Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bright Futures Wealth Management

Latest statistics and disclosures from Bright Futures Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, CLOI, SMH, BRK.B, AVGO, and represent 11.55% of Bright Futures Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MGK, IMAR, JULB, ACYN, IWN, SPYM, PJUN, JGRO, QQQM, CGGR.
Started 41 new stock positions in JULB, GEV, AIA, DIA, DTCR, EPR, UFEB, JGRO, ACYN, FENI.
Reduced shares in these 10 stocks: IFEB, PMAR, BSJR, SFLR, AGNG, ACI, MRK, BRK.B, TBIL, AVDV.
Sold out of its positions in ACI, BAC, CHMG, DOW, MISL, HST, IFEB, SFLR, QFLR, RSPS. DBE, BBAG, BBIN, BBUS, JCPB, JBND, KGC, LMT, PEP, TJX, TNL, MDT.
Bright Futures Wealth Management was a net seller of stock by $-3.0M.
Bright Futures Wealth Management has $155M in assets under management (AUM), dropping by 5.99%.
Central Index Key (CIK): 0001803980

Tip: Access up to 7 years of quarterly data

Positions held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bright Futures Wealth Management

Bright Futures Wealth Management holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.6	$4.0M		14k	289.36	View chart
Vaneck Etf Trust Clo Etf (CLOI)	2.5	$3.9M	-6%	74k	52.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.4	$3.7M		5.6k	655.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$3.4M	-18%	6.7k	500.39	View chart
Broadcom (AVGO)	1.9	$3.0M		7.9k	377.73	View chart
Vanguard World Mega Grwth Ind (MGK)	1.8	$2.8M	+401%	32k	87.91	View chart
RBB F/m Us Treasury (TBIL)	1.8	$2.8M	-21%	56k	49.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$2.6M	-22%	25k	103.05	View chart
NVIDIA Corporation (NVDA)	1.6	$2.4M	+2%	12k	200.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.5	$2.4M		47k	51.05	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	1.5	$2.4M	+26%	47k	49.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$2.4M	-13%	29k	82.11	View chart
Micron Technology (MU)	1.5	$2.3M	-16%	2.0k	1154.33	View chart
Amazon (AMZN)	1.4	$2.1M	-11%	8.8k	238.34	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	1.3	$2.0M	NEW	66k	30.45	View chart
Carpenter Technology Corporation (CRS)	1.3	$2.0M		3.2k	616.92	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	1.3	$2.0M	-18%	16k	126.77	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	1.2	$1.9M	+11%	19k	99.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$1.8M	+22%	37k	50.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	1.1	$1.7M	-60%	36k	47.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.1	$1.6M	+235%	19k	87.88	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	1.0	$1.6M	NEW	59k	27.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.5M		19k	77.11	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.9	$1.4M	-23%	7.6k	191.76	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.9	$1.4M		9.0k	158.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.4M	+87%	4.0k	353.34	View chart
Spinnaker Etf Series Sele Sto Eur Etf (EUAD)	0.9	$1.4M	-26%	33k	42.18	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.9	$1.4M	NEW	66k	20.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.4M		9.2k	148.31	View chart
General Dynamics Corporation (GD)	0.9	$1.3M	-10%	3.7k	354.23	View chart
Duke Energy Corp Com New (DUK)	0.9	$1.3M	-16%	10k	126.58	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.8	$1.3M	-10%	17k	79.20	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$1.3M	+8%	9.4k	136.60	View chart
Ishares Us Pwr Infra Etf (POWR)	0.8	$1.3M	-15%	45k	27.96	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.8	$1.2M	+145%	45k	27.21	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$1.2M	NEW	5.5k	221.20	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.8	$1.2M	-9%	11k	106.93	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.8	$1.2M	-26%	31k	38.99	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M	+10%	3.1k	372.98	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.7	$1.1M	-17%	47k	23.80	View chart
Cisco Systems (CSCO)	0.7	$1.1M		9.4k	117.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$1.1M		46k	24.14	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.1M		3.4k	327.31	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.7	$1.1M	+10%	44k	25.03	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.7	$1.1M	-22%	10k	106.25	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.7	$1.0M	-13%	23k	45.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.0M	-6%	1.4k	746.80	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.7	$1.0M	-10%	25k	42.00	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.7	$1.0M	-30%	9.1k	112.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.6	$1.0M	NEW	23k	43.23	View chart
Wal-Mart Stores (WMT)	0.6	$992k	-37%	8.8k	113.26	View chart
Proshares Tr Inflatn Expectns (RINF)	0.6	$974k	-17%	30k	32.17	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.6	$968k	-22%	27k	36.53	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$958k	NEW	9.7k	98.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$954k	NEW	3.1k	302.98	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.6	$931k	+11%	41k	22.95	View chart
Stride (LRN)	0.6	$929k	-27%	11k	86.24	View chart
EnerSys (ENS)	0.6	$925k	-36%	4.0k	233.82	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$915k	NEW	19k	47.20	View chart
M&T Bank Corporation (MTB)	0.6	$908k	-28%	3.8k	238.02	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.6	$903k	-8%	18k	49.88	View chart
Global X Fds Aging Popul Etf (AGNG)	0.6	$860k	-55%	24k	36.02	View chart
Corning Incorporated (GLW)	0.5	$850k		3.3k	255.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$848k		2.4k	357.39	View chart
Meta Platforms Cl A (META)	0.5	$848k	+50%	1.5k	563.13	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$837k	+10%	5.1k	163.45	View chart
Exxon Mobil Corporation (XOM)	0.5	$831k	+7%	6.1k	136.72	View chart
Celestica (CLS)	0.5	$818k	NEW	2.2k	364.80	View chart
Merck & Co (MRK)	0.5	$799k	-50%	6.2k	128.50	View chart
Charles Schwab Corporation (SCHW)	0.5	$791k	-10%	8.6k	92.27	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.5	$785k	-48%	31k	25.45	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.5	$774k	+5%	30k	25.61	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.5	$750k		24k	31.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$747k		8.1k	92.21	View chart
Johnson Controls Internation SHS (JCI)	0.5	$740k		5.1k	146.12	View chart
Ishares Tr Faln Angls Usd (FALN)	0.5	$727k		27k	27.24	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.5	$710k	-70%	32k	22.35	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$666k		3.5k	188.11	View chart
Ishares Msci Cda Etf (EWC)	0.4	$656k	-18%	11k	57.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$625k	-2%	23k	27.70	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.4	$619k	+13%	13k	49.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$619k	+54%	1.3k	477.57	View chart
Ishares Msci Brazil Etf (EWZ)	0.4	$601k	-25%	17k	34.50	View chart
Ford Motor Company (F)	0.4	$596k	-26%	43k	13.90	View chart
Shell Spon Ads (SHEL)	0.4	$592k	-20%	7.6k	77.54	View chart
Bristol Myers Squibb (BMY)	0.4	$586k	NEW	10k	57.62	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.4	$582k	+9%	7.8k	74.30	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$581k	-2%	12k	50.15	View chart
Allstate Corporation (ALL)	0.4	$569k		2.4k	237.96	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.4	$566k	-5%	18k	30.77	View chart
Omega Healthcare Investors (OHI)	0.3	$538k		11k	47.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$517k	+420%	4.2k	124.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$508k	+13%	9.0k	56.48	View chart
Eli Lilly & Co. (LLY)	0.3	$498k	+32%	415.00	1199.25	View chart
United Rentals (URI)	0.3	$492k		434.00	1133.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$490k	-20%	4.5k	110.15	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$489k		3.4k	144.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$481k	-22%	6.8k	71.25	View chart
International Business Machines (IBM)	0.3	$473k	-9%	1.7k	281.19	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.3	$462k	-26%	6.7k	68.68	View chart
Etf Ser Solutions Defi Dron Mo Etf (JEDI)	0.3	$461k	-18%	16k	29.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$460k	+4%	2.8k	163.67	View chart
Tesla Motors (TSLA)	0.3	$460k	+10%	1.1k	420.60	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.3	$453k	+60%	6.0k	74.85	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.3	$452k		1.2k	390.57	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$450k	+30%	8.9k	50.39	View chart
Johnson & Johnson (JNJ)	0.3	$447k	+2%	1.8k	253.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$446k	-3%	595.00	749.29	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.3	$440k	NEW	4.5k	98.69	View chart
MetLife (MET)	0.3	$440k		5.2k	84.61	View chart
Global X Fds Global X Copper (COPX)	0.3	$440k	-25%	5.7k	76.97	View chart
Procter & Gamble Company (PG)	0.3	$430k		2.9k	146.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$422k		4.3k	98.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$410k	+6%	9.9k	41.25	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$402k		6.1k	65.61	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$401k		20k	20.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$400k	+14%	543.00	736.49	View chart
Te Connectivity Ord Shs (TEL)	0.2	$380k		1.9k	201.63	View chart
ConocoPhillips (COP)	0.2	$378k		3.6k	103.95	View chart
Lam Research Corp Com New (LRCX)	0.2	$374k	NEW	863.00	433.37	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$369k	+5%	16k	23.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$355k	+20%	1.2k	300.41	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$354k	-2%	3.8k	93.63	View chart
Prologis (PLD)	0.2	$352k		2.6k	135.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$344k		1.4k	242.43	View chart
Outfront Media Com New (OUT)	0.2	$343k	-3%	11k	32.76	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.2	$343k	+34%	3.9k	88.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$338k	+5%	987.00	342.83	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.2	$330k	+4%	9.4k	35.16	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.2	$328k	+11%	8.2k	40.21	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$327k	-2%	6.5k	49.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$316k		4.3k	73.41	View chart
Chevron Corporation (CVX)	0.2	$316k	+22%	1.9k	165.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$306k		11k	29.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$306k	+8%	7.6k	40.21	View chart
Sea Sponsord Ads (SE)	0.2	$305k	NEW	3.2k	95.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$300k	-12%	8.9k	33.84	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$300k	NEW	7.2k	41.62	View chart
Raytheon Technologies Corp (RTX)	0.2	$299k	+28%	1.6k	189.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$292k		10k	28.96	View chart
Bondbloxx Etf Trust Jp Mor Usd 1 Etf (XEMD)	0.2	$292k	+9%	6.5k	44.92	View chart
Citigroup Com New (C)	0.2	$290k		2.1k	139.98	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.2	$288k	-14%	17k	16.95	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$288k	+7%	6.8k	42.41	View chart
Ftai Aviation SHS (FTAI)	0.2	$287k		1.1k	270.53	View chart
Advanced Micro Devices (AMD)	0.2	$282k	-56%	486.00	580.91	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$282k	+6%	14k	19.70	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$278k		6.7k	41.68	View chart
Ishares Tr Asia 50 Etf (AIA)	0.2	$278k	NEW	2.0k	141.66	View chart
American Electric Power Company (AEP)	0.2	$278k	NEW	2.0k	136.78	View chart
Pfizer (PFE)	0.2	$276k	-26%	12k	24.08	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$275k	+11%	13k	21.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$275k	+6%	400.00	686.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$271k	NEW	8.6k	31.71	View chart
Carnival Corp Common Shares (CCL)	0.2	$268k	NEW	9.4k	28.57	View chart
Comcast Corp Cl A (CMCSA)	0.2	$264k		11k	24.55	View chart
Kla Corp Com New (KLAC)	0.2	$257k	NEW	850.00	301.80	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.2	$256k	NEW	8.4k	30.37	View chart
Coca-Cola Company (KO)	0.2	$254k		3.1k	81.27	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$253k	-4%	6.6k	38.10	View chart
CVS Caremark Corporation (CVS)	0.2	$250k	NEW	2.4k	103.44	View chart
First Tr Exch Trd Alphdx Germany Alpha (FGM)	0.2	$248k	NEW	3.9k	63.47	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$248k	+10%	969.00	255.82	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.2	$248k		7.0k	35.11	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.2	$247k		9.5k	26.00	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$243k	-59%	252.00	965.00	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.2	$241k		6.5k	37.12	View chart
Ge Aerospace Com New (GE)	0.2	$241k	NEW	644.00	373.65	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$238k	NEW	4.5k	52.54	View chart
Sabra Health Care REIT (SBRA)	0.2	$234k		12k	19.51	View chart
Ge Vernova (GEV)	0.2	$233k	NEW	198.00	1175.06	View chart
Teucrium Commodity Tr Agriculture Fd (TAGS)	0.1	$230k	+15%	9.7k	23.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$230k	-15%	2.1k	110.32	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.1	$228k	-14%	6.4k	35.49	View chart
Caterpillar (CAT)	0.1	$227k	NEW	213.00	1066.19	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$226k	-15%	2.9k	78.28	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$223k	NEW	4.1k	54.69	View chart
Delta Air Lines Com New (DAL)	0.1	$222k	NEW	2.4k	93.66	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.1	$222k		4.6k	48.34	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.1	$221k	NEW	176.00	1254.50	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$219k	-10%	6.4k	34.27	View chart
Truist Financial Corp equities (TFC)	0.1	$216k	NEW	4.3k	49.82	View chart
Peak (DOC)	0.1	$216k		10k	21.40	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$214k	NEW	4.9k	43.36	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$214k	NEW	3.1k	69.45	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$212k	NEW	406.00	522.72	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$212k	NEW	16k	13.01	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$211k	NEW	5.2k	40.13	View chart
Innovator Etfs Trust Equi Dua 15 Marc (DDFM)	0.1	$209k	-71%	11k	19.75	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$208k	-28%	4.1k	50.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$205k	NEW	5.3k	38.65	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$205k	NEW	3.5k	58.01	View chart
Oneok (OKE)	0.1	$203k		2.3k	86.93	View chart
Medical Properties Trust (MPT)	0.1	$203k		44k	4.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$203k	-10%	1.7k	117.42	View chart
LTC Properties (LTC)	0.1	$202k	NEW	5.3k	38.45	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$202k	NEW	101.00	1998.62	View chart
Verizon Communications (VZ)	0.1	$201k	NEW	4.7k	42.34	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$200k	-2%	4.0k	50.60	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$200k	NEW	4.0k	50.00	View chart
Ataibeckley Com Shs (ATAI)	0.1	$132k		25k	5.27	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$128k		12k	10.90	View chart
Putnam Etf Trust Frank Mass Etf (FTMA)	0.1	$117k		13k	9.12	View chart
Rithm Capital Corp Com New (RITM)	0.1	$101k		11k	9.39	View chart
Pimco Municipal Income Fund II (PML)	0.1	$87k	-2%	11k	7.61	View chart
Solid Power Class A Com (SLDP)	0.0	$43k	+26%	16k	2.59	View chart
Goodrx Hldgs Com Cl A (GDRX)	0.0	$29k		10k	2.88	View chart

Past Filings by Bright Futures Wealth Management

SEC 13F filings are viewable for Bright Futures Wealth Management going back to 2024

Bright Futures Wealth Management 2026 Q2 filed July 24, 2026
Bright Futures Wealth Management 2026 Q1 filed April 15, 2026
Bright Futures Wealth Management 2025 Q4 filed Feb. 5, 2026
Bright Futures Wealth Management 2025 Q3 filed Nov. 12, 2025
Bright Futures Wealth Management 2025 Q1 filed April 22, 2025
Bright Futures Wealth Management 2024 Q4 filed Jan. 30, 2025
Bright Futures Wealth Management 2024 Q3 filed Oct. 31, 2024
Bright Futures Wealth Management 2024 Q2 filed Aug. 7, 2024
Bright Futures Wealth Management 2024 Q1 filed June 28, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z