BRIGHTON SECURITIES CORP.
CIK 14213 · Holdings on Mar 31, 2026 · First reported Apr 29, 2026
Top ten holdings
Q1 2026- VOO30.13%
- BIV16.17%
- SPDW11.12%
- VXF6.77%
- VUG5.73%
- VTV3.87%
- SPEM3.78%
- VO2.86%
- BNDX2.81%
- SPHY1.58%
Share classes counted separately84.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -2.72 pp32.85% → 30.13%Shares -1.46K (-1.37%)
- VTVWeight increased · +1.38 pp2.49% → 3.87%Shares +14.56K (+55.14%)
- BIVWeight increased · +1.35 pp14.82% → 16.17%Shares +49.15K (+12.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFFund View history and evidence | $62.55M | 30.13% | 104.68K shares | 32.85% → 30.13%-2.72 pp -1.46K (-1.37%) | Reduced | ↗▾ |
| 02 | BIVVANGUARD INTERMEDIATE-TERM BFund View history and evidence | $33.56M | 16.17% | 434.81K shares | 14.82% → 16.17%+1.35 pp +49.15K (+12.74%) | Added | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFFund View history and evidence | $23.08M | 11.12% | 505.52K shares | 11.84% → 11.12%-0.72 pp -34.65K (-6.41%) | Reduced | ↗▾ |
| 04 | VXFVANGUARD EXTENDED MARKET ETFFund View history and evidence | $14.05M | 6.77% | 68.26K shares | 7.12% → 6.77%-0.35 pp -740 (-1.07%) | Reduced | ↗▾ |
| 05 | VUGVANGUARD MRNGSTAR GR ETF-SUIFund View history and evidence | $11.89M | 5.73% | 27.23K shares | 5.76% → 5.73%-0.03 pp +3.31K (+13.82%) | Added | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIFund View history and evidence | $8.04M | 3.87% | 40.97K shares | 2.49% → 3.87%+1.38 pp +14.56K (+55.14%) | Added | ↗▾ |
| 07 | SPEMSTATE STREET SP PTF EM ETFFund View history and evidence | $7.85M | 3.78% | 167.32K shares | 3.96% → 3.78%-0.18 pp -3.95K (-2.31%) | Reduced | ↗▾ |
| 08 | VOVNGRD MRNGSTR MD-CAP ETF-USDFund View history and evidence | $5.93M | 2.86% | 20.66K shares | 2.25% → 2.86%+0.61 pp +4.96K (+31.60%) | Added | ↗▾ |
| 09 | BNDXVANGUARD TOTAL INTL BOND ETFFund View history and evidence | $5.82M | 2.81% | 121.18K shares | 3.12% → 2.81%-0.31 pp -9.61K (-7.35%) | Reduced | ↗▾ |
| 10 | SPHYSS SPDR P HIGH YIELD ETFFund View history and evidence | $3.28M | 1.58% | 140.65K shares | 1.43% → 1.58%+0.15 pp +18.53K (+15.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LLY ELI LILLY & CO | Non-derivative | -247 | -$265.45K | SEC filing ↗ | SEC filing ↗ |
| BRO BROWN & BROWN INC | Non-derivative | -2,867 | -$228.53K | SEC filing ↗ | SEC filing ↗ |
| TMO THERMO FISHER SCIENTIFIC INC | Non-derivative | -388 | -$225.00K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 14213 · Period Mar 31, 2026
Data loaded Nov 10, 2026 · First reported Apr 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 207582916
}Research all 47 reported holdings.
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