Bright Futures Wealth Management, LLC.: 13F holdings
CIK 18039802026Q2
| Positions | 207 |
|---|
| Reported value | $154.8m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 207 (+19 vs prior quarter) |
|---|
| Reported value | $154.8m (+6.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 13,651 | $4.0m | 2.6% |
| CLOI VANECK ETF TRUST | 73,928 | $3.9m | 2.5% |
| SMH VANECK ETF TRUST | 5,612 | $3.7m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 6,709 | $3.4m | 2.2% |
| AVGO BROADCOM INC | 7,904 | $3.0m | 1.9% |
| MGK VANGUARD WORLD FD | 32,344 | $2.8m | 1.8% |
| TBIL RBB FD INC | 56,140 | $2.8m | 1.8% |
| AVDV AMERICAN CENTY ETF TR | 25,311 | $2.6m | 1.7% |
| NVDA NVIDIA CORPORATION | 12,122 | $2.4m | 1.6% |
| FLOT ISHARES TR | 46,687 | $2.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803980")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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