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BRIGHT FINANCIAL ADVISORS, INC.

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13F filer, CIK 2022456, Portage, MI

BRIGHT FINANCIAL ADVISORS, INC. reported $180,210,254 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 68.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002611

Period
2025-06-30
Reported value
$180M
Holdings
55
Top 10 weight
68.35%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Aadded+3$2.19M
RSPadded+9,951$1.81M
SYKadded+2,963$1.17M
BRK-Badded+2,014$978K
IJHadded+9,848$611K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-572-$285K
CSCOexited-3,682-$227K
IXCexited-5,000-$210K
JNJexited-1,228-$204K
PGreduced-1,240-$198K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002611, largest first. % of portfolio is the value over $180,210,254, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,655 shares; 2024Q4: 320,587 shares; 2025Q1: 327,246 shares; 2025Q2: 330,018 shares 330,018$32.7M18.17%+2,772Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,532 shares; 2024Q4: 59,914 shares; 2025Q1: 61,088 shares; 2025Q2: 60,734 shares 60,734$18.5M10.27%-354Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,434 shares; 2024Q4: 84,523 shares; 2025Q1: 88,249 shares; 2025Q2: 98,200 shares 98,200$17.8M9.9%+9,951Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 19,769 shares; 2025Q1: 19,759 shares; 2025Q2: 19,859 shares 19,859$12.3M6.84%+100Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,391 shares; 2024Q4: 85,482 shares; 2025Q1: 89,109 shares; 2025Q2: 89,476 shares 89,476$9.78M5.43%+367Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,066 shares; 2024Q4: 17,591 shares; 2025Q1: 19,382 shares; 2025Q2: 22,345 shares 22,345$8.84M4.91%+2,963Timeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,832 shares; 2024Q4: 154,688 shares; 2025Q1: 151,262 shares; 2025Q2: 159,656 shares 159,656$7.5M4.16%+8,394Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,174 shares; 2024Q4: 91,017 shares; 2025Q1: 86,475 shares; 2025Q2: 96,323 shares 96,323$5.97M3.32%+9,848Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 7 shares 7$5.1M2.83%+3Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 15,472 shares; 2025Q1: 15,203 shares; 2025Q2: 14,973 shares 14,973$4.55M2.53%-230Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,687 shares; 2024Q4: 68,393 shares; 2025Q1: 68,478 shares; 2025Q2: 69,276 shares 69,276$4.54M2.52%+798Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,209 shares; 2024Q4: 113,129 shares; 2025Q1: 125,141 shares; 2025Q2: 128,081 shares 128,081$4.52M2.51%+2,940Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,141 shares; 2024Q4: 12,141 shares; 2025Q1: 11,910 shares; 2025Q2: 11,812 shares 11,812$4.22M2.34%-98Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 19,160 shares; 2025Q1: 19,025 shares; 2025Q2: 19,107 shares 19,107$3.92M2.18%+82Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,352 shares; 2024Q4: 22,345 shares; 2025Q1: 22,373 shares; 2025Q2: 22,443 shares 22,443$3.55M1.97%+70Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,730 shares; 2024Q4: 55,143 shares; 2025Q1: 60,058 shares; 2025Q2: 67,959 shares 67,959$3.45M1.91%+7,901Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 6,529 shares; 2025Q1: 5,940 shares; 2025Q2: 5,938 shares 5,938$3.28M1.82%-2Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 12,826 shares; 2025Q1: 12,729 shares; 2025Q2: 12,712 shares 12,712$3.06M1.7%-17Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 10,181 shares; 2025Q1: 10,759 shares; 2025Q2: 12,303 shares 12,303$2.79M1.55%+1,544Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares 3,525$2.34M1.3%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,408 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares 3,347$2.07M1.15%0Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 17,368 shares; 2025Q1: 17,368 shares; 2025Q2: 17,368 shares 17,368$1.75M0.97%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,204 shares; 2025Q1: 1,174 shares; 2025Q2: 3,188 shares 3,188$1.55M0.86%+2,014Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 4,962 shares; 2025Q1: 6,841 shares; 2025Q2: 6,861 shares 6,861$1.51M0.84%+20Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,228 shares; 2025Q1: 26,323 shares; 2025Q2: 30,338 shares 30,338$1.39M0.77%+4,015Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,712 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 18,286 shares 18,286$1.14M0.63%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 10,075 shares; 2025Q1: 10,528 shares; 2025Q2: 10,325 shares 10,325$856K0.47%-203Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,216 shares; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares 5,216$813K0.45%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,067 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares 3,067$732K0.41%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,876 shares; 2024Q4: 9,521 shares; 2025Q1: 8,080 shares; 2025Q2: 8,188 shares 8,188$732K0.41%+108Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 4,123 shares; 2025Q1: 6,147 shares; 2025Q2: 6,288 shares 6,288$678K0.38%+141Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares 2,365$587K0.33%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,268 shares; 2025Q1: 5,268 shares; 2025Q2: 5,268 shares 5,268$515K0.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,039 shares; 2025Q1: 1,554 shares; 2025Q2: 982 shares 982$488K0.27%-572Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares 1,594$470K0.26%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,936 shares; 2025Q1: 3,936 shares; 2025Q2: 3,936 shares 3,936$454K0.25%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares 2,115$446K0.25%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,215 shares; 2025Q1: 1,278 shares; 2025Q2: 1,277 shares 1,277$406K0.23%-1Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 766 shares; 2025Q1: 704 shares; 2025Q2: 704 shares 704$400K0.22%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 16,194 shares; 2025Q1: 16,244 shares; 2025Q2: 16,292 shares 16,292$398K0.22%+48Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares 2,216$379K0.21%0Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,088 shares; 2025Q2: 7,100 shares 7,100$365K0.2%+12Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 3,255 shares; 2025Q2: 2,015 shares 2,015$321K0.18%-1,240Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares 815$316K0.18%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 9,727 shares; 2025Q1: 6,255 shares; 2025Q2: 6,255 shares 6,255$307K0.17%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 1,621 shares 1,621$295K0.16%+1Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares 215$288K0.16%0Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares 3,576$284K0.16%0Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares 2,091$254K0.14%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares 1,740$249K0.14%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,287 shares; 2025Q1: 1,307 shares; 2025Q2: 1,287 shares 1,287$239K0.13%-20Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares 1,342$238K0.13%0Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares 5,555$235K0.13%0Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares 1,857$225K0.13%0Timeline
GLDGGOLDMINING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 12,961 shares; 2025Q1: 12,961 shares; 2025Q2: 12,961 shares 12,961$9.33K0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CSCOCISCO SYS INC3,682$227Kshares
IXCISHARES TR5,000$210Kshares
JNJJOHNSON & JOHNSON1,228$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002611 base2025-07-16acceptance time not in the bulk data set