Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRIGHT FINANCIAL ADVISORS, INC. (CIK 2022456) reported $218.2M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($35.8M, 16.43%), GLD ($23.8M, 10.90%), RSP ($20.9M, 9.60%), IVV ($14.0M, 6.43%), IJR ($11.5M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $35.8M | 16.43% | 361,118 | Added |
| 2 | GLD | SPDR GOLD TR | $23.8M | 10.90% | 55,284 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $20.9M | 9.60% | 109,140 | Added |
| 4 | IVV | ISHARES TR | $14.0M | 6.43% | 21,490 | Added |
| 5 | IJR | ISHARES TR | $11.5M | 5.28% | 92,770 | Added |
| 6 | GAL | SSGA ACTIVE ETF TR | $8.7M | 3.97% | 175,129 | Added |
| 7 | GLDM | WORLD GOLD TR | $7.9M | 3.63% | 85,526 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $7.7M | 3.55% | 44,371 | Added |
| 9 | SYK | STRYKER CORPORATION | $7.7M | 3.54% | 23,515 | Added |
| 10 | IJH | ISHARES TR | $7.3M | 3.36% | 108,561 | Added |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.2M | 3.29% | 182,228 | Added |
| 12 | AAPL | APPLE INC | $5.1M | 2.35% | 20,189 | Added |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 2.30% | 7 | Hold |
| 14 | VTI | VANGUARD INDEX FDS | $4.7M | 2.16% | 14,724 | Trimmed |
| 15 | DUSB | DIMENSIONAL ETF TRUST | $4.2M | 1.91% | 82,029 | Added |
| 16 | ETN | EATON CORP PLC | $4.1M | 1.89% | 11,529 | Trimmed |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $3.7M | 1.72% | 15,754 | Added |
| 18 | QQQ | INVESCO QQQ TR | $3.5M | 1.58% | 5,984 | Added |
| 19 | MTUM | ISHARES TR | $2.8M | 1.30% | 11,841 | Added |
| 20 | VGT | VANGUARD WORLD FD | $2.7M | 1.22% | 3,826 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.14% | 3,831 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $2.0M | 0.92% | 43,951 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.84% | 3,833 | Added |
| 24 | NOBL | PROSHARES TR | $1.8M | 0.82% | 16,799 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $1.6M | 0.73% | 17,962 | Added |
Source: SEC Form 13F filings · as of 2026-03-31