Bright Financial Advisors, Inc.
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$218.2M
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q4 2025: Exited (was 353.5k shares)
16.4%
02
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 60.3k shares)
10.9%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 100.2k shares)
9.6%
04
$IVV
ISHARES TR
Q4 2025: Exited (was 20.0k shares)
6.4%
05
$IJR
ISHARES TR
Q4 2025: Exited (was 88.4k shares)
5.3%
06
$GAL
SSGA ACTIVE ETF TR
Q4 2025: Exited (was 178.2k shares)
4.0%
07
$GLDM
WORLD GOLD TR
Q4 2025: Exited (was 82.8k shares)
3.6%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2.5% (7.6k → 7.7k shares)
3.5%
09
$SYK
STRYKER CORPORATION
Q4 2025: Exited (was 22.4k shares)
3.5%
10
$IJH
ISHARES TR
Q4 2025: Exited (was 97.7k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:23 UTC.