Bright Financial Advisors
Bright Financial Advisors reported 72 stocks worth $239M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AGG (14.8%), RSP (10.7%) and GLD (8.5%). Compared with Q2 2026, the fund opened new positions in XOM and FTGC, added to AGG, RSP and IJR, trimmed IVV, GAL and VTI and sold out of XOM and VZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $35.4M | 14.8% | 375K | +3,783 (+1%) | 8 of 8 | |
| 2 |  RSP Invesco Exchange Traded FD T | $25.6M | 10.7% | 123K | +1,247 (+1%) | 8 of 8 | |
| 3 |  GLD Spdr Gold TR | $20.4M | 8.5% | 54K | No change | 8 of 8 | |
| 4 |  IVV Ishares TR | $16.3M | 6.8% | 21K | −87 (−0%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $13.2M | 5.5% | 97K | +1,690 (+2%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $10.1M | 4.2% | 44K | +51 (+0%) | 8 of 8 | |
| 7 |  GAL Ssga Active ETF TR | $8.9M | 3.7% | 169K | −2,029 (−1%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $8.3M | 3.5% | 115K | +2,001 (+2%) | 8 of 8 | |
| 9 |  GLDM World Gold TR | $7.7M | 3.2% | 94K | +2,786 (+3%) | 8 of 8 | |
| 10 |  SDVY First TR Exchange-Traded FD | $7.7M | 3.2% | 189K | +6,184 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bright Financial Advisors 13F FAQ
What does Bright Financial Advisors own?
Bright Financial Advisors reported 72 stocks worth $239M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AGG (14.8%), RSP (10.7%) and GLD (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Bright Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 19 added to, 23 trimmed and 2 sold out. New positions include XOM and FTGC. It sold all of XOM and VZ.
When will Bright Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bright Financial Advisors's portfolio worth?
The Q3 2026 filing reports $239M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.