BRIGHT FINANCIAL ADVISORS, INC.
Filing Date
Global Rank
#6,213
/ 8,603
▲ 213
· as of Mar 2026
Top Industry
Semiconductors
22.2%
3Y Alpha vs SPY
+2.1%
Period ended 3 months ago
Filed May 14, 2026 · 56d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.0%
SPY
+44.1%
Annualised alpha
+2.2%
Max drawdown
−11.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.5%
+0.8 pts
Top 5
69.3%
−0.5 pts
Top 10
87.2%
−0.0 pts
HHI
1,443
Diversified+28
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.3% | $39,445,599 |
| Technology | 19.8% | $14,923,978 |
| Healthcare | 12.1% | $9,129,548 |
| Industrials | 6.5% | $4,881,143 |
| Consumer Cyclical | 2.5% | $1,902,406 |
| Consumer Defensive | 2.4% | $1,837,994 |
| Financial Services | 2.4% | $1,836,773 |
| Communication Services | 0.8% | $638,415 |
| Energy | 0.8% | $602,079 |
| Utilities | 0.3% | $216,698 |
| Basic Materials | 0.0% | $15,423 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | +1,170 | 2,910 | $602,079 | |
| SYK | Stryker Corp | +1,086 | 23,515 | $7,726,793 | |
| AAPL | Apple Inc. | +994 | 20,189 | $5,123,766 | |
| BRK-B | Berkshire Hathaway Inc | +805 | 3,833 | $1,836,773 | |
| GLDM | World Gold Trust | +738 | 85,526 | $7,927,404 | |
| SPY | Spdr S&P 500 ETF Trust | +539 | 3,831 | $2,491,452 | |
| IAU | Ishares Gold Trust | +423 | 17,962 | $1,583,529 | |
| MO | Altria Group, Inc. | +300 | 6,335 | $418,046 | |
| NVDA | Nvidia Corp | +245 | 44,371 | $7,738,302 | |
| NFLX | Netflix Inc | +106 | 2,256 | $216,914 | |
| CSCO | Cisco Systems, Inc. | +40 | 4,082 | $316,722 | |
| QQQ | Invesco Qqq Trust, Series 1 | +33 | 5,984 | $3,453,845 | |
| LLY | ELI LILLY & Co | +25 | 255 | $234,541 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −1,294 | 55,284 | $23,788,152 | |
| MSFT | Microsoft Corp | −513 | 1,804 | $667,786 | |
| SLV | iShares Silver Trust | −341 | 2,953 | $201,217 | |
| PM | Philip Morris International Inc. | −275 | 2,868 | $474,195 | |
| ETN | Eaton Corp plc | −188 | 11,529 | $4,123,577 | |
| AMZN | Amazon Com Inc | −86 | 6,921 | $1,441,436 | |
| ABBV | AbbVie Inc. | −16 | 1,354 | $294,481 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | 2,411 | $224,705 | |
| No positions match the current search. | ||||
34 positions ·
$75,430,056 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 55,284 | $23,788,152 | 31.54% | |
| GLDM |
World Gold Trust
|
Added | 85,526 | $7,927,404 | 10.51% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 44,371 | $7,738,302 | 10.26% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 23,515 | $7,726,793 | 10.24% | |
| AAPL |
Apple Inc.
Technology
|
Added | 20,189 | $5,123,766 | 6.79% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 11,529 | $4,123,577 | 5.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,984 | $3,453,845 | 4.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,831 | $2,491,452 | 3.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,833 | $1,836,773 | 2.44% | |
| IAU |
Ishares Gold Trust
|
Added | 17,962 | $1,583,529 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,921 | $1,441,436 | 1.91% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,804 | $667,786 | 0.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 5,268 | $654,707 | 0.87% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 5,216 | $616,583 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,910 | $602,079 | 0.80% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 763 | $540,554 | 0.72% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,868 | $474,195 | 0.63% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 3,936 | $466,888 | 0.62% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,240 | $460,970 | 0.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 6,335 | $418,046 | 0.55% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,547 | $374,977 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,082 | $316,722 | 0.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,354 | $294,481 | 0.39% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,015 | $291,046 | 0.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,052 | $257,150 | 0.34% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 761 | $235,537 | 0.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 255 | $234,541 | 0.31% | |
| RTX |
RTX Corp
Industrials
|
NEW | 1,125 | $217,012 | 0.29% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 2,256 | $216,914 | 0.29% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 776 | $216,698 | 0.29% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,295 | $215,609 | 0.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 716 | $205,892 | 0.27% | |
| SLV |
iShares Silver Trust
|
Reduced | 2,953 | $201,217 | 0.27% | |
| GLDG |
GoldMining Inc.
Basic Materials
|
Held | 12,961 | $15,423 | 0.02% |