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Holders — by stockHoldings — by fund

Daybright Advisory Services, 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 0002107111

$418.9M

disclosed book value

145

positions

14.5%

largest position share

Positions, as of 2026-06-30

top 100 of 145 · 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

#IssuerSharesValue% of book
1IVVISHARES TR80,974$60.8M14.5%
2NVDANVIDIA CORPORATION202,092$40.6M9.7%
3AGGISHARES TR395,660$38.5M9.2%
4FBCGFIDELITY COVINGTON TRUST339,153$20.3M4.8%
5AAPLAPPLE INC55,405$17.1M4.1%
6GOOGLALPHABET INC37,448$13.3M3.2%
7MUMICRON TECHNOLOGY INC13,309$11.0M2.6%
8VYMVANGUARD WHITEHALL FDS65,322$10.6M2.5%
9VOOVANGUARD INDEX FDS14,142$9.7M2.3%
10AVGOBROADCOM INC23,478$9.1M2.2%
11SPYSTATE STR SPDR S&P 500 ETF T11,112$8.3M2%
12MSFTMICROSOFT CORP15,355$7.1M1.7%
13HYDBISHARES TR150,399$7.0M1.7%
14QQQINVESCO QQQ TR9,939$6.8M1.6%
15SCHGSCHWAB STRATEGIC TR197,883$6.8M1.6%
16DVYISHARES TR38,673$6.2M1.5%
17JPSTJ P MORGAN EXCHANGE TRADED F122,371$6.2M1.5%
18METAMETA PLATFORMS INC11,012$6.1M1.5%
19AMZNAMAZON COM INC20,203$5.5M1.3%
20BAIBLACKROCK ETF TRUST132,710$5.5M1.3%
21XLKSELECT SECTOR SPDR TR26,194$4.6M1.1%
22SCHBSCHWAB STRATEGIC TR139,705$4.0M1%
23VTIVANGUARD INDEX FDS10,610$3.9M0.9%
24GOOGALPHABET INC10,726$3.8M0.9%
25IYWISHARES TR14,506$3.5M0.8%
26SGOVISHARES TR32,834$3.3M0.8%
27SHLDGLOBAL X FDS51,433$3.3M0.8%
28CRWDCROWDSTRIKE HLDGS INC16,493$3.1M0.8%
29ANETARISTA NETWORKS INC16,473$3.0M0.7%
30DFUVDIMENSIONAL ETF TRUST53,370$3.0M0.7%
31INTFISHARES TR60,670$2.5M0.6%
32PYLDPIMCO ETF TR91,632$2.4M0.6%
33SCHXSCHWAB STRATEGIC TR75,229$2.2M0.5%
34VUGVANGUARD INDEX FDS25,776$2.2M0.5%
35VXFVANGUARD INDEX FDS9,233$2.2M0.5%
36QDPLPACER FDS TR46,943$2.1M0.5%
37BNDVANGUARD BD INDEX FDS29,101$2.1M0.5%
38AVLVAMERICAN CENTY ETF TR21,904$2.0M0.5%
39VTVVANGUARD INDEX FDS8,956$2.0M0.5%
40CGGOCAPITAL GROUP GBL GROWTH EQT49,601$2.0M0.5%
41PTRBPGIM ETF TR43,113$1.8M0.4%
42NEARISHARES U S ETF TR32,788$1.7M0.4%
43CLSCELESTICA INC4,908$1.6M0.4%
44IGEBISHARES TR33,556$1.5M0.4%
45IVWISHARES TR10,827$1.5M0.3%
46JMUBJ P MORGAN EXCHANGE TRADED F29,369$1.5M0.3%
47DIASTATE STR SPDR DOW JONES IND2,769$1.5M0.3%
48VGTVANGUARD WORLD FD12,644$1.4M0.3%
49IQLTISHARES TR28,494$1.4M0.3%
50IWDISHARES TR5,675$1.4M0.3%
51IEMGISHARES INC15,958$1.2M0.3%
52VTVANGUARD INTL EQUITY INDEX F7,843$1.2M0.3%
53RAAXVANECK ETF TRUST30,237$1.2M0.3%
54SCHFSCHWAB STRATEGIC TR41,282$1.1M0.3%
55VTEBVANGUARD MUN BD FDS21,825$1.1M0.3%
56PLTRPALANTIR TECHNOLOGIES INC8,622$1.1M0.3%
57AMDADVANCED MICRO DEVICES INC2,226$1.1M0.3%
58VVVANGUARD INDEX FDS3,073$1.1M0.3%
59DGROISHARES TR13,333$1.0M0.2%
60VFHVANGUARD WORLD FD7,090$987,1260.2%
61SCHMSCHWAB STRATEGIC TR27,053$938,7380.2%
62IXUSISHARES TR9,865$932,6580.2%
63VRTVERTIV HOLDINGS CO3,706$895,2710.2%
64FBNDFIDELITY MERRIMACK STR TR20,007$894,7330.2%
65MARMARRIOTT INTL INC NEW2,346$874,5390.2%
66IVEISHARES TR3,670$850,4700.2%
67EMXCISHARES INC8,866$816,7400.2%
68VHTVANGUARD WORLD FD2,674$815,0620.2%
69VNQVANGUARD INDEX FDS8,199$811,2710.2%
70OUNZVANECK MERK GOLD ETF20,596$801,5950.2%
71ACWIISHARES TR5,061$791,6440.2%
72RWLINVESCO EXCH TRADED FD TR II5,988$788,6890.2%
73MEARISHARES U S ETF TR14,776$742,1910.2%
74VEUVANGUARD INTL EQUITY INDEX F8,686$719,6530.2%
75TRUTVANECK ETF TRUST23,742$717,8770.2%
76IWMISHARES TR2,364$688,3120.2%
77ASML HLDG NV408$664,1790.2%
78BRK/BBERKSHIRE HATHAWAY INC DEL1,278$653,9150.2%
79XLFSELECT SECTOR SPDR TR11,209$638,2370.2%
80IJHISHARES TR8,454$636,3210.2%
81VIGVANGUARD SPECIALIZED FUNDS2,605$623,0580.1%
82VWOVANGUARD INTL EQUITY INDEX F10,525$618,3230.1%
83KLACKLA CORP3,353$612,9390.1%
84IWVISHARES TR1,341$569,8620.1%
85IYCISHARES TR5,467$552,9320.1%
86EFGISHARES TR4,505$547,0780.1%
87VVISA INC1,471$538,6890.1%
88AMATAPPLIED MATLS INC1,052$534,2990.1%
89IYFISHARES TR3,967$534,1530.1%
90QUALISHARES TR2,427$532,3020.1%
91XLCSELECT SECTOR SPDR TR4,773$516,6300.1%
92IBMINTERNATIONAL BUSINESS MACHS2,294$513,0860.1%
93AON PLC1,419$511,6200.1%
94VISVANGUARD WORLD FD1,406$484,2830.1%
95IBTGISHARES TR20,668$473,1920.1%
96IBTHISHARES TR21,082$471,5050.1%
97IBTIISHARES TR21,237$469,2370.1%
98IBTJISHARES TR21,652$466,7000.1%
99IBTKISHARES TR23,949$464,4980.1%
100GSLCGOLDMAN SACHS ETF TR3,251$464,1900.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.