Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc. reported 72 holdings worth US$239M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Bright Financial Advisors, Inc. reported 72 holdings worth US$239M as of Jun 30, 2026. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Stryker Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$239M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 44,219 | US$8.85M | 3.7% |
| Berkshire Hathaway Inc. | 15,156 | US$7.58M | 3.2% |
| Stryker Corporation | 23,394 | US$7.37M | 3.1% |
| Apple Inc | 20,165 | US$5.84M | 2.4% |
| Amazon.com, Inc. | 6,730 | US$1.6M | 0.67% |
| Exxon Mobil Corporation | 11,537 | US$1.58M | 0.66% |
| Alphabet Inc (google) Class C | 2,401 | US$858K | 0.36% |
| Caterpillar, Inc. | 763 | US$813K | 0.34% |
| Chevron Corporation | 3,980 | US$660K | 0.28% |
| Walmart Inc. | 5,268 | US$597K | 0.25% |
| Microsoft Corp. | 1,415 | US$528K | 0.22% |
| Tesla, Inc. | 1,240 | US$522K | 0.22% |
| Philip Morris International Inc | 2,869 | US$519K | 0.22% |
| International Business Machines Corporation | 1,787 | US$503K | 0.21% |
| Cisco Systems, Inc. | 4,122 | US$484K | 0.20% |
| Rockwell Automation, Inc. | 974 | US$482K | 0.20% |
| Altria Group, Inc. | 6,335 | US$456K | 0.19% |
| Shopify Inc. | 3,956 | US$452K | 0.19% |
| Abbvie Inc. | 1,658 | US$417K | 0.17% |
| Advanced Micro Devices Inc | 681 | US$396K | 0.17% |
| Zoetis Inc. | 5,216 | US$375K | 0.16% |
| Eli Lilly And Company | 255 | US$306K | 0.13% |
| Procter & Gamble Company (the) | 2,015 | US$296K | 0.12% |
| Broadcom Inc. | 761 | US$287K | 0.12% |
| Verizon Communications Inc. | 6,775 | US$287K | 0.12% |
| Johnson & Johnson | 1,052 | US$267K | 0.11% |
| Rtx Corporation | 1,308 | US$248K | 0.10% |
| Palo Alto Networks, Inc. | 694 | US$237K | 0.10% |
| Twilio Inc. | 1,100 | US$227K | 0.10% |
| Jp Morgan Chase & Co. | 631 | US$207K | 0.09% |
| Target Corporation | 1,580 | US$206K | 0.09% |
| Goldmining Inc. | 12,961 | US$11,756 | <0.01% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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