BRIGHT FINANCIAL ADVISORS, INC.
73 holdingsFiling period: 2026-06-30Current AUM: $240.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 370.8K | $36.7M | $35.5M | 14.78% | +9.7K | 2026-06-30 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 121.9K | $25.9M | $26.1M | 10.84% | +12.7K | 2026-06-30 |
| 3 | GLD | SPDR GOLD TR | 53.6K | $19.7M | $21.1M | 8.78% | -1,689 | 2026-06-30 |
| 4 | IVV | ISHARES TR | 21.4K | $16.0M | $16.3M | 6.76% | -66 | 2026-06-30 |
| 5 | IJR | ISHARES TR | 95.4K | $14.2M | $13.4M | 5.56% | +2.7K | 2026-06-30 |
| 6 | GAL | SSGA ACTIVE ETF TR | 171.0K | $9.0M | $9.1M | 3.78% | -4,109 | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 44.2K | $8.8M | $9.4M | 3.90% | -152 | 2026-06-30 |
| 8 | IJH | ISHARES TR | 113.2K | $8.7M | $8.3M | 3.45% | +4.7K | 2026-06-30 |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | 183.3K | $7.9M | $7.8M | 3.22% | +1.1K | 2026-06-30 |
| 10 | SYK | STRYKER CORPORATION | 23.4K | $7.4M | $6.6M | 2.74% | -121 | 2026-06-30 |
| 11 | GLDM | WORLD GOLD TR | 91.4K | $7.3M | $7.8M | 3.23% | +5.9K | 2026-06-30 |
| 12 | AAPL | APPLE INC | 20.2K | $5.8M | $6.7M | 2.78% | -24 | 2026-06-30 |
| 13 | VTI | VANGUARD INDEX FDS | 14.5K | $5.4M | $5.4M | 2.25% | -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 | 2.14% | +526 | 2026-06-30 |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | 16.5K | $5.0M | $4.8M | 1.99% | +715 | 2026-06-30 |
| 17 | QQQ | INVESCO QQQ TR | 6.0K | $4.4M | $4.2M | 1.75% | -4 | 2026-06-30 |
| 18 | DUSB | DIMENSIONAL ETF TRUST | 78.0K | $4.0M | $4.0M | 1.64% | -3,984 | 2026-06-30 |
| 19 | MTUM | ISHARES TR | 11.5K | $4.0M | $3.5M | 1.44% | -293 | 2026-06-30 |
| 20 | VGT | VANGUARD WORLD FD | 30.6K | $3.7M | $3.6M | 1.51% | +26.8K | 2026-06-30 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 3.8K | $2.9M | $2.9M | 1.21% | -- | 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 | 0.64% | -- | 2026-06-30 |
| 24 | NOBL | PROSHARES TR | 33.4K | $1.9M | $1.9M | 0.78% | +16.6K | 2026-06-30 |
| 25 | AMZN | AMAZON COM INC | 6.7K | $1.6M | $1.7M | 0.70% | -191 | 2026-06-30 |
← Scroll →
Page 1 of 3