Holders — by stockHoldings — by fund
BRIGHT FINANCIAL ADVISORS, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002022456
$238.9M
disclosed book value
72
positions
15.4%
largest position share
Positions, as of 2026-06-30
top 72 of 72 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AGGISHARES TR | 370,792 | $36.7M | 15.4% |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 121,866 | $25.9M | 10.9% |
| 3 | GLDSPDR GOLD TR | 53,595 | $19.7M | 8.3% |
| 4 | IVVISHARES TR | 21,424 | $16.0M | 6.7% |
| 5 | IJRISHARES TR | 95,431 | $14.2M | 5.9% |
| 6 | GALSSGA ACTIVE ETF TR | 171,020 | $9.0M | 3.8% |
| 7 | NVDANVIDIA CORPORATION | 44,219 | $8.8M | 3.7% |
| 8 | IJHISHARES TR | 113,232 | $8.7M | 3.7% |
| 9 | SDVYFIRST TR EXCHANGE TRADED FD | 183,315 | $7.9M | 3.3% |
| 10 | SYKSTRYKER CORPORATION | 23,394 | $7.4M | 3.1% |
| 11 | GLDMWORLD GOLD TR | 91,401 | $7.3M | 3% |
| 12 | AAPLAPPLE INC | 20,165 | $5.8M | 2.4% |
| 13 | VTIVANGUARD INDEX FDS | 14,485 | $5.4M | 2.2% |
| 14 | BRK/ABERKSHIRE HATHAWAY INC DEL | 7 | $5.2M | 2.2% |
| 15 | ETNEATON CORP PLC | 12,055 | $5.1M | 2.2% |
| 16 | QQQMINVESCO EXCH TRADED FD TR II | 16,469 | $5.0M | 2.1% |
| 17 | QQQINVESCO QQQ TR | 5,980 | $4.4M | 1.8% |
| 18 | DUSBDIMENSIONAL ETF TRUST | 78,045 | $4.0M | 1.7% |
| 19 | MTUMISHARES TR | 11,548 | $4.0M | 1.7% |
| 20 | VGTVANGUARD WORLD FD | 30,619 | $3.7M | 1.5% |
| 21 | SPYSTATE STR SPDR S&P 500 ETF T | 3,831 | $2.9M | 1.2% |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,680 | $2.3M | 1% |
| 23 | SOXXISHARES TR | 3,067 | $2.0M | 0.8% |
| 24 | NOBLPROSHARES TR | 33,446 | $1.9M | 0.8% |
| 25 | AMZNAMAZON COM INC | 6,730 | $1.6M | 0.7% |
| 26 | FBNDFIDELITY MERRIMACK STR TR | 34,921 | $1.6M | 0.7% |
| 27 | XOMEXXON MOBIL CORP | 11,537 | $1.6M | 0.7% |
| 28 | IAUISHARES GOLD TR | 17,999 | $1.4M | 0.6% |
| 29 | SGOVISHARES TR | 12,947 | $1.3M | 0.5% |
| 30 | EFAISHARES TR | 11,362 | $1.2M | 0.5% |
| 31 | CATCATERPILLAR INC | 763 | $813,220 | 0.3% |
| 32 | SHYISHARES TR | 9,025 | $741,043 | 0.3% |
| 33 | VHTVANGUARD WORLD FD | 2,365 | $707,159 | 0.3% |
| 34 | FEGERBB FUND TRUST | 13,892 | $679,597 | 0.3% |
| 35 | CVXCHEVRON CORPORATION | 3,980 | $659,725 | 0.3% |
| 36 | GOOGALPHABET INC | 1,704 | $602,283 | 0.3% |
| 37 | XARSPDR SERIES TRUST | 2,115 | $600,216 | 0.3% |
| 38 | WMTWALMART INC | 5,268 | $596,654 | 0.2% |
| 39 | MSFTMICROSOFT CORP | 1,415 | $527,823 | 0.2% |
| 40 | TSLATESLA INC | 1,240 | $521,544 | 0.2% |
| 41 | PMPHILIP MORRIS INTL INC | 2,869 | $519,032 | 0.2% |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 1,787 | $502,522 | 0.2% |
| 43 | VOOVANGUARD INDEX FDS | 715 | $491,069 | 0.2% |
| 44 | CSCOCISCO SYS INC | 4,122 | $484,170 | 0.2% |
| 45 | ROKROCKWELL AUTOMATION INC | 974 | $482,208 | 0.2% |
| 46 | MOALTRIA GROUP INC | 6,335 | $455,803 | 0.2% |
| 47 | SHOPSHOPIFY INC | 3,956 | $451,696 | 0.2% |
| 48 | DFCFDIMENSIONAL ETF TRUST | 9,989 | $421,649 | 0.2% |
| 49 | ABBVABBVIE INC | 1,658 | $417,412 | 0.2% |
| 50 | VOXVANGUARD WORLD FD | 2,216 | $407,633 | 0.2% |
| 51 | AMDADVANCED MICRO DEVICES INC | 681 | $395,600 | 0.2% |
| 52 | SMHVANECK ETF TRUST | 578 | $379,610 | 0.2% |
| 53 | ZTSZOETIS INC | 5,216 | $374,822 | 0.2% |
| 54 | VTEBVANGUARD MUN BD FDS | 6,255 | $316,378 | 0.1% |
| 55 | LLYELI LILLY & CO | 255 | $305,855 | 0.1% |
| 56 | PGPROCTER & GAMBLE CO | 2,015 | $295,533 | 0.1% |
| 57 | SKYYFIRST TR EXCHANGE-TRADED FD | 2,141 | $288,093 | 0.1% |
| 58 | AVGOBROADCOM INC | 761 | $287,468 | 0.1% |
| 59 | VZVERIZON COMMUNICATIONS INC | 6,775 | $286,854 | 0.1% |
| 60 | FXUFIRST TR EXCHANGE-TRADED FD | 5,555 | $274,084 | 0.1% |
| 61 | MUNIPIMCO ETF TR | 5,130 | $269,887 | 0.1% |
| 62 | JNJJOHNSON & JOHNSON | 1,052 | $267,308 | 0.1% |
| 63 | GSLCGOLDMAN SACHS ETF TR | 1,857 | $263,490 | 0.1% |
| 64 | GOOGLALPHABET INC | 716 | $255,877 | 0.1% |
| 65 | RTXRTX CORPORATION | 1,308 | $248,167 | 0.1% |
| 66 | IXCISHARES TR | 5,000 | $245,650 | 0.1% |
| 67 | PANWPALO ALTO NETWORKS INC | 694 | $236,668 | 0.1% |
| 68 | TWLOTWILIO INC | 1,100 | $226,963 | 0.1% |
| 69 | JPMJPMORGAN CHASE & CO | 631 | $206,545 | 0.1% |
| 70 | TGTTARGET CORP | 1,580 | $206,364 | 0.1% |
| 71 | ARKKARK ETF TR | 2,523 | $203,909 | 0.1% |
| 72 | GLDGGOLDMINING INC | 12,961 | $11,756 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.