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 $238.9M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($36.7M, 15.36%), RSP ($25.9M, 10.86%), GLD ($19.7M, 8.27%), IVV ($16.0M, 6.72%), IJR ($14.2M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $36.7M | 15.36% | 370,792 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $25.9M | 10.86% | 121,866 | Added |
| 3 | GLD | SPDR GOLD TR | $19.7M | 8.27% | 53,595 | Trimmed |
| 4 | IVV | ISHARES TR | $16.0M | 6.72% | 21,424 | Trimmed |
| 5 | IJR | ISHARES TR | $14.2M | 5.93% | 95,431 | Added |
| 6 | GAL | SSGA ACTIVE ETF TR | $9.0M | 3.78% | 171,020 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $8.8M | 3.70% | 44,219 | Trimmed |
| 8 | IJH | ISHARES TR | $8.7M | 3.66% | 113,232 | Added |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.9M | 3.31% | 183,315 | Added |
| 10 | SYK | STRYKER CORPORATION | $7.4M | 3.08% | 23,394 | Trimmed |
| 11 | GLDM | WORLD GOLD TR | $7.3M | 3.04% | 91,401 | Added |
| 12 | AAPL | APPLE INC | $5.8M | 2.44% | 20,165 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $5.4M | 2.24% | 14,485 | Trimmed |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 2.19% | 7 | Hold |
| 15 | ETN | EATON CORP PLC | $5.1M | 2.15% | 12,055 | Added |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | $5.0M | 2.09% | 16,469 | Added |
| 17 | QQQ | INVESCO QQQ TR | $4.4M | 1.84% | 5,980 | Trimmed |
| 18 | DUSB | DIMENSIONAL ETF TRUST | $4.0M | 1.66% | 78,045 | Trimmed |
| 19 | MTUM | ISHARES TR | $4.0M | 1.66% | 11,548 | Trimmed |
| 20 | VGT | VANGUARD WORLD FD | $3.7M | 1.53% | 30,619 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 1.20% | 3,831 | Hold |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.98% | 4,680 | Added |
| 23 | SOXX | ISHARES TR | $2.0M | 0.82% | 3,067 | Hold |
| 24 | NOBL | PROSHARES TR | $1.9M | 0.79% | 33,446 | Added |
| 25 | FBND | FIDELITY MERRIMACK STR TR | $1.6M | 0.67% | 34,921 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30