Institutional Fund
Bright Financial Advisors, Inc.
Portage, MICIK 20224565 filings on record
Portfolio Value
$218.24M
Q1 2026
Holdings
67
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.1%
from $211.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.4%
- Spdr Gold Tr10.9%
- Invesco Exchange Traded Fd T9.6%
- Ishares Tr6.4%
- Ishares Tr5.3%
- Ssga Active ETF Tr4.0%
- Other47.4%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 361.1K | $35.85M | 16.4% | +3.9K | Added |
| 2 | Spdr Gold Tr | 55.3K | $23.79M | 10.9% | −1.3K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 109.1K | $20.95M | 9.6% | +7.6K | Added |
| 4 | Ishares Tr | 21.5K | $14.04M | 6.4% | +524 | Added |
| 5 | Ishares Tr | 92.8K | $11.53M | 5.3% | +2.5K | Added |
| 6 | Ssga Active ETF Tr | 175.1K | $8.67M | 4.0% | +1.6K | Added |
| 7 | World Gold Tr | 85.5K | $7.93M | 3.6% | +738 | Added |
| 8 | Nvidia Corporation | 44.4K | $7.74M | 3.5% | +245 | Added |
| 9 | Stryker Corporation | 23.5K | $7.73M | 3.5% | +1.1K | Added |
| 10 | Ishares Tr | 108.6K | $7.33M | 3.4% | +5.2K | Added |
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