BRIGHT FINANCIAL ADVISORS, INC.
68 holdingsFiling period: 2026-03-31Current AUM: $230.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 361.1K | $35.8M | $35.2M | 15.23% | +3.9K | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 55.3K | $23.8M | $20.5M | 8.89% | -1,294 | 2026-03-31 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 109.1K | $20.9M | $23.5M | 10.16% | +7.6K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 21.5K | $14.0M | $16.1M | 6.98% | +524 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 92.8K | $11.5M | $13.5M | 5.84% | +2.5K | 2026-03-31 |
| 6 | GAL | SSGA ACTIVE ETF TR | 175.1K | $8.7M | $9.2M | 3.99% | +1.6K | 2026-03-31 |
| 7 | GLDM | WORLD GOLD TR | 85.5K | $7.9M | $6.9M | 2.97% | +738 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 44.4K | $7.7M | $8.9M | 3.86% | +245 | 2026-03-31 |
| 9 | SYK | STRYKER CORPORATION | 23.5K | $7.7M | $7.7M | 3.32% | +1.1K | 2026-03-31 |
| 10 | IJH | ISHARES TR | 108.6K | $7.3M | $8.2M | 3.54% | +5.2K | 2026-03-31 |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | 182.2K | $7.2M | $8.0M | 3.45% | +25.3K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 20.2K | $5.1M | $6.2M | 2.70% | +994 | 2026-03-31 |
| 13 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7 | $5.0M | $5.0M | 2.18% | -- | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 14.7K | $4.7M | $5.4M | 2.35% | -321 | 2026-03-31 |
| 15 | DUSB | DIMENSIONAL ETF TRUST | 82.0K | $4.2M | $4.2M | 1.80% | +2.6K | 2026-03-31 |
| 16 | — | EATON CORP PLC | 11.5K | $4.1M | $4.1M | 1.79% | -188 | 2026-03-31 |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | 15.8K | $3.7M | $4.5M | 1.93% | +1.6K | 2026-03-31 |
| 18 | QQQ | INVESCO QQQ TR | 6.0K | $3.5M | $4.1M | 1.78% | +33 | 2026-03-31 |
| 19 | MTUM | ISHARES TR | 11.8K | $2.8M | $3.5M | 1.54% | +27 | 2026-03-31 |
| 20 | VGT | VANGUARD WORLD FD | 3.8K | $2.7M | $3.5M | 1.50% | +26 | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 3.8K | $2.5M | $2.9M | 1.24% | +539 | 2026-03-31 |
| 22 | FBND | FIDELITY MERRIMACK STR TR | 44.0K | $2.0M | $2.0M | 0.85% | +6.4K | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.8M | $1.8M | 0.80% | +805 | 2026-03-31 |
| 24 | NOBL | PROSHARES TR | 16.8K | $1.8M | $1.9M | 0.83% | -206 | 2026-03-31 |
| 25 | IAU | ISHARES GOLD TR | 18.0K | $1.6M | $1.4M | 0.59% | +423 | 2026-03-31 |
← Scroll →
Page 1 of 3