Bright Financial Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Bright Financial Advisors, Inc. reported 67 stock positions worth $218.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 16.4% of the portfolio, followed by SPDR Gold Shares (GLD, 10.9%) and Invesco S&P 500 Equal Weight (RSP, 9.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 29 and reduced 11. The biggest buy was First Trust Smid Cap Rising (SDVY, shares +16%) and the biggest sale Microsoft (MSFT, shares −22%).

Most Recent 13F
Q2 2026
Location
Portage, MI
CIK
0002022456
Portfolio Value
$218.2M (Q1 2026)
SEC Filing
0001172661-26-001920 ↗ filed May 14, 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 $218.2M Q1 2026 Q2 2026: $238.9M Q2 2026

Holdings 67 stocks · $218.2M
AGG iShares Core U.S. Aggregate 16.43% 361,118 $35.8M Add +1.1%
GLD SPDR Gold Shares 10.90% 55,284 $23.8M Reduce -2.3%
RSP Invesco S&P 500 Equal Weight 9.60% 109,140 $20.9M Add +7.5%
IVV iShares Core S&P 500 ETF 6.43% 21,490 $14.0M Add +2.5%
IJR iShares Core S&P Small-Cap E 5.28% 92,770 $11.5M Add +2.8%
GAL SS Global Allocation ETF 3.97% 175,129 $8.7M Add +0.9%
GLDM SPDR Gold Minishares Trust 3.63% 85,526 $7.9M Add +0.9%
NVDA Nvidia Corp. 3.55% 44,371 $7.7M Add +0.6%
SYK Stryker Corp. 3.54% 23,515 $7.7M Add +4.8%
IJH iShares Core S&P Midcap ETF 3.36% 108,561 $7.3M Add +5.0%
SDVY First Trust Smid Cap Rising 3.29% 182,228 $7.2M Add +16.1%
AAPL Apple Inc. 2.35% 20,189 $5.1M Add +5.2%
BRK.A Berkshire Hathaway Inc. Class A 2.30% 7 $5.0M No change
VTI VG Morningstar TS MKT ETF-US 2.16% 14,724 $4.7M Reduce -2.1%
DUSB Dimension Ultrashort Fi ETF 1.91% 82,029 $4.2M Add +3.2%
ETN Eaton Corp. PLC 1.89% 11,529 $4.1M Reduce -1.6%
QQQM Invesco Nasdaq 100 ETF 1.72% 15,754 $3.7M Add +11.3%
QQQ Invesco QQQ Trust Series 1 1.58% 5,984 $3.5M Add +0.6%
MTUM iShares MSCI USA Momentum Fa 1.30% 11,841 $2.8M Add +0.2%
VGT Vanguard Info Tech ETF 1.22% 3,826 $2.7M Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.14% 3,831 $2.5M Add +16.4%
FBND Fidelity Total Bond ETF 0.92% 43,951 $2.0M Add +17.1%
BRK.B Berkshire Hathaway Inc. Class B 0.84% 3,833 $1.8M Add +26.6%
NOBL Proshares S&P 500 Dividend A 0.82% 16,799 $1.8M Reduce -1.2%
IAU iShares Gold Trust 0.73% 17,962 $1.6M Add +2.4%
XOM Exxon Mobil Corp. 0.66% 8,501 $1.4M Add +47.9%
AMZN Amazon.com Inc. 0.66% 6,921 $1.4M Reduce -1.2%
SGOV iShares 0-3 Month Treasury B 0.64% 13,828 $1.4M Add +0.6%
EFA iShares MSCI Eafe ETF 0.53% 11,814 $1.1M Add +20.4%
SOXX iShares Semiconductor ETF 0.46% 3,067 $1.0M No change
SHY iShares 1-3 Year Treasury Bo 0.35% 9,161 $756K Reduce -2.5%
MSFT Microsoft Corp. 0.31% 1,804 $668K Reduce -22.1%
WMT Walmart Inc. 0.30% 5,268 $655K No change
VHT Vanguard Health Care ETF 0.30% 2,365 $644K No change
ZTS Zoetis Inc. 0.28% 5,216 $617K No change
CVX Chevron Corp. 0.28% 2,910 $602K Add +67.2%
CAT Caterpillar Inc. 0.25% 763 $541K No change
XAR SS SPDR S&P Aerospace Def 0.25% 2,115 $537K No change
GOOG Alphabet Inc. Class C 0.22% 1,704 $489K Reduce -1.3%
PM Philip Morris International 0.22% 2,868 $474K Reduce -8.8%
SHOP Shopify Inc. Class A 0.21% 3,936 $467K No change
TSLA Tesla Inc. 0.21% 1,240 $461K No change
MO Altria Group Inc. 0.19% 6,335 $418K Add +5.0%
VOO Vanguard S&P 500 ETF 0.19% 688 $411K No change
VOX Vanguard Communication Servi 0.18% 2,216 $399K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 1,547 $375K No change
CSCO Cisco Systems Inc. 0.15% 4,082 $317K Add +1.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 6,255 $312K No change
MUNI PIMCO Intermediate Municipal 0.14% 5,942 $310K Add +0.1%
ABBV Abbvie Inc. 0.13% 1,354 $294K Reduce -1.2%
PG The Procter & Gamble Co. 0.13% 2,015 $291K No change
IXC iShares Global Energy ETF 0.13% 5,000 $288K No change
FXU First Trust Utilities Alphad 0.13% 5,555 $275K No change
JNJ Johnson & Johnson 0.12% 1,052 $257K No change
AVGO Broadcom Inc. 0.11% 761 $236K New
LLY Eli Lilly & Co. 0.11% 255 $235K Add +10.9%
SKYY First Trust Cloud Computing 0.11% 2,141 $234K No change
GSLC Goldman Activebeta US LC ETF 0.11% 1,857 $232K No change
SMH Vaneck Semiconductor ETF 0.10% 578 $222K No change
RTX RTX Corp. 0.10% 1,125 $217K New
NFLX Netflix Inc. 0.10% 2,256 $217K Add +4.9%
CEG Constellation Energy 0.10% 776 $217K No change
VZ Verizon Communications Inc. 0.10% 4,295 $216K New
FTGC First Trust Global Tactical 0.09% 7,215 $207K New
GOOGL Alphabet Inc. Class A 0.09% 716 $206K New
SLV iShares Silver Trust 0.09% 2,953 $201K Reduce -10.3%
GLDG Goldmining Inc. 0.01% 12,961 $15K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -22.1% 0.31% −0.22
VTI VG Morningstar TS MKT ETF-US Reduce -2.1% 2.16% −0.22
BND Vanguard Total Bond Market Sold out 0.00% −0.16
WFC Wells Fargo & Co. Sold out 0.00% −0.11
AMZN Amazon.com Inc. Reduce -1.2% 0.66% −0.10
MINT PIMCO Enhanced Short Maturit Sold out 0.00% −0.10
GOOG Alphabet Inc. Class C Reduce -1.3% 0.22% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -2.5% 0.35% −0.02
PM Philip Morris International Reduce -8.8% 0.22% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -1.2% 0.82% −0.02
ABBV Abbvie Inc. Reduce -1.2% 0.13% −0.01
SLV iShares Silver Trust Reduce -10.3% 0.09% −0.01
ETN Eaton Corp. PLC Reduce -1.6% 1.89% +0.13
GLD SPDR Gold Shares Reduce -2.3% 10.90% +0.31

Portfolio Buys Q4 2025 → Q1 2026
SDVY First Trust Smid Cap Rising Add +16.1% 3.29% +0.45
RSP Invesco S&P 500 Equal Weight Add +7.5% 9.60% +0.41
XOM Exxon Mobil Corp. Add +47.9% 0.66% +0.33
GLDM SPDR Gold Minishares Trust Add +0.9% 3.63% +0.21
IJR iShares Core S&P Small-Cap E Add +2.8% 5.28% +0.16
CVX Chevron Corp. Add +67.2% 0.28% +0.15
IJH iShares Core S&P Midcap ETF Add +5.0% 3.36% +0.14
BRK.B Berkshire Hathaway Inc. Class B Add +26.6% 0.84% +0.12
AVGO Broadcom Inc. New 0.11% +0.11
FBND Fidelity Total Bond ETF Add +17.1% 0.92% +0.10
RTX RTX Corp. New 0.10% +0.10
VZ Verizon Communications Inc. New 0.10% +0.10
FTGC First Trust Global Tactical New 0.09% +0.09
GOOGL Alphabet Inc. Class A New 0.09% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +16.4% 1.14% +0.08
EFA iShares MSCI Eafe ETF Add +20.4% 0.53% +0.08
IAU iShares Gold Trust Add +2.4% 0.73% +0.05
MO Altria Group Inc. Add +5.0% 0.19% +0.03
QQQM Invesco Nasdaq 100 ETF Add +11.3% 1.72% +0.03
DUSB Dimension Ultrashort Fi ETF Add +3.2% 1.91% +0.01
NFLX Netflix Inc. Add +4.9% 0.10% +0.00
CSCO Cisco Systems Inc. Add +1.0% 0.15% −0.00
MUNI PIMCO Intermediate Municipal Add +0.1% 0.14% −0.00
LLY Eli Lilly & Co. Add +10.9% 0.11% −0.01
SGOV iShares 0-3 Month Treasury B Add +0.6% 0.64% −0.01
GAL SS Global Allocation ETF Add +0.9% 3.97% −0.08
MTUM iShares MSCI USA Momentum Fa Add +0.2% 1.30% −0.09
AAPL Apple Inc. Add +5.2% 2.35% −0.12
VGT Vanguard Info Tech ETF Add +0.7% 1.22% −0.13
QQQ Invesco QQQ Trust Series 1 Add +0.6% 1.58% −0.14
SYK Stryker Corp. Add +4.8% 3.54% −0.18
NVDA Nvidia Corp. Add +0.6% 3.55% −0.34
IVV iShares Core S&P 500 ETF Add +2.5% 6.43% −0.35
AGG iShares Core U.S. Aggregate Add +1.1% 16.43% −0.42

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