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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002022456

BRIGHT FINANCIAL ADVISORS, INC.

Portage, MI · File #028-24114

Latest AUM
$211.7M
Positions
65
Top-10 Concentration
67.9%
Filings
8

Sector Allocation

Financials
12.8%$27.1M
Technology
7.3%$15.5M
Healthcare
4.4%$9.3M
Industrials
2.0%$4.2M
Energy
0.5%$956,921
Consumer Staples
0.4%$934,886
Utilities
0.1%$274,138
Materials
0.0%$16,201

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287226357,190$35.7M17.12%
2SPDR GOLD TRGLD56,578$22.4M10.76%
3INVESCO EXCHANGE TRADED FD TIVZ101,564$19.5M9.34%
4ISHARES TR46428720020,966$14.4M6.89%
5ISHARES TR46428780490,270$10.8M5.21%
6SSGA ACTIVE ETF TR78467V400173,548$8.6M4.12%
7NVIDIA CORPORATIONNVDA44,126$8.2M3.95%
8STRYKER CORPORATIONSYK22,429$7.9M3.78%
9WORLD GOLD TRGLDW84,788$7.2M3.47%
10ISHARES TR464287507103,396$6.8M3.27%
11FIRST TR EXCHANGE-TRADED FD33741X102156,906$6.0M2.89%
12BERKSHIRE HATHAWAY INC DELBRK-A7$5.3M2.54%
13APPLE INCAAPL19,195$5.2M2.50%
14VANGUARD INDEX FDS92290876915,045$5.0M2.42%
15DIMENSIONAL ETF TRUST25434V59179,458$4.0M1.93%
16EATON CORP PLCETN11,717$3.7M1.79%
17INVESCO QQQ TRIVZ5,951$3.7M1.75%
18INVESCO EXCH TRADED FD TR IIIVZ14,149$3.6M1.72%
19ISHARES TR46432F39611,814$3.0M1.42%
20VANGUARD WORLD FD92204A7023,800$2.9M1.37%