§ 13F · FUND PROFILE
BRIGHT FINANCIAL ADVISORS, INC..
AUM · $239M (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 371K | $37M | 15.4% | +3% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 122K | $26M | 10.9% | +12% |
| 3 | GLD | SPDR GOLD TR | 54K | $20M | 8.3% | −3% |
| 4 | IVV | ISHARES TR | 21K | $16M | 6.7% | ±0% |
| 5 | IJR | ISHARES TR | 95K | $14M | 5.9% | +3% |
| 6 | GAL | SSGA ACTIVE ETF TR | 171K | $9M | 3.8% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 44K | $9M | 3.7% | ±0% |
| 8 | IJH | ISHARES TR | 113K | $9M | 3.7% | +4% |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | 183K | $8M | 3.3% | +1% |
| 10 | SYK | STRYKER CORPORATION | 23K | $7M | 3.1% | −1% |
§ 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 $239 million in assets. The fund runs a portfolio of 72 positions.
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