Brighton Securities Corp.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed March 9, 2026), Brighton Securities Corp. reported 59 stock positions worth $192.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.6% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 15.3%) and Ste STR SPDR PT DW Eu ETF (SPDW, 11.6%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 14 and reduced 41. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +38%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −1%).

Most Recent 13F
Q2 2026
Location
ROCHESTER, NY
CIK
0000014213
Portfolio Value
$192.0M (Q3 2025)
SEC Filing
0000014213-26-000010 ↗ filed Mar 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $205.8M Q4 2024 Q1 2025: $205.1M Q1 2025 Q2 2025: $183.0M Q2 2025 Q3 2025: $192.0M $192.0M Q3 2025 Q4 2025: $202.6M Q4 2025 Q1 2026: $207.6M Q1 2026 Q2 2026: $232.8M Q2 2026

Holdings 59 stocks · $192.0M

VOO Vanguard S&P 500 ETF 33.59% 105,303 $64.5M Reduce -3.9%
BIV Vanguard Intermediate-Term B 15.28% 375,625 $29.3M Reduce -1.4%
SPDW Ste STR SPDR PT DW Eu ETF 11.61% 521,017 $22.3M Reduce -1.9%
VXF Vanguard Extended Market ETF 7.45% 68,310 $14.3M Reduce -3.8%
VUG Vanguard Mrngstar GR ETF-Sui 4.59% 18,364 $8.8M Add +37.6%
SPEM State Street SP PTF Em ETF 4.00% 163,955 $7.7M Reduce -0.6%
BNDX Vanguard Total Intl Bond ETF 3.00% 116,316 $5.8M Add +15.5%
VTV Vanguard Mrngstr Val ETF-Aui 1.93% 19,912 $3.7M Add +46.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.81% 11,815 $3.5M Add +43.4%
IBDQ iShares Ibonds Dec 2025 Term 1.63% 124,268 $3.1M Reduce -23.3%
SPHY SS SPDR P High Yield ETF 1.35% 108,542 $2.6M Add +17.4%
VYM Vanguard High DVD Yield ETF 1.14% 15,499 $2.2M Reduce -6.1%
NYF iShares New York Muni Bond E 0.99% 35,497 $1.9M Reduce -23.2%
VB Vanguard Most SM-Cap ETF-Usd 0.97% 7,337 $1.9M Add +43.6%
PGX Invesco Preferred ETF 0.95% 156,453 $1.8M Reduce -5.7%
BSV Vanguard Short-Term Bond ETF 0.85% 20,756 $1.6M Add +49.8%
VYMI Vanguard Int High DVD YLD Inc. 0.79% 18,003 $1.5M Reduce -6.8%
GLD SPDR Gold Shares 0.67% 3,624 $1.3M Add +46.3%
VWOB Vanguard Emerg MKTS Gov BND 0.63% 18,098 $1.2M Add +40.0%
VCIT Vanguard Int-Term Corporate 0.59% 13,397 $1.1M Reduce -6.4%
VTIP Vanguard Short-Term Tips 0.55% 21,032 $1.1M Add +38.9%
BLV Vanguard Long-Term Bond ETF 0.42% 11,367 $805K Add +42.4%
MSFT Microsoft Corp. 0.31% 1,142 $592K Reduce -3.6%
VMBS Vanguard Mortgage-Backed Sec 0.30% 12,294 $577K Add +38.3%
LHX L3HARRIS Technologies Inc. 0.21% 1,331 $407K Reduce -24.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 6,973 $349K Add +11.5%
HD Home Depot Inc. 0.16% 753 $305K Reduce -10.1%
ITT Itt Inc. 0.15% 1,613 $288K Reduce -29.5%
AMZN Amazon.com Inc. 0.15% 1,298 $285K Add +7.6%
OKE Oneok Inc. 0.15% 3,867 $282K New
DGRO iShares Core Dividend Growth 0.15% 4,094 $279K Reduce -0.5%
BRO Brown & Brown Inc. 0.14% 2,946 $276K Reduce -19.8%
WM Waste Management Inc. 0.14% 1,229 $271K Reduce -20.3%
AAPL Apple Inc. 0.14% 1,059 $270K Reduce -14.5%
SO The Southern Co. 0.14% 2,737 $259K Reduce -39.7%
MRK Merck & Co. Inc. 0.13% 3,026 $254K Reduce -6.5%
VIG Vanguard Dividend Apprec ETF 0.13% 1,168 $252K Reduce -20.0%
V Visa Inc. Class A 0.13% 737 $252K Reduce -30.8%
DTM DT Midstream Inc. 0.13% 2,218 $251K Reduce -23.8%
SUB iShares Short-Term National 0.13% 2,307 $246K Reduce -20.7%
RLI Rli Corp. 0.13% 3,736 $244K Reduce -19.9%
SYK Stryker Corp. 0.13% 659 $244K Reduce -22.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 862 $243K Reduce -31.3%
VZ Verizon Communications Inc. 0.13% 5,480 $241K Reduce -32.1%
DUK Duke Energy Corp. 0.12% 1,922 $238K Reduce -29.4%
AAON Aaon Inc. 0.12% 2,525 $236K New
QCOM Qualcomm Inc. 0.12% 1,387 $231K Reduce -17.1%
ABT Abbott Laboratories 0.12% 1,719 $230K Reduce -30.1%
ADI Analog Devices Inc. 0.12% 935 $230K Reduce -20.1%
RTX RTX Corp. 0.12% 1,371 $229K Reduce -45.4%
JPM JPMorgan Chase & Co. 0.12% 724 $228K Reduce -51.2%
BLK BlackRock Inc. 0.12% 192 $224K Reduce -33.3%
XOM Exxon Mobil Corp. 0.12% 1,982 $223K Reduce -31.9%
LLY Eli Lilly & Co. 0.11% 288 $220K Reduce -8.0%
TMO Thermo Fisher Scientific Inc. 0.11% 437 $212K New
ETN Eaton Corp. PLC 0.11% 554 $207K Reduce -48.9%
META Meta Platforms Inc. Class A 0.11% 280 $206K New
KO The Coca-Cola Co. 0.11% 3,073 $204K Reduce -23.7%
NVDA Nvidia Corp. 0.11% 1,088 $203K Reduce -31.5%

Portfolio Sells Q2 2025 → Q3 2025

BIV Vanguard Intermediate-Term B Reduce -1.4% 15.28% −0.83
IBDQ iShares Ibonds Dec 2025 Term Reduce -23.3% 1.63% −0.60
VOO Vanguard S&P 500 ETF Reduce -3.9% 33.59% −0.43
NYF iShares New York Muni Bond E Reduce -23.2% 0.99% −0.33
PG The Procter & Gamble Co. Sold out 0.00% −0.18
CCI Crown Castle Inc. Sold out 0.00% −0.16
HON Honeywell International Inc. Sold out 0.00% −0.15
JNJ Johnson & Johnson Sold out 0.00% −0.15
APD Air Products & Chemicals Inc. Sold out 0.00% −0.14
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.9% 11.61% −0.14
BAH Booz Allen Hamilton Holdings Sold out 0.00% −0.13
JPM JPMorgan Chase & Co. Reduce -51.2% 0.12% −0.12
ETN Eaton Corp. PLC Reduce -48.9% 0.11% −0.10
SO The Southern Co. Reduce -39.7% 0.14% −0.09
RTX RTX Corp. Reduce -45.4% 0.12% −0.08
BRO Brown & Brown Inc. Reduce -19.8% 0.14% −0.08
IBM Intl Business Machines Corp. Reduce -31.3% 0.13% −0.08
V Visa Inc. Class A Reduce -30.8% 0.13% −0.08
VZ Verizon Communications Inc. Reduce -32.1% 0.13% −0.07
VYM Vanguard High DVD Yield ETF Reduce -6.1% 1.14% −0.06
PGX Invesco Preferred ETF Reduce -5.7% 0.95% −0.06
ABT Abbott Laboratories Reduce -30.1% 0.12% −0.06
VCIT Vanguard Int-Term Corporate Reduce -6.4% 0.59% −0.06
RLI Rli Corp. Reduce -19.9% 0.13% −0.06
SYK Stryker Corp. Reduce -22.6% 0.13% −0.06
XOM Exxon Mobil Corp. Reduce -31.9% 0.12% −0.06
VYMI Vanguard Int High DVD YLD Inc. Reduce -6.8% 0.79% −0.05
DUK Duke Energy Corp. Reduce -29.4% 0.12% −0.05
WM Waste Management Inc. Reduce -20.3% 0.14% −0.05
KO The Coca-Cola Co. Reduce -23.7% 0.11% −0.05
BLK BlackRock Inc. Reduce -33.3% 0.12% −0.05
ITT Itt Inc. Reduce -29.5% 0.15% −0.05
DTM DT Midstream Inc. Reduce -23.8% 0.13% −0.04
SUB iShares Short-Term National Reduce -20.7% 0.13% −0.04
ADI Analog Devices Inc. Reduce -20.1% 0.12% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -20.0% 0.13% −0.03
NVDA Nvidia Corp. Reduce -31.5% 0.11% −0.03
LHX L3HARRIS Technologies Inc. Reduce -24.7% 0.21% −0.03
VXF Vanguard Extended Market ETF Reduce -3.8% 7.45% −0.03
QCOM Qualcomm Inc. Reduce -17.1% 0.12% −0.03
LLY Eli Lilly & Co. Reduce -8.0% 0.11% −0.02
MSFT Microsoft Corp. Reduce -3.6% 0.31% −0.01
HD Home Depot Inc. Reduce -10.1% 0.16% −0.01
MRK Merck & Co. Inc. Reduce -6.5% 0.13% −0.01
AAPL Apple Inc. Reduce -14.5% 0.14% +0.00
DGRO iShares Core Dividend Growth Reduce -0.5% 0.15% +0.00
SPEM State Street SP PTF Em ETF Reduce -0.6% 4.00% +0.15

Portfolio Buys Q2 2025 → Q3 2025

VUG Vanguard Mrngstar GR ETF-Sui Add +37.6% 4.59% +1.39
VTV Vanguard Mrngstr Val ETF-Aui Add +46.4% 1.93% +0.62
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +43.4% 1.81% +0.55
VB Vanguard Most SM-Cap ETF-Usd Add +43.6% 0.97% +0.31
BNDX Vanguard Total Intl Bond ETF Add +15.5% 3.00% +0.27
GLD SPDR Gold Shares Add +46.3% 0.67% +0.26
BSV Vanguard Short-Term Bond ETF Add +49.8% 0.85% +0.26
VWOB Vanguard Emerg MKTS Gov BND Add +40.0% 0.63% +0.17
SPHY SS SPDR P High Yield ETF Add +17.4% 1.35% +0.15
OKE Oneok Inc. New 0.15% +0.15
VTIP Vanguard Short-Term Tips Add +38.9% 0.55% +0.14
AAON Aaon Inc. New 0.12% +0.12
BLV Vanguard Long-Term Bond ETF Add +42.4% 0.42% +0.12
TMO Thermo Fisher Scientific Inc. New 0.11% +0.11
META Meta Platforms Inc. Class A New 0.11% +0.11
VMBS Vanguard Mortgage-Backed Sec Add +38.3% 0.30% +0.08
VTEB Vanguard Tax-Exempt Bond ETF Add +11.5% 0.18% +0.01
AMZN Amazon.com Inc. Add +7.6% 0.15% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 50$232.8MVOO, BIV, SPDW, VXF, VUG
Q1 2026 47$207.6MVOO, BIV, SPDW, VXF, VUG
Q4 2025 53$202.6MVOO, BIV, SPDW, VXF, VUG
Q3 2025Amended 59$192.0MVOO, BIV, SPDW, VXF, VUG
Q2 2025 61$183.0MVOO, BIV, SPDW, VXF, SPEM
Q1 2025 57$205.1MVOO, BIV, SPDW, VXF, IBDQ
Q4 2024 55$205.8MVOO, BIV, SPDW, VXF, IBDQ