Bright Financial Advisors, Inc.
73 holdingsFiling period: 2026-06-30Current AUM: $240.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares TR | 370.8K | $36.7M | $35.6M | 14.79% | +9.7K | 2026-06-30 |
| 2 | RSP | Invesco Exchange Traded FD T | 121.9K | $25.9M | $26.5M | 11.00% | +12.7K | 2026-06-30 |
| 3 | GLD | Spdr Gold TR | 53.6K | $19.7M | $19.7M | 8.19% | -1,689 | 2026-06-30 |
| 4 | IVV | iShares TR | 21.4K | $16.0M | $16.5M | 6.84% | -66 | 2026-06-30 |
| 5 | IJR | iShares TR | 95.4K | $14.2M | $13.3M | 5.51% | +2.7K | 2026-06-30 |
| 6 | GAL | Ssga Active ETF TR | 171.0K | $9.0M | $9.0M | 3.72% | -4,109 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 44.2K | $8.8M | $9.6M | 3.97% | -152 | 2026-06-30 |
| 8 | IJH | iShares TR | 113.2K | $8.7M | $8.3M | 3.43% | +4.7K | 2026-06-30 |
| 9 | SDVY | First TR Exchange Traded FD | 183.3K | $7.9M | $7.7M | 3.21% | +1.1K | 2026-06-30 |
| 10 | SYK | Stryker Corporation | 23.4K | $7.4M | $7.2M | 2.97% | -121 | 2026-06-30 |
| 11 | GLDM | World Gold TR | 91.4K | $7.3M | $7.3M | 3.01% | +5.9K | 2026-06-30 |
| 12 | AAPL | Apple Inc | 20.2K | $5.8M | $6.9M | 2.88% | -24 | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 14.5K | $5.4M | $5.4M | 2.26% | -239 | 2026-06-30 |
| 14 | BRK-A | Berkshire Hathaway Inc Del | 7 | $5.2M | $5.2M | 2.18% | -- | 2026-06-30 |
| 15 | — | Eaton Corp PLC | 12.1K | $5.1M | $5.1M | 2.13% | +526 | 2026-06-30 |
| 16 | QQQM | Invesco Exch Traded FD TR II | 16.5K | $5.0M | $4.8M | 2.01% | +715 | 2026-06-30 |
| 17 | QQQ | Invesco Qqq TR | 6.0K | $4.4M | $4.3M | 1.77% | -4 | 2026-06-30 |
| 18 | DUSB | Dimensional ETF Trust | 78.0K | $4.0M | $3.9M | 1.64% | -3,984 | 2026-06-30 |
| 19 | MTUM | iShares TR | 11.5K | $4.0M | $3.4M | 1.41% | -293 | 2026-06-30 |
| 20 | VGT | Vanguard World FD | 30.6K | $3.7M | $3.7M | 1.54% | +26.8K | 2026-06-30 |
| 21 | SPY | State Str Spdr S&P 500 ETF T | 3.8K | $2.9M | $2.9M | 1.22% | -- | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 4.7K | $2.3M | $2.3M | 0.97% | +847 | 2026-06-30 |
| 23 | SOXX | iShares TR | 3.1K | $2.0M | $1.5M | 0.63% | -- | 2026-06-30 |
| 24 | NOBL | ProShares TR | 33.4K | $1.9M | $1.9M | 0.81% | +16.6K | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 6.7K | $1.6M | $1.7M | 0.70% | -191 | 2026-06-30 |
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