§ 13F · FUND PROFILE
BRIGHT FINANCIAL ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $180.2T (13F)Positions · 55Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 357K | $35.7T | 16.8% | +1% |
| 2 | GLD | SPDR GOLD TR | 57K | $22.4T | 10.6% | −6% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 102K | $19.5T | 9.2% | +1% |
| 4 | IVV | ISHARES TR | 21K | $14.4T | 6.8% | +5% |
| 5 | IJR | ISHARES TR | 90K | $10.8T | 5.1% | +2% |
| 6 | GAL | SSGA ACTIVE ETF TR | 174K | $8.6T | 4.1% | −3% |
| 7 | NVDA | NVIDIA CORPORATION | 44K | $8.2T | 3.9% | −4% |
| 8 | SYK | STRYKER CORPORATION | 22K | $7.9T | 3.7% | ±0% |
| 9 | GLDM | WORLD GOLD TR | 85K | $7.2T | 3.4% | +2% |
| 10 | IJH | ISHARES TR | 103K | $6.8T | 3.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGHT SIGNAL
AC read
BRIGHT FINANCIAL ADVISORS, INC. is a Other fund managing $180210.3 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed