Bright Financial Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002022456

Type: FundHoldings: 58Value: $162.8MLatest: 2025Q1

BRIGHT FINANCIAL ADVISORS, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 58 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "CAT",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "IJR",
  null,
  "VHT",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "SCHX",
  "SHOP",
  "GLD",
  "IBM",
  "SYK",
  null,
  null,
  null,
  "K",
  null,
  "GSLC",
  "GLDG",
  null,
  "AMZN",
  "VGT",
  null,
  "VTEB",
  "VOO",
  "WMT",
  null,
  null,
  "MTUM",
  null,
  "BRK-A",
  "BRK-B",
  "CVX",
  "CSCO",
  "RSP",
  "EFA",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "VTI",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 58
Total Value: 162846941
Accession Number: 0001172661-25-001723
Form Type: 13F-HR
CIK: bright-financial-advisors
Manager Name: Bright-Financial-Advisors

Data Enrichment

71% identified

41 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $162.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287226

Shares:327.2K

Value:$32.4M

% of Portfolio:19.9% ($32.4M/$162.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:61.1K

Value:$17.6M

% of Portfolio:10.8% ($17.6M/$162.8M)

46137V357

RSP|46137V357

Shares:88.2K

Value:$15.3M

% of Portfolio:9.4% ($15.3M/$162.8M)

464287200

IVV|464287200

Shares:19.8K

Value:$11.1M

% of Portfolio:6.8% ($11.1M/$162.8M)

464287804

IJR|464287804

Shares:89.1K

Value:$9.3M

% of Portfolio:5.7% ($9.3M/$162.8M)

STRYKER CORP

SYK|863667101

Shares:19.4K

Value:$7.2M

% of Portfolio:4.4% ($7.2M/$162.8M)

78467V400

Shares:151.3K

Value:$6.8M

% of Portfolio:4.2% ($6.8M/$162.8M)

464287507

IJH|464287507

Shares:86.5K

Value:$5.0M

% of Portfolio:3.1% ($5.0M/$162.8M)

98149E303

Shares:68.5K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$162.8M)

Apple Inc.

AAPL|037833100

Shares:19.0K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$162.8M)

33741X102

Shares:125.1K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$162.8M)

922908769

VTI|922908769

Shares:15.2K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$162.8M)

Eaton Corp plc

ETN|G29183103

Shares:11.9K

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$162.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$162.8M)

25434V591

Shares:60.1K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$162.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.9K

Value:$2.8M

% of Portfolio:1.7% ($2.8M/$162.8M)

46432F396

MTUM|46432F396

Shares:12.7K

Value:$2.6M

% of Portfolio:1.6% ($2.6M/$162.8M)

NVIDIA CORP

NVDA|67066G104

Shares:22.4K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$162.8M)

46138G649

Shares:10.8K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$162.8M)

92204A702

VGT|92204A702

Shares:3.5K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$162.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	327.2K	QoQ +2.07% (+6.7K) YoY +3.24% (+10.3K)	All Managers (Combined)	$32.4M	19.9% ($32.4M/$162.8M)	QoQ +4.20% (+$1.3M) YoY +7.00% (+$2.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	61.1K	QoQ +1.95% (+1.2K) YoY +1.98% (+1.2K)	All Managers (Combined)	$17.6M	10.8% ($17.6M/$162.8M)	QoQ +21.33% (+$3.1M) YoY +36.76% (+$4.7M)
(RSPcusip46137V357)	88.2K	QoQ +4.40% (+3.7K) YoY NEW(+88.2K)	All Managers (Combined)	$15.3M	9.4% ($15.3M/$162.8M)	QoQ +3.21% (+$476.4K) YoY NEW(+$15.3M)
(IVVcusip464287200)	19.8K	QoQ -0.05% (-10) YoY -14.89% (-3.5K)	All Managers (Combined)	$11.1M	6.8% ($11.1M/$162.8M)	QoQ -4.59% (-$535.3K) YoY +4.06% (-$433.8K)
(IJRcusip464287804)	89.1K	QoQ +4.24% (-3.6K) YoY NEW(+89.1K)	All Managers (Combined)	$9.3M	5.7% ($9.3M/$162.8M)	QoQ -5.39% (-$531.1K) YoY NEW(+$9.3M)
STRYKER CORP(SYKcusip863667101)	19.4K	QoQ +10.18% (+1.8K) YoY NEW(+19.4K)	All Managers (Combined)	$7.2M	4.4% ($7.2M/$162.8M)	QoQ +13.91% (+$881.4K) YoY NEW(+$7.2M)
(cusip78467V400)✕	151.3K	QoQ -2.21% (-3.4K) YoY -8.44% (-13.9K)	All Managers (Combined)	$6.8M	4.2% ($6.8M/$162.8M)	QoQ -0.79% (-$54.3K) YoY -2.54% (-$177.2K)
(IJHcusip464287507)	86.5K	QoQ -4.99% (-4.5K) YoY -42.42% (-63.7K)	All Managers (Combined)	$5.0M	3.1% ($5.0M/$162.8M)	QoQ -11.02% (-$625.4K) YoY -74.80% (-$15.0M)
(cusip98149E303)✕	68.5K	QoQ +0.12% (+85) YoY +16.03% (+9.5K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$162.8M)	QoQ +19.19% (+$682.4K) YoY +56.01% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	19.0K	QoQ -0.70% (-135) YoY +15.01% (+2.5K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$162.8M)	QoQ -11.92% (-$572.0K) YoY +48.54% (+$1.4M)
(cusip33741X102)✕	125.1K	QoQ +10.61% (+12.0K) YoY +337.63% (+96.5K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$162.8M)	QoQ +3.36% (+$136.5K) YoY +342.98% (+$3.2M)
(VTIcusip922908769)	15.2K	QoQ -1.73% (-269) YoY +23.29% (+2.9K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$162.8M)	QoQ -6.81% (-$305.5K) YoY +35.26% (+$1.1M)
Eaton Corp plc(ETNcusipG29183103)	11.9K	QoQ -1.90% (-231) YoY NEW(+11.9K)	All Managers (Combined)	$3.2M	2.0% ($3.2M/$162.8M)	QoQ -19.64% (-$791.7K) YoY NEW(+$3.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	2.0% ($3.2M/$162.8M)	QoQ +17.25% (+$470.1K) YoY +31.92% (+$772.9K)
(cusip25434V591)✕	60.1K	QoQ +8.91% (+4.9K) YoY +33.26% (+15.0K)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$162.8M)	QoQ +9.21% (+$257.1K) YoY +33.54% (+$765.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.9K	QoQ -9.02% (-589) YoY -5.71% (-360)	All Managers (Combined)	$2.8M	1.7% ($2.8M/$162.8M)	QoQ -16.55% (-$552.5K) YoY +3.50% (-$94.2K)
(MTUMcusip46432F396)	12.7K	QoQ -0.75% (-97) YoY NEW(+12.7K)	All Managers (Combined)	$2.6M	1.6% ($2.6M/$162.8M)	QoQ -3.05% (-$81.0K) YoY NEW(+$2.6M)
NVIDIA CORP(NVDAcusip67066G104)	22.4K	QoQ +0.12% (-28) YoY +905.52% (+20.1K)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$162.8M)	QoQ -19.19% (-$575.9K) YoY +28.36% (+$535.9K)
(cusip46138G649)✕	10.8K	QoQ +5.67% (-578) YoY +650.80% (+9.3K)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$162.8M)	QoQ -3.07% (-$65.9K) YoY +724.94% (+$1.8M)
(VGTcusip92204A702)	3.5K	QoQ 0.00% (-0) YoY -38.59% (-2.2K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$162.8M)	QoQ -12.77% (-$279.9K) YoY -6.06% (-$123.4K)