Bright Financial Advisors, Inc. Portfolio Holdings

Bright Financial Advisors, Inc.

  • $163 Billion
  • Q1 2025

Bright Financial Advisors, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $32.4B, Spdr Gold Trust with a value of $17.6B, Invesco S&P 500 Equal Weight E with a value of $15.3B, Ishares Core S&P 500 ETF with a value of $11.1B, and Ishares Core S&P Sm Cap ETF with a value of $9.32B.

Examining the 13F form we can see an increase of $3.75B in the current position value, from $159B to 163B.

Bright Financial Advisors, Inc. is based out at Portage, MI

Below you can find more details about Bright Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $131 Billion
Healthcare: $8.55 Billion
Technology: $8.23 Billion
Financial Services: $3.82 Billion
Industrials: $3.51 Billion
Consumer Cyclical: $1.63 Billion
Consumer Defensive: $1.57 Billion
Energy: $1.02 Billion
Other: $421 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$7.22 Billion 4.43% of portfolio
19,382
Q1 2025 Added 10.18%
$3.32T
$4.23 Billion 2.6% of portfolio
19,025
Q1 2025 Reduced 0.7%
$131B
$3.24 Billion 1.99% of portfolio
11,910
Q1 2025 Reduced 1.9%
$457B
$3.19 Billion 1.96% of portfolio
4
Q1 2024 New
$335B
$2.42 Billion 1.49% of portfolio
22,373
Q1 2025 Added 0.13%
$2.08T
$1.3 Billion 0.8% of portfolio
6,841
Q1 2025 Added 37.87%
$76.6B
$859 Million 0.53% of portfolio
5,216
Q4 2024 New
$437B
$731 Million 0.45% of portfolio
6,147
Q1 2025 Added 49.09%
$660B
$625 Million 0.38% of portfolio
1,174
Q1 2025 Reduced 2.49%
$3.42T
$583 Million 0.36% of portfolio
1,554
Q1 2025 Added 49.57%
$393B
$555 Million 0.34% of portfolio
3,255
Q1 2025 Added 61.54%
$265B
$462 Million 0.28% of portfolio
5,268
Q1 2024 New
$239B
$396 Million 0.24% of portfolio
1,594
Q4 2024 Reduced 7.0%
$127B
$376 Million 0.23% of portfolio
3,936
Q2 2024 Added 11.5%
$1.09T
$331 Million 0.2% of portfolio
1,278
Q1 2025 Added 5.19%
$269B
$291 Million 0.18% of portfolio
1,740
Q1 2025 New
$327B
$274 Million 0.17% of portfolio
1,307
Q1 2025 Added 1.55%
$184B
$269 Million 0.16% of portfolio
815
Q3 2024 Added 17.77%
$270B
$257 Million 0.16% of portfolio
1,620
Q1 2025 New
$260B
$227 Million 0.14% of portfolio
3,682
Q1 2025 New
$1.01T
$210 Million 0.13% of portfolio
1,342
Q1 2025 Reduced 4.14%
$402B
$204 Million 0.13% of portfolio
1,228
Q1 2025 New
$530B
$200 Million 0.12% of portfolio
215
Q1 2025 New
$124M
$11 Million 0.01% of portfolio
12,961
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $163 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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