Bright Futures Wealth Management, LLC. - Portfolio Stock Holdings
Bright Futures Wealth Management, LLC. disclosed 220 stock positions in a recent SEC 13F filing. $144,375,835 of stock holdings were filed, with the largest holdings including AAPL, CLOI, and SMH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
220Est. Stock Holding Value:
$144,375,835Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bright Futures Wealth Management, LLC.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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