account_balance

Investment manager · 13F filer · SEC CIK 2107111

Daybright Advisory Services, Inc.

Reported value$402Mas of Sep 30, 2026
Positions138 10 new, 17 sold out
Top 10 weight55.2%IVV alone is 13%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 13.4% Trimmed −13%
NVDA NVIDIA Corp 11.4% Held
AGG iShares Tr 8.0% Trimmed −14%
FBCG Fidelity Covington Trust 4.8% Trimmed −9%
AAPL Apple Inc. 4.6% HeldGOOGL Alphabet Inc. 3.2% HeldMU Micron Technology Inc 3.1% Trimmed −12%
VYM Vanguard Whitehall FDS 2.5% Held
VOO Vanguard Index FDS 2.1% Trimmed −16%
AVGO Broadcom Inc. 2.0% HeldSPY SPDR S&P 500 ETF Trust 2.0% Trimmed −6%MSFT Microsoft Corp 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • NEAR +29%
  • QDPL +13%
  • VGT +7%
  • BAI +5%
arrow_downwardTrimmed
  • CRWD −75%
  • SGOV −58%
  • PTRB −31%
  • AVLV −22%
remove_circleSold out
  • VV $1.06M
  • IYJ $379K
  • IYE $350K
  • IXJ $342K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist