Bright Financial Advisors, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES GOLD TR | $1.42M | 0.7% |
| ISHARES TR | $1.38M | 0.7% |
| MICROSOFT CORP | $1.12M | 0.5% |
| ISHARES TR | $942.1K | 0.4% |
| ISHARES TR | $923.7K | 0.4% |
| ISHARES TR | $778.6K | 0.4% |
| EXXON MOBIL CORP | $691.7K | 0.3% |
| VANGUARD WORLD FD | $680.8K | 0.3% |
| Zoetis Inc. | $656.3K | 0.3% |
| SHOPIFY INC | $633.6K | 0.3% |
| Walmart Inc. | $586.9K | 0.3% |
| Tesla Inc | $557.7K | 0.3% |
| Alphabet Inc. | $541.7K | 0.3% |
| SPDR SERIES TRUST | $510.2K | 0.2% |
| Philip Morris International Inc. | $504.2K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $458.2K | 0.2% |
| CATERPILLAR INC | $437.5K | 0.2% |
| VANGUARD INDEX FDS | $431.5K | 0.2% |
| VANGUARD WORLD FD | $429.1K | 0.2% |
| ALTRIA GROUP, INC. | $348.0K | 0.2% |
| VANGUARD BD INDEX FDS | $334.1K | 0.2% |
| VANGUARD MUN BD FDS | $314.6K | 0.1% |
| AbbVie Inc. | $313.0K | 0.1% |
| CISCO SYSTEMS, INC. | $311.4K | 0.1% |
| PIMCO ETF TR | $311.1K | 0.1% |