account_balance
Investment manager · 13F filer · SEC CIK 2022456
Bright Financial Advisors, Inc.
Reported value$239Mas of Sep 30, 2026
Positions72 1 new, 1 sold out
Top 10 weight64.3%AGG alone is 15%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
14.8%
RSPInvesco Exchange Traded Fd T
10.7%
GLDSPDR Gold Trust
8.5%
IVViShares Tr
6.8%
IJRiShares Tr
5.5%
NVDANVIDIA Corp
4.2%
GALSsga Active ETF Tr
3.7%
IJHiShares Tr
3.5%
GLDMWorld Gold Trust
3.2%+3%
SDVYFirst Tr Exchange Traded Fd
3.2%+3%
AAPLApple Inc.
2.8%
SYKStryker Corp
2.8%+2%
AGGiShares Tr
14.8%
RSPInvesco Exchange Traded Fd T
10.7%
GLDSPDR Gold Trust
8.5%
IVViShares Tr
6.8%
IJRiShares Tr
5.5%
NVDANVIDIA Corp
4.2%
GALSsga Active ETF Tr
3.7%
IJHiShares Tr
3.5%
SDVY
AAPLSYK2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 14.8% Held
RSP Invesco Exchange Traded Fd T 10.7% Held
GLD SPDR Gold Trust 8.5% HeldIVV iShares Tr 6.8% Held
IJR iShares Tr 5.5% Held
NVDA NVIDIA Corp 4.2% HeldGAL Ssga Active ETF Tr 3.7% Held
IJH iShares Tr 3.5% Held
GLDM World Gold Trust 3.2% Added +3%SDVY First Tr Exchange Traded Fd 3.2% Added +3%
AAPL Apple Inc. 2.8% HeldSYK Stryker Corp 2.8% Added +2%What changed
Biggest moves since Jun 30, 2026
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