Titelia

Holdings of BRIGHT FINANCIAL ADVISORS, INC.

61 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.9 % of the equity sleeve

Sector breakdown

  • Funds 19.6 %
  • Technology 7.2 %
  • Health care 4.6 %
  • Financials 3.4 %
  • Consumer discretionary 0.9 %
  • Consumer staples 0.9 %
  • Energy 0.7 %
  • Communication 0.6 %
  • Industrials 0.4 %
  • Utilities 0.1 %
  • Unattributed 61.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US61200.5M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core U.S. Aggregate Bond ETF 361,11835.8M $
2SPDR Gold Shares 55,28423.8M $
3Invesco S&P 500 Equal Weight ETF 109,14020.9M $
4iShares Core S&P 500 ETF 21,49014M $
5iShares Core S&P Small-Cap ETF 92,77011.5M $
6SPDR Gold MiniShares Trust 85,5267.9M $
7NVIDIA Corp 44,3717.7M $
8Stryker Corp 23,5157.7M $
9iShares Core S&P Mid-Cap ETF 108,5617.3M $
10First Trust SMID Cap Rising Dividend Achievers ETF 182,2287.2M $
11Apple Inc 20,1895.1M $
12Berkshire Hathaway Inc 75M $
13Vanguard Total Stock Market ETF 14,7244.7M $
14INVESCO EXCHANGE-TRADED FUND TRUST II 15,7543.7M $
15Invesco QQQ Trust Series 1 5,9843.5M $
16iShares MSCI USA Momentum Factor ETF 11,8412.8M $
17Vanguard Information Technology ETF 3,8262.7M $
18State Street SPDR S&P 500 ETF Trust 3,8312.5M $
19Fidelity Total Bond ETF 43,9512M $
20Berkshire Hathaway Inc 3,8331.8M $
21ProShares Trust 16,7991.8M $
22Ishares Gold Trust 17,9621.6M $
23Exxon Mobil Corp 8,5011.4M $
24Amazon.com Inc 6,9211.4M $
25iShares Trust 13,8281.4M $
26iShares MSCI EAFE ETF 11,8141.1M $
27iShares Trust 3,0671M $
28iShares Trust 9,161756.4K $
29Microsoft Corp 1,804667.8K $
30Walmart Inc 5,268654.7K $
31Vanguard World Fund 2,365644.1K $
32Zoetis Inc 5,216616.6K $
33Chevron Corp 2,910602.1K $
34Caterpillar Inc 763541K $
35SPDR Series Trust 2,115537.2K $
36Alphabet Inc 1,704488.9K $
37Philip Morris International Inc. 2,868474.2K $
38Tesla Inc 1,240461K $
39Altria Group, Inc. 6,335418K $
40Vanguard S&P 500 ETF 688411.1K $
41Vanguard World Fund 2,216398.5K $
42International Business Machines Corp. 1,547375K $
43Cisco Systems, Inc. 4,082316.7K $
44Vanguard Tax-Exempt Bond Index ETF 6,255312.1K $
45AbbVie Inc 1,354294.5K $
46Procter & Gamble Co/The 2,015291.1K $
47iShares Global Energy ETF 5,000288.1K $
48First Trust Exchange-Traded Fund II 5,555275.5K $
49Johnson & Johnson 1,052257.3K $
50Broadcom Inc 761235.5K $
51Eli Lilly & Co 255234.5K $
52First Trust Cloud Computing ETF 2,141234.1K $
53Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,857232.4K $
54VanEck Semiconductor ETF 578221.9K $
55RTX Corp 1,125217K $
56Netflix Inc 2,256216.9K $
57Constellation Energy Corp. 776216.7K $
58Verizon Communications Inc 4,295215.6K $
59FIRST TRUST EXCHANGE-TRADED FUND VII 7,215207.1K $
60Alphabet Inc 716205.9K $
61iShares Silver Trust 2,953201.2K $