Bright Futures Wealth Management, LLC.
Bright Futures Wealth Management, LLC. reported 208 positions worth $154.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AAPL (2.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $4.0M | 2.55% | 13,651 | — | — | |
| ▸ 2 | CLOI | SH | $3.9M | 2.53% | 73,928 | — | — | |
| ▸ 3 | SMH | SH | $3.7M | 2.38% | 5,612 | — | — | |
| ▸ 4 | BRK-B | SH | $3.4M | 2.17% | 6,709 | — | — | |
| ▸ 5 | AVGO | SH | $3.0M | 1.93% | 7,904 | — | — | |
| ▸ 6 | MGK | SH | $2.8M | 1.84% | 32,344 | — | — | |
| ▸ 7 | TBIL | SH | $2.8M | 1.81% | 56,140 | — | — | |
| ▸ 8 | AVDV | SH | $2.6M | 1.68% | 25,311 | — | — | |
| ▸ 9 | NVDA | SH | $2.4M | 1.57% | 12,122 | — | — | |
| ▸ 10 | FLOT | SH | $2.4M | 1.54% | 46,687 | — | — |
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Frequently Asked Questions
What stocks does Bright Futures Wealth Management, LLC. hold as of Q2 2026?
Bright Futures Wealth Management, LLC. reported 208 positions worth $154.8M in its Q2 2026 13F filing. Largest positions: AAPL (2.6%), CLOI (2.5%), SMH (2.4%), BRK-B (2.2%) and AVGO (1.9%).
What did Bright Futures Wealth Management, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bright Futures Wealth Management, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.