Andrew M. Price

Bright Financial Advisors, Inc.

Assets Managed

$218.243M

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

3.08%(2Q avg: 3.29%)

Sustained Growth

8 quarters

Portfolio positions

This chart displays the top 10 holdings in Bright Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Bright Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.243M in assets, with a quarterly growth rate of 3.08% and a 2-quarter average growth rate of 3.29%. The portfolio is managed by Andrew M. Price, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AGG Ishares Core U.s. Aggregate Recent Activity Increased 1.1%	16.43%	$35.848M 361,118 shares@ $99.28 avg price	Increased 1.1%
GLD Spdr Gold Shares Recent Activity Decreased -2.28%	10.9%	$23.788M 55,284 shares@ $430.3 avg price	Decreased -2.28%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 7.46%	9.6%	$20.946M 109,140 shares@ $191.93 avg price	Increased 7.46%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 2.5%	6.44%	$14.038M 21,490 shares@ $653.25 avg price	Increased 2.5%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 2.77%	5.29%	$11.532M 92,770 shares@ $124.32 avg price	Increased 2.77%
GAL Spdr Ssga Global Allocation Recent Activity Increased 0.92%	3.98%	$8.669M 175,129 shares@ $49.51 avg price	Increased 0.92%
GLDM Spdr Gold Minishares Trust Recent Activity Increased 0.88%	3.64%	$7.927M 85,526 shares@ $92.7 avg price	Increased 0.88%
NVDA Nvidia Corp Recent Activity Increased 0.56%	3.55%	$7.738M 44,371 shares@ $174.41 avg price	Increased 0.56%
SYK Stryker Corp Recent Activity Increased 4.85%	3.55%	$7.727M 23,515 shares@ $328.61 avg price	Increased 4.85%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 5%	3.36%	$7.331M 108,561 shares@ $67.54 avg price	Increased 5%

1-10 of 67