Bright Futures Wealth Management

Bright Futures Wealth Management as of March 31, 2026

Portfolio Holdings for Bright Futures Wealth Management

Bright Futures Wealth Management holds 188 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Clo Etf (CLOI) 2.8 $4.2M 79k 52.70
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 2.7 $4.0M 90k 44.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $3.9M 8.2k 479.20
RBB F/m Us Treasury (TBIL) 2.4 $3.6M 71k 49.86
Apple (AAPL) 2.3 $3.4M 13k 253.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.2 $3.3M 33k 99.86
Innovator Etfs Trust Intl Developed P (IFEB) 2.2 $3.2M 107k 29.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $2.8M 33k 82.57
Broadcom (AVGO) 1.7 $2.5M 8.0k 309.52
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $2.4M 48k 50.95
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.6 $2.4M 108k 22.36
Vanguard World Mega Grwth Ind (MGK) 1.6 $2.4M 6.4k 367.42
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 1.6 $2.3M 19k 118.98
Vaneck Etf Trust Semiconductr Etf (SMH) 1.5 $2.2M 5.7k 383.43
Amazon (AMZN) 1.4 $2.1M 10k 208.27
NVIDIA Corporation (NVDA) 1.4 $2.1M 12k 174.40
Global X Fds Aging Population (AGNG) 1.3 $1.9M 54k 35.60
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 1.3 $1.9M 37k 49.78
Spinnaker Etf Series Select Stoxx Eur (EUAD) 1.2 $1.8M 44k 40.74
Wal-Mart Stores (WMT) 1.2 $1.8M 14k 124.28
Spdr Series Trust State Street Spd (BILS) 1.2 $1.7M 17k 99.44
Duke Energy Corp Com New (DUK) 1.1 $1.6M 13k 130.94
First Tr Exchange-traded Nasdq Cln Edge (GRID) 1.1 $1.6M 9.9k 163.57
Vaneck Etf Trust Agribusiness Etf (MOO) 1.1 $1.6M 19k 84.50
Merck & Co (MRK) 1.0 $1.5M 13k 120.29
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $1.5M 30k 50.37
Innovator Etfs Trust Index Autocallab (ACII) 1.0 $1.5M 60k 25.08
Ishares Tr Msci Euro Fl Etf (EUFN) 1.0 $1.4M 42k 34.85
General Dynamics Corporation (GD) 1.0 $1.4M 4.2k 343.22
Ishares Us Power Infrast (POWR) 1.0 $1.4M 54k 26.23
Innovator Etfs Trust Premium Inc 15 B (LJUL) 0.9 $1.4M 57k 23.83
Spdr Series Trust State Street Spd (XME) 0.9 $1.3M 12k 108.01
Select Sector Spdr Tr State Street Hea (XLV) 0.9 $1.3M 9.1k 146.61
Stride (LRN) 0.9 $1.3M 15k 88.17
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.9 $1.3M 13k 97.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.3M 19k 67.53
Carpenter Technology Corporation (CRS) 0.9 $1.3M 3.2k 394.19
Select Sector Spdr Tr State Street Uti (XLU) 0.8 $1.2M 27k 45.89
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.8 $1.2M 34k 35.41
Proshares Tr Inflatn Expectns (RINF) 0.8 $1.2M 37k 31.76
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.1M 34k 33.77
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 9.1k 124.31
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.8 $1.1M 27k 40.47
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $1.1M 45k 24.27
M&T Bank Corporation (MTB) 0.8 $1.1M 5.3k 206.73
EnerSys (ENS) 0.7 $1.1M 6.2k 173.72
Ishares Tr Global 100 Etf (IOO) 0.7 $1.0M 8.7k 120.97
Microsoft Corporation (MSFT) 0.7 $1.0M 2.8k 370.18
Listed Fds Tr Horizon Kinetics (INFL) 0.7 $1.0M 20k 52.06
JPMorgan Chase & Co. (JPM) 0.7 $1.0M 3.4k 294.14
Spdr Series Trust State Street Spd (SJNK) 0.7 $989k 40k 24.98
Exxon Mobil Corporation (XOM) 0.7 $960k 5.7k 169.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $957k 1.5k 650.37
Charles Schwab Corporation (SCHW) 0.6 $900k 9.6k 93.98
Ishares Msci Brazil Etf (EWZ) 0.6 $898k 23k 38.39
Shell Spon Ads (SHEL) 0.6 $888k 9.5k 93.00
Albertsons Cos Common Stock (ACI) 0.6 $837k 49k 17.04
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.6 $829k 37k 22.75
Micron Technology (MU) 0.6 $823k 2.4k 337.80
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.5 $781k 13k 59.70
Ishares Msci Cda Etf (EWC) 0.5 $761k 14k 54.79
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $740k 8.0k 92.29
Cisco Systems (CSCO) 0.5 $731k 9.4k 77.59
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.5 $727k 29k 25.48
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) 0.5 $709k 24k 29.52
Ishares Tr Faln Angls Usd (FALN) 0.5 $706k 26k 26.72
Innovator Etfs Trust Equity Dual Dire (DDFM) 0.5 $701k 37k 18.77
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.5 $691k 21k 33.30
Alphabet Cap Stk Cl A (GOOGL) 0.5 $678k 2.4k 287.61
Ford Motor Company (F) 0.5 $674k 58k 11.54
Vanguard World Mega Cap Val Etf (MGV) 0.5 $670k 4.6k 144.97
Johnson Controls Internation SHS (JCI) 0.5 $663k 5.1k 130.96
Alphabet Cap Stk Cl C (GOOG) 0.4 $610k 2.1k 286.89
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $593k 12k 50.12
Global X Fds Global X Copper (COPX) 0.4 $584k 7.6k 76.35
Meta Platforms Cl A (META) 0.4 $573k 1.0k 571.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $573k 23k 24.75
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $569k 5.6k 102.25
Spdr Index Shs Fds State Street Spd (FEZ) 0.4 $568k 9.1k 62.08
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 0.4 $565k 19k 29.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $561k 8.7k 64.08
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $549k 3.5k 155.09
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.4 $547k 11k 49.38
Etf Ser Solutions Defiance Drone A (JEDI) 0.3 $501k 20k 25.58
Omega Healthcare Investors (OHI) 0.3 $493k 11k 43.82
Allstate Corporation (ALL) 0.3 $489k 2.4k 207.30
ConocoPhillips (COP) 0.3 $474k 3.6k 131.99
Spdr Index Shs Fds State Street Spd (EWX) 0.3 $472k 7.1k 66.12
Calamos Etf Tr Autocallable Inc (CAIE) 0.3 $465k 19k 25.14
International Business Machines (IBM) 0.3 $453k 1.9k 242.39
Corning Incorporated (GLW) 0.3 $452k 3.3k 135.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $449k 7.9k 56.68
Pfizer (PFE) 0.3 $437k 16k 28.08
Procter & Gamble Company (PG) 0.3 $430k 3.0k 144.45
Spdr Series Trust State Street Spd (SPYM) 0.3 $425k 5.5k 76.55
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $420k 4.2k 99.28
Johnson & Johnson (JNJ) 0.3 $418k 1.7k 244.47
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.3 $413k 3.5k 117.18
Ishares Tr Core S&p500 Etf (IVV) 0.3 $405k 619.00 653.72
Bank of New York Mellon Corporation (BK) 0.3 $401k 3.4k 118.63
Te Connectivity Ord Shs (TEL) 0.3 $394k 1.9k 209.04
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.3 $382k 20k 19.15
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $379k 2.7k 141.42
Tesla Motors (TSLA) 0.3 $367k 986.00 371.75
MetLife (MET) 0.3 $366k 5.2k 70.72
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $365k 9.4k 38.96
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $359k 20k 18.29
Spdr Series Trust State Street Spd (SPHY) 0.2 $348k 15k 23.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $341k 800.00 426.40
Prologis (PLD) 0.2 $337k 2.5k 132.20
Chevron Corporation (CVX) 0.2 $321k 1.6k 206.87
Ishares Tr Core 40/60 Moder (AOM) 0.2 $317k 6.7k 47.37
United Rentals (URI) 0.2 $316k 434.00 728.99
Comcast Corp Cl A (CMCSA) 0.2 $313k 11k 28.71
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $313k 6.9k 45.65
Hartford Fds Exchange Traded Strategic Income (HFSI) 0.2 $313k 9.0k 34.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $311k 4.2k 73.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $303k 1.4k 213.67
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $296k 10k 28.72
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.2 $296k 3.9k 76.02
Spdr Series Trust State Street Spd (XNTK) 0.2 $295k 1.2k 255.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $294k 10k 29.13
Eli Lilly & Co. (LLY) 0.2 $289k 314.00 919.20
Outfront Media Com New (OUT) 0.2 $289k 11k 26.50
Global X Fds Artificial Etf (AIQ) 0.2 $287k 6.1k 46.67
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $284k 839.00 337.95
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.2 $282k 3.9k 73.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $273k 473.00 577.23
Pacer Fds Tr Industrial Relet (INDS) 0.2 $269k 7.3k 36.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $268k 6.3k 42.31
Alps Etf Tr Alerian Energy (ENFR) 0.2 $267k 7.0k 38.21
Ftai Aviation SHS (FTAI) 0.2 $263k 1.1k 245.00
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.2 $262k 6.6k 39.83
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.2 $262k 6.0k 43.95
First Tr Exchange-traded Indxx Aerospace (MISL) 0.2 $262k 5.9k 44.71
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.2 $261k 6.7k 38.84
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 0.2 $260k 13k 19.41
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $258k 5.7k 44.87
Dow (DOW) 0.2 $256k 6.1k 41.65
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $254k 5.4k 47.08
Global X Fds Lithium Btry Etf (LIT) 0.2 $253k 3.4k 74.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $253k 10k 25.10
Vaneck Etf Trust Rare Earth And S (REMX) 0.2 $252k 2.9k 88.00
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $251k 12k 21.71
Zim Integrated Shipping Serv SHS (ZIM) 0.2 $250k 9.5k 26.35
Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.2 $246k 7.6k 32.60
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $246k 627.00 392.05
Spdr Series Trust State Street Spd (KRE) 0.2 $245k 3.8k 65.15
Travel Leisure Ord (TNL) 0.2 $243k 3.5k 69.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $242k 977.00 247.93
Coca-Cola Company (KO) 0.2 $242k 3.2k 76.06
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $240k 7.2k 33.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $239k 2.5k 97.23
Citigroup Com New (C) 0.2 $239k 2.1k 113.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $238k 7.0k 33.86
Invesco Db Multi-sector Comm Energy Fd (DBE) 0.2 $236k 8.0k 29.47
Raytheon Technologies Corp (RTX) 0.2 $236k 1.2k 192.85
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.2 $235k 7.0k 33.37
Kinross Gold Corp (KGC) 0.2 $234k 7.7k 30.52
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.2 $234k 5.1k 46.16
Chemung Financial Corp (CHMG) 0.2 $232k 4.3k 53.82
Sabra Health Care REIT (SBRA) 0.2 $230k 12k 19.23
Advanced Micro Devices (AMD) 0.2 $229k 1.1k 203.43
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $228k 1.9k 118.57
Lockheed Martin Corporation (LMT) 0.2 $227k 376.00 604.10
Bank of America Corporation (BAC) 0.2 $227k 4.7k 48.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $225k 376.00 597.55
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $224k 935.00 239.99
TJX Companies (TJX) 0.2 $222k 1.4k 159.74
Kinetik Holdings Com New Cl A (KNTK) 0.2 $221k 4.6k 48.41
Pepsi (PEP) 0.2 $219k 1.4k 155.28
Vaneck Etf Trust Retail Etf (RTH) 0.2 $219k 873.00 250.98
Host Hotels & Resorts (HST) 0.1 $219k 11k 19.16
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $215k 4.0k 53.77
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.1 $214k 7.3k 29.50
Teucrium Commodity Tr Agriculture Fd (TAGS) 0.1 $212k 8.3k 25.36
Oneok (OKE) 0.1 $210k 2.3k 90.38
Medtronic SHS (MDT) 0.1 $209k 2.4k 86.66
Medical Properties Trust (MPT) 0.1 $204k 44k 4.63
Ishares Tr Core Intl Aggr (IAGG) 0.1 $202k 4.0k 50.04
Peak (DOC) 0.1 $166k 10k 16.43
Agnc Invt Corp Com reit (AGNC) 0.1 $118k 12k 10.03
Putnam Etf Trust Franklin Massach (FTMA) 0.1 $115k 13k 8.96
Rithm Capital Corp Com New (RITM) 0.1 $102k 11k 9.48
Ataibeckley Com Shs (ATAI) 0.1 $89k 25k 3.54
Pimco Municipal Income Fund II (PML) 0.1 $88k 12k 7.57
Solid Power Class A Com (SLDP) 0.0 $39k 13k 3.00
Goodrx Hldgs Com Cl A (GDRX) 0.0 $20k 10k 1.96