13F HOLDINGS REPORT
BRIGHT FINANCIAL ADVISORS, INC.
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000274
Total Value
$211.7M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 357,190 | $35.7M | 16.85% |
| 2 | SPDR GOLD TR | GLD | 56,578 | $22.4M | 10.59% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 101,564 | $19.5M | 9.19% |
| 4 | ISHARES TR | 464287200 | 20,966 | $14.4M | 6.78% |
| 5 | ISHARES TR | 464287804 | 90,270 | $10.8M | 5.12% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 173,548 | $8.6M | 4.05% |
| 7 | NVIDIA CORPORATION | NVDA | 44,126 | $8.2M | 3.89% |
| 8 | STRYKER CORPORATION | SYK | 22,429 | $7.9M | 3.72% |
| 9 | WORLD GOLD TR | GLDW | 84,788 | $7.2M | 3.42% |
| 10 | ISHARES TR | 464287507 | 103,396 | $6.8M | 3.22% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 156,906 | $6.0M | 2.84% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.3M | 2.50% |
| 13 | APPLE INC | AAPL | 19,195 | $5.2M | 2.46% |
| 14 | VANGUARD INDEX FDS | 922908769 | 15,045 | $5.0M | 2.38% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 79,458 | $4.0M | 1.90% |
| 16 | EATON CORP PLC | ETN | 11,717 | $3.7M | 1.76% |
| 17 | INVESCO QQQ TR | IVZ | 5,951 | $3.7M | 1.73% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 14,149 | $3.6M | 1.69% |
| 19 | ISHARES TR | 46432F396 | 11,814 | $3.0M | 1.40% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,800 | $2.9M | 1.35% |
| 21 | SPDR S&P 500 ETF TR | SPY | 3,292 | $2.2M | 1.06% |
| 22 | PROSHARES TR | 74348A467 | 17,005 | $1.8M | 0.84% |
| 23 | FIDELITY MERRIMACK STR TR | 316188309 | 37,537 | $1.7M | 0.82% |
| 24 | AMAZON COM INC | AMZN | 7,007 | $1.6M | 0.76% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,028 | $1.5M | 0.72% |
| 26 | ISHARES GOLD TR | IAU | 17,539 | $1.4M | 0.67% |
| 27 | ISHARES TR | 46436E718 | 13,748 | $1.4M | 0.65% |
| 28 | MICROSOFT CORP | MSFT | 2,317 | $1.1M | 0.53% |
| 29 | ISHARES TR | 464287465 | 9,810 | $942,054 | 0.44% |
| 30 | ISHARES TR | 464287523 | 3,067 | $923,698 | 0.44% |
| 31 | ISHARES TR | 464287457 | 9,401 | $778,591 | 0.37% |
| 32 | EXXON MOBIL CORP | XOM | 5,748 | $691,728 | 0.33% |
| 33 | VANGUARD WORLD FD | 92204A504 | 2,365 | $680,765 | 0.32% |
| 34 | ZOETIS INC | ZTS | 5,216 | $656,277 | 0.31% |
| 35 | SHOPIFY INC | SHOP | 3,936 | $633,578 | 0.30% |
| 36 | WALMART INC | WMT | 5,268 | $586,908 | 0.28% |
| 37 | TESLA INC | TSLA | 1,240 | $557,653 | 0.26% |
| 38 | ALPHABET INC | GOOG | 1,726 | $541,682 | 0.26% |
| 39 | SPDR SERIES TRUST | 78464A631 | 2,115 | $510,223 | 0.24% |
| 40 | PHILIP MORRIS INTL INC | 718172109 | 3,143 | $504,152 | 0.24% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,547 | $458,237 | 0.22% |
| 42 | CATERPILLAR INC | CAT | 763 | $437,477 | 0.21% |
| 43 | VANGUARD INDEX FDS | 922908363 | 688 | $431,465 | 0.20% |
| 44 | VANGUARD WORLD FD | 92204A884 | 2,216 | $429,084 | 0.20% |
| 45 | ALTRIA GROUP INC | MO | 6,035 | $347,978 | 0.16% |
| 46 | VANGUARD BD INDEX FDS | 921937835 | 4,511 | $334,130 | 0.16% |
| 47 | VANGUARD MUN BD FDS | 922907746 | 6,255 | $314,564 | 0.15% |
| 48 | ABBVIE INC | ABBV | 1,370 | $313,031 | 0.15% |
| 49 | CISCO SYS INC | CSCO | 4,042 | $311,355 | 0.15% |
| 50 | PIMCO ETF TR | 72201R866 | 5,935 | $311,058 | 0.15% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 2,015 | $288,819 | 0.14% |
| 52 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 2,141 | $278,501 | 0.13% |
| 53 | CONSTELLATION ENERGY CORP | CEG | 776 | $274,138 | 0.13% |
| 54 | CHEVRON CORP NEW | CVX | 1,740 | $265,193 | 0.13% |
| 55 | FIRST TR EXCHANGE TRADED FD | 33734X184 | 5,555 | $250,031 | 0.12% |
| 56 | ELI LILLY & CO | LLY | 230 | $247,176 | 0.12% |
| 57 | GOLDMAN SACHS ETF TR | NVGLF | 1,857 | $245,811 | 0.12% |
| 58 | WELLS FARGO CO NEW | 949746101 | 2,411 | $224,705 | 0.11% |
| 59 | JOHNSON & JOHNSON | JNJ | 1,052 | $217,819 | 0.10% |
| 60 | ISHARES SILVER TR | SLV | 3,294 | $212,199 | 0.10% |
| 61 | ISHARES TR | 464287341 | 5,000 | $209,650 | 0.10% |
| 62 | VANECK ETF TRUST | 92189F676 | 578 | $208,433 | 0.10% |
| 63 | PIMCO ETF TR | 72201R833 | 2,026 | $203,289 | 0.10% |
| 64 | NETFLIX INC | NFLX | 2,150 | $201,584 | 0.10% |
| 65 | GOLDMINING INC | GLDG | 12,961 | $16,201 | 0.01% |