Bright Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $159.10 million in total holdings as of December 31, 2024.Bright Financial Advisors, Inc. owns shares of 55 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Bright Financial Advisors, Inc. has purchased 53 new stocks and bought additional shares in 12 stocks.Bright Financial Advisors, Inc. sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $31,064,968Invesco S&P 500 Equal Weight ETF $14,810,989SPDR Gold Shares $14,506,966iShares Core S&P 500 ETF $11,637,601iShares Core S&P Small-Cap ETF $9,849,233 Largest New Holdings this Quarter Fidelity Total Bond ETF $1,042,240 HoldingZoetis $849,843 HoldingVanguard Total Bond Market ETF $225,869 HoldingKellanova $225,287 Holding Largest Purchases this Quarter First Trust SMID Cap Rising Dividend Archievers ETF 39,920 shares (about $1.43M)Fidelity Total Bond ETF 23,228 shares (about $1.04M)Vanguard Total Stock Market ETF 3,141 shares (about $910.29K)Zoetis 5,216 shares (about $849.84K)Apple 2,393 shares (about $599.25K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 14,068 shares (about $1.36M)iShares Core S&P 500 ETF 816 shares (about $480.36K)Amazon.com 1,585 shares (about $347.73K)SPDR SSgA Global Allocation ETF 5,144 shares (about $227.26K)iShares Core S&P Mid-Cap ETF 3,157 shares (about $196.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBright Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$31,064,968$1,363,193 ▼-4.2%320,58719.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$14,810,989$541,286 ▲3.8%84,5239.3%ETFGLDSPDR Gold Shares$14,506,966$149,636 ▼-1.0%59,9149.1%FinanceIVViShares Core S&P 500 ETF$11,637,601$480,362 ▼-4.0%19,7697.3%ETFIJRiShares Core S&P Small-Cap ETF$9,849,233$240,925 ▲2.5%85,4826.2%ETFGALSPDR SSgA Global Allocation ETF$6,834,151$227,263 ▼-3.2%154,6884.3%ETFSYKStryker$6,333,741$189,029 ▲3.1%17,5914.0%MedicalIJHiShares Core S&P Mid-Cap ETF$5,671,318$196,714 ▼-3.4%91,0173.6%ETFAAPLApple$4,798,036$599,254 ▲14.3%19,1603.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,483,906$910,286 ▲25.5%15,4722.8%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$4,055,697$1,431,140 ▲54.5%113,1292.5%ETFETNEaton$4,029,2690.0%12,1412.5%IndustrialsGLDMSPDR Gold MiniShares Trust$3,555,753$192,675 ▲5.7%68,3932.2%FinanceQQQInvesco QQQ$3,337,613$28,116 ▲0.8%6,5292.1%FinanceNVDANVIDIA$3,000,712$940 ▼0.0%22,3451.9%Computer and TechnologyDIMENSIONAL ETF TRUST$2,789,684$80,286 ▼-2.8%55,1431.8%ULTRASHORT FIXEDBRK.ABerkshire Hathaway$2,723,6800.0%41.7%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,654,013$119,188 ▼-4.3%12,8261.7%ETFVGTVanguard Information Technology ETF$2,191,6860.0%3,5251.4%ETFQQQMInvesco NASDAQ 100 ETF$2,142,723$31,569 ▼-1.5%10,1811.3%ETFSPYSPDR S&P 500 ETF Trust$1,997,3610.0%3,4081.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,728,984$120,455 ▼-6.5%17,3681.1%ETFAMZNAmazon.com$1,088,613$347,733 ▼-24.2%4,9620.7%Retail/WholesaleFBNDFidelity Total Bond ETF$1,042,240$1,042,240 ▲New Holding23,2280.7%ETFIAUiShares Gold Trust$905,340$21,091 ▼-2.3%18,2860.6%FinanceZTSZoetis$849,843$849,843 ▲New Holding5,2160.5%MedicalSHYiShares 1-3 Year Treasury Bond ETF$825,948$57,960 ▼-6.6%10,0750.5%ManufacturingEFAiShares MSCI EAFE ETF$719,883$178,062 ▼-19.8%9,5210.5%FinanceSOXXiShares Semiconductor ETF$660,9300.0%3,0670.4%ETFVHTVanguard Health Care ETF$599,9770.0%2,3650.4%ETFBRK.BBerkshire Hathaway$545,749$2,266 ▼-0.4%1,2040.3%FinanceTSLATesla$490,666$1,212 ▼-0.2%1,2150.3%Auto/Tires/TrucksVTEBVanguard Tax-Exempt Bond ETF$487,634$10,026 ▼-2.0%9,7270.3%ETFWMTWalmart$475,9640.0%5,2680.3%Retail/WholesaleXOMExxon Mobil$443,462$102,288 ▼-18.7%4,1230.3%EnergyMSFTMicrosoft$437,939$34,985 ▲8.7%1,0390.3%Computer and TechnologySHOPShopify$418,5150.0%3,9360.3%Computer and TechnologyVOOVanguard S&P 500 ETF$412,728$57,653 ▲16.2%7660.3%ETFSCHXSchwab US Large-Cap ETF$375,371$250,665 ▲201.0%16,1940.2%ETFXARSPDR S&P Aerospace & Defense ETF$350,7090.0%2,1150.2%ETFIBMInternational Business Machines$350,409$26,380 ▼-7.0%1,5940.2%Computer and TechnologyVOXVanguard Communication Services ETF$343,3910.0%2,2160.2%ETFPGProcter & Gamble$337,8670.0%2,0150.2%Consumer StaplesMUBiShares National Muni Bond ETF$333,3950.0%3,1290.2%ETFCATCaterpillar$295,5260.0%8150.2%IndustrialsESGUiShares ESG Aware MSCI USA ETF$274,5150.0%2,1310.2%ManufacturingGOOGAlphabet$266,6160.0%1,4000.2%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$249,0800.0%2,0910.2%ManufacturingABBVAbbVie$228,700$43,892 ▲23.8%1,2870.1%MedicalBNDVanguard Total Bond Market ETF$225,869$225,869 ▲New Holding3,1410.1%ETFKKellanova$225,287$225,287 ▲New Holding2,7820.1%Consumer DiscretionaryGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$213,8890.0%1,8570.1%ETFFXUFirst Trust Utilities AlphaDEX Fund$210,1270.0%5,5550.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$206,2640.0%2,7090.1%ManufacturingGLDGGoldMining$10,4340.0%12,9610.0%Basic MaterialsTGTTarget$0$214,775 ▼-100.0%00.0%Retail/WholesaleIXCiShares Global Energy ETF$0$202,400 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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