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Daybright Advisory Services, Inc.

Portfolio Manager
Daybright Advisory Services, Inc.
Performance
-5.44% (2026 Q1)
AUM (13F)
$361.34M
# of Holdings
133
Performance Rank
Allocation (Top 20)
70.56%

Daybright Advisory Services, Inc. Holdings Map

Top 50 Daybright Advisory Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
14.73%81.5K$53.2M
+1.14%(+919)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 80.6K shares2026-Q1: 81.5K shares
$677.03(+10.55%)
2026-03-31
NVDA
NVIDIA CORPORATION
9.76%202.3K$35.3M
+0.48%(+972)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 201.3K shares2026-Q1: 202.3K shares
$186.51(+4.46%)
2026-03-31
AGG
ISHARES TR
9.69%352.5K$35.0M
+5.57%(+18.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 333.9K shares2026-Q1: 352.5K shares
$100.04(-1.43%)
2026-03-31
FBCG
FIDELITY COVINGTON TRUST
4.33%312.1K$15.6M
+1.22%(+3.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 308.3K shares2026-Q1: 312.1K shares
$54.23(+12.65%)
2026-03-31
AAPL
APPLE INC
3.91%55.7K$14.1M
+6.61%(+3.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 52.3K shares2026-Q1: 55.7K shares
$263.22(+17.25%)
2026-03-31
GOOGL
ALPHABET INC
2.95%37.1K$10.7M
-0.37%(-139)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.2K shares2026-Q1: 37.1K shares
$278.05(+29.44%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
2.69%65.7K$9.7M
-1.43%(-955)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.7K shares2026-Q1: 65.7K shares
$142.24(+12.12%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.29%13.9K$8.3M
+15.18%(+1.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.0K shares2026-Q1: 13.9K shares
$618.78(+10.68%)
2026-03-31
AVGO
BROADCOM INC
2.01%23.4K$7.3M
+5.89%(+1.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.1K shares2026-Q1: 23.4K shares
$343.95(+4.80%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
1.96%140.0K$7.1M
-23.52%(-43.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 183.0K shares2026-Q1: 140.0K shares
$50.66(-0.47%)
2026-03-31

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