BRIGHT FINANCIAL ADVISORS, INC.
RIA/Wealth
BRIGHT FINANCIAL ADVISORS, INC. is a RIA/Wealth based in Portage, MI led by Andrew Michael Price, reporting $570.1M in AUM as of Q3 2025 with 65% ETF concentration, 68% concentrated in top 10 holdings, and 17% allocation to AGG.
PresidentAndrew Michael Price
- Portfolio Value
- $204.6M
- Positions
- 63
- Top Holding
- AGG at 17.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BRIGHT FINANCIAL ADVISORS, INC.'s portfolio (67.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.4M | 17.32% | +$2.4M Bought | — 353.5K shares | |
Unknown Unknown | $21.4M | 10.47% | -$172.0K Sold | — 60.3K shares | |
ETF ETF | $19.0M | 9.29% | +$383.2K Bought | — 100.2K shares | |
ETF ETF | $13.4M | 6.53% | +$77.6K Bought | — 20.0K shares | |
ETF ETF | $10.5M | 5.14% | -$126.4K Sold | — 88.4K shares | |
ETF ETF | $8.8M | 4.28% | +$910.1K Bought | — 178.2K shares | |
Semiconductors Technology | $8.6M | 4.21% | +$4.4M Bought | 0.00% 46.1K shares | |
Medical - Devices Healthcare | $8.3M | 4.05% | +$30.3K Bought | 0.01% 22.4K shares | |
ETF ETF | $6.4M | 3.12% | +$86.8K Bought | — 97.7K shares | |
Unknown Unknown | $6.3M | 3.10% | +$1.0M Bought | — 82.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BRIGHT FINANCIAL ADVISORS, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-10.31% | |
-4.87% | |
-3.09% | |
-2.9% |
Analytics
Portfolio insights and performance metrics for BRIGHT FINANCIAL ADVISORS, INC.
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