Q3 2026 13F · SEC CIK 2022456

Bright Financial Advisors, Inc.

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $239.0M
Reported positions: 72
Top holdings a year, 3 yrs: +11.3%
Assets under management: $725.5M

Bright Financial Advisors, Inc. is a wealth manager that reported 72 positions worth $239.0M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Ishares Tr (AGG, 14.8%), Invesco Exchange Traded Fd T (RSP, 10.7%), Spdr Gold Tr (GLD, 8.5%). A portfolio copying its top holdings returned 11.3% a year over the last 3 years, against 16.5% for the S&P 500.

Bright Financial Advisors, Inc. holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bright Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AGGIshares Tr	14.8%	15.4%	374,575	+1.0%	$35.4M
RSPInvesco Exchange Traded Fd T	10.7%	10.9%	123,113	+1.0%	$25.6M
GLDSpdr Gold Tr	8.5%	8.3%	53,586	-0.0%	$20.4M
IVVIshares Tr	6.8%	6.7%	21,337	-0.4%	$16.3M
IJRIshares Tr	5.5%	5.9%	97,121	+1.8%	$13.2M
NVDANvidia Corporation	4.2%	3.7%	44,270	+0.1%	$10.1M
GALSsga Active ETF Tr	3.7%	3.8%	168,991	-1.2%	$8.9M
IJHIshares Tr	3.5%	3.7%	115,233	+1.8%	$8.3M
GLDMWorld Gold Tr	3.2%	3.0%	94,187	+3.0%	$7.7M
SDVYFirst Tr Exchange Traded Fd	3.2%	3.3%	189,499	+3.4%	$7.7M
AAPLApple Inc	2.8%	2.4%	20,165	+0.0%	$6.7M
SYKStryker Corporation	2.8%	3.1%	23,870	+2.0%	$6.6M
VTIVanguard Index Fds	2.2%	2.2%	14,105	-2.6%	$5.3M
BRK-ABerkshire Hathaway Inc Del	2.2%	2.2%	7	+0.0%	$5.2M
ETNEaton Corp PLC	2.2%	2.2%	12,055	+0.0%	$5.2M
QQQMInvesco Exch Traded Fd Tr II	2.2%	2.1%	17,000	+3.2%	$5.2M
QQQInvesco Qqq Tr	1.8%	1.8%	5,881	-1.7%	$4.4M
DUSBDimensional Ultrashort Fixed Income ETF	1.8%	1.7%	84,492	+8.3%	$4.3M
VGTVanguard World Fd	1.6%	1.5%	30,622	+0.0%	$3.8M
MTUMIshares Tr	1.5%	1.7%	11,471	-0.7%	$3.6M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.2%	3,796	-0.9%	$2.9M
FBNDFidelity Merrimack Str Tr	1.0%	0.7%	56,987	+63.2%	$2.5M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.0%	3,701	-20.9%	$1.8M
NOBLProshares Tr	0.8%	0.8%	33,300	-0.4%	$1.8M
SOXXIshares Tr	0.7%	0.8%	3,094	+0.9%	$1.8M
XOMExxonmobil Holdings Corp	0.7%	—	10,513	—	$1.7M
AMZNAmazon Com Inc	0.7%	0.7%	6,721	-0.1%	$1.7M
IAUIshares Gold Tr	0.6%	0.6%	17,768	-1.3%	$1.4M
SGOVIshares Tr	0.5%	0.5%	12,260	-5.3%	$1.2M
FEGERbb Fund Trust	0.5%	0.3%	23,612	+70.0%	$1.2M
EFAIshares Tr	0.5%	0.5%	11,264	-0.9%	$1.2M
CVXChevron Corporation	0.3%	0.3%	3,775	-5.2%	$771K
VHTVanguard World Fd	0.3%	0.3%	2,365	+0.0%	$748K
SHYIshares Tr	0.3%	0.3%	8,855	-1.9%	$719K
CATCaterpillar Inc	0.3%	0.3%	764	+0.1%	$619K
SHOPShopify Inc	0.2%	0.2%	3,956	+0.0%	$587K
GOOGAlphabet Inc	0.2%	0.3%	1,640	-3.8%	$559K
PMPhilip Morris Intl Inc	0.2%	0.2%	2,870	+0.0%	$548K
WMTWalmart Inc	0.2%	0.3%	5,268	+0.0%	$547K
MSFTMicrosoft Corp	0.2%	0.2%	1,048	-25.9%	$538K
VOOVanguard Index Fds	0.2%	0.2%	712	-0.4%	$499K
XARState Streer	0.2%	0.3%	2,115	+0.0%	$489K
CSCOCisco Sys Inc	0.2%	0.2%	4,122	+0.0%	$444K
ABBVAbbvie Inc	0.2%	0.2%	1,659	+0.1%	$434K
TSLATesla Inc	0.2%	0.2%	1,215	-2.0%	$431K
MOAltria Group Inc	0.2%	0.2%	6,335	+0.0%	$427K
VOXVanguard Telecommunication Ser	0.2%	0.2%	2,216	+0.0%	$422K
DFCFDimensional ETF Trust	0.2%	0.2%	10,003	+0.1%	$401K
AMDAdvanced Micro Devices Inc	0.2%	—	656	—	$401K
ROKRockwell Automation Inc	0.2%	0.2%	889	-8.7%	$387K

What Bright Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.8% /yr; S&P 500 +11.7%
3 years: +11.3% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$239.0M	72
Q2 2026	$238.9M	72
Q1 2026	$218.2M	67
Q4 2025	$211.7M	65
Q3 2025	$204.6M	63
Q2 2025	$180.2M	55
Q1 2025	$162.8M	58
Q4 2024	$159.1M	55
Q3 2024	$157.2M	53
Q2 2024	$141.7M	49
Q1 2024	$133.9M	47

Questions about Bright Financial Advisors, Inc.'s portfolio

What stocks does Bright Financial Advisors, Inc. own?

Bright Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 72 positions worth $239.0M. The largest are Ishares Tr (AGG) at 14.8%, Invesco Exchange Traded Fd T (RSP) at 10.7%, Spdr Gold Tr (GLD) at 8.5%, Ishares Tr (IVV) at 6.8% and Ishares Tr (IJR) at 5.5%.

What did Bright Financial Advisors, Inc. buy last quarter?

In Q3 2026, Bright Financial Advisors, Inc. added Rbb Fund Trust (FEGE) (+70.0% shares), Fidelity Merrimack Str Tr (FBND) (+63.2% shares) and Dimensional Ultrashort Fixed Income ETF (DUSB) (+8.3% shares), compared with its Q2 2026 filing.

What did Bright Financial Advisors, Inc. sell last quarter?

In Q3 2026, Bright Financial Advisors, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 International Business Machs (IBM), Microsoft Corp (MSFT) (-25.9% shares), Berkshire Hathaway Inc Del (BRK-B) (-20.9% shares) and Rockwell Automation Inc (ROK) (-8.7% shares), compared with its Q2 2026 filing.

How has Bright Financial Advisors, Inc.'s portfolio performed?

A portfolio copying Bright Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.3% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +5.8% against +11.7%.

When is Bright Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Bright Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Bright Financial Advisors, Inc. manage?

Bright Financial Advisors, Inc. reported $725.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $239.0M.