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Disclosed positions
BRIGHT FINANCIAL ADVISORS, INC.: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- AGG
- Class
- CORE US AGGBD ET
- Reported value
- $36,701,048
- Reported amount
- 370,792
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003277Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | AGG | CORE US AGGBD ET | $36,701,048 | 370,792 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $25,929,669 | 121,866 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $19,743,326 | 53,595 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $16,045,520 | 21,424 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $14,153,522 | 95,431 | SH | None |
| SSGA ACTIVE ETF TR | GAL | ST STR GLOBA ETF | $9,036,803 | 171,020 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $8,847,809 | 44,219 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,731,463 | 113,232 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $7,908,252 | 183,315 | SH | None |
| STRYKER CORPORATION | SYK | COM | $7,365,624 | 23,394 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $7,259,067 | 91,401 | SH | None |
| APPLE INC | AAPL | COM | $5,835,205 | 20,165 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,360,323 | 14,485 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $5,241,950 | 7 | SH | None |
| EATON CORP PLC | ETN | SHS | $5,136,922 | 12,055 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $4,990,128 | 16,469 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,404,472 | 5,980 | SH | None |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $3,963,149 | 78,045 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $3,959,015 | 11,548 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $3,659,590 | 30,619 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,861,394 | 3,831 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,341,825 | 4,680 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $1,965,374 | 3,067 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $1,878,327 | 33,446 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,604,181 | 6,730 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $1,588,556 | 34,921 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,577,439 | 11,537 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,359,104 | 17,999 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $1,303,390 | 12,947 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $1,180,285 | 11,362 | SH | None |
| CATERPILLAR INC | CAT | COM | $813,220 | 763 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $741,043 | 9,025 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $707,159 | 2,365 | SH | None |
| RBB FUND TRUST | FEGE | FIRST EAGLE GBL | $679,597 | 13,892 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $659,725 | 3,980 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $602,283 | 1,704 | SH | None |
| SPDR SERIES TRUST | XAR | ST STR SP AERO | $600,216 | 2,115 | SH | None |
| WALMART INC | WMT | COM | $596,654 | 5,268 | SH | None |
| MICROSOFT CORP | MSFT | COM | $527,823 | 1,415 | SH | None |
| TESLA INC | TSLA | COM | $521,544 | 1,240 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $519,032 | 2,869 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $502,522 | 1,787 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $491,069 | 715 | SH | None |
| CISCO SYS INC | CSCO | COM | $484,170 | 4,122 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $482,208 | 974 | SH | None |
| ALTRIA GROUP INC | MO | COM | $455,803 | 6,335 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $451,696 | 3,956 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $421,649 | 9,989 | SH | None |
| ABBVIE INC | ABBV | COM | $417,412 | 1,658 | SH | None |
| VANGUARD WORLD FD | VOX | COMM SRVC ETF | $407,633 | 2,216 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.