BRIGHT FINANCIAL ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Portage, MI
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$218,243
Net value change ($000)
+6,502 (3.1%)
New positions
5
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RSP 1,490 7.7%
GLD 1,366 6.1%
SDVY 1,172 19.5%
XOM 750 108.4%
GLDM 689 9.5%
IJR 683 6.3%
IJH 507 7.4%
ETN 392 10.5%
CVX 337 127.2%
BRK-B 315 20.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -492 -6.0%
MSFT -453 -40.4%
BND -334 -100.0%
IVV -323 -2.2%
VTI -320 -6.3%
BRK-B -257 -4.9%
WFC -225 -100.0%
MINT -203 -100.0%
QQQ -202 -5.5%
VGT -195 -6.8%
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