Bright Futures Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Bright Futures Wealth Management, LLC.

Investment Activity

Bright Futures Wealth Management, LLC. has $144.59 million in total holdings as of September 30, 2026.
Bright Futures Wealth Management, LLC. owns shares of 195 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 7.10% of the portfolio was purchased this quarter.
About 13.04% of the portfolio was sold this quarter.
This quarter, Bright Futures Wealth Management, LLC. has purchased 207 new stocks and bought additional shares in 69 stocks.
Bright Futures Wealth Management, LLC. sold shares of 90 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Apple: $4,445,560
VanEck CLO ETF: $3,755,973
VanEck Semiconductor ETF: $3,397,264
Berkshire Hathaway: $3,055,421
Vanguard Mega Cap Growth ETF: $2,996,219

Largest New Holdings this Quarter

500767306 - KraneShares CSI China Internet ETF: $1,268,368 Holding
65339F101 - NextEra Energy: $1,047,711 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $985,817 Holding
464287697 - iShares U.S. Utilities ETF: $818,115 Holding
46435G524 - iShares International Dividend Growth ETF: $634,992 Holding

Largest Purchases this Quarter

KraneShares CSI China Internet ETF: 51,749 shares (about $1.27M)
NextEra Energy: 13,833 shares (about $1.05M)
EXXONMOBIL HOLDINGS CORP: 6,057 shares (about $985.82K)
iShares U.S. Utilities ETF: 8,113 shares (about $818.12K)
iShares International Dividend Growth ETF: 7,154 shares (about $634.99K)

Largest Sales this Quarter

General Dynamics: 2,286 shares (about $758.44K)
Invesco BulletShares 2027 High Yield Corporate Bond ETF: 16,041 shares (about $354.58K)
Berkshire Hathaway: 573 shares (about $285.33K)
iShares 1-3 Year Treasury Bond ETF: 3,492 shares (about $283.55K)
Invesco KBW Property & Casualty Insurance ETF: 2,048 shares (about $251.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$4,445,560	$100,574 ▼	-2.2%	13,349	3.1%	Technology
CLOI VanEck CLO ETF	$3,755,973	$159,968 ▼	-4.1%	70,908	2.6%	ETF
SMH VanEck Semiconductor ETF	$3,397,264	$20,708 ▼	-0.6%	5,578	2.3%	ETF
BRK.B Berkshire Hathaway	$3,055,421	$285,325 ▼	-8.5%	6,136	2.1%	Finance
MGK Vanguard Mega Cap Growth ETF	$2,996,219	$463 ▼	0.0%	32,339	2.1%	ETF
AVGO Broadcom	$2,774,591	$1,054 ▼	0.0%	7,901	1.9%	Technology
TBIL US Treasury 3 Month Bill ETF	$2,636,538	$162,064 ▼	-5.8%	52,889	1.8%	ETF
NVDA NVIDIA	$2,604,390	$163,973 ▼	-5.9%	11,404	1.8%	Technology
AVDV Avantis International Small Cap Value ETF	$2,517,799	$250,697 ▼	-9.1%	23,019	1.7%	ETF
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$2,246,949	$110,456 ▼	-4.7%	45,201	1.6%	ETF
FLOT iShares Floating Rate Bond ETF	$2,225,362	$157,999 ▼	-6.6%	43,592	1.5%	ETF
AMZN Amazon.com	$2,092,362	$99,162 ▼	-4.5%	8,398	1.4%	Consumer Discretionary
MU Micron Technology	$2,092,204	$70,308 ▼	-3.3%	1,964	1.4%	Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,048,426	$283,550 ▼	-12.2%	25,227	1.4%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$1,919,964	$34,869 ▲	1.8%	19,327	1.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,896,013	$48,149 ▲	2.6%	37,567	1.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,789,774	$120,994 ▲	7.3%	19,940	1.2%	ETF
KBWP Invesco KBW Property & Casualty Insurance ETF	$1,663,159	$251,247 ▼	-13.1%	13,557	1.2%	ETF
PMAR Innovator U.S. Equity Power Buffer ETF - March	$1,617,455	$131,797 ▼	-7.5%	33,037	1.1%	ETF
ETF SER SOLUTIONS	$1,615,360	$38,509 ▼	-2.3%	57,384	1.1%	APTUS JULY BUFR
MSFT Microsoft	$1,556,387	$33,857 ▼	-2.1%	3,034	1.1%	Technology
FIRST TR EXCHANGE-TRADED FD	$1,446,073	$75,909 ▲	5.5%	69,323	1.0%	VEST LADDERED
IOO iShares Global 100 ETF	$1,398,237	$40,900 ▲	3.0%	9,709	1.0%	ETF
GOOG Alphabet	$1,387,233	$27,261 ▲	2.0%	4,071	1.0%	Communication Services
XLV Health Care Select Sector SPDR Fund	$1,348,175	$163,533 ▼	-10.8%	8,005	0.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,347,487	$31,298 ▼	-2.3%	18,728	0.9%	ETF
KWEB KraneShares CSI China Internet ETF	$1,268,368	$1,268,368 ▲	New Holding	51,749	0.9%	ETF
CRS Carpenter Technology	$1,258,821	$389 ▲	0.0%	3,238	0.9%	Industrials
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$1,252,628	$86,248 ▼	-6.4%	7,073	0.9%	ETF
SPINNAKER ETF SERIES	$1,234,945	$127,177 ▼	-9.3%	29,481	0.9%	SELE STO EUR ETF
CALAMOS ETF TR	$1,222,914	$14,268 ▲	1.2%	45,940	0.8%	AUTOC INCOM ETF
IJR iShares Core S&P Small-Cap ETF	$1,212,682	$33,058 ▼	-2.7%	8,914	0.8%	ETF
IWN iShares Russell 2000 Value ETF	$1,204,547	$51,734 ▲	4.5%	5,751	0.8%	ETF
XME SPDR S&P Metals & Mining ETF	$1,148,978	$9,320 ▼	-0.8%	11,095	0.8%	ETF
META Meta Platforms	$1,108,545	$17,400 ▲	1.6%	1,529	0.8%	Communication Services
JPM JPMorgan Chase & Co.	$1,103,617	$6,947 ▼	-0.6%	3,336	0.8%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$1,098,362	$6,466 ▲	0.6%	46,034	0.8%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$1,080,949	$21,122 ▲	2.0%	44,575	0.7%	ETF
INNOVATOR ETFS TRUST	$1,079,157	$45,482 ▼	-4.0%	45,153	0.7%	PREMIUM INC 15 B
FILL iShares MSCI Global Energy Producers ETF	$1,064,671	$31,265 ▼	-2.9%	44,031	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$1,061,630	$7,627 ▲	0.7%	1,392	0.7%	ETF
NEE NextEra Energy	$1,047,711	$1,047,711 ▲	New Holding	13,833	0.7%	Utilities
QQQM Invesco NASDAQ 100 ETF	$1,024,542	$65,805 ▲	6.9%	3,363	0.7%	ETF
CSCO Cisco Systems	$1,016,734	$108 ▲	0.0%	9,447	0.7%	Technology
KOF Coca Cola Femsa	$1,006,501	$99,397 ▼	-9.0%	9,316	0.7%	Consumer Staples
PJUN Innovator U.S. Equity Power Buffer ETF - June	$998,353	$25,118 ▼	-2.5%	22,695	0.7%	ETF
EUFN iShares MSCI Europe Financials ETF	$992,272	$227,184 ▼	-18.6%	24,944	0.7%	ETF
EXXONMOBIL HOLDINGS CORP	$985,817	$985,817 ▲	New Holding	6,057	0.7%	COM SHS
RINF ProShares Inflation Expectations ETF	$943,634	$46,830 ▼	-4.7%	28,835	0.7%	ETF
WALMART INC	$939,657	$29,410 ▲	3.2%	9,042	0.6%	COM
IDVO Amplify CWP International Enhanced Dividend Income ETF	$937,599	$81,252 ▼	-8.0%	22,571	0.6%	ETF
CGGR Capital Group Growth ETF	$909,091	$10,387 ▼	-1.1%	19,167	0.6%	ETF
NFLT Virtus Newfleet Multi-Sector Bond ETF	$904,036	$8,784 ▲	1.0%	40,962	0.6%	ETF
JGRO JPMorgan Active Growth ETF	$894,041	$44,620 ▼	-4.8%	9,257	0.6%	ETF
BUFR FT Vest Laddered Buffer ETF	$888,788	$103,904 ▼	-10.5%	23,720	0.6%	ETF
MGV Vanguard Mega Cap Value ETF	$854,957	$30,126 ▲	3.7%	5,307	0.6%	ETF
SOXQ Invesco PHLX Semiconductor ETF	$851,736	$51,786 ▼	-5.7%	8,569	0.6%	ETF
MRK Merck & Co., Inc.	$844,047	$59,718 ▼	-6.6%	5,809	0.6%	Healthcare
CELESTICA INC	$843,216	$32,529 ▲	4.0%	2,333	0.6%	COM
INFL Horizon Kinetics Inflation Beneficiaries ETF	$830,107	$77,315 ▼	-8.5%	16,556	0.6%	ETF
LRN Stride	$829,317	$10,371 ▼	-1.2%	10,635	0.6%	Consumer Discretionary
IDU iShares U.S. Utilities ETF	$818,115	$818,115 ▲	New Holding	8,113	0.6%	ETF
GOOGL Alphabet	$805,463	$11,354 ▼	-1.4%	2,341	0.6%	Communication Services
AGNG Global X Aging Population ETF	$805,091	$68,684 ▼	-7.9%	21,990	0.6%	ETF
INNOVATOR ETFS TRUST	$791,936	$8,510 ▲	1.1%	31,175	0.5%	INDE AUT INC ETF
ENS Enersys	$787,344	$61,116 ▲	8.4%	4,290	0.5%	Industrials
FLTR VanEck IG Floating Rate ETF	$780,331	$6,960 ▲	0.9%	30,494	0.5%	ETF
MTB M&T Bank	$772,280	$58,101 ▼	-7.0%	3,549	0.5%	Finance
JCI Johnson Controls International	$752,834		0.0%	5,064	0.5%	Industrials
INNOVATOR ETFS TRUST	$722,269	$26,026 ▼	-3.5%	23,006	0.5%	INTL DVLPD 10 BU
BOND Pimco Total Return ETF	$711,856	$7,394 ▲	1.0%	8,183	0.5%	ETF
FALN iShares Fallen Angels USD Bond ETF	$700,126	$7,675 ▲	1.1%	27,001	0.5%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$686,123	$194 ▲	0.0%	3,541	0.5%	ETF
SCHW Charles Schwab	$675,514	$162,061 ▼	-19.3%	6,911	0.5%	Finance
BMY Bristol Myers Squibb	$652,392	$18,221 ▲	2.9%	10,455	0.5%	Healthcare
IGRO iShares International Dividend Growth ETF	$634,992	$634,992 ▲	New Holding	7,154	0.4%	ETF
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$626,935	$10,272 ▲	1.7%	12,756	0.4%	ETF
SHEL Shell	$620,563	$105,217 ▼	-14.5%	6,529	0.4%	Energy
SCHF Schwab International Equity ETF	$619,906		0.0%	22,567	0.4%	ETF
GDX VanEck Gold Miners ETF	$597,391	$597,391 ▲	New Holding	6,804	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$589,397	$1,369 ▼	-0.2%	1,292	0.4%	Technology
EWC iShares MSCI Canada ETF	$585,143	$79,514 ▼	-12.0%	10,023	0.4%	ETF
EWX SPDR S&P Emerging Markets SmallCap ETF	$578,807	$21,543 ▲	3.9%	8,141	0.4%	ETF
EWZ iShares MSCI Brazil ETF	$569,888	$78,709 ▼	-12.1%	15,299	0.4%	ETF
ETF SER SOLUTIONS	$559,457	$161,379 ▲	40.5%	22,298	0.4%	DEFI DRON MO ETF
F Ford Motor	$534,997	$18,355 ▲	3.6%	44,361	0.4%	Consumer Discretionary
ALL Allstate	$532,330	$1,775 ▲	0.3%	2,399	0.4%	Finance
USFR WisdomTree Floating Rate Treasury Fund	$530,657	$530,657 ▲	New Holding	10,531	0.4%	ETF
INNOVATOR ETFS TRUST	$530,161	$37,198 ▼	-6.6%	17,174	0.4%	NASD 100 10 BUFF
JEPI JPMorgan Equity Premium Income ETF	$527,416	$21,814 ▲	4.3%	9,381	0.4%	ETF
MET MetLife	$526,054	$36,250 ▲	7.4%	5,587	0.4%	Finance
OHI Omega Healthcare Investors	$523,329	$1,297 ▲	0.2%	11,301	0.4%	Real Estate
IWF iShares Russell 1000 Growth ETF	$521,583		0.0%	4,164	0.4%	ETF
LMT Lockheed Martin	$511,934	$511,934 ▲	New Holding	1,005	0.4%	Industrials
GLW Corning	$511,570	$154 ▲	0.0%	3,327	0.4%	Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$495,175	$46,344 ▲	10.3%	9,862	0.3%	ETF
IUSV iShares Core S&P U.S. Value ETF	$490,967		0.0%	4,452	0.3%	ETF
GD General Dynamics	$481,739	$758,440 ▼	-61.2%	1,452	0.3%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$475,782	$1,059 ▼	-0.2%	6,738	0.3%	ETF
BANK OF NY MELLON CORP	$470,481	$18,513 ▼	-3.8%	3,253	0.3%	COM

Showing largest 100 holdings. View all holdings.

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Bright Futures Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Bright Futures Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bright Futures Wealth Management, LLC. Top Holdings and 13F Report (2026)

About Bright Futures Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBright Futures Wealth Management, LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools