Bright Financial Advisors, Inc. reported 37 positions worth $78.67M for the quarter ended Sep 30, 2026, up 2.2% on the prior quarter. It opened 0 new positions, added to 9, trimmed 14 and exited 1. Its largest holding is Spdr Gold Trust at 25.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLDM World Gold Trust | +2,786 | +3.0% | $228.95K | 9.84% |
| SYK Stryker Corp | +476 | +2.0% | $131.09K | 8.36% |
| NVDA Nvidia Corp | +51 | +0.1% | $11.65K | 12.85% |
| JPM Jpmorgan Chase & Co | +32 | +5.1% | $10.59K | 0.279% |
| LLY ELI LILLY & Co | +7 | +2.7% | $8.10K | 0.385% |
| CAT Caterpillar Inc | +1 | +0.1% | $810.43 | 0.787% |
| JNJ Johnson & Johnson | +1 | +0.1% | $264.62 | 0.354% |
| ABBV AbbVie Inc. | +1 | +0.1% | $261.55 | 0.552% |
| PM Philip Morris International Inc. | +1 | +0.0% | $190.81 | 0.696% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -979 | -20.9% | $487.49K | 2.34% |
| VZ Verizon Communications Inc | -6,775 | -100.0% | $286.85K | Exited |
| MSFT Microsoft Corp | -367 | -25.9% | $188.23K | 0.683% |
| XOM ExxonMobil Holdings Corp | -1,024 | -8.9% | $166.66K | 2.17% |
| IBM International Business Machines Corp | -240 | -13.4% | $52.78K | 0.432% |
| CVX Chevron Corp | -205 | -5.2% | $41.86K | 0.98% |
| ROK Rockwell Automation, Inc | -85 | -8.7% | $37.00K | 0.492% |
| GOOG Alphabet Inc. | -64 | -3.8% | $21.80K | 0.71% |
| IAU Ishares Gold Trust | -231 | -1.3% | $18.04K | 1.76% |
| AMD Advanced Micro Devices Inc | -25 | -3.7% | $15.29K | 0.51% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| VZ Verizon Communications Inc | -6,775 | $286.85K | 0.373% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 53.6K | $20.41M | 25.94% | -9 | 0.0% | Reduced | 0.01% |
| 2 | NVDA Nvidia Corp | Technology | 44.3K | $10.11M | 12.85% | +51 | +0.1% | Added | 0% |
| 3 | GLDM World Gold Trust | Others | 94.2K | $7.74M | 9.84% | +2,786 | +3.0% | Added | 0.03% |
| 4 | AAPL Apple Inc. | Technology | 20.2K | $6.72M | 8.54% | 0 | 0.0% | Unchanged | 0% |
| 5 | SYK Stryker Corp | Healthcare | 23.9K | $6.57M | 8.36% | +476 | +2.0% | Added | 0.01% |
| 6 | BRK-A Berkshire Hathaway Inc | Financial Services | 7 | $5.23M | 6.65% | 0 | 0.0% | Unchanged | 0% |
| 7 | ETN Eaton Corp plc | Industrials | 12.1K | $5.18M | 6.58% | 0 | 0.0% | Unchanged | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,701 | $1.84M | 2.34% | -979 | -20.9% | Reduced | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 10.5K | $1.71M | 2.17% | -1,024 | -8.9% | Reduced | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 6,721 | $1.67M | 2.13% | -9 | -0.1% | Reduced | 0% |
| 11 | IAU Ishares Gold Trust | Others | 17.8K | $1.39M | 1.76% | -231 | -1.3% | Reduced | 0% |
| 12 | CVX Chevron Corp | Energy | 3,775 | $770.89K | 0.98% | -205 | -5.2% | Reduced | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 764 | $619.17K | 0.787% | +1 | +0.1% | Added | 0% |
| 14 | SHOP Shopify Inc. | Technology | 3,956 | $586.68K | 0.746% | 0 | 0.0% | Unchanged | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 1,640 | $558.74K | 0.71% | -64 | -3.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Bright Financial Advisors.
As of its Q3 2026 13F filing, Bright Financial Advisors, Inc.’s five largest positions were Spdr Gold Trust (GLD) at 25.9%, Nvidia Corp (NVDA) at 12.9%, World Gold Trust (GLDM) at 9.8%, Apple Inc. (AAPL) at 8.5%, Stryker Corp (SYK) at 8.4% of the reported portfolio.
Bright Financial Advisors, Inc. reported a 13F portfolio worth $78.67M across 37 positions for Q3 2026. That is up 2.2% from the previous quarter.
Its largest purchases by value were World Gold Trust ($228.95K), Stryker Corp ($131.09K), Nvidia Corp ($11.65K). It opened 0 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($487.49K), Verizon Communications Inc ($286.85K), Microsoft Corp ($188.23K). It exited 1 positions entirely.
From the Form 13F-HR reports Bright Financial Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.