BRIGHT FINANCIAL ADVISORS, INC.
CIK: 0002022456SEC EDGAR →
Portfolio Value
$211.7M
Holdings
65
As of
Q4 2025
New Positions
9
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 357,190 | $35.7M | 16.85% |
| 2 | SPDR GOLD TR | 56,578 | $22.4M | 10.59% |
| 3 | INVESCO EXCHANGE TRADED FD T | 101,564 | $19.5M | 9.19% |
| 4 | ISHARES TR | 20,966 | $14.4M | 6.78% |
| 5 | ISHARES TR | 90,270 | $10.8M | 5.12% |
| 6 | SSGA ACTIVE ETF TR | 173,548 | $8.6M | 4.05% |
| 7 | NVIDIA CORPORATION | 44,126 | $8.2M | 3.89% |
| 8 | STRYKER CORPORATION | 22,429 | $7.9M | 3.72% |
| 9 | WORLD GOLD TR | 84,788 | $7.2M | 3.42% |
| 10 | ISHARES TR | 103,396 | $6.8M | 3.22% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $134.6M | 63.6% |
| Unknown | 6 | $34.8M | 16.4% |
| Technology | 8 | $23.4M | 11.1% |
| Healthcare | 5 | $9.3M | 4.4% |
| Industrials | 2 | $4.2M | 2.0% |
| Consumer Cyclical | 2 | $2.2M | 1.0% |
| Consumer Defensive | 3 | $1.2M | 0.6% |
| Energy | 2 | $956K | 0.5% |
| Communication Services | 2 | $742K | 0.4% |
| Utilities | 1 | $274K | 0.1% |