Bright Futures Wealth Management, LLC.
CIK: 0001803980SEC EDGAR →
Portfolio Value
$135.1M
Holdings
162
As of
Q4 2025
New Positions
144
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 38,410 | $3.6M | 2.67% |
| 2 | NEOS ETF TRUST | 72,078 | $3.6M | 2.65% |
| 3 | SPDR SERIES TRUST | 54,034 | $3.5M | 2.59% |
| 4 | VANECK ETF TRUST | 130,232 | $3.3M | 2.46% |
| 5 | BLACKSTONE MTG TR INC | 167,900 | $3.2M | 2.38% |
| 6 | APPLE INC | 11,186 | $3.0M | 2.25% |
| 7 | INNOVATOR ETFS TRUST | 104,384 | $3.0M | 2.20% |
| 8 | ISHARES TR | 23,927 | $2.9M | 2.11% |
| 9 | BROADCOM INC | 8,101 | $2.8M | 2.07% |
| 10 | VANGUARD WORLD FD | 6,392 | $2.6M | 1.95% |
Quarterly Changes
New Positions (29)
$1.9M · 53K shares
FRANKLIN TEMPLETON ETF TR
$1.6M · 59K shares
$1.2M · 8K shares
$1.1M · 48K shares
$956K · 21K shares
$817K · 48K shares
$797K · 21K shares
$592K · 13K shares
$576K · 8K shares
$328K · 9K shares
$300K · 10K shares
$238K · 3K shares
$231K · 2K shares
$226K · 6K shares
$219K · 11K shares
$218K · 1K shares
$218K · 1K shares
$217K · 6K shares
$216K · 1K shares
$212K · 3K shares
$208K · 831 shares
$206K · 330 shares
$203K · 3K shares
$201K · 1K shares
$201K · 5K shares
$200K · 3K shares
$162K · 10K shares
$115K · 13K shares
$49K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $80.4M | 59.5% |
| Technology | 12 | $12.7M | 9.4% |
| Unknown | 11 | $12.0M | 8.9% |
| Consumer Defensive | 6 | $5.1M | 3.8% |
| Industrials | 9 | $5.0M | 3.7% |
| Real Estate | 8 | $5.0M | 3.7% |
| Consumer Cyclical | 6 | $4.7M | 3.5% |
| Communication Services | 4 | $4.1M | 3.1% |
| Healthcare | 7 | $2.7M | 2.0% |
| Basic Materials | 2 | $1.6M | 1.1% |
| Energy | 3 | $1.4M | 1.0% |
| Utilities | 1 | $252K | 0.2% |