Bright Financial Advisors, Inc. ETF holdings
Portage, MI
Reported $190.3M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$190.3M
ETFs held
37
Change from prior quarter
+8.5%
With price moves
ETFs as a share of its 13F
79.7%
of $238.9M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $36.7M | 370,792 | +9,674 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $25.9M | 121,866 | +12,726 shares |
| GLD | SPDR Gold Shares | $19.7M | 53,595 | −1,689 shares |
| IVV | iShares Core S&P 500 ETF | $16.0M | 21,424 | −66 shares |
| IJR | iShares Core S&P Small-Cap ETF | $14.2M | 95,431 | +2,661 shares |
| GAL | State Street Global Allocation ETF | $9.0M | 171,020 | −4,109 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $8.7M | 113,232 | +4,671 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $7.9M | 183,315 | +1,087 shares |
| GLDM | SPDR Gold MiniShares | $7.3M | 91,401 | +5,875 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.4M | 14,485 | −239 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002022456. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bright Financial Advisors, Inc. own?
Bright Financial Advisors, Inc. reported 37 ETF positions worth $190.3M in its Form 13F for June 30, 2026. The largest was AGG, at $36.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.