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Filers›Asset Manager›BRIGHT FINANCIAL ADVISORS, INC.
DOSSIER · 13F-HR · Q1 2026

BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL's asset manager based in San Francisco, CA — $218M in tracked AUM across 67 positions as of Q1 2026.

BF
BRIGHT FINANCIAL·San Francisco, CA·Asset Manager
CIK 0002022456 · last filed Mar 31, 2026
Total AUM
$218M
▲ 1.2%
vs prior
Holdings
67
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Bright Financial Advisors, Inc.
Portfolio Overview

Bright Financial Advisors, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 131.1% from $91.63M to $211.74M in the quarter ending December 31, 2025. This dramatic increase suggests either substantial capital inflows from clients or significant market appreciation on existing holdings. The portfolio consists of **65 ho...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$36M361K16.4%
02
GLD
SPDR GOLD TR
$24M55K10.9%
03
RSP
INVESCO EXCHANGE TRADED FD T
$21M109K9.6%
04
IVV
ISHARES TR
$14M21K6.4%
05
IJR
ISHARES TR
$12M93K5.3%
06
GAL
SSGA ACTIVE ETF TR
$9M175K4.0%
07
GLDM
WORLD GOLD TR
$8M86K3.6%
08
NVDA
NVIDIA CORPORATION
$8M44K3.5%
09
SYK
STRYKER CORPORATION
$8M24K3.5%
10
IJH
ISHARES TR
$7M109K3.4%

Filing history

Filing history loading…
AI Agent · grounded in BRIGHT
haiku-4-5 · 67 positions indexed
Sector mix
  • Tech18%
  • Financials39%
  • Health Care6%
  • Cons. Disc.4%
  • Communications21%
  • Industrials8%
  • Other4%
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