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 | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.75% |
Bright Financial Advisors, Inc. reports $218.24M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are AGG (16.4%), GLD (10.9%) and RSP (9.6%). The top 20 holdings account for 86.41% of reported assets. Its disclosed equity book has returned +23.92% cumulatively over 7 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bright Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022456). View Bright Financial Advisors, Inc.’s 13F filings on SEC