Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

BRIGHT FINANCIAL ADVISORS, INC.

•CIK: 2022456•Filing: Q4 2025

**BRIGHT FINANCIAL ADVISORS, INC.** manages $212M across a diversified portfolio of 65 positions. The strategy exhibits significant allocation to fixed income and broad market exposure, highlighted by the top holding in AGG at $35.7M. Notable concentrations include substantial positions in GQ9 ($22.4M) and RSP ($19.5M), alongside core equity exposure in IVV ($14.4M) and IJR ($10.8M). This structure suggests a balanced approach combining income generation with established market sector bets.

Total AUM

$211.7M

QoQ Performance

+3.5%

Positions

50

Top 10 Concentration

66.8%

Latest Filing

Q4 2025

Top Holdings Allocation

AGG

GQ9

RSP

IVV

IJR

AGG16.8%

GQ910.6%

RSP9.2%

IVV6.8%

IJR5.1%

GAL4.1%

NVDA3.9%

SYK3.7%

📈 Biggest Buys

ISHARES TR

NEW

0.7% of portfolio

FIRST TR EXCHANGE-TRADED FD

+19.7%

2.8% of portfolio

ISHARES TR

+5.0%

6.8% of portfolio

INVESCO EXCH TRADED FD TR II

+14.1%

1.7% of portfolio

ISHARES TR

+5.9%

3.2% of portfolio

📉 Biggest Sells

SPDR GOLD TR

-6.1%

10.6% of portfolio

NVIDIA CORPORATION

-4.3%

3.9% of portfolio

SSGA ACTIVE ETF TR

-2.6%

4.1% of portfolio

DIMENSIONAL ETF TRUST

-5.1%

1.9% of portfolio

ISHARES TR

-5.5%

1.4% of portfolio

Sector Breakdown

Other78.7%

ETF8.0%

Technology7.5%

Financial3.3%

Consumer1.3%

Healthcare0.4%

Energy0.3%

Industrial0.2%

🚪 Exited Positionssold since Q3 2025

KELLANOVA

SOLD

$351.0K

FIRST TR EXCHANGE TRAD FD VI

SOLD

$225.6K

ARK ETF TR

SOLD

$217.7K

Changes from Q3 2025

NEW5 new positions

↑20 increased

↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

INVESCO EXCHANGE TRADED FD T

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