Bright Financial Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Bright Financial Advisors, Inc. reported 72 stock positions worth $238.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 15.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 10.9%) and SPDR Gold Shares (GLD, 8.3%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 20 and reduced 18. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +12%) and the biggest sale SPDR Gold Shares (GLD, shares −3%).

Most Recent 13F
Q2 2026
Location
Portage, MI
CIK
0002022456
Portfolio Value
$238.9M (Q2 2026)
SEC Filing
0001172661-26-003277 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $133.9M Q1 2024 Q2 2024: $141.7M Q2 2024 Q3 2024: $157.2M Q3 2024 Q4 2024: $159.1M Q4 2024 Q1 2025: $162.8M Q1 2025 Q2 2025: $180.2M Q2 2025 Q3 2025: $204.6M Q3 2025 Q4 2025: $211.7M Q4 2025 Q1 2026: $218.2M Q1 2026 Q2 2026: $238.9M $238.9M Q2 2026

Holdings 72 stocks · $238.9M
AGG iShares Core U.S. Aggregate 15.37% 370,792 $36.7M Add +2.7%
RSP Invesco S&P 500 Equal Weight 10.86% 121,866 $25.9M Add +11.7%
GLD SPDR Gold Shares 8.27% 53,595 $19.7M Reduce -3.1%
IVV iShares Core S&P 500 ETF 6.72% 21,424 $16.0M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 5.93% 95,431 $14.2M Add +2.9%
GAL SS Global Allocation ETF 3.78% 171,020 $9.0M Reduce -2.4%
NVDA Nvidia Corp. 3.70% 44,219 $8.8M Reduce -0.3%
IJH iShares Core S&P Midcap ETF 3.66% 113,232 $8.7M Add +4.3%
SDVY First Trust Smid Cap Rising 3.31% 183,315 $7.9M Add +0.6%
SYK Stryker Corp. 3.08% 23,394 $7.4M Reduce -0.5%
GLDM SPDR Gold Minishares Trust 3.04% 91,401 $7.3M Add +6.9%
AAPL Apple Inc. 2.44% 20,165 $5.8M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 2.24% 14,485 $5.4M Reduce -1.6%
BRK.A Berkshire Hathaway Inc. Class A 2.19% 7 $5.2M No change
ETN Eaton Corp. PLC 2.15% 12,055 $5.1M Add +4.6%
QQQM Invesco Nasdaq 100 ETF 2.09% 16,469 $5.0M Add +4.5%
QQQ Invesco QQQ Trust Series 1 1.84% 5,980 $4.4M Reduce -0.1%
DUSB Dimension Ultrashort Fi ETF 1.66% 78,045 $4.0M Reduce -4.9%
MTUM iShares MSCI USA Momentum Fa 1.66% 11,548 $4.0M Reduce -2.5%
VGT Vanguard Info Tech ETF 1.53% 30,619 $3.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.20% 3,831 $2.9M No change
BRK.B Berkshire Hathaway Inc. Class B 0.98% 4,680 $2.3M Add +22.1%
SOXX iShares Semiconductor ETF 0.82% 3,067 $2.0M No change
NOBL Proshares S&P 500 Dividend A 0.79% 33,446 $1.9M Reduce -0.5%
AMZN Amazon.com Inc. 0.67% 6,730 $1.6M Reduce -2.8%
FBND Fidelity Total Bond ETF 0.67% 34,921 $1.6M Reduce -20.6%
XOM Exxon Mobil Corp. 0.66% 11,537 $1.6M Add +35.7%
IAU iShares Gold Trust 0.57% 17,999 $1.4M Add +0.2%
SGOV iShares 0-3 Month Treasury B 0.55% 12,947 $1.3M Reduce -6.4%
EFA iShares MSCI Eafe ETF 0.49% 11,362 $1.2M Reduce -3.8%
CAT Caterpillar Inc. 0.34% 763 $813K No change
SHY iShares 1-3 Year Treasury Bo 0.31% 9,025 $741K Reduce -1.5%
VHT Vanguard Health Care ETF 0.30% 2,365 $707K No change
FEGE First Eagle GL Equity ETF 0.28% 13,892 $680K New
CVX Chevron Corp. 0.28% 3,980 $660K Add +36.8%
GOOG Alphabet Inc. Class C 0.25% 1,704 $602K No change
XAR SS SPDR S&P Aerospace Def 0.25% 2,115 $600K No change
WMT Walmart Inc. 0.25% 5,268 $597K No change
MSFT Microsoft Corp. 0.22% 1,415 $528K Reduce -21.6%
TSLA Tesla Inc. 0.22% 1,240 $522K No change
PM Philip Morris International 0.22% 2,869 $519K Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 1,787 $503K Add +15.5%
VOO Vanguard S&P 500 ETF 0.21% 715 $491K Add +3.9%
CSCO Cisco Systems Inc. 0.20% 4,122 $484K Add +1.0%
ROK Rockwell Automation Inc. 0.20% 974 $482K New
MO Altria Group Inc. 0.19% 6,335 $456K No change
SHOP Shopify Inc. Class A 0.19% 3,956 $452K Add +0.5%
DFCF Dimensional Core Fixed Inc. 0.18% 9,989 $422K New
ABBV Abbvie Inc. 0.17% 1,658 $417K Add +22.4%
VOX Vanguard Communication Servi 0.17% 2,216 $408K No change
AMD Advanced Micro Devices 0.17% 681 $396K New
SMH Vaneck Semiconductor ETF 0.16% 578 $380K No change
ZTS Zoetis Inc. 0.16% 5,216 $375K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 6,255 $316K No change
LLY Eli Lilly & Co. 0.13% 255 $306K No change
PG The Procter & Gamble Co. 0.12% 2,015 $296K No change
SKYY First Trust Cloud Computing 0.12% 2,141 $288K No change
AVGO Broadcom Inc. 0.12% 761 $287K No change
VZ Verizon Communications Inc. 0.12% 6,775 $287K Add +57.7%
FXU First Trust Utilities Alphad 0.11% 5,555 $274K No change
MUNI PIMCO Intermediate Municipal 0.11% 5,130 $270K Reduce -13.7%
JNJ Johnson & Johnson 0.11% 1,052 $267K No change
GSLC Goldman Activebeta US LC ETF 0.11% 1,857 $263K No change
GOOGL Alphabet Inc. Class A 0.11% 716 $256K No change
RTX RTX Corp. 0.10% 1,308 $248K Add +16.3%
IXC iShares Global Energy ETF 0.10% 5,000 $246K No change
PANW Palo Alto Networks Inc. 0.10% 694 $237K New
TWLO Twilio Inc. Class A 0.10% 1,100 $227K New
JPM JPMorgan Chase & Co. 0.09% 631 $207K New
TGT Target Corp. 0.09% 1,580 $206K New
ARKK ARK Innovation ETF 0.09% 2,523 $204K New
GLDG Goldmining Inc. 0.00% 12,961 $12K No change

Portfolio Sells Q1 2026 → Q2 2026
GLD SPDR Gold Shares Reduce -3.1% 8.27% −2.63
SYK Stryker Corp. Reduce -0.5% 3.08% −0.46
FBND Fidelity Total Bond ETF Reduce -20.6% 0.67% −0.25
DUSB Dimension Ultrashort Fi ETF Reduce -4.9% 1.66% −0.25
GAL SS Global Allocation ETF Reduce -2.4% 3.78% −0.19
NFLX Netflix Inc. Sold out 0.00% −0.10
CEG Constellation Energy Sold out 0.00% −0.10
FTGC First Trust Global Tactical Sold out 0.00% −0.09
SLV iShares Silver Trust Sold out 0.00% −0.09
SGOV iShares 0-3 Month Treasury B Reduce -6.4% 0.55% −0.09
MSFT Microsoft Corp. Reduce -21.6% 0.22% −0.09
SHY iShares 1-3 Year Treasury Bo Reduce -1.5% 0.31% −0.04
EFA iShares MSCI Eafe ETF Reduce -3.8% 0.49% −0.03
NOBL Proshares S&P 500 Dividend A Reduce -0.5% 0.79% −0.03
MUNI PIMCO Intermediate Municipal Reduce -13.7% 0.11% −0.03
AMZN Amazon.com Inc. Reduce -2.8% 0.67% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 2.24% +0.08
AAPL Apple Inc. Reduce -0.1% 2.44% +0.10
NVDA Nvidia Corp. Reduce -0.3% 3.70% +0.16
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 1.84% +0.26
IVV iShares Core S&P 500 ETF Reduce -0.3% 6.72% +0.29
MTUM iShares MSCI USA Momentum Fa Reduce -2.5% 1.66% +0.36

Portfolio Buys Q1 2026 → Q2 2026
RSP Invesco S&P 500 Equal Weight Add +11.7% 10.86% +1.26
IJR iShares Core S&P Small-Cap E Add +2.9% 5.93% +0.64
QQQM Invesco Nasdaq 100 ETF Add +4.5% 2.09% +0.37
IJH iShares Core S&P Midcap ETF Add +4.3% 3.66% +0.30
FEGE First Eagle GL Equity ETF New 0.28% +0.28
ETN Eaton Corp. PLC Add +4.6% 2.15% +0.26
ROK Rockwell Automation Inc. New 0.20% +0.20
DFCF Dimensional Core Fixed Inc. New 0.18% +0.18
AMD Advanced Micro Devices New 0.17% +0.17
BRK.B Berkshire Hathaway Inc. Class B Add +22.1% 0.98% +0.14
PANW Palo Alto Networks Inc. New 0.10% +0.10
TWLO Twilio Inc. Class A New 0.10% +0.10
JPM JPMorgan Chase & Co. New 0.09% +0.09
TGT Target Corp. New 0.09% +0.09
ARKK ARK Innovation ETF New 0.09% +0.09
CSCO Cisco Systems Inc. Add +1.0% 0.20% +0.06
ABBV Abbvie Inc. Add +22.4% 0.17% +0.04
IBM Intl Business Machines Corp. Add +15.5% 0.21% +0.04
VZ Verizon Communications Inc. Add +57.7% 0.12% +0.02
SDVY First Trust Smid Cap Rising Add +0.6% 3.31% +0.02
VOO Vanguard S&P 500 ETF Add +3.9% 0.21% +0.02
RTX RTX Corp. Add +16.3% 0.10% +0.00
CVX Chevron Corp. Add +36.8% 0.28% +0.00
PM Philip Morris International Add +0.0% 0.22% 0.00
XOM Exxon Mobil Corp. Add +35.7% 0.66% −0.00
SHOP Shopify Inc. Class A Add +0.5% 0.19% −0.02
IAU iShares Gold Trust Add +0.2% 0.57% −0.16
GLDM SPDR Gold Minishares Trust Add +6.9% 3.04% −0.59
AGG iShares Core U.S. Aggregate Add +2.7% 15.37% −1.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$238.9MAGG, RSP, GLD, IVV, IJR
Q1 2026 67$218.2MAGG, GLD, RSP, IVV, IJR
Q4 2025 65$211.7MAGG, GLD, RSP, IVV, IJR
Q3 2025 63$204.6MAGG, GLD, RSP, IVV, IJR
Q2 2025 55$180.2MAGG, GLD, RSP, IVV, IJR
Q1 2025 58$162.8MAGG, GLD, RSP, IVV, IJR
Q4 2024 55$159.1MAGG, RSP, GLD, IVV, IJR
Q3 2024 53$157.2MAGG, GLD, RSP, IVV, IJR
Q2 2024 49$141.7MAGG, GLD, RSP, IVV, IJR
Q1 2024 48$133.9MAGG, IJH, GLD, IVV, GAL