§ 13F · FUND PROFILE
BRIGHT FINANCIAL ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205M (13F)Positions · 63Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 361K | $36M | 16.4% | +1% |
| 2 | GLD | SPDR GOLD TR | 55K | $24M | 10.9% | −2% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 109K | $21M | 9.6% | +7% |
| 4 | IVV | ISHARES TR | 21K | $14M | 6.4% | +3% |
| 5 | IJR | ISHARES TR | 93K | $12M | 5.3% | +3% |
| 6 | GAL | SSGA ACTIVE ETF TR | 175K | $9M | 4.0% | +1% |
| 7 | GLDM | WORLD GOLD TR | 86K | $8M | 3.6% | +1% |
| 8 | NVDA | NVIDIA CORPORATION | 44K | $8M | 3.5% | +1% |
| 9 | SYK | STRYKER CORPORATION | 24K | $8M | 3.5% | +5% |
| 10 | IJH | ISHARES TR | 109K | $7M | 3.4% | +5% |
§ 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 $205 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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