DOSSIER · 13F-HR · Q2 2026
BRIGHT FINANCIAL ADVISORS, INC.
$239M in tracked AUM across 72 positions as of Q2 2026.
BF
CIK 0002022456 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.