StockDriftsStockDriftsTop 50 Bright Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 16.43% | 361.1K | $35.8M | +1.10%(+3.93K) | $98.68(-0.04%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 10.9% | 55.3K | $23.8M | -2.29%(-1.29K) | $199.95(+113.66%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.6% | 109.1K | $20.9M | +7.46%(+7.58K) | $170.79(+19.25%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.43% | 21.5K | $14.0M | +2.50%(+524) | $516.55(+45.50%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.28% | 92.8K | $11.5M | +2.77%(+2.50K) | $109.44(+24.39%) | 2026-03-31 | |
| GAL | SSGA ACTIVE ETF TR | 3.97% | 175.1K | $8.7M | +0.91%(+1.58K) | $43.15(+23.67%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.63% | 85.5K | $7.9M | +0.87%(+738) | $49.31(+86.75%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.55% | 44.4K | $7.7M | +0.56%(+245) | $123.02(+91.63%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 3.54% | 23.5K | $7.7M | +4.84%(+1.09K) | $354.23(-13.75%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.36% | 108.6K | $7.3M | +5.00%(+5.17K) | $59.21(+24.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.44% |
| Top 20 Holdings Unweighted | +17.57% | +62.52% |
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