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CIK: 0002022456
Total reported value
$239.0M
$239.0M
72 檔
47.1%
In Q2 2026, Bright Financial Advisors, Inc.'s U.S. equity holdings reached a combined market value of $239.0M, distributed across 72 disclosed stock positions.
In Q2 2026, Bright Financial Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 15.36% | -0.54% | +2.68% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.86% | -0.15% | +11.66% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 8.27% | +0.27% | -3.06% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.72% | +0.12% | -0.31% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.93% | -0.40% | +2.87% | |
| 6 | GAL | Ss Global Allocation ETF | ETF-Other | 3.78% | -0.07% | -2.35% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.70% | +0.53% | -0.34% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.66% | -0.19% | +4.30% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.31% | -0.09% | +0.60% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.08% | -0.33% | -0.51% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.04% | +0.20% | +6.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.37% | -0.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | -0.03% | -1.62% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.19% | — | — | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 2.15% | +0.02% | +4.56% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.09% | +0.08% | +4.54% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.84% | -0.02% | -0.07% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.66% | +0.12% | -4.86% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.66% | -0.14% | -2.47% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.53% | +0.08% | +700.29% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.01% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.21% | +22.10% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.82% | -0.08% | — | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.79% | -0.04% | +99.10% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.03% | -2.76% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.67% | +0.36% | -20.55% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | +0.01% | +0.21% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | -0.03% | -6.37% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | — | -3.83% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | -0.08% | — | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.31% | -0.01% | -1.48% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-Other | 0.30% | +0.01% | — | |
| 34 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.28% | +0.22% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.28% | +0.04% | +36.77% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | -0.02% | — | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.25% | -0.05% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -21.56% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.04% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.22% | +0.01% | +0.03% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | -0.07% | +15.51% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | +3.92% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | -0.01% | +0.98% | |
| 45 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.20% | -0.04% | — | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.19% | -0.01% | — | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.19% | +0.06% | +0.51% | |
| 48 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.18% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | +22.45% | |
| 50 | VOX | Vanguard Communication Servi | ETF-Other | 0.17% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.3% | +11.66% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.7% | +2.87% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +4.54% | Add |
| 4 | MTUM | Ishares Msci USA Momentum Fa | +0.4% | -2.47% | Trim |
| 5 | SOXX | Ishares Semiconductor ETF | +0.4% | — | Unchanged |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | +700.29% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +4.30% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.31% | Trim |
| 9 | FEGE | First Eagle Gl Equity ETF | +0.3% | NEW | New buy |
| 10 | ETN | Eaton Corporation plc | +0.3% | +4.56% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.07% | Trim |
| 12 | ROK | Rockwell Automation Inc | +0.2% | NEW | New buy |
| 13 | DFCF | Dimensional Core Fixed Inc | +0.2% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.2% | -0.34% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.10% | Add |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 18 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 19 | AAPL | Apple Inc | +0.1% | -0.12% | Trim |
| 20 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 22 | TGT | Target CORP | +0.1% | NEW | New buy |
| 23 | ARKK | Ark Innovation ETF | +0.1% | NEW | New buy |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -1.62% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +0.98% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | +15.51% | Add |
| 29 | ABBV | Abbvie Inc | 0% | +22.45% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 31 | SDVY | First Trust Smid Cap Rising | 0% | +0.60% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +3.92% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 34 | VZ | Verizon Communications Inc | 0% | +57.74% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 36 | AMZN | Amazon.com Inc | 0% | -2.76% | Trim |
| 37 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 38 | SKYY | First Trust Cloud Computing | 0% | — | Unchanged |
| 39 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 40 | XOM | Exxon Mobil CORP | — | +35.71% | Add |
| 41 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 42 | XAR | Ss Spdr S&p Aerospace Def | — | — | Unchanged |
| 43 | CVX | Chevron CORP | — | +36.77% | Add |
| 44 | PM | Philip Morris International | — | +0.03% | Add |
| 45 | MO | Altria Group Inc | — | — | Unchanged |
| 46 | RTX | Rtx CORP | — | +16.27% | Add |
| 47 | GSLC | Goldman Activebeta US Lc ETF | — | — | Unchanged |
| 48 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 49 | VOX | Vanguard Communication Servi | 0% | — | Unchanged |
| 50 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
According to official SEC Form 13F filings, Bright Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $239.0M across 72 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, RSP, GLD) accounted for 47.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
FEGE
市值: $679.6K
Top Position Liquidated / Trimmed
NFLX
前期市值: $216.9K
During Q2 2026, Bright Financial Advisors, Inc.'s top holdings by market value included AGG (15.4%)、RSP (10.9%)、GLD (8.3%). The largest single position, AGG, represented 15.4% of total portfolio value.
In Q2 2026, Bright Financial Advisors, Inc. made 52 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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