13F Filings History of BRIGHT FINANCIAL ADVISORS, INC.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$211,741,273
Signature - Title
Andrew M. Price - President
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by BRIGHT FINANCIAL ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIGHT FINANCIAL ADVISORS, INC. reported 65 stock holdings with total value $211,741,273 as of Q4 2025. Top holdings included AGG, GLD, RSP, IVV, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $211,741,273 +$7,035,475 -$3,647,739 +$3,387,736 AGG, GLD, RSP, IVV, IJR 13F-HR 23 Jan 2026, 10:25
Q3 2025 63 $204,581,763 +$13,569,907 -$1,063,396 +$12,506,511 AGG, GLD, RSP, IVV, IJR 13F-HR 10 Nov 2025, 15:38
Q2 2025 55 $180,210,254 +$8,678,331 -$1,362,084 +$7,316,247 AGG, GLD, RSP, IVV, IJR 13F-HR 16 Jul 2025, 10:40
Q1 2025 58 $162,846,941 +$6,484,095 -$2,307,813 +$4,176,282 AGG, GLD, RSP, IVV, IJR 13F-HR 13 May 2025, 08:19
Q4 2024 55 $159,100,964 +$6,863,144 -$3,933,801 +$2,929,343 AGG, RSP, GLD, IVV, IJR 13F-HR 28 Jan 2025, 10:39
Q3 2024 53 $157,208,399 +$6,920,587 -$896,914 +$6,023,673 AGG, GLD, RSP, IVV, IJR 13F-HR 10 Oct 2024, 14:25
Q2 2024 49 $141,690,367 +$43,645,510 -$7,298,322 +$36,347,188 AGG, GLD, RSP, IVV, IJR 13F-HR 12 Aug 2024, 16:47
Q1 2024 47 $90,003,349 $0 $0 $0 AGG, GLD, IVV, GAL, VTI 13F-HR 09 May 2024, 15:31