BRIGHT FINANCIAL ADVISORS, INC.
CIK 0002022456 · PORTAGE, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$238.9M
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AGG
ISHARES TR
15.4%
RSP
INVESCO EXCHANGE TRADED FD T
10.9%
GLD
SPDR GOLD TR
8.3%
IVV
ISHARES TR
6.7%
IJR
ISHARES TR
5.9%
GAL
SSGA ACTIVE ETF TR
3.8%
NVDA
NVIDIA CORPORATION
3.7%
IJH
ISHARES TR
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.