Bright Futures Wealth Management, LLC.
Sector Allocation
- Other60.2%$87.1M
- Technology15.0%$21.7M
- Financials9.2%$13.2M
- Consumer Discretionary2.8%$4.0M
- Industrials2.8%$4.0M
- Healthcare2.0%$2.9M
- Energy1.9%$2.7M
- Consumer Staples1.8%$2.6M
- Real Estate1.6%$2.3M
- Materials1.5%$2.2M
AUM History
13fpro.ai/research/fund/bright-futures-wealth-management-llc-1803980
Conviction and streaks
Stable · top 10 = 21.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$4.4M- VANECK$3.8M
- VANECK$3.4M
BRK.B
$3.1M- VANGUARD$3.0M
AVGO
$2.8M- RBB$2.6M
NVDA
$2.6M- AMERICAN$2.5M
- NEOS$2.2M
- ISHARES$2.2M
AMZN
$2.1MMU
$2.1M- ISHARES$2.0M
- SPDR$1.9M
- JANUS$1.9M
- SPDR$1.8M
IVZ
$1.7M- INNOVATOR$1.6M
- ETF$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bright-futures-wealth-management-llc-1803980
Bright Futures Wealth Management, LLC. 13F holdings — Q3 2026
$144.6M portfolio (-6.6% QoQ) · 195 holdings · Q3 2026 13F · top 10 are 21% of the stock portfolio
$4.4M
3.1% of stocks
-2%This quarter-1.1%Since filed9+ qtrsHeld- 2
VANECK ETF TRUST - CLO ETF
$3.8M
2.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANECK ETF TRUST - SEMICONDUCTR ETF
$3.4M
2.4% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.1M
2.1% of stocks
-9%This quarter—Since filed3 qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 5
VANGUARD WORLD FD - MRNGSTR MEGA CAP
$3.0M
2.1% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $2.8M
1.9% of stocks
-0.0%This quarter+2.3%Since filed9+ qtrsHeld- 7
RBB FD INC - F/M US TREASURY
$2.6M
1.8% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $2.6M
1.8% of stocks
-6%This quarter+2.4%Since filed9+ qtrsHeld- 9
AMERICAN CENTY ETF TR - INTL SMCP VLU
$2.5M
1.7% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
NEOS ETF TRUST - NEOS ENH INC 1-3
$2.2M
1.6% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $4.4M | 3.1% | -2% | -1.1% | 9+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANECK ETF TRUST - CLO ETF | $3.8M | 2.6% | -4% | — | — | — | — | |
| 3 | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.4M | 2.4% | -0.6% | — | — | — | — | |
| 4 | $3.1M | 2.1% | -9% | — | 3 qtrsTrimmed 2 qtrs in a row | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD WORLD FD - MRNGSTR MEGA CAP | $3.0M | 2.1% | -0.0% | — | — | — | — | |
| 6 | $2.8M | 1.9% | -0.0% | +2.3% | 9+ qtrs | 84.5#8 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | RBB FD INC - F/M US TREASURY | $2.6M | 1.8% | -6% | — | — | — | — | |
| 8 | $2.6M | 1.8% | -6% | +2.4% | 9+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $2.5M | 1.7% | -9% | — | — | — | — | |
| 10 | NEOS ETF TRUST - NEOS ENH INC 1-3 | $2.2M | 1.6% | -5% | — | — | — | — |
All holdings — Bright Futures Wealth Management, LLC. (Q3 2026)
195 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $2.2M | 1.5% | 44K | -7% | — | — | 13F |
| 12 | AMAZON COM INC | Consumer Discretionary | $2.1M | 1.4% | 8,398 | -5% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICRON TECHNOLOGY INC | Technology | $2.1M | 1.4% | 1,964 | -3% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $2.0M | 1.4% | 25K | -12% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR BL 12 ETFetf/fund | — | $1.9M | 1.3% | 19K | +2% | — | — | 13F |
| 16 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.9M | 1.3% | 38K | +3% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.8M | 1.2% | 20K | +7% | — | — | 13F |
| 18 | Invesco Ltd. | Financials | $1.7M | 1.1% | 14K | -13% | 9+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 19 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.6M | 1.1% | 33K | -8% | — | — | 13F |
| 20 | — | ETF SER SOLUTIONS - APTUS JULY BUFRetf/fund | — | $1.6M | 1.1% | 57K | -2% | — | — | 13F |
| 21 | MICROSOFT CORP | Technology | $1.6M | 1.1% | 3,034 | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $1.4M | 1.0% | 69K | +6% | — | — | 13F |
| 23 | — | ISHARES TR - GLOBAL 100 ETFetf/fund | — | $1.4M | 1.0% | 9,709 | +3% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $1.4M | 1.0% | 4,071 | +2% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $1.3M | 0.9% | 8,005 | -11% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.3M | 0.9% | 19K | -2% | |||
| 27 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $1.3M | 0.9% | 52K | New | |||
| 28 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $1.3M | 0.9% | 3,238 | +0.0% | |||
| 29 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $1.3M | 0.9% | 7,073 | -6% | |||
| 30 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | — | $1.2M | 0.8% | 29K | -9% | |||
| 31 | — | CALAMOS ETF TR - AUTOC INCOM ETF | — | $1.2M | 0.8% | 46K | +1% | |||
| 32 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.2M | 0.8% | 8,914 | -3% | |||
| 33 | — | ISHARES TR - RUS 2000 VAL ETF | — | $1.2M | 0.8% | 5,751 | +4% | |||
| 34 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $1.1M | 0.8% | 11K | -0.8% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.8% | 1,529 | +2% | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.8% | 3,336 | -0.6% | |||
| 37 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.1M | 0.8% | 46K | +0.6% | |||
| 38 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $1.1M | 0.8% | 45K | +2% | |||
| 39 | — | INNOVATOR ETFS TRUST - PREMIUM INC 15 B | — | $1.1M | 0.8% | 45K | -4% | |||
| 40 | — | ISHARES INC - US PWR INFRA ETF | — | $1.1M | 0.7% | 44K | -3% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.7% | 1,392 | +0.7% | |||
| 42 | $NEE | NEXTERA ENERGY INC | Utilities | $1.0M | 0.7% | 14K | New | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.7% | 3,363 | +7% | |||
| 44 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.0M | 0.7% | 9,447 | +0.0% | |||
| 45 | $KOF | COCA COLA FEMSA SAB DE CV | Consumer Staples | $1.0M | 0.7% | 9,316 | -9% | |||
| 46 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $998K | 0.7% | 23K | -2% | |||
| 47 | — | ISHARES TR - MSCI EURO FL ETF | — | $992K | 0.7% | 25K | -19% | |||
| 48 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $986K | 0.7% | 6,057 | -0.3% | |||
| 49 | — | PROSHARES TR - INFLATN EXPECTNS | — | $944K | 0.7% | 29K | -5% | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $940K | 0.7% | 9,042 | +3% | |||
| 51 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | — | $938K | 0.7% | 23K | -8% | |||
| 52 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $909K | 0.6% | 19K | -1% | |||
| 53 | — | ETFIS SER TR I - VIRTUS NEWFLEET | — | $904K | 0.6% | 41K | +1.0% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $894K | 0.6% | 9,257 | -5% | |||
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $889K | 0.6% | 24K | -10% | |||
| 56 | — | VANGUARD WORLD FD - MRNGSTR VAL ETF | — | $855K | 0.6% | 5,307 | +4% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $852K | 0.6% | 8,569 | -6% | |||
| 58 | $MRK | Merck & Co., Inc. | Healthcare | $844K | 0.6% | 5,809 | -7% | |||
| 59 | $CLS | CELESTICA INC | Technology | $843K | 0.6% | 2,333 | +4% | |||
| 60 | — | LISTED FDS TR - HORI KI INFL ETF | — | $830K | 0.6% | 17K | -9% | |||
| 61 | $LRN | Stride, Inc. | Consumer Discretionary | $829K | 0.6% | 11K | -1% | |||
| 62 | — | ISHARES TR - U.S. UTILITS ETF | — | $818K | 0.6% | 8,113 | New | |||
| 63 | $GOOGL | Alphabet Inc. | Technology | $805K | 0.6% | 2,341 | -1% | |||
| 64 | — | GLOBAL X FDS - AGING POPUL ETF | — | $805K | 0.6% | 22K | -8% | |||
| 65 | — | INNOVATOR ETFS TRUST - INDE AUT INC ETF | — | $792K | 0.6% | 31K | +1% | |||
| 66 | $ENS | EnerSys | Technology | $787K | 0.5% | 4,290 | +8% | |||
| 67 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $780K | 0.5% | 30K | +0.9% | |||
| 68 | $MTB | M&T BANK CORP | Financials | $772K | 0.5% | 3,549 | -7% | |||
| 69 | $JCI | Johnson Controls International plc | Industrials | $753K | 0.5% | 5,064 | — | |||
| 70 | — | INNOVATOR ETFS TRUST - INTL DVLPD 10 BU | — | $722K | 0.5% | 23K | -3% | |||
| 71 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $712K | 0.5% | 8,183 | +1% | |||
| 72 | — | ISHARES TR - FALN ANGLS USD | — | $700K | 0.5% | 27K | +1% | |||
| 73 | — | ISHARES TR - CORE S&P US GWT | — | $686K | 0.5% | 3,541 | +0.0% | |||
| 74 | $SCHW | SCHWAB CHARLES CORP | Financials | $676K | 0.5% | 6,911 | -19% | |||
| 75 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $652K | 0.5% | 10K | +3% | |||
| 76 | — | ISHARES TR - INTL DIV GRWTH | — | $635K | 0.4% | 7,154 | New | |||
| 77 | — | PIMCO ETF TR - SR LN ACTIVE ETF | — | $627K | 0.4% | 13K | +2% | |||
| 78 | $SHEL | Shell plc | Energy | $621K | 0.4% | 6,529 | -14% | |||
| 79 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $620K | 0.4% | 23K | — | |||
| 80 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $597K | 0.4% | 6,804 | New | |||
| 81 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $589K | 0.4% | 1,292 | -0.2% | |||
| 82 | — | ISHARES INC - MSCI CDA ETF | — | $585K | 0.4% | 10K | -12% | |||
| 83 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | — | $579K | 0.4% | 8,141 | +4% | |||
| 84 | — | ISHARES INC - MSCI BRAZIL ETF | — | $570K | 0.4% | 15K | -12% | |||
| 85 | — | ETF SER SOLUTIONS - DEFI DRON MO ETF | — | $559K | 0.4% | 22K | +41% | |||
| 86 | $F | FORD MOTOR CO | Consumer Discretionary | $535K | 0.4% | 44K | +4% | |||
| 87 | $ALL | ALLSTATE CORP | Financials | $532K | 0.4% | 2,399 | +0.3% | |||
| 88 | $WT | WisdomTree, Inc. | Financials | $531K | 0.4% | 11K | New | |||
| 89 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | — | $530K | 0.4% | 17K | -7% | |||
| 90 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $527K | 0.4% | 9,381 | +4% | |||
| 91 | $MET | METLIFE INC | Financials | $526K | 0.4% | 5,587 | +7% | |||
| 92 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $523K | 0.4% | 11K | +0.2% | |||
| 93 | — | ISHARES TR - RUS 1000 GRW ETF | — | $522K | 0.4% | 4,164 | — | |||
| 94 | $LMT | LOCKHEED MARTIN CORP | Industrials | $512K | 0.3% | 1,005 | New | |||
| 95 | $GLW | CORNING INC /NY | Materials | $512K | 0.3% | 3,327 | +0.0% | |||
| 96 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $495K | 0.3% | 9,862 | +10% | |||
| 97 | — | ISHARES TR - CORE S&P US VLU | — | $491K | 0.3% | 4,452 | — | |||
| 98 | $GD | GENERAL DYNAMICS CORP | Industrials | $482K | 0.3% | 1,452 | -61% | |||
| 99 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $476K | 0.3% | 6,738 | -0.2% | |||
| 100 | $BNY | Bank of New York Mellon Corp | Financials | $470K | 0.3% | 3,253 | -4% | |||
| 101 | — | ISHARES TR - ESG AWR MSCI USA | — | $468K | 0.3% | 2,807 | -0.1% | |||
| 102 | $LLY | ELI LILLY & Co | Healthcare | $465K | 0.3% | 402 | -3% | |||
| 103 | $RTX | RTX Corp | Industrials | $465K | 0.3% | 2,502 | +59% | |||
| 104 | $JNJ | JOHNSON & JOHNSON | Healthcare | $461K | 0.3% | 1,742 | -1% | |||
| 105 | $COP | CONOCOPHILLIPS | Energy | $454K | 0.3% | 3,625 | -0.2% | |||
| 106 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $442K | 0.3% | 1,156 | — | |||
| 107 | — | ISHARES TR - CORE S&P500 ETF | — | $441K | 0.3% | 576 | -3% | |||
| 108 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $426K | 0.3% | 5,030 | -12% | |||
| 109 | $AEM | AGNICO EAGLE MINES LTD | Materials | $416K | 0.3% | 2,268 | New | |||
| 110 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $415K | 0.3% | 2,857 | -3% | |||
| 111 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $413K | 0.3% | 1,879 | +12% | |||
| 112 | $STT | STATE STREET CORP | Financials | $404K | 0.3% | 5,998 | -11% | |||
| 113 | $TEL | TE Connectivity plc | Technology | $398K | 0.3% | 1,884 | — | |||
| 114 | $CVX | CHEVRON CORP | Energy | $397K | 0.3% | 1,943 | +2% | |||
| 115 | — | ISHARES TR - CORE US AGGBD ET | — | $391K | 0.3% | 4,140 | -3% | |||
| 116 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $386K | 0.3% | 9,313 | -6% | |||
| 117 | $URI | UNITED RENTALS, INC. | Industrials | $377K | 0.3% | 376 | -13% | |||
| 118 | $TSLA | Tesla, Inc. | Consumer Discretionary | $374K | 0.3% | 1,054 | -4% | |||
| 119 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $370K | 0.3% | 1,387 | New | |||
| 120 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $370K | 0.3% | 5,682 | -7% | |||
| 121 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $366K | 0.3% | 16K | +3% | |||
| 122 | — | TIDAL TRUST II - ROUNDHILL GENER | — | $358K | 0.3% | 3,894 | -13% | |||
| 123 | — | ISHARES TR - RUS 1000 VAL ETF | — | $352K | 0.2% | 1,419 | — | |||
| 124 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | — | $348K | 0.2% | 16K | -50% | |||
| 125 | $PLD | Prologis, Inc. | Real Estate | $341K | 0.2% | 2,626 | +1% | |||
| 126 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST | — | $323K | 0.2% | 5,132 | +4% | |||
| 127 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $320K | 0.2% | 8,908 | +0.5% | |||
| 128 | — | ISHARES TR - GL CLEAN ENE ETF | — | $320K | 0.2% | 19K | -4% | |||
| 129 | — | PACER FDS TR - INDUSTRIAL RELET | — | $316K | 0.2% | 8,449 | +4% | |||
| 130 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $316K | 0.2% | 4,913 | +27% | |||
| 131 | $PFE | PFIZER INC | Healthcare | $315K | 0.2% | 11K | -4% | |||
| 132 | $SE | Sea Ltd | Industrials | $314K | 0.2% | 3,224 | +1% | |||
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | — | $308K | 0.2% | 1,107 | -6% | |||
| 134 | — | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | — | $305K | 0.2% | 9,085 | -3% | |||
| 135 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $302K | 0.2% | 7,122 | +7% | |||
| 136 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $297K | 0.2% | 10K | +0.3% | |||
| 137 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $296K | 0.2% | 11K | +2% | |||
| 138 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $295K | 0.2% | 482 | -0.8% | |||
| 139 | — | BONDBLOXX ETF TRUST - JP MOR USD 1 ETF | — | $290K | 0.2% | 6,758 | +4% | |||
| 140 | $IVZ | Invesco Ltd. | Financials | $289K | 0.2% | 15K | +6% | |||
| 141 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $287K | 0.2% | 8,833 | +3% | |||
| 142 | — | ISHARES TR - 0-5YR HI YL CP | — | $286K | 0.2% | 6,944 | +2% | |||
| 143 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $286K | 0.2% | 6,679 | — | |||
| 144 | $LRCX | LAM RESEARCH CORP | Technology | $285K | 0.2% | 868 | +0.6% | |||
| 145 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $284K | 0.2% | 4,045 | -6% | |||
| 146 | — | ISHARES TR - ASIA 50 ETF | — | $283K | 0.2% | 1,989 | +1% | |||
| 147 | $ZIM | ZIM Integrated Shipping Services Ltd. | Industrials | $278K | 0.2% | 9,486 | — | |||
| 148 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $277K | 0.2% | 7,035 | -8% | |||
| 149 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST DJIA | — | $275K | 0.2% | 13K | +1% | |||
| 150 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $273K | 0.2% | 389 | -3% |
What changed in Q3 2026
Against the previous quarter's 13F: 15 new, 70 added to, 91 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- KRANESHARES TRUST - CSI CHI INTERNET$1.3M
first bought this quarter
$NEENEXTERA ENERGY INC$1.0M
first bought this quarter
- ISHARES TR - U.S. UTILITS ETF$818K
first bought this quarter
- ISHARES TR - INTL DIV GRWTH$635K
first bought this quarter
- VANECK ETF TRUST - GOLD MINERS ETF$597K
first bought this quarter
$WTWisdomTree, Inc.$531K
first bought this quarter
+9 more in the Excel export
Added to (70)
$RTXRTX Corp+59%
now $465K · held 4 qtrs, 4 adds in a row
- ETF SER SOLUTIONS - DEFI DRON MO ETF+41%
now $559K
- SPDR SERIES TRUST - ST STR P500ETF+7%
now $1.8M
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+6%
now $1.4M
- VANECK ETF TRUST - RARE EAR STR ETF+27%
now $316K
$ENSEnerSys+8%
now $787K · held 4 qtrs
+64 more in the Excel export
Trimmed (91)
$GDGENERAL DYNAMICS CORP-61%
now $482K · held 9+ qtrs, 2 trims in a row
- INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027-50%
now $348K
now $3.1M · held 3 qtrs, 2 trims in a row
- ISHARES TR - 1 3 YR TREAS BD-12%
now $2.0M
now $1.7M · held 9+ qtrs, 2 trims in a row
- AMERICAN CENTY ETF TR - INTL SMCP VLU-9%
now $2.5M
+85 more in the Excel export
Holdings by quarter
Every 13F Bright Futures Wealth Management, LLC. has filed, 9 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bright Futures Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 63% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
77%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bright Futures Wealth Management, LLC. disclosed 195 positions worth $144.6M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 3.1% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 28. The portfolio is most concentrated in Other (60.2% of disclosed assets). All figures are sourced directly from Bright Futures Wealth Management, LLC.’s Form 13F-HR filing with the SEC under CIK 1803980.
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AI-Powered Hedge Fund Analysis: Bright Futures Wealth Management, LLC.
13F Pro is an AI hedge fund tracker and stock research platform. For Bright Futures Wealth Management, LLC. (SEC CIK: 1803980), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Bright Futures Wealth Management, LLC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.