BRIGHT FINANCIAL ADVISORS, INC.: 13F holdings
CIK 20224562026Q2
| Positions | 72 |
|---|---|
| Reported value | $238.9m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 370,792 | $36.7m | 15.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 121,866 | $25.9m | 10.9% |
| GLD SPDR GOLD TR | 53,595 | $19.7m | 8.3% |
| IVV ISHARES TR | 21,424 | $16.0m | 6.7% |
| IJR ISHARES TR | 95,431 | $14.2m | 5.9% |
| SSGA ACTIVE ETF TR | 171,020 | $9.0m | 3.8% |
| NVDA NVIDIA CORPORATION | 44,219 | $8.8m | 3.7% |
| IJH ISHARES TR | 113,232 | $8.7m | 3.7% |
| SDVY FIRST TR EXCHANGE TRADED FD | 183,315 | $7.9m | 3.3% |
| SYK STRYKER CORPORATION | 23,394 | $7.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022456")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.