DOSSIER · 13F-HR · Q2 2026

Bright Futures Wealth Management, LLC.

$155M in tracked AUM across 208 positions as of Q2 2026.

BF
CIK 0001803980 · last filed Jun 30, 2026
Total AUM
$155M
as of Q2 2026
Holdings
208
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bright Futures Wealth Management, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$4M14K2.6%
02
CLOI
VANECK ETF TRUST
$4M74K2.5%
03
SMH
VANECK ETF TRUST
$4M6K2.4%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M7K2.2%
05
AVGO
BROADCOM INC
$3M8K1.9%
06
MGK
VANGUARD WORLD FD
$3M32K1.8%
07
TBIL
RBB FD INC
$3M56K1.8%
08
AVDV
AMERICAN CENTY ETF TR
$3M25K1.7%
09
NVDA
NVIDIA CORPORATION
$2M12K1.6%
10
FLOT
ISHARES TR
$2M47K1.5%

Filing history

2026Q2Jun 30
$155M 6.0%
208 positionsView →
2026Q1Mar 31
$146M 8.1%
188 positionsView →
2025Q4Dec 31
$135M 68.6%
162 positionsView →
2025Q3Sep 30
$80M 53.3%
87 positionsView →
2025Q1Mar 31
$52M 53.5%
60 positionsLocked
2024Q4Dec 31
$112M 45.7%
125 positionsLocked
2024Q3Sep 30
$207M 12.2%
225 positionsLocked
2024Q2Jun 30
$185M 0.2%
209 positionsLocked
2024Q1Mar 31
$185M
207 positionsLocked