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
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202565 pos · $211.7M
- 13F HOLDINGS REPORTQ/E Sep 202563 pos · $204.6M
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $180.2M
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $162.8M
- 13F HOLDINGS REPORTQ/E Dec 202455 pos · $159.1M
- 13F HOLDINGS REPORTQ/E Sep 202453 pos · $157.2M
- 13F HOLDINGS REPORTQ/E Jun 202449 pos · $141.7M
- 13F HOLDINGS REPORTQ/E Mar 202449 pos · $133.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 357,190 | $35.7M | 17.12% |
| 2 | SPDR GOLD TR | GLD | 56,578 | $22.4M | 10.76% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 101,564 | $19.5M | 9.34% |
| 4 | ISHARES TR | 464287200 | 20,966 | $14.4M | 6.89% |
| 5 | ISHARES TR | 464287804 | 90,270 | $10.8M | 5.21% |
| 6 | SSGA ACTIVE ETF TR | 78467V400 | 173,548 | $8.6M | 4.12% |
| 7 | NVIDIA CORPORATION | NVDA | 44,126 | $8.2M | 3.95% |
| 8 | STRYKER CORPORATION | SYK | 22,429 | $7.9M | 3.78% |
| 9 | WORLD GOLD TR | GLDW | 84,788 | $7.2M | 3.47% |
| 10 | ISHARES TR | 464287507 | 103,396 | $6.8M | 3.27% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 156,906 | $6.0M | 2.89% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.3M | 2.54% |
| 13 | APPLE INC | AAPL | 19,195 | $5.2M | 2.50% |
| 14 | VANGUARD INDEX FDS | 922908769 | 15,045 | $5.0M | 2.42% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 79,458 | $4.0M | 1.93% |
| 16 | EATON CORP PLC | ETN | 11,717 | $3.7M | 1.79% |
| 17 | INVESCO QQQ TR | IVZ | 5,951 | $3.7M | 1.75% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 14,149 | $3.6M | 1.72% |
| 19 | ISHARES TR | 46432F396 | 11,814 | $3.0M | 1.42% |
| 20 | VANGUARD WORLD FD | 92204A702 | 3,800 | $2.9M | 1.37% |