Bright Financial Advisors, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 55 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 $32.7B, Spdr Gold Trust with a value of $18.5B, Invesco S&P 500 Equal Weight E with a value of $17.8B, Ishares Core S&P 500 ETF with a value of $12.3B, and Ishares Core S&P Sm Cap ETF with a value of $9.78B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $163B to 180B.

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 $180 Billion
ETFs: $142 Billion
Healthcare: $9.89 Billion
Technology: $8.88 Billion
Financial Services: $6.65 Billion
Industrials: $4.53 Billion
Consumer Cyclical: $1.91 Billion
Consumer Defensive: $1.42 Billion
Energy: $927 Million
Other: $535 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $180 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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