Bright Futures Wealth Management, LLC.

Est. AUM

$146.1M

13F long equity, this entity only

Positions

188

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK ETF TRUST	CLO ETF	$4.2M	78831	2.84%	SOLE
2	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.0M	89642	2.74%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	8215	2.70%	SOLE
4	RBB FD INC	F/M US TREASURY	$3.6M	71253	2.43%	SOLE
5	APPLE INC	COM	$3.4M	13421	2.33%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.3M	32559	2.23%	SOLE
7	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$3.2M	106687	2.18%	SOLE
8	ISHARES TR	1 3 YR TREAS BD	$2.8M	33339	1.88%	SOLE
9	BROADCOM INC	COM	$2.5M	7971	1.69%	SOLE
10	ISHARES TR	FLTG RATE NT ETF	$2.4M	47458	1.66%	SOLE
11	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$2.4M	107738	1.65%	SOLE
12	VANGUARD WORLD FD	MEGA GRWTH IND	$2.4M	6444	1.62%	SOLE
13	INVESCO EXCH TRADED FD TR II	KBW PPTY CASUT	$2.3M	19113	1.56%	SOLE
14	VANECK ETF TRUST	SEMICONDUCTR ETF	$2.2M	5703	1.50%	SOLE
15	AMAZON COM INC	COM	$2.1M	9967	1.42%	SOLE
16	NVIDIA CORPORATION	COM	$2.1M	11847	1.41%	SOLE
17	GLOBAL X FDS	AGING POPULATION	$1.9M	53928	1.31%	SOLE
18	NEOS ETF TRUST	NEOS ENH INC 1-3	$1.9M	37422	1.28%	SOLE
19	SPINNAKER ETF SERIES	SELECT STOXX EUR	$1.8M	44158	1.23%	SOLE
20	WALMART INC	COM	$1.8M	14127	1.20%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	17027	1.16%	SOLE
22	DUKE ENERGY CORP NEW	COM NEW	$1.6M	12496	1.12%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.6M	9877	1.11%	SOLE
24	VANECK ETF TRUST	AGRIBUSINESS ETF	$1.6M	18529	1.07%	SOLE
25	MERCK & CO INC	COM	$1.5M	12581	1.04%	SOLE
26	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.5M	29789	1.03%	SOLE
27	INNOVATOR ETFS TRUST	INDEX AUTOCALLAB	$1.5M	59554	1.02%	SOLE
28	ISHARES TR	MSCI EURO FL ETF	$1.4M	41482	0.99%	SOLE
29	GENERAL DYNAMICS CORP	COM	$1.4M	4184	0.98%	SOLE
30	ISHARES INC	US POWER INFRAST	$1.4M	53525	0.96%	SOLE
31	INNOVATOR ETFS TRUST	PREMIUM INC 15 B	$1.4M	56969	0.93%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	9112	0.91%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	12372	0.91%	SOLE
34	STRIDE INC	COM	$1.3M	14946	0.90%	SOLE
35	COCA-COLA FEMSA SAB DE CV	SPONS ADS REP	$1.3M	13250	0.89%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$1.3M	19124	0.88%	SOLE
37	CARPENTER TECHNOLOGY CORP	COM	$1.3M	3237	0.87%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	26561	0.83%	SOLE
39	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.2M	33460	0.81%	SOLE
40	PROSHARES TR	INFLATN EXPECTNS	$1.2M	36637	0.80%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	34033	0.79%	SOLE
42	ISHARES TR	CORE S&P SCP ETF	$1.1M	9124	0.78%	SOLE
43	AMPLIFY ETF TR	CWP INTL ENHANCE	$1.1M	27427	0.76%	SOLE
44	M & T BK CORP	COM	$1.1M	5334	0.76%	SOLE
45	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.1M	45434	0.76%	SOLE
46	ENERSYS	COM	$1.1M	6185	0.74%	SOLE
47	ISHARES TR	GLOBAL 100 ETF	$1.1M	8677	0.72%	SOLE
48	MICROSOFT CORP	COM	$1.0M	2810	0.71%	SOLE
49	LISTED FDS TR	HORIZON KINETICS	$1.0M	19768	0.70%	SOLE
50	JPMORGAN CHASE & CO	COM	$1.0M	3421	0.69%	SOLE

1–50 of 188

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.