Bright Futures Wealth Management, LLC.

13F filer · CIK 0001803980

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$155MU.S. long equity reported on 13F

Positions9320 new · 12 closed

Net flow last quarter-$2.28MBuys minus sells

Top 10 positions weight16.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202693 positions
AAPLApple Inc.	$3.95M	2.55%	0.00%	+1.7%	Q1 2024
SMHMarket Vectors ETF Trust	$3.68M	2.38%	Not reported	-1.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.36M	2.17%	Not reported	-18.3%	Q1 2024
AVGOBroadcom Inc.	$2.99M	1.93%	0.00%	-0.8%	Q1 2024
NVDANvidia Corp	$2.43M	1.57%	0.00%	+2.3%	Q1 2024
MUMicron Technology Inc	$2.34M	1.51%	0.00%	-16.7%	Q4 2024
AMZNAmazon Com Inc	$2.1M	1.35%	0.00%	-11.8%	Q1 2024
CRSCarpenter Technology Corp	$2M	1.29%	0.01%	Not reported	Q1 2024
GOOGAlphabet Inc.	$1.41M	0.91%	Not reported	+87.7%	Q1 2024
GDGeneral Dynamics Corp	$1.32M	0.86%	0.00%	-10.7%	Q1 2024
DUKDuke Energy CORP	$1.32M	0.85%	0.00%	-16.8%	Q1 2026
POWRPowersecure International, Inc.	$1.27M	0.82%	Not reported	-15.3%	Q4 2025
MSFTMicrosoft Corp	$1.16M	0.75%	0.00%	+10.3%	Q1 2024
CSCOCisco Systems, Inc.	$1.11M	0.72%	0.00%	+0.2%	Q1 2024
JPMJPMorgan Chase & Co	$1.1M	0.71%	0.00%	-1.9%	Q1 2024
KOFCoca Cola Femsa Sab de CV	$1.09M	0.70%	Not reported	-22.8%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.03M	0.67%	Not reported	-6.1%	Q1 2024
WMTWalmart Inc.	$992K	0.64%	0.00%	-38.0%	Q1 2024
LRNStride, Inc.	$929K	0.60%	0.03%	-28.0%	Q1 2024
ENSEnerSys	$925K	0.60%	0.01%	-36.0%	Q4 2025
MTBM&T Bank Corp	$908K	0.59%	0.00%	-28.5%	Q1 2024
GLWCorning Inc	$850K	0.55%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$848K	0.55%	0.00%	+0.8%	Q1 2024
METAMeta Platforms, Inc.	$848K	0.55%	Not reported	+50.2%	Q1 2024
XOMExxonMobil Holdings Corp	$831K	0.54%	0.00%	+7.4%	Q1 2024
CLSCelestica Inc	$818K	0.53%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$799K	0.52%	0.00%	-50.6%	Q1 2024
SCHWSchwab Charles Corp	$791K	0.51%	0.00%	-10.5%	Q1 2026
JCIJohnson Controls International plc	$740K	0.48%	0.00%	Not reported	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$618K	0.40%	0.00%	+54.4%	Q1 2024
FFord Motor Co	$595K	0.38%	0.00%	-26.7%	Q1 2024
SHELShell plc	$592K	0.38%	0.00%	-20.0%	Q1 2024
BMYBristol Myers Squibb Co	$586K	0.38%	0.00%	Not reported	Q3 2024
ALLAllstate Corp	$569K	0.37%	0.00%	+1.3%	Q1 2024
OHIOmega Healthcare Investors Inc	$537K	0.35%	0.00%	+0.2%	Q1 2024
LLYELI LILLY & Co	$498K	0.32%	0.00%	+32.2%	Q1 2024
URIUnited Rentals, Inc.	$492K	0.32%	0.00%	Not reported	Q1 2024
BNYBank of New York Mellon Corp	$489K	0.32%	0.00%	Not reported	Q1 2024
IBMInternational Business Machines Corp	$473K	0.31%	0.00%	-10.0%	Q1 2024
TSLATesla, Inc.	$460K	0.30%	0.00%	+10.9%	Q1 2024
JNJJohnson & Johnson	$447K	0.29%	0.00%	+3.0%	Q1 2024
METMetlife Inc	$440K	0.28%	0.00%	+0.6%	Q1 2024
PGPROCTER & GAMBLE Co	$430K	0.28%	0.00%	-1.4%	Q1 2024
AIQAlliance HealthCare Services, Inc	$402K	0.26%	0.06%	-0.3%	Q1 2024
TELTE Connectivity plc	$380K	0.25%	0.00%	Not reported	Q1 2024
COPConocophillips	$378K	0.24%	0.00%	+1.1%	Q1 2024
LRCXLam Research Corp	$374K	0.24%	0.00%	Not reported	Q1 2024
PLDPrologis, Inc.	$352K	0.23%	0.00%	+1.9%	Q1 2024
OUTOUTFRONT Media Inc.	$343K	0.22%	0.01%	-3.7%	Q3 2025
REMXRemedytemp Inc	$342K	0.22%	Not reported	+34.9%	Q1 2026

Q1 2026Reported Apr 15, 202685 positions
BRK.BBerkshire Hathaway Inc	$3.94M	2.70%	Not reported	Not reported	Q1 2024
AAPLApple Inc.	$3.41M	2.33%	0.00%	+20.0%	Q1 2024
AVGOBroadcom Inc.	$2.47M	1.69%	0.00%	-1.6%	Q1 2024
SMHMarket Vectors ETF Trust	$2.19M	1.50%	Not reported	+1.3%	Q4 2024
AMZNAmazon Com Inc	$2.08M	1.42%	0.00%	+1.5%	Q1 2024
NVDANvidia Corp	$2.07M	1.41%	0.00%	+0.1%	Q1 2024
WMTWalmart Inc.	$1.76M	1.20%	0.00%	-1.7%	Q1 2024
DUKDuke Energy CORP	$1.64M	1.12%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$1.51M	1.04%	0.00%	+6.4%	Q1 2024
GDGeneral Dynamics Corp	$1.44M	0.98%	0.00%	+8.8%	Q1 2024
POWRPowersecure International, Inc.	$1.4M	0.96%	Not reported	+12.4%	Q4 2025
LRNStride, Inc.	$1.32M	0.90%	0.04%	-17.1%	Q1 2024
KOFCoca Cola Femsa Sab de CV	$1.29M	0.88%	Not reported	+43.8%	Q1 2024
CRSCarpenter Technology Corp	$1.28M	0.87%	0.01%	+20.1%	Q1 2024
MTBM&T Bank Corp	$1.1M	0.75%	0.00%	-47.8%	Q1 2024
ENSEnerSys	$1.07M	0.74%	0.02%	-24.0%	Q4 2025
MSFTMicrosoft Corp	$1.04M	0.71%	0.00%	+4.9%	Q1 2024
JPMJPMorgan Chase & Co	$1.01M	0.69%	0.00%	-2.9%	Q1 2024
XOMExxonMobil Holdings Corp	$960K	0.66%	0.00%	+38.4%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$957K	0.65%	Not reported	-0.5%	Q1 2024
SCHWSchwab Charles Corp	$900K	0.62%	0.00%	New	Q1 2026
SHELShell plc	$888K	0.61%	0.00%	+21.6%	Q1 2024
ACIAlbertsons Companies, Inc.	$837K	0.57%	0.01%	+3.1%	Q4 2025
MUMicron Technology Inc	$823K	0.56%	0.00%	+4.1%	Q4 2024
CSCOCisco Systems, Inc.	$731K	0.50%	0.00%	0.0%	Q1 2024
GOOGLAlphabet Inc.	$678K	0.46%	0.00%	+0.6%	Q1 2024
FFord Motor Co	$674K	0.46%	0.00%	+0.1%	Q1 2024
JCIJohnson Controls International plc	$663K	0.45%	0.00%	-4.5%	Q1 2024
GOOGAlphabet Inc.	$610K	0.42%	Not reported	-68.6%	Q1 2024
METAMeta Platforms, Inc.	$573K	0.39%	Not reported	Not reported	Q1 2024
OHIOmega Healthcare Investors Inc	$493K	0.34%	0.00%	+4.9%	Q1 2024
ALLAllstate Corp	$489K	0.34%	0.00%	-2.5%	Q1 2024
COPConocophillips	$474K	0.32%	0.00%	-1.5%	Q1 2024
IBMInternational Business Machines Corp	$453K	0.31%	0.00%	-1.3%	Q1 2024
GLWCorning Inc	$452K	0.31%	0.00%	+12.9%	Q3 2024
PFEPfizer Inc	$437K	0.30%	0.00%	+9.1%	Q1 2024
PGPROCTER & GAMBLE Co	$430K	0.29%	0.00%	-0.3%	Q1 2024
JNJJohnson & Johnson	$418K	0.29%	0.00%	+22.9%	Q1 2024
BNYBank of New York Mellon Corp	$401K	0.27%	0.00%	+2.5%	Q1 2024
TELTE Connectivity plc	$394K	0.27%	0.00%	-4.6%	Q1 2024
BXMTBlackstone Mortgage Trust, Inc.	$382K	0.26%	0.01%	-88.1%	Q1 2024
TSLATesla, Inc.	$367K	0.25%	0.00%	+2.4%	Q1 2024
METMetlife Inc	$366K	0.25%	0.00%	-5.0%	Q1 2024
PLDPrologis, Inc.	$337K	0.23%	0.00%	-4.0%	Q1 2024
CVXChevron Corp	$321K	0.22%	0.00%	New	Q1 2026
URIUnited Rentals, Inc.	$316K	0.22%	0.00%	+0.9%	Q1 2024
CMCSAComcast Corp	$313K	0.21%	0.00%	+2.7%	Q1 2024
LLYELI LILLY & Co	$289K	0.20%	0.00%	+19.4%	Q1 2024
OUTOUTFRONT Media Inc.	$289K	0.20%	0.01%	-16.2%	Q3 2025
AIQAlliance HealthCare Services, Inc	$287K	0.20%	0.06%	Not reported	Q1 2024

Q4 2025Reported Feb 5, 202672 positions
BXMTBlackstone Mortgage Trust, Inc.	$3.21M	2.38%	0.10%	+3.3%	Q1 2024
AAPLApple Inc.	$3.04M	2.25%	0.00%	+0.6%	Q1 2024
AVGOBroadcom Inc.	$2.8M	2.08%	0.00%	-0.7%	Q1 2024
AMZNAmazon Com Inc	$2.27M	1.68%	0.00%	+5.2%	Q1 2024
NVDANvidia Corp	$2.21M	1.63%	0.00%	-3.9%	Q1 2024
GOOGAlphabet Inc.	$2.13M	1.57%	Not reported	-17.2%	Q1 2024
MTBM&T Bank Corp	$2.06M	1.52%	0.01%	+1.0%	Q1 2024
SMHMarket Vectors ETF Trust	$2.03M	1.50%	Not reported	-5.0%	Q4 2024
WMTWalmart Inc.	$1.6M	1.18%	0.00%	-0.5%	Q1 2024
CGBDCarlyle Secured Lending, Inc.	$1.39M	1.03%	0.16%	+15.6%	Q1 2024
KALUKaiser Aluminum Corp	$1.35M	1.00%	0.07%	-0.3%	Q3 2025
MSFTMicrosoft Corp	$1.3M	0.96%	0.00%	+2.7%	Q1 2024
GDGeneral Dynamics Corp	$1.29M	0.96%	0.00%	+0.7%	Q1 2024
MRKMerck & Co., Inc.	$1.25M	0.92%	0.00%	+110.2%	Q1 2024
ENSEnerSys	$1.19M	0.88%	0.02%	New	Q4 2025
LRNStride, Inc.	$1.17M	0.87%	0.04%	+106.9%	Q1 2024
JPMJPMorgan Chase & Co	$1.14M	0.84%	0.00%	+1.1%	Q1 2024
POWRPowersecure International, Inc.	$1.12M	0.83%	Not reported	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.01M	0.75%	Not reported	+3.7%	Q1 2024
DISWalt Disney Co	$945K	0.70%	0.00%	-1.0%	Q1 2024
KOFCoca Cola Femsa Sab de CV	$873K	0.65%	Not reported	+8.4%	Q1 2024
CRSCarpenter Technology Corp	$849K	0.63%	0.01%	-1.9%	Q1 2024
ACIAlbertsons Companies, Inc.	$817K	0.61%	0.01%	New	Q4 2025
SWSmurfit Westrock plc	$798K	0.59%	0.00%	New	Q4 2025
FFord Motor Co	$766K	0.57%	0.00%	-8.5%	Q1 2024
GOOGLAlphabet Inc.	$733K	0.54%	0.00%	-3.0%	Q1 2024
CSCOCisco Systems, Inc.	$726K	0.54%	0.00%	-0.9%	Q1 2024
MUMicron Technology Inc	$668K	0.49%	0.00%	-5.5%	Q4 2024
JCIJohnson Controls International plc	$635K	0.47%	0.00%	Not reported	Q1 2024
SHELShell plc	$577K	0.43%	0.00%	Not reported	Q1 2024
IBMInternational Business Machines Corp	$561K	0.42%	0.00%	+104.1%	Q1 2024
ALLAllstate Corp	$504K	0.37%	0.00%	+0.4%	Q1 2024
XOMExxonMobil Holdings Corp	$492K	0.36%	0.00%	+6.1%	Q1 2024
OHIOmega Healthcare Investors Inc	$475K	0.35%	0.00%	-1.2%	Q1 2024
TELTE Connectivity plc	$449K	0.33%	0.00%	-0.6%	Q1 2024
TSLATesla, Inc.	$433K	0.32%	0.00%	+50.2%	Q1 2024
METMetlife Inc	$430K	0.32%	0.00%	-3.0%	Q1 2024
PGPROCTER & GAMBLE Co	$427K	0.32%	0.00%	+2.9%	Q1 2024
BNYBank of New York Mellon Corp	$383K	0.28%	0.00%	-5.7%	Q1 2024
PFEPfizer Inc	$356K	0.26%	0.00%	+24.4%	Q1 2024
URIUnited Rentals, Inc.	$348K	0.26%	0.00%	-2.5%	Q1 2024
COPConocophillips	$341K	0.25%	0.00%	+0.8%	Q1 2024
BALTBaltic Trading Ltd	$340K	0.25%	Not reported	Not reported	Q3 2025
PLDPrologis, Inc.	$339K	0.25%	0.00%	-3.6%	Q1 2024
CMCSAComcast Corp	$318K	0.24%	0.00%	+9.1%	Q1 2024
OUTOUTFRONT Media Inc.	$313K	0.23%	0.01%	+3.3%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$306K	0.23%	Not reported	+13.4%	Q1 2024
JNJJohnson & Johnson	$288K	0.21%	0.00%	-2.5%	Q1 2024
LLYELI LILLY & Co	$282K	0.21%	0.00%	-1.9%	Q1 2024
STXSeagate Technology Holdings plc	$273K	0.20%	0.00%	+0.2%	Q1 2024

Q3 2025Reported Nov 12, 202564 positions
BXMTBlackstone Mortgage Trust, Inc.	$2.99M	2.34%	0.10%	+9.1%	Q1 2024
AAPLApple Inc.	$2.83M	2.21%	0.00%	+6.7%	Q1 2024
AVGOBroadcom Inc.	$2.69M	2.10%	0.00%	-3.7%	Q1 2024
NVDANvidia Corp	$2.3M	1.80%	0.00%	+1.4%	Q1 2024
AMZNAmazon Com Inc	$2.05M	1.60%	0.00%	-25.2%	Q1 2024
MTBM&T Bank Corp	$2M	1.56%	0.01%	+2.2%	Q1 2024
GOOGAlphabet Inc.	$1.99M	1.56%	Not reported	-25.5%	Q1 2024
SMHMarket Vectors ETF Trust	$1.93M	1.51%	Not reported	+101.5%	Q4 2024
WMTWalmart Inc.	$1.49M	1.16%	0.00%	+0.7%	Q1 2024
TMUST-Mobile US, Inc.	$1.41M	1.10%	0.00%	+8.4%	Q3 2024
MSFTMicrosoft Corp	$1.35M	1.06%	0.00%	+14.3%	Q1 2024
ETNEaton Corp plc	$1.31M	1.03%	0.00%	-6.8%	Q3 2024
GDGeneral Dynamics Corp	$1.3M	1.02%	0.00%	+39.9%	Q1 2024
LRNStride, Inc.	$1.3M	1.01%	0.02%	-4.0%	Q1 2024
CGBDCarlyle Secured Lending, Inc.	$1.21M	0.94%	0.13%	+69.1%	Q1 2024
JPMJPMorgan Chase & Co	$1.1M	0.86%	0.00%	+17.0%	Q1 2024
DISWalt Disney Co	$961K	0.75%	0.00%	-8.0%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$950K	0.74%	Not reported	+2.5%	Q1 2024
KALUKaiser Aluminum Corp	$908K	0.71%	0.07%	New	Q3 2025
FFord Motor Co	$763K	0.60%	0.00%	-8.9%	Q1 2024
KOFCoca Cola Femsa Sab de CV	$706K	0.55%	Not reported	+1.8%	Q1 2024
CRSCarpenter Technology Corp	$674K	0.53%	0.01%	-1.1%	Q1 2024
CSCOCisco Systems, Inc.	$651K	0.51%	0.00%	-1.0%	Q1 2024
EGEverest Group, Ltd.	$589K	0.46%	0.00%	+3.3%	Q1 2024
GOOGLAlphabet Inc.	$587K	0.46%	0.00%	+5.3%	Q1 2024
JCIJohnson Controls International plc	$583K	0.46%	0.00%	+1.0%	Q1 2024
ALLAllstate Corp	$518K	0.40%	0.00%	0.0%	Q1 2024
MRKMerck & Co., Inc.	$472K	0.37%	0.00%	+8.5%	Q1 2024
METMetlife Inc	$462K	0.36%	0.00%	+0.7%	Q1 2024
OHIOmega Healthcare Investors Inc	$458K	0.36%	0.00%	-1.7%	Q1 2024
PATKPatrick Industries Inc	$457K	0.36%	0.01%	-13.9%	Q3 2024
PGPROCTER & GAMBLE Co	$445K	0.35%	0.00%	+2.4%	Q1 2024
TELTE Connectivity plc	$436K	0.34%	0.00%	-0.6%	Q1 2024
XOMExxonMobil Holdings Corp	$435K	0.34%	0.00%	+10.0%	Q1 2024
URIUnited Rentals, Inc.	$421K	0.33%	0.00%	-6.0%	Q1 2024
MUMicron Technology Inc	$415K	0.32%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$381K	0.30%	0.00%	Not reported	Q1 2024
COPConocophillips	$342K	0.27%	0.00%	-2.7%	Q1 2024
BALTBaltic Trading Ltd	$333K	0.26%	Not reported	New	Q3 2025
PLDPrologis, Inc.	$315K	0.25%	0.00%	-1.5%	Q1 2024
CMCSAComcast Corp	$306K	0.24%	0.00%	+1.2%	Q1 2024
PFEPfizer Inc	$292K	0.23%	0.00%	+3.7%	Q1 2024
TSLATesla, Inc.	$285K	0.22%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$278K	0.22%	0.00%	New	Q3 2025
BXBlackstone Inc.	$270K	0.21%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$265K	0.21%	0.00%	+4.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$264K	0.21%	Not reported	Not reported	Q1 2024
IBMInternational Business Machines Corp	$262K	0.20%	0.00%	-10.7%	Q1 2024
NFLXNetflix Inc	$251K	0.20%	0.00%	New	Q3 2025
GLWCorning Inc	$244K	0.19%	0.00%	Not reported	Q3 2024

Premium opens every quarter this fund has filed