BRIGHT FINANCIAL ADVISORS, INC.

Q4 2025 13F-HR Holdings

Location
Portage, MI
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$211,741
Net value change ($000)
+7,159 (3.5%)
New positions
5
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 1,380 NEW
SDVY 1,029 20.6%
GLD 1,005 4.7%
IVV 992 7.4%
GLDM 905 14.3%
QQQM 514 16.8%
IJH 451 7.1%
RSP 444 2.3%
AAPL 379 7.8%
IJR 343 3.3%
Top Reduces (Value $000, Stocks/ETFs)
ETN -689 -15.6%
SYK -407 -4.9%
NVDA -376 -4.4%
KEL -351 -100.0%
MTUM -249 -7.8%
FTGC -226 -100.0%
DUSB -225 -5.3%
ARKK -218 -100.0%
GAL -170 -1.9%
ZTS -107 -14.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type