Long-term investor
Bright Financial Advisors, Inc. @brightfinancialadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022456).
Record
- Tracked since 2025-06-30 (445 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 15.4% · long · since 2025-06-30
- RSP · 10.9% · long · since 2025-06-30
- GLD · 8.3% · long · since 2025-06-30
- IVV · 6.7% · long · since 2025-06-30
- IJR · 5.9% · long · since 2025-06-30
- GAL · 3.8% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- IJH · 3.7% · long · since 2025-06-30
- SDVY · 3.3% · long · since 2025-06-30
- SYK · 3.1% · long · since 2025-06-30
- GLDM · 3.0% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30