§ 13F · FUND PROFILE
Bright Futures Wealth Management, LLC..
AUM · $155M (13F)Positions · 208Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 14K | $4M | 2.6% | +2% |
| 2 | CLOI | VANECK ETF TRUST | 74K | $4M | 2.5% | −6% |
| 3 | SMH | VANECK ETF TRUST | 6K | $4M | 2.4% | −2% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3M | 2.2% | −18% |
| 5 | AVGO | BROADCOM INC | 8K | $3M | 1.9% | −1% |
| 6 | MGK | VANGUARD WORLD FD | 32K | $3M | 1.8% | +402% |
| 7 | TBIL | RBB FD INC | 56K | $3M | 1.8% | −21% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 25K | $3M | 1.7% | −22% |
| 9 | NVDA | NVIDIA CORPORATION | 12K | $2M | 1.6% | +2% |
| 10 | FLOT | ISHARES TR | 47K | $2M | 1.5% | −2% |
§ 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 $155 million in assets. The fund runs a broad portfolio of 208 positions.
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