Bright Financial Advisors, Inc.

13F filer · CIK 0002022456

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$239MU.S. long equity reported on 13F

Positions436 new · 4 closed

Net flow last quarter+$2.15MBuys minus sells

Top 10 positions weight28.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202643 positions
GLDSPDR Gold Trust	$19.7M	8.27%	0.01%	-3.1%	Q2 2024
NVDANvidia Corp	$8.85M	3.70%	0.00%	-0.3%	Q2 2024
SYKStryker Corp	$7.37M	3.08%	0.01%	-0.5%	Q2 2024
GLDMWorld Gold Trust	$7.26M	3.04%	0.03%	+6.9%	Q2 2024
AAPLApple Inc.	$5.84M	2.44%	0.00%	-0.1%	Q2 2024
BRK.ABerkshire Hathaway Inc	$5.24M	2.19%	Not reported	Not reported	Q2 2024
ETNEaton Corp plc	$5.14M	2.15%	0.00%	+4.6%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$4.4M	1.84%	Not reported	-0.1%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.86M	1.20%	Not reported	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.34M	0.98%	Not reported	+22.1%	Q2 2024
NOBLNoble International, Ltd.	$1.88M	0.79%	Not reported	-0.5%	Q2 2024
AMZNAmazon Com Inc	$1.6M	0.67%	0.00%	-2.8%	Q2 2024
XOMExxonMobil Holdings Corp	$1.58M	0.66%	0.00%	+35.7%	Q2 2024
IAUIshares Gold Trust	$1.36M	0.57%	0.00%	+0.2%	Q2 2024
CATCaterpillar Inc	$813K	0.34%	0.00%	Not reported	Q2 2024
CVXChevron Corp	$660K	0.28%	0.00%	+36.8%	Q1 2025
GOOGAlphabet Inc.	$602K	0.25%	Not reported	Not reported	Q3 2024
WMTWalmart Inc.	$597K	0.25%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$528K	0.22%	0.00%	-21.6%	Q2 2024
TSLATesla, Inc.	$522K	0.22%	0.00%	Not reported	Q2 2024
PMPhilip Morris International Inc.	$519K	0.22%	0.00%	0.0%	Q1 2025
IBMInternational Business Machines Corp	$503K	0.21%	0.00%	+15.5%	Q2 2024
CSCOCisco Systems, Inc.	$484K	0.20%	0.00%	+1.0%	Q1 2025
ROKRockwell Automation, Inc	$482K	0.20%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$456K	0.19%	0.00%	Not reported	Q3 2025
SHOPShopify Inc.	$452K	0.19%	0.00%	+0.5%	Q2 2024
ABBVAbbVie Inc.	$417K	0.17%	0.00%	+22.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$396K	0.17%	0.00%	New	Q2 2026
SMHMarket Vectors ETF Trust	$380K	0.16%	Not reported	Not reported	Q4 2025
ZTSZoetis Inc.	$375K	0.16%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$306K	0.13%	0.00%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$296K	0.12%	0.00%	Not reported	Q2 2024
SKYYSkye International, Inc	$288K	0.12%	Not reported	Not reported	Q3 2024
AVGOBroadcom Inc.	$287K	0.12%	0.00%	Not reported	Q1 2026
VZVerizon Communications Inc	$287K	0.12%	0.00%	+57.7%	Q1 2026
JNJJohnson & Johnson	$267K	0.11%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$256K	0.11%	0.00%	Not reported	Q1 2026
RTXRTX Corp	$248K	0.10%	0.00%	+16.3%	Q1 2026
PANWPalo Alto Networks Inc	$237K	0.10%	0.00%	New	Q2 2026
TWLOTwilio Inc	$227K	0.10%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$207K	0.09%	0.00%	New	Q2 2026
TGTTarget Corp	$206K	0.09%	0.00%	Not reported	Q2 2024
GLDGGoldMining Inc.	$11.8K	0.00%	0.01%	Not reported	Q2 2024
Q1 2026Reported May 14, 202641 positions
GLDSPDR Gold Trust	$23.8M	10.90%	0.01%	-2.3%	Q2 2024
GLDMWorld Gold Trust	$7.93M	3.63%	0.03%	+0.9%	Q2 2024
NVDANvidia Corp	$7.74M	3.55%	0.00%	+0.6%	Q2 2024
SYKStryker Corp	$7.73M	3.54%	0.01%	+4.8%	Q2 2024
AAPLApple Inc.	$5.12M	2.35%	0.00%	+5.2%	Q2 2024
BRK.ABerkshire Hathaway Inc	$5.03M	2.30%	Not reported	Not reported	Q2 2024
ETNEaton Corp plc	$4.12M	1.89%	0.00%	-1.6%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.45M	1.58%	Not reported	+0.6%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.49M	1.14%	Not reported	+16.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.84M	0.84%	Not reported	+26.6%	Q2 2024
NOBLNoble International, Ltd.	$1.78M	0.82%	Not reported	-1.2%	Q2 2024
IAUIshares Gold Trust	$1.58M	0.73%	0.00%	+2.4%	Q2 2024
XOMExxonMobil Holdings Corp	$1.44M	0.66%	0.00%	+47.9%	Q2 2024
AMZNAmazon Com Inc	$1.44M	0.66%	0.00%	-1.2%	Q2 2024
MSFTMicrosoft Corp	$668K	0.31%	0.00%	-22.1%	Q2 2024
WMTWalmart Inc.	$655K	0.30%	0.00%	Not reported	Q2 2024
ZTSZoetis Inc.	$617K	0.28%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$602K	0.28%	0.00%	+67.2%	Q1 2025
CATCaterpillar Inc	$541K	0.25%	0.00%	Not reported	Q2 2024
GOOGAlphabet Inc.	$489K	0.22%	Not reported	-1.3%	Q3 2024
PMPhilip Morris International Inc.	$474K	0.22%	0.00%	-8.8%	Q1 2025
SHOPShopify Inc.	$467K	0.21%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$461K	0.21%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$418K	0.19%	0.00%	+5.0%	Q3 2025
IBMInternational Business Machines Corp	$375K	0.17%	0.00%	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$317K	0.15%	0.00%	+1.0%	Q1 2025
ABBVAbbVie Inc.	$294K	0.13%	0.00%	-1.2%	Q3 2024
PGPROCTER & GAMBLE Co	$291K	0.13%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$257K	0.12%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$236K	0.11%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$235K	0.11%	0.00%	+10.9%	Q4 2025
SKYYSkye International, Inc	$234K	0.11%	Not reported	Not reported	Q3 2024
SMHMarket Vectors ETF Trust	$222K	0.10%	Not reported	Not reported	Q4 2025
RTXRTX Corp	$217K	0.10%	0.00%	New	Q1 2026
NFLXNetflix Inc	$217K	0.10%	0.00%	+4.9%	Q1 2025
CEGConstellation Energy Corp	$217K	0.10%	0.00%	Not reported	Q3 2025
VZVerizon Communications Inc	$216K	0.10%	0.00%	New	Q1 2026
FTGCSynergetics, Inc.	$207K	0.09%	Not reported	Not reported	Q3 2025
GOOGLAlphabet Inc.	$206K	0.09%	0.00%	New	Q1 2026
SLViShares Silver Trust	$201K	0.09%	0.00%	-10.4%	Q4 2025
GLDGGoldMining Inc.	$15.4K	0.01%	0.01%	Not reported	Q2 2024
Q4 2025Reported Jan 23, 202637 positions
GLDSPDR Gold Trust	$22.4M	10.59%	0.02%	-6.1%	Q2 2024
NVDANvidia Corp	$8.23M	3.89%	0.00%	-4.3%	Q2 2024
SYKStryker Corp	$7.88M	3.72%	0.01%	0.0%	Q2 2024
GLDMWorld Gold Trust	$7.24M	3.42%	0.03%	+2.4%	Q2 2024
BRK.ABerkshire Hathaway Inc	$5.28M	2.50%	Not reported	Not reported	Q2 2024
AAPLApple Inc.	$5.22M	2.46%	0.00%	+1.0%	Q2 2024
ETNEaton Corp plc	$3.73M	1.76%	0.00%	-0.8%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.66M	1.73%	Not reported	-0.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.24M	1.06%	Not reported	-1.6%	Q2 2024
NOBLNoble International, Ltd.	$1.77M	0.84%	Not reported	-1.3%	Q2 2024
AMZNAmazon Com Inc	$1.62M	0.76%	0.00%	+0.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.52M	0.72%	Not reported	-2.6%	Q2 2024
IAUIshares Gold Trust	$1.42M	0.67%	0.00%	-2.0%	Q2 2024
MSFTMicrosoft Corp	$1.12M	0.53%	0.00%	+19.8%	Q2 2024
XOMExxonMobil Holdings Corp	$692K	0.33%	0.00%	-5.7%	Q2 2024
ZTSZoetis Inc.	$656K	0.31%	0.00%	Not reported	Q4 2024
SHOPShopify Inc.	$634K	0.30%	0.00%	Not reported	Q2 2024
WMTWalmart Inc.	$587K	0.28%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$558K	0.26%	0.00%	Not reported	Q2 2024
GOOGAlphabet Inc.	$542K	0.26%	Not reported	+28.6%	Q3 2024
PMPhilip Morris International Inc.	$504K	0.24%	0.00%	0.0%	Q1 2025
IBMInternational Business Machines Corp	$458K	0.22%	0.00%	-3.0%	Q2 2024
CATCaterpillar Inc	$437K	0.21%	0.00%	-6.4%	Q2 2024
MOAltria Group, Inc.	$348K	0.16%	0.00%	Not reported	Q3 2025
ABBVAbbVie Inc.	$313K	0.15%	0.00%	-6.8%	Q3 2024
CSCOCisco Systems, Inc.	$311K	0.15%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$289K	0.14%	0.00%	Not reported	Q2 2024
SKYYSkye International, Inc	$279K	0.13%	Not reported	+2.4%	Q3 2024
CEGConstellation Energy Corp	$274K	0.13%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$265K	0.13%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$247K	0.12%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$225K	0.11%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$218K	0.10%	0.00%	-22.3%	Q1 2025
SLViShares Silver Trust	$212K	0.10%	0.00%	New	Q4 2025
SMHMarket Vectors ETF Trust	$208K	0.10%	Not reported	New	Q4 2025
NFLXNetflix Inc	$202K	0.10%	0.00%	Not reported	Q1 2025
GLDGGoldMining Inc.	$16.2K	0.01%	0.01%	Not reported	Q2 2024
Q3 2025Reported Nov 10, 202535 positions
GLDSPDR Gold Trust	$21.4M	10.47%	0.02%	-0.8%	Q2 2024
NVDANvidia Corp	$8.61M	4.21%	0.00%	+105.5%	Q2 2024
SYKStryker Corp	$8.29M	4.05%	0.01%	+0.4%	Q2 2024
GLDMWorld Gold Trust	$6.33M	3.10%	0.03%	+19.6%	Q2 2024
BRK.ABerkshire Hathaway Inc	$5.28M	2.58%	Not reported	Not reported	Q2 2024
AAPLApple Inc.	$4.84M	2.37%	0.00%	-0.5%	Q2 2024
ETNEaton Corp plc	$4.42M	2.16%	0.00%	Not reported	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.58M	1.75%	Not reported	+0.5%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.23M	1.09%	Not reported	Not reported	Q2 2024
NOBLNoble International, Ltd.	$1.77M	0.87%	Not reported	-0.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.56M	0.76%	Not reported	-2.5%	Q2 2024
AMZNAmazon Com Inc	$1.53M	0.75%	0.00%	+1.3%	Q2 2024
IAUIshares Gold Trust	$1.3M	0.64%	0.00%	-2.1%	Q2 2024
MSFTMicrosoft Corp	$1M	0.49%	0.00%	+97.0%	Q2 2024
ZTSZoetis Inc.	$763K	0.37%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$687K	0.34%	0.00%	-3.1%	Q2 2024
SHOPShopify Inc.	$585K	0.29%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$551K	0.27%	0.00%	-2.9%	Q2 2024
WMTWalmart Inc.	$543K	0.27%	0.00%	Not reported	Q2 2024
PMPhilip Morris International Inc.	$510K	0.25%	0.00%	+93.8%	Q1 2025
IBMInternational Business Machines Corp	$450K	0.22%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$399K	0.19%	0.00%	New	Q3 2025
CATCaterpillar Inc	$389K	0.19%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$340K	0.17%	0.00%	+14.2%	Q3 2024
GOOGAlphabet Inc.	$327K	0.16%	Not reported	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$310K	0.15%	0.00%	Not reported	Q2 2024
SKYYSkye International, Inc	$281K	0.14%	Not reported	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$277K	0.14%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$270K	0.13%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$258K	0.13%	0.00%	Not reported	Q1 2025
CEGConstellation Energy Corp	$255K	0.12%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$251K	0.12%	0.00%	Not reported	Q1 2025
FTGCSynergetics, Inc.	$226K	0.11%	Not reported	New	Q3 2025
WFCWells Fargo & Company	$202K	0.10%	0.00%	New	Q3 2025
GLDGGoldMining Inc.	$15.9K	0.01%	0.01%	Not reported	Q2 2024

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