Bright Financial Advisors, Inc. Portfolio Holdings

Bright Financial Advisors, Inc.

  • $205 Billion
  • Q3 2025

Bright Financial Advisors, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 63 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 $35.4B, Spdr Gold Trust with a value of $21.4B, Invesco S&P 500 Equal Weight E with a value of $19B, Ishares Core S&P 500 ETF with a value of $13.4B, and Ishares Core S&P Sm Cap ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $180B to 205B.

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.

Portfolio value $205 Billion
ETFs: $157 Billion
Technology: $15.8 Billion
Healthcare: $9.64 Billion
Financial Services: $7.04 Billion
Industrials: $4.81 Billion
Consumer Defensive: $2.11 Billion
Consumer Cyclical: $2.08 Billion
Energy: $957 Million
Other: $856 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$8.29 Billion 4.05% of portfolio
22,427
Q3 2025 Added 0.37%
$140B
$4.42 Billion 2.16% of portfolio
11,812
Q2 2025 Reduced 0.82%
$55.6B
$763 Million 0.37% of portfolio
5,216
Q4 2024 New
$174B
$585 Million 0.29% of portfolio
3,936
Q2 2024 Added 11.5%
$104B
$399 Million 0.19% of portfolio
6,035
Q3 2025 New
$28.3B
$351 Million 0.17% of portfolio
4,279
Q3 2025 Added 19.66%
$49.1B
$258 Million 0.13% of portfolio
215
Q1 2025 New
$111B
$255 Million 0.12% of portfolio
776
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $205 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email