StockDriftsStockDriftsTop 50 Bright Futures Wealth Management, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLOI | VANECK ETF TRUST | 2.84% | 78.8K | $4.2M | +133.52%(+45.07K) | $52.86(-0.27%) | 2026-03-31 | |
| PMAR | INNOVATOR ETFS TRUST | 2.74% | 89.6K | $4.0M | new | $43.86(+7.01%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.7% | 8.2K | $3.9M | new | $476.90(-2.39%) | 2026-03-31 | |
| TBIL | RBB FD INC | 2.43% | 71.3K | $3.6M | new | $49.87(+0.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 13.4K | $3.4M | +19.98%(+2.23K) | $200.59(+41.67%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.23% | 32.6K | $3.3M | -15.23%(-5.85K) | $64.24(+65.16%) | 2026-03-31 | |
| IFEB | INNOVATOR ETFS TRUST | 2.18% | 106.7K | $3.2M | new | $30.02(+2.23%) | 2026-03-31 | |
| SHY | ISHARES TR | 1.88% | 33.3K | $2.8M | +35.89%(+8.80K) | $82.12(+0.08%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.69% | 8.0K | $2.5M | -1.60%(-130) | $144.31(+196.15%) | 2026-03-31 | |
| FLOT | ISHARES TR | 1.66% | 47.5K | $2.4M | +59.37%(+17.68K) | $50.96(-0.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.95% | +22.32% |
| Top 20 Holdings Unweighted | +7.36% | +23.75% |
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