Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bright Futures Wealth Management, LLC. (CIK 1803980) reported $146.1M across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLOI ($4.2M, 2.84%), PMAR ($4.0M, 2.74%), BRK/B ($3.9M, 2.70%), TBIL ($3.6M, 2.43%), AAPL ($3.4M, 2.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | $4.2M | 2.84% | 78,831 | Added |
| 2 | PMAR | INNOVATOR ETFS TRUST | $4.0M | 2.74% | 89,642 | New |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 2.70% | 8,215 | New |
| 4 | TBIL | RBB FD INC | $3.6M | 2.43% | 71,253 | New |
| 5 | AAPL | APPLE INC | $3.4M | 2.33% | 13,421 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $3.3M | 2.23% | 32,559 | Trimmed |
| 7 | IFEB | INNOVATOR ETFS TRUST | $3.2M | 2.18% | 106,687 | New |
| 8 | SHY | ISHARES TR | $2.8M | 1.88% | 33,339 | Added |
| 9 | AVGO | BROADCOM INC | $2.5M | 1.69% | 7,971 | Trimmed |
| 10 | FLOT | ISHARES TR | $2.4M | 1.66% | 47,458 | Added |
| 11 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.65% | 107,738 | Added |
| 12 | MGK | VANGUARD WORLD FD | $2.4M | 1.62% | 6,444 | Added |
| 13 | KBWP | INVESCO EXCH TRADED FD TR II | $2.3M | 1.56% | 19,113 | New |
| 14 | SMH | VANECK ETF TRUST | $2.2M | 1.50% | 5,703 | Added |
| 15 | AMZN | AMAZON COM INC | $2.1M | 1.42% | 9,967 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.1M | 1.41% | 11,847 | Added |
| 17 | AGNG | GLOBAL X FDS | $1.9M | 1.31% | 53,928 | Added |
| 18 | CSHI | NEOS ETF TRUST | $1.9M | 1.28% | 37,422 | Trimmed |
| 19 | EUAD | SPINNAKER ETF SERIES | $1.8M | 1.23% | 44,158 | Added |
| 20 | WMT | WALMART INC | $1.8M | 1.20% | 14,127 | Trimmed |
| 21 | BILS | SPDR SERIES TRUST | $1.7M | 1.16% | 17,027 | Added |
| 22 | DUK | DUKE ENERGY CORP NEW | $1.6M | 1.12% | 12,496 | New |
| 23 | GRID | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.11% | 9,877 | Trimmed |
| 24 | MOO | VANECK ETF TRUST | $1.6M | 1.07% | 18,529 | New |
| 25 | MRK | MERCK & CO INC | $1.5M | 1.04% | 12,581 | Added |
Source: SEC Form 13F filings · as of 2026-03-31