BRIGHT FINANCIAL ADVISORS, INC.

Registered adviser

CIK

2022456

Location

Portage, MI

Portfolio Value

Small $205,844,644

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,945 / 8,827 ▼ 113 · as of Jun 2026

Top Industry

Semiconductors 21.9%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

11 quarters · since Mar 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107931

Roster of Nov 1, 2026

Regulatory AUM

$725,469,127

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$725,469,127	Individuals and high net worth (100%)
Mar 2025 to Jan 2026	$570,094,623	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$489,227,164	Individuals and high net worth (100%)
May 2023 to Feb 2024	$398,593,407	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$398,593,407	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$412,919,402	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.3% of the book (60%+)

Turnover

Low turnover

4.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 79.6%; sector active share 64.7% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

72 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.9%

+4.3 pts

Top 5

62.8%

+0.6 pts

Top 10

79.2%

+1.9 pts

HHI

1,828

Moderately concentrated+270

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.1%	$156,708,264	37
Technology	9.7%	$19,995,598	10
Healthcare	3.9%	$7,953,694	5
Financial Services	3.5%	$7,291,287	4
Industrials	3.1%	$6,429,435	4
Energy	1.2%	$2,481,882	2
Consumer Cyclical	1.0%	$2,105,631	2
Consumer Defensive	1.0%	$2,062,010	5
Communication Services	0.4%	$804,486	2
Basic Materials	0.0%	$12,357	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
FBND	Fidelity Total Bond ETF	+22,066	56,987	$2,467,537
FEGE	First Eagle Global Equity ETF	+9,720	23,612	$1,185,086
DUSB	Dimensional Ultrashort Fixed Income ETF	+6,447	84,492	$4,266,001
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+6,184	189,499	$7,689,869
AGG	iShares Core U.S. Aggregate Bond ETF	+3,783	374,575	$35,412,320
GLDM	World Gold Trust	+2,786	94,187	$7,740,287
IJH	iShares Core S&P Mid-Cap ETF	+2,001	115,233	$8,291,014
IJR	iShares Core S&P Small-Cap ETF	+1,690	97,121	$13,212,340
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+1,438	6,568	$326,363
RSP	Victory Portfolios II	+1,247	123,113	$0
QQQM	Invesco Ltd.	+531	17,000	$0
SYK	Stryker Corp	+476	23,870	$6,573,559
NVDA	Nvidia Corp	+51	44,270	$10,110,382
JPM	Jpmorgan Chase & Co	+32	663	$219,340
SOXX	iShares Semiconductor ETF	+27	3,094	$1,759,372
DFCF	Dimensional Core Fixed Income ETF	+14	10,003	$401,320
LLY	ELI LILLY & Co	+7	262	$303,154
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3	30,622	$3,848,266
JNJ	Johnson & Johnson	+1	1,053	$278,771
PM	Philip Morris International Inc.	+1	2,870	$547,653
CAT	Caterpillar Inc	+1	764	$619,443
ABBV	AbbVie Inc.	+1	1,659	$433,977
SMH	VanEck Semiconductor ETF	+1	579	$352,611
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GAL	State Street(R) Global Allocation ETF	−2,029	168,991	$8,858,508
XOM	ExxonMobil Holdings Corp	−1,024	10,513	$1,710,990
BRK-B	Berkshire Hathaway Inc	−979	3,701	$1,842,912
SGOV	iShares 0-3 Month Treasury Bond ETF	−687	12,260	$1,234,336
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−380	14,105	$5,278,655
MSFT	Microsoft Corp	−367	1,048	$537,519
IBM	International Business Machines Corp	−240	1,547	$340,231
IAU	Ishares Gold Trust	−231	17,768	$1,387,680
CVX	Chevron Corp	−205	3,775	$770,892
SHY	iShares 1-3 Year Treasury Bond ETF	−170	8,855	$719,026
—		−146	33,300	$0
QQQ	Invesco Qqq Trust, Series 1	−99	5,881	$4,350,587
EFA	iShares MSCI EAFE ETF	−98	11,264	$1,170,216
IVV	iShares Core S&P 500 ETF	−87	21,337	$16,340,941
ROK	Rockwell Automation, Inc	−85	889	$387,008
MTUM	iShares MSCI USA Momentum Factor ETF	−77	11,471	$3,640,207
GOOG	Alphabet Inc.	−64	1,640	$558,813
SPY	Spdr S&P 500 ETF Trust	−35	3,796	$2,894,943
AMD	Advanced Micro Devices Inc	−25	656	$401,314
TSLA	Tesla, Inc.	−25	1,215	$431,094
AVGO	Broadcom Inc.	−12	749	$263,041
GLD	Spdr Gold Trust	−9	53,586	$20,407,692
AMZN	Amazon Com Inc	−9	6,721	$1,674,537
VOO	VANGUARD 500 INDEX FUND	−3	712	$499,012
GOOGL	Alphabet Inc.	−2	714	$245,673
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FTGC	First Trust Global Tactical Commodity Strategy Fund	7,215	$220,706
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
VZ	Verizon Communications Inc	6,775	$286,853
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $205,844,644 total · filing declares 72 positions · $239,011,562 · as of Sep 30, 2026

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

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGG	iShares Core U.S. Aggregate Bond ETF	Added	374,575	+3,783	$35,412,320	−3.5%	17.20%
GLD	Spdr Gold Trust	Reduced	53,586	-9	$20,407,692	+3.4%	9.91%
IVV	iShares Core S&P 500 ETF	Reduced	21,337	-87	$16,340,941	+1.8%	7.94%
IJR	iShares Core S&P Small-Cap ETF	Added	97,121	+1,690	$13,212,340	−6.6%	6.42%
NVDA	Nvidia Corp Technology	Added	44,270	+51	$10,110,382	+14.3%	4.91%
GAL	State Street(R) Global Allocation ETF	Reduced	168,991	-2,029	$8,858,508	−2.0%	4.30%
IJH	iShares Core S&P Mid-Cap ETF	Added	115,233	+2,001	$8,291,014	−5.0%	4.03%
GLDM	World Gold Trust	Added	94,187	+2,786	$7,740,287	+6.6%	3.76%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	189,499	+6,184	$7,689,869	−2.8%	3.74%
AAPL	Apple Inc. Technology	Held	20,165	0	$6,715,348	+15.1%	3.26%
SYK	Stryker Corp Healthcare	Added	23,870	+476	$6,573,559	−10.8%	3.19%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	14,105	-380	$5,278,655	−1.5%	2.56%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	7	0	$5,229,035	−0.2%	2.54%
ETN	Eaton Corp plc Industrials	Held	12,055	0	$5,180,154	+0.8%	2.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,881	-99	$4,350,587	−1.2%	2.11%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	84,492	+6,447	$4,266,001	+7.6%	2.07%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	30,622	+3	$3,848,266	+5.2%	1.87%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	11,471	-77	$3,640,207	−8.1%	1.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,796	-35	$2,894,943	+1.2%	1.41%
FBND	Fidelity Total Bond ETF	Added	56,987	+22,066	$2,467,537	+55.3%	1.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,701	-979	$1,842,912	−21.3%	0.90%
SOXX	iShares Semiconductor ETF	Added	3,094	+27	$1,759,372	−10.5%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,513	-1,024	$1,710,990	+8.5%	0.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,721	-9	$1,674,537	+4.4%	0.81%
IAU	Ishares Gold Trust	Reduced	17,768	-231	$1,387,680	+2.1%	0.67%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	12,260	-687	$1,234,336	−5.3%	0.60%
FEGE	First Eagle Global Equity ETF	Added	23,612	+9,720	$1,185,086	+74.4%	0.58%
EFA	iShares MSCI EAFE ETF	Reduced	11,264	-98	$1,170,216	−0.9%	0.57%
CVX	Chevron Corp Energy	Reduced	3,775	-205	$770,892	+16.9%	0.37%
VHT	VANGUARD HEALTH CARE INDEX FUND	Held	2,365	0	$747,529	+5.7%	0.36%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	8,855	-170	$719,026	−3.0%	0.35%
CAT	Caterpillar Inc Industrials	Added	764	+1	$619,443	−23.8%	0.30%
SHOP	Shopify Inc. Technology	Held	3,956	0	$586,674	+29.9%	0.29%
GOOG	Alphabet Inc. Communication Services	Reduced	1,640	-64	$558,813	−7.2%	0.27%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,870	+1	$547,653	+5.5%	0.27%
WMT	Walmart Inc. Consumer Defensive	Held	5,268	0	$547,450	−8.2%	0.27%
MSFT	Microsoft Corp Technology	Reduced	1,048	-367	$537,519	+1.8%	0.26%
VOO	VANGUARD 500 INDEX FUND	Reduced	712	-3	$499,012	+1.6%	0.24%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Held	2,115	0	$489,093	−18.5%	0.24%
CSCO	Cisco Systems, Inc. Technology	Held	4,122	0	$443,650	−8.4%	0.22%
ABBV	AbbVie Inc. Healthcare	Added	1,659	+1	$433,977	+4.0%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,215	-25	$431,094	−17.3%	0.21%
MO	Altria Group, Inc. Consumer Defensive	Held	6,335	0	$426,598	−6.4%	0.21%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Held	2,216	0	$422,347	+3.6%	0.21%
DFCF	Dimensional Core Fixed Income ETF	Added	10,003	+14	$401,320	−4.8%	0.19%
AMD	Advanced Micro Devices Inc Technology	Reduced	656	-25	$401,314	+1.4%	0.19%
ROK	Rockwell Automation, Inc Industrials	Reduced	889	-85	$387,008	−19.7%	0.19%
ZTS	Zoetis Inc. Healthcare	Held	5,216	0	$364,233	−2.8%	0.18%
SMH	VanEck Semiconductor ETF	Added	579	+1	$352,611	−7.0%	0.17%
IBM	International Business Machines Corp Technology	Reduced	1,547	-240	$340,231	−32.3%	0.17%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.