BRIGHT FINANCIAL ADVISORS, INC. - Portfolio overview

BRIGHT FINANCIAL ADVISORS, INC. has 71 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 16.34%
2. GLD - SPDR GOLD TR, 10.84%
3. RSP - INVESCO EXCHANGE TRADED FD T, 9.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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