§ 13F · FUND PROFILE
Bright Futures Wealth Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128M (13F)Positions · 144Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | 79K | $4M | 2.8% | +134% |
| 2 | PMAR | INNOVATOR ETFS TRUST | 90K | $4M | 2.7% | NEW |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 8K | $4M | 2.7% | NEW |
| 4 | TBIL | RBB FD INC | 71K | $4M | 2.4% | NEW |
| 5 | AAPL | APPLE INC | 13K | $3M | 2.3% | +20% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 33K | $3M | 2.2% | −15% |
| 7 | IFEB | INNOVATOR ETFS TRUST | 107K | $3M | 2.2% | NEW |
| 8 | SHY | ISHARES TR | 33K | $3M | 1.9% | +36% |
| 9 | AVGO | BROADCOM INC | 8K | $2M | 1.7% | −2% |
| 10 | FLOT | ISHARES TR | 47K | $2M | 1.7% | +59% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGHT SIGNAL
AC read
Bright Futures Wealth Management, LLC. is a Other fund managing $128 million in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed