Bright Futures Wealth Management, LLC. - Portfolio Stock Holdings
Bright Futures Wealth Management, LLC. disclosed 228 stock positions in a recent SEC 13F filing. $154,440,560 of stock holdings were filed, with the largest holdings including AAPL, CLOI, and SMH. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $294,526,272 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
228Est. Stock Holding Value:
$154,440,560Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bright Futures Wealth Management, LLC.
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Portfolio Options Holdings - Bright Futures Wealth Management, LLC.
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