BRIGHT FINANCIAL ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Portage, MI
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$239,012
Net value change ($000)
+150 (0.1%)
New positions
2
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 1,711 NEW
NVDA 1,262 14.3%
AAPL 880 15.1%
FBND 879 55.3%
GLD 665 3.4%
FEGE 505 74.3%
GLDM 481 6.6%
DUSB 303 7.6%
IVV 295 1.8%
FTGC 221 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,577 -100.0%
AGG -1,289 -3.5%
IJR -942 -6.7%
SYK -792 -10.8%
BRK-B -499 -21.3%
IJH -440 -5.0%
RSP -320 -1.2%
MTUM -319 -8.1%
VZ -287 -100.0%
SDVY -218 -2.8%
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