Latest Bright Futures Wealth Management, LLC. Stock Portfolio
About Bright Futures Wealth Management, LLC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Bright Futures Wealth Management, LLC. reported an equity portfolio of $128 Millions as of 30 Sep, 2025.
The top stock holdings of Bright Futures Wealth Management, LLC. are EDV, AFTY, AEMB. The fund has invested 2.9% of it's portfolio in VANGUARD WORLD FD and 2.8% of portfolio in PACER FDS TR.
Bright Futures Wealth Management, LLC. opened new stock positions in VANGUARD WORLD FD (EDV), PACER FDS TR (AFTY) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of Bright Futures Wealth Management, LLC. are EDV, AFTY, AEMB. The fund has invested 2.9% of it's portfolio in VANGUARD WORLD FD and 2.8% of portfolio in PACER FDS TR.
Bright Futures Wealth Management, LLC. opened new stock positions in VANGUARD WORLD FD (EDV), PACER FDS TR (AFTY) and AMERICAN CENTY ETF TR (AEMB).
Bright Futures Wealth Management, LLC. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard world fd | 3,668,140 |
| pacer fds tr | 3,545,470 |
| american centy etf tr | 3,543,520 |
| neos etf trust | 3,373,820 |
| spdr series trust | 3,358,180 |
| vaneck etf trust | 3,217,240 |
| blackstone mtg tr inc | 2,991,350 |
| innovator etfs trust | 2,902,820 |
New stocks bought by Bright Futures Wealth Management, LLC.
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 64.6 |
| Technology | 8.6 |
| Financial Services | 5 |
| Communication Services | 4.6 |
| Real Estate | 3.6 |
| Industrials | 3.4 |
| Consumer Cyclical | 2.8 |
| Consumer Defensive | 2.5 |
| Utilities | 2.1 |
| Healthcare | 1.4 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 64.6 |
| MEGA-CAP | 16.5 |
| LARGE-CAP | 10.6 |
| MID-CAP | 5.2 |
| SMALL-CAP | 2.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 65.9 |
| S&P 500 | 27.4 |
| RUSSELL 2000 | 6.7 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Bright Futures Wealth Management, LLC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bright Futures Wealth Management, LLC.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.21 | 11,123 | 2,832,250 | new | |||
| AAXJ | ishares tr | 2.19 | 23,437 | 2,800,910 | new | |||
| AAXJ | ishares tr | 1.24 | 14,766 | 1,583,700 | new | |||
| AAXJ | ishares tr | 0.25 | 20,764 | 321,433 | new | |||
| ABBV | abbvie inc | 0.17 | 949 | 219,773 | new | |||
| ACWF | ishares tr | 0.20 | 5,963 | 258,194 | new | |||
| AEMB | american centy etf tr | 2.77 | 39,801 | 3,543,520 | new | |||
| AFK | vaneck etf trust | 2.51 | 125,821 | 3,217,240 | new | |||
| AFK | vaneck etf trust | 1.51 | 5,927 | 1,934,340 | new | |||
| AFLG | first tr exchng traded fd vi | 0.89 | 34,173 | 1,142,060 | new | |||
| AFTY | pacer fds tr | 2.77 | 80,984 | 3,545,470 | new | |||
| AFTY | pacer fds tr | 0.73 | 16,183 | 930,047 | new | |||
| AFTY | pacer fds tr | 0.20 | 6,978 | 259,672 | new | |||
| AGNC | agnc invt corp | 0.09 | 11,318 | 110,799 | new | |||
| AGNG | global x fds | 1.20 | 25,568 | 1,529,230 | new | |||
| AGT | ishares tr | 0.58 | 26,614 | 739,348 | new | |||
| AGT | ishares tr | 0.21 | 1,856 | 270,234 | new | |||
| AGT | ishares tr | 0.19 | 4,832 | 247,543 | new | |||
| ALL | allstate corp | 0.41 | 2,412 | 517,729 | new | |||
| AMPS | ishares tr | 1.13 | 28,409 | 1,451,270 | new | |||