BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC. reported 72 positions worth $238.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AGG (15.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $36.7M | 15.36% | 370,792 | — | — | |
| ▸ 2 | RSP | SH | $25.9M | 10.86% | 121,866 | — | — | |
| ▸ 3 | GLD | SH | $19.7M | 8.27% | 53,595 | — | — | |
| ▸ 4 | IVV | SH | $16.0M | 6.72% | 21,424 | — | — | |
| ▸ 5 | IJR | SH | $14.2M | 5.93% | 95,431 | — | — | |
| ▸ 6 | GAL | SH | $9.0M | 3.78% | 171,020 | — | — | |
| ▸ 7 | NVDA | SH | $8.8M | 3.70% | 44,219 | — | — | |
| ▸ 8 | IJH | SH | $8.7M | 3.66% | 113,232 | — | — | |
| ▸ 9 | SDVY | SH | $7.9M | 3.31% | 183,315 | — | — | |
| ▸ 10 | SYK | SH | $7.4M | 3.08% | 23,394 | — | — |
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Frequently Asked Questions
What stocks does BRIGHT FINANCIAL ADVISORS, INC. hold as of Q2 2026?
BRIGHT FINANCIAL ADVISORS, INC. reported 72 positions worth $238.9M in its Q2 2026 13F filing. Largest positions: AGG (15.4%), RSP (10.9%), GLD (8.3%), IVV (6.7%) and IJR (5.9%).
What did BRIGHT FINANCIAL ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BRIGHT FINANCIAL ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.