Brighton Securities Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed March 6, 2026), Brighton Securities Corp. reported 57 stock positions worth $205.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 34.6% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 19.7%) and Ste STR SPDR PT DW Eu ETF (SPDW, 11.2%). Compared with Q4 2024, it opened 2 new positions, added to 30 and reduced 22. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +11%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ROCHESTER, NY
- CIK
- 0000014213
- Portfolio Value
- $205.1M (Q1 2025)
- SEC Filing
- 0000014213-26-000006 ↗ filed Mar 6, 2026
Holdings Value
Holdings 57 stocks · $205.1M
| VOO Vanguard S&P 500 ETF | 34.63% | 138,217 | $71.0M | Reduce -7.4% |
| BIV Vanguard Intermediate-Term B | 19.69% | 527,397 | $40.4M | Add +11.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 11.21% | 631,730 | $23.0M | Add +6.5% |
| VXF Vanguard Extended Market ETF | 7.55% | 89,878 | $15.5M | Reduce -1.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 4.39% | 358,354 | $9.0M | Add +6.5% |
| SPEM State Street SP PTF Em ETF | 3.68% | 191,694 | $7.5M | Add +6.8% |
| BNDX Vanguard Total Intl Bond ETF | 2.14% | 89,964 | $4.4M | Add +10.5% |
| VYM Vanguard High DVD Yield ETF | 1.86% | 29,523 | $3.8M | Reduce -5.6% |
| PGX Invesco Preferred ETF | 1.67% | 305,740 | $3.4M | Add +11.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.25% | 34,880 | $2.6M | Add +4.7% |
| NYF iShares New York Muni Bond E | 1.23% | 47,729 | $2.5M | Add +1.3% |
| VCIT Vanguard Int-Term Corporate | 1.03% | 25,852 | $2.1M | Add +8.2% |
| SPHY SS SPDR P High Yield ETF | 1.00% | 87,862 | $2.1M | Add +6.0% |
| BRO Brown & Brown Inc. | 0.33% | 5,430 | $675K | Reduce -3.8% |
| MSFT Microsoft Corp. | 0.28% | 1,557 | $585K | Add +4.7% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 2,477 | $518K | Add +3.0% |
| WM Waste Management Inc. | 0.25% | 2,222 | $514K | Add +5.3% |
| SO The Southern Co. | 0.25% | 5,590 | $514K | Add +0.6% |
| V Visa Inc. Class A | 0.25% | 1,446 | $507K | Reduce -5.9% |
| SCHB Schwab US Broad Market ETF | 0.24% | 23,336 | $502K | Reduce -9.3% |
| VZ Verizon Communications Inc. | 0.24% | 10,959 | $497K | Add +9.9% |
| PG The Procter & Gamble Co. | 0.24% | 2,882 | $491K | Add +3.3% |
| RLI Rli Corp. | 0.24% | 6,019 | $484K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 4,064 | $483K | Add +7.0% |
| ABT Abbott Laboratories | 0.23% | 3,614 | $479K | Reduce -1.1% |
| RTX RTX Corp. | 0.22% | 3,444 | $456K | Reduce -6.9% |
| SYK Stryker Corp. | 0.22% | 1,216 | $453K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,833 | $450K | Reduce -8.8% |
| DUK Duke Energy Corp. | 0.22% | 3,663 | $447K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.21% | 4,909 | $441K | Add +18.1% |
| HD Home Depot Inc. | 0.21% | 1,162 | $426K | Reduce -4.1% |
| ITT Itt Inc. | 0.21% | 3,269 | $422K | Reduce -0.6% |
| DTM DT Midstream Inc. | 0.20% | 4,330 | $418K | Reduce -21.6% |
| KO The Coca-Cola Co. | 0.20% | 5,805 | $416K | Add +7.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,651 | $411K | Reduce -13.3% |
| CCI Crown Castle Inc. | 0.20% | 3,907 | $407K | Add +20.4% |
| JNJ Johnson & Johnson | 0.19% | 2,338 | $388K | Add +7.0% |
| BND Vanguard Total Bond Market | 0.19% | 5,203 | $382K | Reduce -15.1% |
| AMZN Amazon.com Inc. | 0.18% | 1,982 | $377K | Add +9.6% |
| AAPL Apple Inc. | 0.18% | 1,672 | $371K | No change |
| LLY Eli Lilly & Co. | 0.18% | 441 | $364K | Add +22.5% |
| ETN Eaton Corp. PLC | 0.18% | 1,337 | $363K | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.17% | 1,216 | $359K | Reduce -6.6% |
| BLK BlackRock Inc. | 0.17% | 378 | $358K | Reduce -7.6% |
| BAH Booz Allen Hamilton Holdings | 0.17% | 3,310 | $346K | Add +12.6% |
| QCOM Qualcomm Inc. | 0.17% | 2,219 | $341K | Add +29.2% |
| HON Honeywell International Inc. | 0.17% | 1,601 | $339K | Reduce -1.8% |
| OKE Oneok Inc. | 0.16% | 3,380 | $335K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 661 | $329K | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 884 | $328K | Add +9.9% |
| ADI Analog Devices Inc. | 0.15% | 1,575 | $318K | Add +13.1% |
| SUB iShares Short-Term National | 0.15% | 2,903 | $307K | Add +1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 5,320 | $264K | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 514 | $241K | New |
| AAON Aaon Inc. | 0.11% | 2,963 | $231K | Reduce -21.8% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 4,429 | $225K | Reduce -13.7% |
| NVDA Nvidia Corp. | 0.11% | 2,046 | $222K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 34.63% | −4.45 |
| VXF Vanguard Extended Market ETF | Reduce -1.5% | 7.55% | −0.88 |
| AAON Aaon Inc. | Reduce -21.8% | 0.11% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.6% | 1.86% | −0.08 |
| DTM DT Midstream Inc. | Reduce -21.6% | 0.20% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 0.18% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -9.3% | 0.24% | −0.04 |
| BLK BlackRock Inc. | Reduce -7.6% | 0.17% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -15.1% | 0.19% | −0.03 |
| ITT Itt Inc. | Reduce -0.6% | 0.21% | −0.02 |
| HD Home Depot Inc. | Reduce -4.1% | 0.21% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -8.8% | 0.22% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.17% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.16% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.7% | 0.11% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -6.6% | 0.17% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -13.3% | 0.20% | −0.00 |
| SYK Stryker Corp. | Reduce -0.1% | 0.22% | +0.01 |
| V Visa Inc. Class A | Reduce -5.9% | 0.25% | +0.01 |
| RTX RTX Corp. | Reduce -6.9% | 0.22% | +0.01 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.23% | +0.03 |
| BRO Brown & Brown Inc. | Reduce -3.8% | 0.33% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +11.1% | 19.69% | +2.45 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.5% | 11.21% | +1.37 |
| SPEM State Street SP PTF Em ETF | Add +6.8% | 3.68% | +0.33 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +6.5% | 4.39% | +0.30 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.5% | 2.14% | +0.20 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +4.7% | 1.25% | +0.15 |
| PGX Invesco Preferred ETF | Add +11.2% | 1.67% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | New | 0.11% | +0.11 |
| VCIT Vanguard Int-Term Corporate | Add +8.2% | 1.03% | +0.10 |
| SPHY SS SPDR P High Yield ETF | Add +6.0% | 1.00% | +0.06 |
| CCI Crown Castle Inc. | Add +20.4% | 0.20% | +0.06 |
| VZ Verizon Communications Inc. | Add +9.9% | 0.24% | +0.05 |
| WM Waste Management Inc. | Add +5.3% | 0.25% | +0.04 |
| LLY Eli Lilly & Co. | Add +22.5% | 0.18% | +0.04 |
| KO The Coca-Cola Co. | Add +7.1% | 0.20% | +0.04 |
| QCOM Qualcomm Inc. | Add +29.2% | 0.17% | +0.04 |
| XOM Exxon Mobil Corp. | Add +7.0% | 0.24% | +0.04 |
| JNJ Johnson & Johnson | Add +7.0% | 0.19% | +0.04 |
| SO The Southern Co. | Add +0.6% | 0.25% | +0.03 |
| DUK Duke Energy Corp. | Add +0.3% | 0.22% | +0.03 |
| MRK Merck & Co. Inc. | Add +18.1% | 0.21% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.3% | 0.24% | +0.01 |
| ADI Analog Devices Inc. | Add +13.1% | 0.15% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.0% | 0.13% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +3.0% | 0.25% | +0.01 |
| NYF iShares New York Muni Bond E | Add +1.3% | 1.23% | +0.01 |
| SUB iShares Short-Term National | Add +1.3% | 0.15% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.9% | 0.16% | −0.00 |
| AMZN Amazon.com Inc. | Add +9.6% | 0.18% | −0.01 |
| BAH Booz Allen Hamilton Holdings | Add +12.6% | 0.17% | −0.02 |
| MSFT Microsoft Corp. | Add +4.7% | 0.28% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $232.8M | VOO, BIV, SPDW, VXF, VUG |
| Q1 2026 | 47 | $207.6M | VOO, BIV, SPDW, VXF, VUG |
| Q4 2025 | 53 | $202.6M | VOO, BIV, SPDW, VXF, VUG |
| Q3 2025Amended | 59 | $192.0M | VOO, BIV, SPDW, VXF, VUG |
| Q2 2025 | 61 | $183.0M | VOO, BIV, SPDW, VXF, SPEM |
| Q1 2025 | 57 | $205.1M | VOO, BIV, SPDW, VXF, IBDQ |
| Q4 2024 | 55 | $205.8M | VOO, BIV, SPDW, VXF, IBDQ |