Bright Financial Advisors, Inc. Portfolio Holdings

Bright Financial Advisors, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $35.7B, Spdr Gold Trust with a value of $22.4B, Invesco S&P 500 Equal Weight E with a value of $19.5B, Ishares Core S&P 500 ETF with a value of $14.4B, and Ishares Core S&P Sm Cap ETF with a value of $10.8B.

Examining the 13F form we can see an increase of $7.16B in the current position value, from $205B to 212B.

Bright Financial Advisors, Inc. is based out at Portage, MI

Below you can find more details about Bright Financial Advisors, Inc. portfolio as well as his latest detailed transactions.