Sponsored

The Analysis of BRIGHT FINANCIAL ADVISORS, INC.'s Holdings & P&L

Currently, BRIGHT FINANCIAL ADVISORS, INC. holds 67 types of securities in its portfolio with a total value $218.2M. In the most recent quarter, they have increased their positions in N/A (+7.6K shares, valued at $1.5M), SDVY (+25.3K shares, valued at $998.5K), XOM (+2.8K shares, valued at $467.1K); decreased their positions in GLD (-1.3K shares, valued at $556.8K), MSFT (-513 shares, valued at $189.9K), VTI (-321 shares, valued at $103.0K); initiated new positions in N/A (+761 shares, valued at $235.5K), RTX (+1.1K shares, valued at $217.0K), VZ (+4.3K shares, valued at $215.6K).

1M P&L

+4.1M+2.59%

3M P&L

-14.8M-8.36%

HY P&L

-9.2M-5.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A149.7M

82.7%

2Semiconductors8.2M

4.5%

3Medical Devices7.9M

4.4%

Top Industries by Stock Count

1N/A34 stocks

58.6%

2Drug Manufacturers - General3 stocks

5.2%

3Tobacco2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR361.1K shares1.10%2026-03-312026-05-14

GLD SPDR GOLD TR55.3K shares-2.29%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T109.1K shares7.46%2026-03-312026-05-14

IVV ISHARES TR21.5K shares2.50%2026-03-312026-05-14

IJR ISHARES TR92.8K shares2.77%2026-03-312026-05-14

GAL SSGA ACTIVE ETF TR175.1K shares0.91%2026-03-312026-05-14

GLDM WORLD GOLD TR85.5K shares0.87%2026-03-312026-05-14

NVDA NVIDIA CORPORATION44.4K shares0.56%2026-03-312026-05-14

Sponsored

SYK STRYKER CORPORATION23.5K shares4.84%2026-03-312026-05-14

IJH ISHARES TR108.6K shares5.00%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD182.2K shares16.14%2026-03-312026-05-14

AAPL APPLE INC20.2K shares5.18%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS14.7K shares-2.13%2026-03-312026-05-14

DUSB DIMENSIONAL ETF TRUST82.0K shares3.24%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC11.5K shares-1.60%2026-03-312026-05-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II15.8K shares11.34%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR6.0K shares0.55%2026-03-312026-05-14

MTUM ISHARES TR11.8K shares0.23%2026-03-312026-05-14

VGT VANGUARD WORLD FD3.8K shares0.68%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T3.8K shares16.37%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR44.0K shares17.09%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares26.59%2026-03-312026-05-14

NOBL PROSHARES TR16.8K shares-1.21%2026-03-312026-05-14

Sponsored

ISHARES GOLD TR ISHARES GOLD TR18.0K shares2.41%2026-03-312026-05-14

XOM EXXON MOBIL CORP8.5K shares47.89%2026-03-312026-05-14

AMZN AMAZON COM INC6.9K shares-1.23%2026-03-312026-05-14

SGOV ISHARES TR13.8K shares0.58%2026-03-312026-05-14

EFA ISHARES TR11.8K shares20.43%2026-03-312026-05-14

SOXX ISHARES TR3.1K shares0.00%2026-03-312026-05-14

SHY ISHARES TR9.2K shares-2.55%2026-03-312026-05-14

MSFT MICROSOFT CORP1.8K shares-22.14%2026-03-312026-05-14

Sponsored

WMT WALMART INC5.3K shares0.00%2026-03-312026-05-14

VHT VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-05-14

ZTS ZOETIS INC5.2K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.9K shares67.24%2026-03-312026-05-14

CAT CATERPILLAR INC763 shares0.00%2026-03-312026-05-14

XAR SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.7K shares-1.27%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.9K shares-8.75%2026-03-312026-05-14

Sponsored

SHOP SHOPIFY INC3.9K shares0.00%2026-03-312026-05-14

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC6.3K shares4.97%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS688 shares0.00%2026-03-312026-05-14

VOX VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC4.1K shares0.99%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS6.3K shares0.00%2026-03-312026-05-14

Sponsored

MUNI PIMCO ETF TR5.9K shares0.12%2026-03-312026-05-14

ABBV ABBVIE INC1.4K shares-1.17%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.0K shares0.00%2026-03-312026-05-14

IXC ISHARES TR5.0K shares0.00%2026-03-312026-05-14

FXU FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC761 sharesnew addition2026-03-312026-05-14

LLY ELI LILLY & CO255 shares10.87%2026-03-312026-05-14

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR1.9K shares0.00%2026-03-312026-05-14

SMH VANECK ETF TRUST578 shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-05-14

NFLX NETFLIX INC.2.3K shares4.93%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP776 shares0.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC4.3K sharesnew addition2026-03-312026-05-14

FTGC FIRST TR EXCHANGE TRAD FD VI7.2K sharesnew addition2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC716 sharesnew addition2026-03-312026-05-14

SLV ISHARES SILVER TR3.0K shares-10.35%2026-03-312026-05-14

GLDG GOLDMINING INC13.0K shares0.00%2026-03-312026-05-14

AGG

ISHARES TR

1.10%

Shares361.1K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-2.29%

Shares55.3K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

7.46%

Shares109.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

2.50%

Shares21.5K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

2.77%

Shares92.8K

Event2026-03-31

Filed2026-05-14

GAL

SSGA ACTIVE ETF TR

0.91%

Shares175.1K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

0.87%

Shares85.5K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.56%

Shares44.4K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

4.84%

Shares23.5K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

5.00%

Shares108.6K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

16.14%

Shares182.2K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

5.18%

Shares20.2K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.13%

Shares14.7K

Event2026-03-31

Filed2026-05-14

DUSB

DIMENSIONAL ETF TRUST

3.24%

Shares82.0K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

-1.60%

Shares11.5K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

11.34%

Shares15.8K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

0.55%

Shares6.0K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

0.23%

Shares11.8K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.68%

Shares3.8K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

16.37%

Shares3.8K

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

17.09%

Shares44.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

26.59%

Shares3.8K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

-1.21%

Shares16.8K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

2.41%

Shares18.0K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

47.89%

Shares8.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-1.23%

Shares6.9K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

0.58%

Shares13.8K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

20.43%

Shares11.8K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-2.55%

Shares9.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-22.14%

Shares1.8K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

67.24%

Shares2.9K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.00%

Shares763

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.27%

Shares1.7K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-8.75%

Shares2.9K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

4.97%

Shares6.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares688

Event2026-03-31

Filed2026-05-14

VOX

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

0.99%

Shares4.1K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

MUNI

PIMCO ETF TR

0.12%

Shares5.9K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-1.17%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IXC

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

FXU

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

New

Shares761

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

10.87%

Shares255

Event2026-03-31

Filed2026-05-14

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

0.00%

Shares578

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

4.93%

Shares2.3K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares776

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-14

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares7.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares716

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-10.35%

Shares3.0K

Event2026-03-31

Filed2026-05-14

GLDG

GOLDMINING INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available