BRIGHT FINANCIAL ADVISORS, INC.
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 218,243
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.66 K | 20.0% | 0 | 109.2 K | -109.2 K |
| ETFs | 174.6 K | 80.0% | 115.7 K | 0 | 115.7 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
218,243
Holdings
67
QoQ value change ($000)
6,502
(3.1%)
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.