Bright Futures Wealth Management, LLC. 13F Holdings · Q2 2026
Bright Futures Wealth Management, LLC. reported 207 securities worth $154.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (2.55%), CLOI (2.53%), SMH (2.38%). Among its top 25 positions this quarter: 2 new, 8 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $4.0M | 2.55% | 13,651 | Added |
| 2 | CLOI | VANECK ETF TRUST | $3.9M | 2.53% | 73,928 | Trimmed |
| 3 | SMH | VANECK ETF TRUST | $3.7M | 2.38% | 5,612 | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 2.17% | 6,709 | Trimmed |
| 5 | AVGO | BROADCOM INC | $3.0M | 1.93% | 7,904 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $2.8M | 1.84% | 32,344 | Added |
| 7 | TBIL | RBB FD INC | $2.8M | 1.81% | 56,140 | Trimmed |
| 8 | AVDV | AMERICAN CENTY ETF TR | $2.6M | 1.68% | 25,311 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $2.4M | 1.57% | 12,122 | Added |
| 10 | FLOT | ISHARES TR | $2.4M | 1.54% | 46,687 | Trimmed |
| 11 | CSHI | NEOS ETF TRUST | $2.4M | 1.53% | 47,423 | Added |
| 12 | SHY | ISHARES TR | $2.4M | 1.52% | 28,719 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $2.3M | 1.51% | 2,030 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $2.1M | 1.35% | 8,796 | Trimmed |
| 15 | CRS | CARPENTER TECHNOLOGY CORP | $2.0M | 1.29% | 3,237 | Hold |
| 16 | IMAR | INNOVATOR ETFS TRUST | $2.0M | 1.29% | 65,675 | New |
| 17 | KBWP | INVESCO EXCH TRADED FD TR II | $2.0M | 1.28% | 15,605 | Trimmed |
| 18 | BILS | SPDR SERIES TRUST | $1.9M | 1.22% | 18,976 | Added |
| 19 | JAAA | JANUS DETROIT STR TR | $1.8M | 1.19% | 36,613 | Added |
| 20 | PMAR | INNOVATOR ETFS TRUST | $1.7M | 1.10% | 35,729 | Trimmed |
| 21 | SPYM | SPDR SERIES TRUST | $1.6M | 1.06% | 18,592 | Added |
| 22 | JULB | ETF SER SOLUTIONS | $1.6M | 1.05% | 58,752 | New |
| 23 | IJH | ISHARES TR | $1.5M | 0.95% | 19,163 | Added |
| 24 | GRID | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.94% | 7,560 | Trimmed |
| 25 | XLV | SELECT SECTOR SPDR TR | $1.4M | 0.92% | 8,976 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR