Bright Financial Advisors, Inc. holds a focused book of 72 reported positions worth $238.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened First Eagle GL Equity ETF and trimmed SPDR Gold Shares. Their largest long position is Ishares Core U.S. Aggregate at 15% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Bright Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.5 points over this window.
Growth of $10,000 cloning Bright Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bright Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 72 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 72 | $4.4B |
| Swiss Re Ltd | 28 / 72 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 53 / 72 | $279.8B |
| Hoffman, Alan N Investment Management | 8 / 72 | $154.1M |
| Marest Capital, LLC | 13 / 72 | $176.7M |
| 9823 Capital, L.P. | 9 / 72 | $126.5M |
| Ardent Capital Management, Inc. | 22 / 72 | $202.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Bright Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $36.7M | 370.8K | 15.4% | ▲+2.7% Added · +10K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $25.9M | 121.9K | 10.9% | ▲+12% Added · +13K sh | |
| 3 | SPDR Gold TR GOLD SHS | $19.7M | 53.6K | 8.3% | ▼−3.0% Reduced · −2K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $16.0M | 21.4K | 6.7% | ▼−0.3% Reduced · −66 sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $14.2M | 95.4K | 5.9% | ▲+2.9% Added · +3K sh | |
| 6 | Ssga Active ETF TR ST STR GLOBA ETF | $9.0M | 171.0K | 3.8% | ▼−2.3% Reduced · −4K sh | |
| 7 | Nvidia Corporation COM | $8.8M | 44.2K | 3.7% | ▼−0.3% Reduced · −152 sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $8.7M | 113.2K | 3.7% | ▲+4.3% Added · +5K sh | |
| 9 | First TR Exchange Traded FD SMID RISNG ETF | $7.9M | 183.3K | 3.3% | ▲+0.6% Added · +1K sh | |
| 10 | Stryker Corporation COM | $7.4M | 23.4K | 3.1% | ▼−0.5% Reduced · −121 sh | |
| 11 | World Gold TR SPDR GLD MINIS | $7.3M | 91.4K | 3.0% | ▲+6.9% Added · +6K sh | |
| 12 | Apple Inc COM | $5.8M | 20.2K | 2.4% | ▼−0.1% Reduced · −24 sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $5.4M | 14.5K | 2.2% | ▼−1.6% Reduced · −239 sh | |
| 14 | Berkshire Hathaway Inc Del CL A | $5.2M | 7 | 2.2% | —Held | |
| 15 | Eaton Corp PLC SHS | $5.1M | 12.1K | 2.2% | ▲+4.6% Added · +526 sh | |
| 16 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.0M | 16.5K | 2.1% | ▲+4.5% Added · +715 sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $4.4M | 6.0K | 1.8% | ▼−0.1% Reduced · −4 sh | |
| 18 | Dimensional ETF Trust ULTR FIX INC ETF | $4.0M | 78.0K | 1.7% | ▼−4.8% Reduced · −4K sh | |
| 19 | Ishares TR MSCI USA MMENTM | $4.0M | 11.5K | 1.7% | ▼−2.5% Reduced · −293 sh | |
| 20 | Vanguard World FD INF TECH ETF | $3.7M | 30.6K | 1.5% | ▲+700% Added · +27K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $2.9M | 3.8K | 1.2% | —Held | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.7K | 1.0% | ▲+22% Added · +847 sh | |
| 23 | Ishares TR ISHARES SEMICDTR | $2.0M | 3.1K | 0.8% | —Held | |
| 24 | Proshares TR S&P 500 DV ARIST | $1.9M | 33.4K | 0.8% | ▲+99% Added · +17K sh | |
| 25 | Amazon Com Inc COM | $1.6M | 6.7K | 0.7% | ▼−2.8% Reduced · −191 sh | |
| 26 | Fidelity Merrimack STR TR TOTAL BD ETF | $1.6M | 34.9K | 0.7% | ▼−21% Reduced · −9K sh | |
| 27 | Exxon Mobil Corp COM | $1.6M | 11.5K | 0.7% | ▲+36% Added · +3K sh | |
| 28 | Ishares Gold TR ISHARES NEW | $1.4M | 18.0K | 0.6% | ▲+0.2% Added · +37 sh | |
| 29 | Ishares TR 0-3 MTH TREASURY | $1.3M | 12.9K | 0.5% | ▼−6.4% Reduced · −881 sh | |
| 30 | Ishares TR MSCI EAFE ETF | $1.2M | 11.4K | 0.5% | ▼−3.8% Reduced · −452 sh | |
| 31 | Caterpillar Inc COM | $813K | 763 | 0.3% | —Held | |
| 32 | Ishares TR 1 3 YR TREAS BD | $741K | 9.0K | 0.3% | ▼−1.5% Reduced · −136 sh | |
| 33 | Vanguard World FD HEALTH CAR ETF | $707K | 2.4K | 0.3% | —Held | |
| 34 | RBB Fund Trust FIRST EAGLE GBL | $680K | 13.9K | 0.3% | ▲New New position | |
| 35 | Chevron Corporation COM | $660K | 4.0K | 0.3% | ▲+37% Added · +1K sh | |
| 36 | Alphabet Inc CAP STK CL C | $602K | 1.7K | 0.3% | —Held | |
| 37 | SPDR Series Trust ST STR SP AERO | $600K | 2.1K | 0.3% | —Held | |
| 38 | Walmart Inc COM | $597K | 5.3K | 0.2% | —Held | |
| 39 | Microsoft Corp COM | $528K | 1.4K | 0.2% | ▼−22% Reduced · −389 sh | |
| 40 | Tesla Inc COM | $522K | 1.2K | 0.2% | —Held | |
| 41 | Philip Morris Intl Inc COM | $519K | 2.9K | 0.2% | ▲~0% Added · +1 sh | |
| 42 | International Business Machs COM | $503K | 1.8K | 0.2% | ▲+16% Added · +240 sh | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $491K | 715 | 0.2% | ▲+3.9% Added · +27 sh | |
| 44 | Cisco Sys Inc COM | $484K | 4.1K | 0.2% | ▲+1.0% Added · +40 sh | |
| 45 | Rockwell Automation Inc COM | $482K | 974 | 0.2% | ▲New New position | |
| 46 | Altria Group Inc COM | $456K | 6.3K | 0.2% | —Held | |
| 47 | Shopify Inc CL A SUB VTG SHS | $452K | 4.0K | 0.2% | ▲+0.5% Added · +20 sh | |
| 48 | Dimensional ETF Trust CORE FIXE IN ETF | $422K | 10.0K | 0.2% | ▲New New position | |
| 49 | Abbvie Inc COM | $417K | 1.7K | 0.2% | ▲+22% Added · +304 sh | |
| 50 | Vanguard World FD COMM SRVC ETF | $408K | 2.2K | 0.2% | —Held |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022456/holdings"
Use Arkolith to show BRIGHT FINANCIAL ADVISORS, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 72 | $238.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 67 | $218.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 65 | $211.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 63 | $204.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 55 | $180.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 58 | $162.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 55 | $159.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 53 | $157.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.