Institutions / Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc.
CIK 2022456 · Institution · as of Dec 31, 2025
Portfolio value
$211.74M
Positions
65
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $35.68M | 16.8% |
| SPDR Gold Tr | $22.42M | 10.6% |
| Invesco Exchange Traded Fd T | $19.46M | 9.2% |
| iShares Tr | $14.36M | 6.8% |
| iShares Tr | $10.85M | 5.1% |
| Ssga Active ETF Tr | $8.58M | 4.1% |
| NVIDIA Corp | $8.23M | 3.9% |
| Stryker Corp | $7.88M | 3.7% |
| World Gold Tr | $7.24M | 3.4% |
| iShares Tr | $6.82M | 3.2% |
| First Tr Exchange-Traded Fd | $6.01M | 2.8% |
| Berkshire Hathaway Inc Del | $5.28M | 2.5% |
| Apple Inc. | $5.22M | 2.5% |
| Vanguard Index Fds | $5.04M | 2.4% |
| Dimensional ETF Trust | $4.02M | 1.9% |
| Eaton Corp plc | $3.73M | 1.8% |
| Invesco Qqq Tr | $3.66M | 1.7% |
| Invesco Exch Traded Fd Tr II | $3.58M | 1.7% |
| iShares MSCI UAE ETF | $2.96M | 1.4% |
| Vanguard World Fd | $2.86M | 1.4% |
| SPDR S&P 500 ETF Tr | $2.24M | 1.1% |
| ProShares Tr | $1.77M | 0.8% |
| Fidelity Merrimack Str Tr | $1.73M | 0.8% |
| Amazon.com Inc | $1.62M | 0.8% |
| Warren E. Buffett | $1.52M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.