BRIGHT FINANCIAL ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Portage, MI
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$238,862
Net value change ($000)
+20,619 (9.4%)
New positions
9
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,984 23.8%
IJR 2,622 22.7%
IVV 2,008 14.3%
IJH 1,400 19.1%
QQQM 1,246 33.3%
MTUM 1,117 39.3%
NVDA 1,110 14.3%
ETN 1,013 24.6%
VGT 990 37.1%
SOXX 957 94.9%
Top Reduces (Value $000, Stocks/ETFs)
GLD -4,045 -17.0%
GLDM -668 -8.4%
FBND -416 -20.7%
SYK -361 -4.7%
ZTS -242 -39.2%
IAU -225 -14.2%
CEG -217 -100.0%
NFLX -217 -100.0%
FTGC -207 -100.0%
SLV -201 -100.0%
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