Bright Financial Advisors Discloses Equity Portfolio of 72 Securities as of September 30, 2026

Bright Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reveals that the firm manages a portfolio consisting of 72 separate securities.

The largest position in the portfolio is NVIDIA Corporation, with 44,270 shares. The firm also holds significant stakes in ISHARES TR CORE S&P500 ETF (123,113 shares) and ISHARES TR CORE US AGGBD ET (374,575 shares). Other notable holdings include SPDR GOLD TR GOLD SHS (53,586 shares) and SSGA ACTIVE ETF TR ST STR GLOBA ETF (168,991 shares).

The portfolio is diversified across various sectors. Technology holdings include Apple Inc. (20,165 shares), Microsoft Corp. (1,048 shares), and Alphabet Inc. (2,354 shares combined between Class A and Class C). The firm also holds positions in Amazon.com Inc. (6,721 shares), Tesla Inc. (1,215 shares), and Shopify Inc. (3,956 shares).

Healthcare exposure is represented by Eli Lilly & Co. (262 shares) and Zoetis Inc. (5,216 shares). Energy holdings include ExxonMobil Holdings Corp (10,513 shares) and Chevron Corporation (3,775 shares). Financial sector holdings include JPMorgan Chase & Co. (663 shares) and Walmart Inc. (5,268 shares).

The filing lists Andrew M. Price, President of Bright Financial Advisors, as the authorized signatory for the report.