StockDriftsStockDriftsTop 50 Bright Futures Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.55% | 13.7K | $4.0M | +1.71%(+230) | $201.55(+52.15%) | 2026-06-30 | |
| CLOI | VANECK ETF TRUST | 2.53% | 73.9K | $3.9M | -6.22%(-4.90K) | $52.86(-0.07%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.38% | 5.6K | $3.7M | -1.60%(-91) | $271.64(+112.30%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.17% | 6.7K | $3.4M | -18.33%(-1.51K) | $476.90(+9.74%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.93% | 7.9K | $3.0M | -0.84%(-67) | $144.31(+191.30%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 1.84% | 32.3K | $2.8M | +0.38%(+124) | $62.70(+44.21%) | 2026-06-30 | |
| TBIL | RBB FD INC | 1.81% | 56.1K | $2.8M | -21.21%(-15.11K) | $49.87(+0.09%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 1.69% | 25.3K | $2.6M | -22.26%(-7.25K) | $64.24(+70.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.57% | 12.1K | $2.4M | +2.32%(+275) | $98.11(+124.71%) | 2026-06-30 | |
| FLOT | ISHARES TR | 1.54% | 46.7K | $2.4M | -1.62%(-771) | $50.96(-0.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.34% |
Bright Futures Wealth Management, LLC. reports $154.81M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.5%), CLOI (2.5%) and SMH (2.4%). The top 20 holdings account for 33.32% of reported assets. Its disclosed equity book has returned +20.21% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bright Futures Wealth Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803980). View Bright Futures Wealth Management, LLC.’s 13F filings on SEC