BRIGHT FINANCIAL ADVISORS, INC.

CIK

2022456

Location

Portage, MI

Portfolio Value

Micro $84,214,756

Diversification

Diversified

Filing Date

Global Rank

#6,391 / 8,650 ▲ 48

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

+26.2%

Period ended 54 days ago

Filed Aug 11, 2026 · 12d

10 quarters · since Mar 2024

Clone Performance

May 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+131.5%

SPY

+44.5%

Annualised alpha

+27.1%

Max drawdown

−11.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.4%

−5.4 pts

Top 5

60.3%

−5.3 pts

Top 10

83.9%

−2.1 pts

HHI

1,033

Diversified−245

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.3%	$35,626,044	5
Technology	21.1%	$17,795,630	10
Healthcare	10.4%	$8,730,436	5
Financial Services	9.3%	$7,790,320	2
Industrials	7.9%	$6,679,767	4
Energy	2.7%	$2,237,062	2
Consumer Cyclical	2.5%	$2,125,572	2
Consumer Defensive	2.5%	$2,073,328	5
Communication Services	1.4%	$1,144,803	2
Basic Materials	0.0%	$11,794	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+5,875	91,401	$7,259,067
XOM	ExxonMobil Holdings Corp	+3,036	11,537	$1,577,338
VZ	Verizon Communications Inc	+2,480	6,775	$286,853
CVX	Chevron Corp	+1,070	3,980	$659,724
BRK-B	Berkshire Hathaway Inc	+847	4,687	$7,583,775
ETN	Eaton Corp plc	+526	12,055	$5,136,876
ABBV	AbbVie Inc.	+304	1,658	$417,219
IBM	International Business Machines Corp	+240	1,787	$502,522
RTX	RTX Corp	+183	1,308	$248,166
CSCO	Cisco Systems, Inc.	+40	4,122	$484,170
IAU	Ishares Gold Trust	+37	17,999	$1,359,104
SHOP	Shopify Inc.	+20	3,956	$451,696
PM	Philip Morris International Inc.	+1	2,869	$519,030
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−1,689	53,595	$19,743,326
MSFT	Microsoft Corp	−389	1,415	$527,823
AMZN	Amazon Com Inc	−191	6,730	$1,604,028
NVDA	Nvidia Corp	−152	44,219	$8,847,779
SYK	Stryker Corp	−121	23,394	$7,365,366
AAPL	Apple Inc.	−24	20,165	$5,834,944
QQQ	Invesco Qqq Trust, Series 1	−4	5,980	$4,403,672
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ROK	Rockwell Automation, Inc	974	$482,207
AMD	Advanced Micro Devices Inc	681	$395,599
PANW	Palo Alto Networks Inc	694	$236,667
TWLO	Twilio Inc	1,100	$226,963
JPM	Jpmorgan Chase & Co	631	$206,545
TGT	Target Corp	1,580	$206,363
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	2,256	$216,914
CEG	Constellation Energy Corp	776	$216,698
SLV	iShares Silver Trust	2,953	$201,217
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $84,214,756 total · filing declares 72 positions · $238,862,071 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	53,595	-1,689	$19,743,326	−17.0%	23.44%
NVDA	Nvidia Corp Technology	Reduced	44,219	-152	$8,847,779	+14.3%	10.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,687	+847	$7,583,775	+10.5%	9.01%
SYK	Stryker Corp Healthcare	Reduced	23,394	-121	$7,365,366	−4.7%	8.75%
GLDM	World Gold Trust	Added	91,401	+5,875	$7,259,067	−8.4%	8.62%
AAPL	Apple Inc. Technology	Reduced	20,165	-24	$5,834,944	+13.9%	6.93%
ETN	Eaton Corp plc Industrials	Added	12,055	+526	$5,136,876	+24.6%	6.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,980	-4	$4,403,672	+27.5%	5.23%
SPY	Spdr S&P 500 ETF Trust	Held	3,831	0	$2,860,875	+14.8%	3.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,730	-191	$1,604,028	+11.3%	1.90%
XOM	ExxonMobil Holdings Corp Energy	Added	11,537	+3,036	$1,577,338	+9.4%	1.87%
IAU	Ishares Gold Trust	Added	17,999	+37	$1,359,104	−14.2%	1.61%
GOOGL	Alphabet Inc. Communication Services	Held	2,420	0	$857,950	+23.5%	1.02%
CAT	Caterpillar Inc Industrials	Held	763	0	$812,518	+50.3%	0.96%
CVX	Chevron Corp Energy	Added	3,980	+1,070	$659,724	+9.6%	0.78%
WMT	Walmart Inc. Consumer Defensive	Held	5,268	0	$596,653	−8.9%	0.71%
MSFT	Microsoft Corp Technology	Reduced	1,415	-389	$527,823	−21.0%	0.63%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,240	0	$521,544	+13.1%	0.62%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,869	+1	$519,030	+9.5%	0.62%
IBM	International Business Machines Corp Technology	Added	1,787	+240	$502,522	+34.0%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	4,122	+40	$484,170	+52.9%	0.57%
ROK	Rockwell Automation, Inc Industrials	NEW	974	NEW	$482,207	NEW	0.57%
MO	Altria Group, Inc. Consumer Defensive	Held	6,335	0	$455,803	+9.0%	0.54%
SHOP	Shopify Inc. Technology	Added	3,956	+20	$451,696	−3.3%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	1,658	+304	$417,219	+41.7%	0.50%
AMD	Advanced Micro Devices Inc Technology	NEW	681	NEW	$395,599	NEW	0.47%
ZTS	Zoetis Inc. Healthcare	Held	5,216	0	$374,821	−39.2%	0.45%
LLY	ELI LILLY & Co Healthcare	Held	255	0	$305,854	+30.4%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,015	0	$295,479	+1.5%	0.35%
AVGO	Broadcom Inc. Technology	Held	761	0	$287,467	+22.0%	0.34%
VZ	Verizon Communications Inc Communication Services	Added	6,775	+2,480	$286,853	+33.0%	0.34%
JNJ	Johnson & Johnson Healthcare	Held	1,052	0	$267,176	+3.9%	0.32%
RTX	RTX Corp Industrials	Added	1,308	+183	$248,166	+14.4%	0.29%
PANW	Palo Alto Networks Inc Technology	NEW	694	NEW	$236,667	NEW	0.28%
TWLO	Twilio Inc Technology	NEW	1,100	NEW	$226,963	NEW	0.27%
JPM	Jpmorgan Chase & Co Financial Services	NEW	631	NEW	$206,545	NEW	0.25%
TGT	Target Corp Consumer Defensive	NEW	1,580	NEW	$206,363	NEW	0.25%
GLDG	GoldMining Inc. Basic Materials	Held	12,961	0	$11,794	−23.5%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.