account_balance

Investment manager · 13F filer · SEC CIK 1803980

Bright Futures Wealth Management, LLC.

Reported value$145Mas of Sep 30, 2026
Positions195 16 new, 28 sold out
Top 10 weight21.0%AAPL alone is 3%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 3.1% Trimmed −2%
CLOI Vaneck ETF Trust 2.6% Trimmed −4%
SMH Vaneck ETF Trust 2.3% Held
BRK-B Berkshire Hathaway Inc 2.1% Trimmed −9%
MGK Vanguard World Fd 2.1% Held
AVGO Broadcom Inc. 1.9% Held
TBIL RBB Fd Inc 1.8% Trimmed −6%
NVDA NVIDIA Corp 1.8% Trimmed −6%
AVDV American Centy ETF Tr 1.7% Trimmed −9%
CSHI Neos ETF Trust 1.6% Trimmed −5%
FLOT iShares Tr 1.5% Trimmed −7%
AMZN Amazon.com Inc 1.4% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • KWEB $1.27M
  • NEE $1.05M
  • IDU $818K
  • IGRO $635K
arrow_upwardAdded
  • RTX +59%
  • JEDI +41%
  • REMX +27%
  • IBM +12%
arrow_downwardTrimmed
  • GD −61%
  • BSJR −50%
  • SCHW −19%
  • EUFN −19%
remove_circleSold out
  • IMAR $2M
  • DUK $1.32M
  • MOO $1.31M
  • XLU $1.05M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist