DOSSIER · 13F-HR · Q1 2026
BRIGHT FINANCIAL ADVISORS, INC.
$218M in tracked AUM across 67 positions as of Q1 2026.
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CIK 0002022456 · last filed Mar 31, 2026
AI Analysis · 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.