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Lori Alberts

Brighton Securities Corp.

Assets Managed
$232.832M
Holdings
50
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
12.17%(2Q avg: 7.32%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Brighton Securities Corp.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Brighton Securities Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 232.832M in assets, with a quarterly growth rate of 12.17% and a 2-quarter average growth rate of 7.32%. The portfolio is managed by Lori Alberts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.81%
31.44%
$73.194M
106,571 shares@ $686.82 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 1.99%
14.61%
$34.013M
443,456 shares@ $76.71 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.08%
11.17%
$26.002M
516,023 shares@ $50.39 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.27%
7.39%
$17.188M
69,812 shares@ $246.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 522.87%
6.28%
$14.607M
169,576 shares@ $86.14 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.91%
3.99%
$9.277M
42,570 shares@ $217.94 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 2.35%
3.81%
$8.867M
171,243 shares@ $51.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 314.2%
2.97%
$6.895M
85,580 shares@ $80.57 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 1.75%
2.57%
$5.971M
123,300 shares@ $48.43 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 2.8%
1.46%
$3.389M
144,588 shares@ $23.44 avg price

1-10 of 50