Bright Futures Wealth Management, LLC. - Portfolio overview

Bright Futures Wealth Management, LLC. has 213 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CLOI - VANECK ETF TRUST, 2.47%
2. PMAR - INNOVATOR ETFS TRUST, 2.38%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 2.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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