORATION | SYK | 22,427 | $8.3M | 4.05% |
| 9 | ISHARES TR | 464287507 | 97,653 | $6.4M | 3.12% |
| 10 | WORLD GOLD TR | GLDW | 82,834 | $6.3M | 3.10% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.3M | 2.58% |
| 12 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 131,100 | $5.0M | 2.44% |
| 13 | APPLE INC | AAPL | 19,008 | $4.8M | 2.37% |
| 14 | VANGUARD INDEX FDS | 922908769 | 14,713 | $4.8M | 2.36% |
| 15 | EATON CORP PLC | ETN | 11,812 | $4.4M | 2.16% |
| 16 | DIMENSIONAL ETF TRUST | 25434V591 | 83,701 | $4.3M | 2.08% |
| 17 | INVESCO QQQ TR | IVZ | 5,970 | $3.6M | 1.75% |
| 18 | ISHARES TR | 46432F396 | 12,501 | $3.2M | 1.57% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 12,403 | $3.1M | 1.50% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,525 | $2.6M | 1.29% |
| 21 | SPDR S&P 500 ETF TR | SPY | 3,347 | $2.2M | 1.09% |
| 22 | PROSHARES TR | 74348A467 | 17,220 | $1.8M | 0.87% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,108 | $1.6M | 0.76% |
| 24 | AMAZON COM INC | AMZN | 6,947 | $1.5M | 0.75% |
| 25 | FIDELITY MERRIMACK STR TR | 316188309 | 31,578 | $1.5M | 0.71% |
| 26 | ISHARES GOLD TR | IAU | 17,897 | $1.3M | 0.64% |
| 27 | MICROSOFT CORP | MSFT | 1,934 | $1.0M | 0.49% |
| 28 | ISHARES TR | 464287523 | 3,067 | $831,581 | 0.41% |
| 29 | ISHARES TR | 464287457 | 9,822 | $814,833 | 0.40% |
| 30 | ISHARES TR | 464287465 | 8,452 | $789,163 | 0.39% |
| 31 | ZOETIS INC | ZTS | 5,216 | $763,205 | 0.37% |
| 32 | EXXON MOBIL CORP | XOM | 6,094 | $687,068 | 0.34% |
| 33 | VANGUARD WORLD FD | 92204A504 | 2,365 | $613,954 | 0.30% |
| 34 | SHOPIFY INC | SHOP | 3,936 | $584,929 | 0.29% |
| 35 | TESLA INC | TSLA | 1,240 | $551,452 | 0.27% |
| 36 | WALMART INC | WMT | 5,268 | $542,920 | 0.27% |
| 37 | PHILIP MORRIS INTL INC | 718172109 | 3,142 | $509,649 | 0.25% |
| 38 | SPDR SERIES TRUST | 78464A631 | 2,115 | $496,940 | 0.24% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 1,594 | $449,763 | 0.22% |
| 40 | VANGUARD INDEX FDS | 922908363 | 704 | $431,116 | 0.21% |
| 41 | VANGUARD WORLD FD | 92204A884 | 2,216 | $416,010 | 0.20% |
| 42 | ALTRIA GROUP INC | MO | 6,035 | $398,672 | 0.19% |
| 43 | CATERPILLAR INC | CAT | 815 | $388,715 | 0.19% |
| 44 | KELLANOVA | BEKE | 4,279 | $350,964 | 0.17% |
| 45 | ABBVIE INC | ABBV | 1,470 | $340,363 | 0.17% |
| 46 | VANGUARD BD INDEX FDS | 921937835 | 4,511 | $335,483 | 0.16% |
| 47 | PIMCO ETF TR | 72201R866 | 6,368 | $332,909 | 0.16% |
| 48 | ALPHABET INC | GOOG | 1,342 | $326,845 | 0.16% |
| 49 | VANGUARD MUN BD FDS | 922907746 | 6,255 | $313,188 | 0.15% |
| 50 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $309,656 | 0.15% |
| 51 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,091 | $281,072 | 0.14% |
| 52 | CISCO SYS INC | CSCO | 4,042 | $276,554 | 0.14% |
| 53 | CHEVRON CORP NEW | CVX | 1,740 | $270,205 | 0.13% |
| 54 | NETFLIX INC | NFLX | 215 | $257,768 | 0.13% |
| 55 | CONSTELLATION ENERGY CORP | CEG | 776 | $255,358 | 0.12% |
| 56 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $252,475 | 0.12% |
| 57 | JOHNSON & JOHNSON | JNJ | 1,353 | $250,784 | 0.12% |
| 58 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $241,930 | 0.12% |
| 59 | FIRST TR EXCHANGE TRAD FD VI | 33739H101 | 8,709 | $225,563 | 0.11% |
| 60 | ARK ETF TR | 00214Q104 | 2,523 | $217,735 | 0.11% |
| 61 | ISHARES TR | 464287341 | 5,000 | $208,750 | 0.10% |
| 62 | WELLS FARGO CO NEW | 949746101 | 2,411 | $202,090 | 0.10% |
| 63 | GOLDMINING INC | GLDG | 12,961 | $15,942 | 0.01% |