Bright Financial Advisors, Inc.

Name: BRIGHT FINANCIAL ADVISORS, INC. 13F holdings, Q4 2025
Creator: BRIGHT FINANCIAL ADVISORS, INC.
Published: 2026-01-23

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bright Financial Advisors, Inc. reported 65 stock positions worth $211.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 16.8% of the portfolio, followed by SPDR Gold Shares (GLD, 10.6%) and Invesco S&P 500 Equal Weight (RSP, 9.2%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 19 and reduced 19. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Eaton (ETN, shares −1%).

Most Recent 13F: Q2 2026
Location: Portage, MI
CIK: 0002022456
Portfolio Value: $211.7M (Q4 2025)
SEC Filing: 0001172661-26-000274 ↗ filed Jan 23, 2026

Holdings Value

Holdings 65 stocks · $211.7M


AGG iShares Core U.S. Aggregate	16.85%	357,190	$35.7M	Add +1.0%
GLD SPDR Gold Shares	10.59%	56,578	$22.4M	Reduce -6.1%
RSP Invesco S&P 500 Equal Weight	9.19%	101,564	$19.5M	Add +1.3%
IVV iShares Core S&P 500 ETF	6.78%	20,966	$14.4M	Add +5.0%
IJR iShares Core S&P Small-Cap E	5.12%	90,270	$10.8M	Add +2.1%
GAL SS Global Allocation ETF	4.05%	173,548	$8.6M	Reduce -2.6%
NVDA Nvidia Corp.	3.89%	44,126	$8.2M	Reduce -4.3%
SYK Stryker Corp.	3.72%	22,429	$7.9M	Add +0.0%
GLDM SPDR Gold Minishares Trust	3.42%	84,788	$7.2M	Add +2.4%
IJH iShares Core S&P Midcap ETF	3.22%	103,396	$6.8M	Add +5.9%
SDVY First Trust Smid Cap Rising	2.84%	156,906	$6.0M	Add +19.7%
BRK.A Berkshire Hathaway Inc. Class A	2.50%	7	$5.3M	No change
AAPL Apple Inc.	2.46%	19,195	$5.2M	Add +1.0%
VTI VG Morningstar TS MKT ETF-US	2.38%	15,045	$5.0M	Add +2.3%
DUSB Dimension Ultrashort Fi ETF	1.90%	79,458	$4.0M	Reduce -5.1%
ETN Eaton Corp. PLC	1.76%	11,717	$3.7M	Reduce -0.8%
QQQ Invesco QQQ Trust Series 1	1.73%	5,951	$3.7M	Reduce -0.3%
QQQM Invesco Nasdaq 100 ETF	1.69%	14,149	$3.6M	Add +14.1%
MTUM iShares MSCI USA Momentum Fa	1.40%	11,814	$3.0M	Reduce -5.5%
VGT Vanguard Info Tech ETF	1.35%	3,800	$2.9M	Add +7.8%
SPY SS SPDR S&P 500 ETF Trust-US	1.06%	3,292	$2.2M	Reduce -1.6%
NOBL Proshares S&P 500 Dividend A	0.84%	17,005	$1.8M	Reduce -1.3%
FBND Fidelity Total Bond ETF	0.82%	37,537	$1.7M	Add +18.9%
AMZN Amazon.com Inc.	0.76%	7,007	$1.6M	Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B	0.72%	3,028	$1.5M	Reduce -2.6%
IAU iShares Gold Trust	0.67%	17,539	$1.4M	Reduce -2.0%
SGOV iShares 0-3 Month Treasury B	0.65%	13,748	$1.4M	New
MSFT Microsoft Corp.	0.53%	2,317	$1.1M	Add +19.8%
EFA iShares MSCI Eafe ETF	0.44%	9,810	$942K	Add +16.1%
SOXX iShares Semiconductor ETF	0.44%	3,067	$924K	No change
SHY iShares 1-3 Year Treasury Bo	0.37%	9,401	$779K	Reduce -4.3%
XOM Exxon Mobil Corp.	0.33%	5,748	$692K	Reduce -5.7%
VHT Vanguard Health Care ETF	0.32%	2,365	$681K	No change
ZTS Zoetis Inc.	0.31%	5,216	$656K	No change
SHOP Shopify Inc. Class A	0.30%	3,936	$634K	No change
WMT Walmart Inc.	0.28%	5,268	$587K	No change
TSLA Tesla Inc.	0.26%	1,240	$558K	No change
GOOG Alphabet Inc. Class C	0.26%	1,726	$542K	Add +28.6%
XAR SS SPDR S&P Aerospace Def	0.24%	2,115	$510K	No change
PM Philip Morris International	0.24%	3,143	$504K	Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.22%	1,547	$458K	Reduce -3.0%
CAT Caterpillar Inc.	0.21%	763	$437K	Reduce -6.4%
VOO Vanguard S&P 500 ETF	0.20%	688	$431K	Reduce -2.3%
VOX Vanguard Communication Servi	0.20%	2,216	$429K	No change
MO Altria Group Inc.	0.16%	6,035	$348K	No change
BND Vanguard Total Bond Market	0.16%	4,511	$334K	No change
VTEB Vanguard Tax-Exempt Bond ETF	0.15%	6,255	$315K	No change
ABBV Abbvie Inc.	0.15%	1,370	$313K	Reduce -6.8%
CSCO Cisco Systems Inc.	0.15%	4,042	$311K	No change
MUNI PIMCO Intermediate Municipal	0.15%	5,935	$311K	Reduce -6.8%
PG The Procter & Gamble Co.	0.14%	2,015	$289K	No change
SKYY First Trust Cloud Computing	0.13%	2,141	$279K	Add +2.4%
CEG Constellation Energy	0.13%	776	$274K	No change
CVX Chevron Corp.	0.13%	1,740	$265K	No change
FXU First Trust Utilities Alphad	0.12%	5,555	$250K	No change
LLY Eli Lilly & Co.	0.12%	230	$247K	New
GSLC Goldman Activebeta US LC ETF	0.12%	1,857	$246K	No change
WFC Wells Fargo & Co.	0.11%	2,411	$225K	No change
JNJ Johnson & Johnson	0.10%	1,052	$218K	Reduce -22.3%
SLV iShares Silver Trust	0.10%	3,294	$212K	New
IXC iShares Global Energy ETF	0.10%	5,000	$210K	No change
SMH Vaneck Semiconductor ETF	0.10%	578	$208K	New
MINT PIMCO Enhanced Short Maturit	0.10%	2,026	$203K	New
NFLX Netflix Inc.	0.10%	2,150	$202K	No change
GLDG Goldmining Inc.	0.01%	12,961	$16K	No change

Portfolio Sells Q3 2025 → Q4 2025


ETN Eaton Corp. PLC	Reduce -0.8%	1.76%	−0.40
NVDA Nvidia Corp.	Reduce -4.3%	3.89%	−0.32
GAL SS Global Allocation ETF	Reduce -2.6%	4.05%	−0.23
DUSB Dimension Ultrashort Fi ETF	Reduce -5.1%	1.90%	−0.18
K Kellanova	Sold out	0.00%	−0.17
MTUM iShares MSCI USA Momentum Fa	Reduce -5.5%	1.40%	−0.17
FTGC First Trust Global Tactical	Sold out	0.00%	−0.11
ARKK ARK Innovation ETF	Sold out	0.00%	−0.11
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.6%	0.72%	−0.04
NOBL Proshares S&P 500 Dividend A	Reduce -1.3%	0.84%	−0.03
SHY iShares 1-3 Year Treasury Bo	Reduce -4.3%	0.37%	−0.03
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.6%	1.06%	−0.03
QQQ Invesco QQQ Trust Series 1	Reduce -0.3%	1.73%	−0.03
JNJ Johnson & Johnson	Reduce -22.3%	0.10%	−0.02
ABBV Abbvie Inc.	Reduce -6.8%	0.15%	−0.02
MUNI PIMCO Intermediate Municipal	Reduce -6.8%	0.15%	−0.02
XOM Exxon Mobil Corp.	Reduce -5.7%	0.33%	−0.01
VOO Vanguard S&P 500 ETF	Reduce -2.3%	0.20%	−0.01
IBM Intl Business Machines Corp.	Reduce -3.0%	0.22%	−0.00
CAT Caterpillar Inc.	Reduce -6.4%	0.21%	+0.02
IAU iShares Gold Trust	Reduce -2.0%	0.67%	+0.04
GLD SPDR Gold Shares	Reduce -6.1%	10.59%	+0.12

Portfolio Buys Q3 2025 → Q4 2025


SGOV iShares 0-3 Month Treasury B	New	0.65%	+0.65
SDVY First Trust Smid Cap Rising	Add +19.7%	2.84%	+0.40
GLDM SPDR Gold Minishares Trust	Add +2.4%	3.42%	+0.32
IVV iShares Core S&P 500 ETF	Add +5.0%	6.78%	+0.25
QQQM Invesco Nasdaq 100 ETF	Add +14.1%	1.69%	+0.19
LLY Eli Lilly & Co.	New	0.12%	+0.12
IJH iShares Core S&P Midcap ETF	Add +5.9%	3.22%	+0.11
FBND Fidelity Total Bond ETF	Add +18.9%	0.82%	+0.10
SLV iShares Silver Trust	New	0.10%	+0.10
AAPL Apple Inc.	Add +1.0%	2.46%	+0.10
SMH Vaneck Semiconductor ETF	New	0.10%	+0.10
GOOG Alphabet Inc. Class C	Add +28.6%	0.26%	+0.10
MINT PIMCO Enhanced Short Maturit	New	0.10%	+0.10
VGT Vanguard Info Tech ETF	Add +7.8%	1.35%	+0.07
EFA iShares MSCI Eafe ETF	Add +16.1%	0.44%	+0.06
MSFT Microsoft Corp.	Add +19.8%	0.53%	+0.04
VTI VG Morningstar TS MKT ETF-US	Add +2.3%	2.38%	+0.02
AMZN Amazon.com Inc.	Add +0.9%	0.76%	+0.02
SKYY First Trust Cloud Computing	Add +2.4%	0.13%	−0.01
PM Philip Morris International	Add +0.0%	0.24%	−0.01
IJR iShares Core S&P Small-Cap E	Add +2.1%	5.12%	−0.01
RSP Invesco S&P 500 Equal Weight	Add +1.3%	9.19%	−0.10
SYK Stryker Corp.	Add +0.0%	3.72%	−0.33
AGG iShares Core U.S. Aggregate	Add +1.0%	16.85%	−0.47

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