Bright Financial Advisors, Inc. Top Holdings and 13F Report (2024) → Everybody laughed when he recommended Netflix (From Stansberry Research) (Ad) About Bright Financial Advisors, Inc.Investment ActivityBright Financial Advisors, Inc. has $133.90 million in total holdings as of March 31, 2024.Bright Financial Advisors, Inc. owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core U.S. Aggregate Bond ETF $30,251,366iShares Core S&P Mid-Cap ETF $20,026,703SPDR Gold Shares $12,870,022iShares Core S&P 500 ETF $10,668,542SPDR SSgA Global Allocation ETF $6,957,036 Sector AllocationMap of 500 Largest Holdings ofBright Financial Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$30,251,366316,96722.6%FinanceIJHiShares Core S&P Mid-Cap ETF$20,026,703150,19315.0%ETFGLDSPDR Gold Shares$12,870,02259,9019.6%FinanceIVViShares Core S&P 500 ETF$10,668,54223,2178.0%ETFGALSPDR SSgA Global Allocation ETF$6,957,036165,2115.2%ETFSYYSysco$5,652,37917,0164.2%Consumer StaplesTIPiShares TIPS Bond ETF$5,199,78590,1803.9%ETFESSEssex Property Trust$3,763,09411,9432.8%FinanceVTIVanguard Total Stock Market ETF$3,089,01012,3312.3%ETFAAPLApple$2,844,97016,5412.1%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$2,716,55359,0172.0%FinanceQQQInvesco QQQ$2,690,8756,3002.0%FinanceICSHBlackRock Ultra Short-Term Bond ETF$2,638,95814,8592.0%ETFBRK.ABerkshire Hathaway$2,420,84041.8%FinanceDIMENSIONAL ETF TRUST$2,281,50345,0671.7%ULTRASHORT FIXEDIEMGiShares Core MSCI Emerging Markets ETF$2,057,40320,9761.5%ETFVGTVanguard Information Technology ETF$2,035,1115,7411.5%ETFNVDANVIDIA$1,888,9142,2251.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,722,8673,4081.3%FinanceAMZNAmazon.com$1,149,2816,2820.9%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,114,86213,2180.8%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$946,35228,5950.7%ETFIAUiShares Gold Trust$833,13418,9780.6%FinanceEFAiShares MSCI EAFE ETF$689,4888,8760.5%FinanceVHTVanguard Health Care ETF$611,1892,3650.5%ETFXOMExxon Mobil$555,5354,7510.4%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$529,64710,6400.4%ETFBRK.BBerkshire Hathaway$486,8381,2140.4%FinanceFNLCFirst Bancorp$401,8009,8000.3%FinanceBNDVanguard Total Bond Market ETF$372,6686,8660.3%ETFMUBiShares National Muni Bond ETF$349,9293,2950.3%ETFMSFTMicrosoft$336,8828470.3%Computer and TechnologyPGProcter & Gamble$329,8652,0160.2%Consumer StaplesIYWiShares U.S. Technology ETF$320,4385,3470.2%ManufacturingVOOVanguard S&P 500 ETF$318,7436860.2%ETFWMTWalmart$311,8535,2680.2%Retail/WholesaleFDNFirst Trust Dow Jones Internet Index Fund$302,1028,2600.2%ETFXARSPDR S&P Aerospace & Defense ETF$291,8492,1150.2%ETFIBMInternational Business Machines$256,1831,5470.2%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$251,7581,4330.2%ETFSHOPShopify$251,7073,5300.2%Computer and TechnologyCATCaterpillar$232,1086920.2%Industrial ProductsTSLATesla$224,5261,2180.2%Auto/Tires/TrucksTGTTarget$218,7871,3780.2%Retail/WholesaleIXCiShares Global Energy ETF$214,0785,0030.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$211,1192,7090.2%ManufacturingSDYSPDR S&P Dividend ETF$13,31012,9900.0%ETFLGIHLGI Homes$0105,3500.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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