Bright Financial Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Bright Financial Advisors, Inc. reported 55 stock positions worth $159.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 19.5% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 9.3%) and SPDR Gold Shares (GLD, 9.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 2, added to 12 and reduced 19. The biggest buy was First Trust Smid Cap Rising (SDVY, shares +55%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Portage, MI
- CIK
- 0002022456
- Portfolio Value
- $159.1M (Q4 2024)
- SEC Filing
- 0001172661-25-000377 ↗ filed Jan 28, 2025
Holdings Value
Holdings 55 stocks · $159.1M
| AGG iShares Core U.S. Aggregate | 19.53% | 320,587 | $31.1M | Reduce -4.2% |
| RSP Invesco S&P 500 Equal Weight | 9.31% | 84,523 | $14.8M | Add +3.8% |
| GLD SPDR Gold Shares | 9.12% | 59,914 | $14.5M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 7.31% | 19,769 | $11.6M | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 6.19% | 85,482 | $9.8M | Add +2.5% |
| GAL SS Global Allocation ETF | 4.30% | 154,688 | $6.8M | Reduce -3.2% |
| SYK Stryker Corp. | 3.98% | 17,591 | $6.3M | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 3.56% | 91,017 | $5.7M | Reduce -3.4% |
| AAPL Apple Inc. | 3.02% | 19,160 | $4.8M | Add +14.3% |
| VTI VG Morningstar TS MKT ETF-US | 2.82% | 15,472 | $4.5M | Add +25.5% |
| SDVY First Trust Smid Cap Rising | 2.55% | 113,129 | $4.1M | Add +54.5% |
| ETN Eaton Corp. PLC | 2.53% | 12,141 | $4.0M | No change |
| GLDM SPDR Gold Minishares Trust | 2.23% | 68,393 | $3.6M | Add +5.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.10% | 6,529 | $3.3M | Add +0.8% |
| NVDA Nvidia Corp. | 1.89% | 22,345 | $3.0M | Reduce -0.0% |
| DUSB Dimension Ultrashort Fi ETF | 1.75% | 55,143 | $2.8M | Reduce -2.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.71% | 4 | $2.7M | No change |
| MTUM iShares MSCI USA Momentum Fa | 1.67% | 12,826 | $2.7M | Reduce -4.3% |
| VGT Vanguard Info Tech ETF | 1.38% | 3,525 | $2.2M | No change |
| QQQM Invesco Nasdaq 100 ETF | 1.35% | 10,181 | $2.1M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 3,408 | $2.0M | No change |
| NOBL Proshares S&P 500 Dividend A | 1.09% | 17,368 | $1.7M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 0.68% | 4,962 | $1.1M | Reduce -24.2% |
| FBND Fidelity Total Bond ETF | 0.66% | 23,228 | $1.0M | New |
| IAU iShares Gold Trust | 0.57% | 18,286 | $905K | Reduce -2.3% |
| ZTS Zoetis Inc. | 0.53% | 5,216 | $850K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 10,075 | $826K | Reduce -6.6% |
| EFA iShares MSCI Eafe ETF | 0.45% | 9,521 | $720K | Reduce -19.8% |
| SOXX iShares Semiconductor ETF | 0.42% | 3,067 | $661K | No change |
| VHT Vanguard Health Care ETF | 0.38% | 2,365 | $600K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,204 | $546K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.31% | 1,215 | $491K | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 9,727 | $488K | Reduce -2.0% |
| WMT Walmart Inc. | 0.30% | 5,268 | $476K | No change |
| XOM Exxon Mobil Corp. | 0.28% | 4,123 | $443K | Reduce -18.7% |
| MSFT Microsoft Corp. | 0.28% | 1,039 | $438K | Add +8.7% |
| SHOP Shopify Inc. Class A | 0.26% | 3,936 | $419K | No change |
| VOO Vanguard S&P 500 ETF | 0.26% | 766 | $413K | Add +16.2% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 16,194 | $375K | Add +0.3% |
| XAR SS SPDR S&P Aerospace Def | 0.22% | 2,115 | $351K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,594 | $350K | Reduce -7.0% |
| VOX Vanguard Communication Servi | 0.22% | 2,216 | $343K | No change |
| PG The Procter & Gamble Co. | 0.21% | 2,015 | $338K | No change |
| MUB iShares National Muni Bond E | 0.21% | 3,129 | $333K | No change |
| CAT Caterpillar Inc. | 0.19% | 815 | $296K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.17% | 2,131 | $275K | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 1,400 | $267K | No change |
| SKYY First Trust Cloud Computing | 0.16% | 2,091 | $249K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,287 | $229K | Add +23.8% |
| BND Vanguard Total Bond Market | 0.14% | 3,141 | $226K | New |
| K Kellanova | 0.14% | 2,782 | $225K | New |
| GSLC Goldman Activebeta US LC ETF | 0.13% | 1,857 | $214K | No change |
| FXU First Trust Utilities Alphad | 0.13% | 5,555 | $210K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 2,709 | $206K | No change |
| GLDG Goldmining Inc. | 0.01% | 12,961 | $10K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AGG iShares Core U.S. Aggregate | Reduce -4.2% | 19.53% | −2.03 |
| GAL SS Global Allocation ETF | Reduce -3.2% | 4.30% | −0.33 |
| GLD SPDR Gold Shares | Reduce -1.0% | 9.12% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -4.0% | 7.31% | −0.24 |
| EFA iShares MSCI Eafe ETF | Reduce -19.8% | 0.45% | −0.18 |
| NOBL Proshares S&P 500 Dividend A | Reduce -6.5% | 1.09% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 3.56% | −0.17 |
| TGT Target Corp. | Sold out | 0.00% | −0.14 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -18.7% | 0.28% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -24.2% | 0.68% | −0.09 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -2.8% | 1.75% | −0.08 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.3% | 1.67% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.6% | 0.52% | −0.05 |
| IAU iShares Gold Trust | Reduce -2.3% | 0.57% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -7.0% | 0.22% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.0% | 0.31% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.34% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.4% | 1.35% | +0.03 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.31% | +0.11 |
| NVDA Nvidia Corp. | Reduce -0.0% | 1.89% | +0.16 |
Portfolio Buys Q3 2024 → Q4 2024
| SDVY First Trust Smid Cap Rising | Add +54.5% | 2.55% | +0.85 |
| FBND Fidelity Total Bond ETF | New | 0.66% | +0.66 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.5% | 2.82% | +0.60 |
| ZTS Zoetis Inc. | New | 0.53% | +0.53 |
| AAPL Apple Inc. | Add +14.3% | 3.02% | +0.53 |
| BND Vanguard Total Bond Market | New | 0.14% | +0.14 |
| K Kellanova | New | 0.14% | +0.14 |
| GLDM SPDR Gold Minishares Trust | Add +5.7% | 2.23% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 2.10% | +0.09 |
| SYK Stryker Corp. | Add +3.1% | 3.98% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +16.2% | 0.26% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +3.8% | 9.31% | +0.03 |
| MSFT Microsoft Corp. | Add +8.7% | 0.28% | +0.01 |
| ABBV Abbvie Inc. | Add +23.8% | 0.14% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.24% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 6.19% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $238.9M | AGG, RSP, GLD, IVV, IJR |
| Q1 2026 | 67 | $218.2M | AGG, GLD, RSP, IVV, IJR |
| Q4 2025 | 65 | $211.7M | AGG, GLD, RSP, IVV, IJR |
| Q3 2025 | 63 | $204.6M | AGG, GLD, RSP, IVV, IJR |
| Q2 2025 | 55 | $180.2M | AGG, GLD, RSP, IVV, IJR |
| Q1 2025 | 58 | $162.8M | AGG, GLD, RSP, IVV, IJR |
| Q4 2024 | 55 | $159.1M | AGG, RSP, GLD, IVV, IJR |
| Q3 2024 | 53 | $157.2M | AGG, GLD, RSP, IVV, IJR |
| Q2 2024 | 49 | $141.7M | AGG, GLD, RSP, IVV, IJR |
| Q1 2024 | 48 | $133.9M | AGG, IJH, GLD, IVV, GAL |