Daybright Advisory Services, Inc.

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$361,336
Net value change ($000)
-13,495 (-3.6%)
New positions
8
Sold out positions
8
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 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)
MU 3,074 234.1%
AGG 1,643 4.9%
VOO 736 9.8%
SCHE 438 NEW
DVY 382 6.8%
HYDB 341 5.5%
TRUT 286 NEW
NLR 274 NEW
JMUB 260 21.9%
XOM 252 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,266 -6.0%
APP -2,200 -86.2%
JPST -2,175 -23.5%
MSFT -2,053 -22.8%
IVV -1,955 -3.5%
FBCG -1,267 -7.5%
GOOGL -987 -8.5%
META -932 -13.9%
AMZN -716 -14.5%
SCHG -691 -10.3%
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