AI Portfolio Summary
In 2025 Q4, BRIGHTON SECURITIES CORP. maintained a portfolio of 55 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS , which now represents 39.08% of the total fund value.
Total Positions
55
Quarter
2025 Q4
Top Holding
VOO (39.1%)
Top 10 Concentration
88.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 55
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 39.08% | — |
#1
Prev: #—
|
10.0 | 149,238 | no change |
NEW
|
149,238 | $80,411,149 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD INTERM...
|
ETF | 17.24% | — |
#2
Prev: #—
|
8.9 | 474,564 | no change |
NEW
|
474,564 | $35,464,196 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR PORTFOLIO ...
|
ETF | 9.84% | — |
#3
Prev: #—
|
5.9 | 593,326 | no change |
NEW
|
593,326 | $20,250,212 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 8.43% | — |
#4
Prev: #—
|
5.4 | 91,262 | no change |
NEW
|
91,262 | $17,338,028 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDQ
ISHARES IBONDS ...
|
ETF | 4.10% | — |
#5
Prev: #—
|
3.6 | 336,488 | no change |
NEW
|
336,488 | $8,429,024 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR PORTFOLIO ...
|
ETF | 3.35% | — |
#6
Prev: #—
|
3.3 | 179,425 | no change |
NEW
|
179,425 | $6,884,541 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD TOTAL ...
|
ETF | 1.94% | — |
#7
Prev: #—
|
2.8 | 81,409 | no change |
NEW
|
81,409 | $3,993,097 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.94% | — |
#8
Prev: #—
|
2.8 | 31,261 | no change |
NEW
|
31,261 | $3,988,538 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PGX
INVESCO TR II ...
|
ETF | 1.54% | — |
#9
Prev: #—
|
2.6 | 274,892 | no change |
NEW
|
274,892 | $3,169,510 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NYF
ISHARES ...
|
ETF | 1.22% | — |
#10
Prev: #—
|
2.5 | 47,098 | no change |
NEW
|
47,098 | $2,506,554 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYMI
VANGUARD INTERN...
|
ETF | 1.10% | — |
#11
Prev: #—
|
2.4 | 33,317 | no change |
NEW
|
33,317 | $2,261,556 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHY
STATE STREET SP...
|
ETF | 0.95% | — |
#12
Prev: #—
|
2.4 | 82,877 | no change |
NEW
|
82,877 | $1,945,132 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 0.93% | — |
#13
Prev: #—
|
2.4 | 23,897 | no change |
NEW
|
23,897 | $1,918,218 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.30% | — |
#14
Prev: #—
|
2.1 | 1,487 | no change |
NEW
|
1,487 | $626,981 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.28% | — |
#15
Prev: #—
|
2.1 | 25,730 | no change |
NEW
|
25,730 | $584,071 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRO
BROWN AND BROWN...
|
Financial Services | 0.28% | — |
#16
Prev: #—
|
2.1 | 5,645 | no change |
NEW
|
5,645 | $575,858 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DTM
DT MIDSTREAM IN...
|
Energy | 0.27% | — |
#17
Prev: #—
|
2.1 | 5,526 | no change |
NEW
|
5,526 | $549,450 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.25% | — |
#18
Prev: #—
|
2.1 | 2,404 | no change |
NEW
|
2,404 | $505,616 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RLI
RLI CORP
|
Financial Services | 0.24% | — |
#19
Prev: #—
|
2.1 | 3,009 | no change |
NEW
|
3,009 | $496,052 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC CLASS ...
|
Financial Services | 0.24% | — |
#20
Prev: #—
|
2.1 | 1,537 | no change |
NEW
|
1,537 | $485,709 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.23% | — |
#21
Prev: #—
|
2.1 | 2,010 | no change |
NEW
|
2,010 | $481,701 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.23% | — |
#22
Prev: #—
|
2.1 | 1,212 | no change |
NEW
|
1,212 | $471,456 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITT
ITT INC
|
Industrials | 0.23% | — |
#23
Prev: #—
|
2.1 | 3,290 | no change |
NEW
|
3,290 | $470,021 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.23% | — |
#24
Prev: #—
|
2.1 | 2,790 | no change |
NEW
|
2,790 | $467,826 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SO
SOUTHERN COMPAN...
|
Utilities | 0.22% | — |
#25
Prev: #—
|
2.1 | 5,557 | no change |
NEW
|
5,557 | $457,468 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 55 holdings