Bright Futures Wealth Management, LLC.
Bright Futures Wealth Management, LLC. reported 195 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (3.1%), CLOI (2.6%) and SMH (2.4%). Compared with Q2 2026, the fund opened new positions in KWEB, NEE and XOM, added to BILS, JAAA and SPYM, trimmed AAPL, CLOI and SMH and sold out of IMAR, DUK and MOO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $4.4M | 3.1% | 13K | −302 (−2%) | 8 of 8 | |
| 2 |  CLOI Vaneck ETF Trust | $3.8M | 2.6% | 71K | −3,020 (−4%) | 5 of 8 | |
| 3 |  SMH Vaneck ETF Trust | $3.4M | 2.4% | 5,578 | −34 (−1%) | 7 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $3.1M | 2.1% | 6,136 | −573 (−9%) | 4 of 8 | |
| 5 |  MGK Vanguard Mega Cap Growth | $3M | 2.1% | 32K | No change | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $2.8M | 1.9% | 7,901 | No change | 8 of 8 | |
| 7 |  TBIL US Treasury 3 Month Bill | $2.6M | 1.8% | 53K | −3,251 (−6%) | 3 of 8 | |
| 8 |  NVDA Nvidia Corporation | $2.6M | 1.8% | 11K | −718 (−6%) | 8 of 8 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $2.5M | 1.7% | 23K | −2,292 (−9%) | 8 of 8 | |
| 10 |  CSHI Neos ETF Trust | $2.2M | 1.6% | 45K | −2,222 (−5%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IMAR Innovator International Developed Power Buffer ETF March | $2M | 66K |
 DUK Duke Energy Corp New | $1.3M | 10K |
 MOO Vaneck Agribusiness ETF | $1.3M | 17K |
 XLU Select Sector Spdr TR | $1M | 23K |
 XOM Exxon Mobil Corp | $831K | 6,076 |
🔒 Free account: see all 29.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bright Futures Wealth Management, LLC. 13F FAQ
What does Bright Futures Wealth Management, LLC. own?
Bright Futures Wealth Management, LLC. reported 195 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 23, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Bright Futures Wealth Management, LLC. buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 65 added to, 87 trimmed and 29 sold out. New positions include KWEB, NEE and XOM. It sold all of IMAR, DUK and MOO.
When will Bright Futures Wealth Management, LLC. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bright Futures Wealth Management, LLC.'s portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.