Universe · entity
Bright Futures Wealth Management, LLC.
Institutional manager (13F) · CIK 1803980
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $93M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANECK ETF TRUST | $4M | 78,831 |
| 2 | INNOVATOR ETFS TRUST | $4M | 89,642 |
| 3 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,215 |
| 4 | RBB FD INC | $4M | 71,253 |
| 5 | APPLE INC | $3M | 13,421 |
| 6 | AMERICAN CENTY ETF TR | $3M | 32,559 |
| 7 | INNOVATOR ETFS TRUST | $3M | 106,687 |
| 8 | ISHARES TR | $3M | 33,339 |
| 9 | BROADCOM INC | $2M | 7,971 |
| 10 | ISHARES TR | $2M | 47,458 |
| 11 | INVESCO EXCH TRD SLF IDX FD | $2M | 107,738 |
| 12 | VANGUARD WORLD FD | $2M | 6,444 |
| 13 | INVESCO EXCH TRADED FD TR II | $2M | 19,113 |
| 14 | VANECK ETF TRUST | $2M | 5,703 |
| 15 | AMAZON COM INC | $2M | 9,967 |
| 16 | NVIDIA CORPORATION | $2M | 11,847 |
| 17 | GLOBAL X FDS | $2M | 53,928 |
| 18 | NEOS ETF TRUST | $2M | 37,422 |
| 19 | SPINNAKER ETF SERIES | $2M | 44,158 |
| 20 | WALMART INC | $2M | 14,127 |
| 21 | SPDR SERIES TRUST | $2M | 17,027 |
| 22 | DUKE ENERGY CORP NEW | $2M | 12,496 |
| 23 | FIRST TR EXCHANGE-TRADED FD | $2M | 9,877 |
| 24 | VANECK ETF TRUST | $2M | 18,529 |
| 25 | MERCK & CO INC | $2M | 12,581 |
| 26 | JANUS DETROIT STR TR | $2M | 29,789 |
| 27 | INNOVATOR ETFS TRUST | $1M | 59,554 |
| 28 | ISHARES TR | $1M | 41,482 |
| 29 | GENERAL DYNAMICS CORP | $1M | 4,184 |
| 30 | ISHARES INC | $1M | 53,525 |
| 31 | INNOVATOR ETFS TRUST | $1M | 56,969 |
| 32 | SPDR SERIES TRUST | $1M | 12,372 |
| 33 | SELECT SECTOR SPDR TR | $1M | 9,112 |
| 34 | STRIDE INC | $1M | 14,946 |
| 35 | COCA-COLA FEMSA SAB DE CV | $1M | 13,250 |
| 36 | ISHARES TR | $1M | 19,124 |
| 37 | CARPENTER TECHNOLOGY CORP | $1M | 3,237 |
| 38 | SELECT SECTOR SPDR TR | $1M | 26,561 |
| 39 | INNOVATOR ETFS TRUST | $1M | 33,460 |
| 40 | PROSHARES TR | $1M | 36,637 |
| 41 | FIRST TR EXCHNG TRADED FD VI | $1M | 34,033 |
| 42 | ISHARES TR | $1M | 9,124 |
| 43 | AMPLIFY ETF TR | $1M | 27,427 |
| 44 | SCHWAB STRATEGIC TR | $1M | 45,434 |
| 45 | M & T BK CORP | $1M | 5,334 |
| 46 | ENERSYS | $1M | 6,185 |
| 47 | ISHARES TR | $1M | 8,677 |
| 48 | MICROSOFT CORP | $1M | 2,810 |
| 49 | LISTED FDS TR | $1M | 19,768 |
| 50 | JPMORGAN CHASE & CO | $1M | 3,421 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.