BRIGHT FINANCIAL ADVISORS, INC.
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 238,862
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 72 | 238,862 | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. |
| Q1 2026 | 5/14/2026 | 67 | 218,243 | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. |
| Q4 2025 | 1/23/2026 | 65 | 211,741 | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. |
| Q3 2025 | 11/10/2025 | 63 | 204,582 | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. |
| Q2 2025 | 7/16/2025 | 55 | 180,210 | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.84 K | 20.9% | 6.174 K | 0 | 6.174 K |
| ETFs | 189 K | 79.1% | 14.45 K | 0 | 14.45 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
238,862
Holdings
72
QoQ value change ($000)
20,619
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.