Bright Futures Wealth Management, Llc. Portfolio Holdings

Bright Futures Wealth Management, Llc.

  • $111 Million
  • Q3 2025

Bright Futures Wealth Management, Llc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $111 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $3.67M, Pacer Fds Tr Pacer Us Small Ca with a value of $3.55M, American Centy ETF Tr Avantis with a value of $3.54M, Spdr S&P Regional Banking ETF with a value of $3.36M, and Vaneck ETF Tr Investment Grade with a value of $3.22M.

Examining the 13F form we can see an increase of $23.8M in the current position value, from $87.3M to 111M.

Bright Futures Wealth Management, Llc. is based out at Webster, Ny 14580, NY

Below you can find more details about Bright Futures Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $111 Million
ETFs: $67.3 Million
Technology: $11.2 Million
Financial Services: $6.98 Million
Communication Services: $5.5 Million
Real Estate: $4.36 Million
Industrials: $4.29 Million
Consumer Defensive: $3.93 Million
Consumer Cyclical: $3.55 Million
Other: $3.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.67 Million 3.3% of portfolio
9,115
Q3 2025 Added 4.29%
$0
$3.55 Million 3.19% of portfolio
80,984
Q3 2025 Added 3.17%
$0
$3.54 Million 3.19% of portfolio
39,801
Q3 2025 Reduced 3.5%
$0
$3.36 Million 3.02% of portfolio
53,052
Q3 2025 Added 0.91%
$0
$3.22 Million 2.89% of portfolio
125,821
Q3 2025 Added 9.91%
$3.16B
$2.99 Million 2.69% of portfolio
162,485
Q3 2025 Added 9.09%
$4.3T
$2.83 Million 2.55% of portfolio
11,123
Q3 2025 Added 6.66%
$0
$2.8 Million 2.52% of portfolio
23,437
Q3 2025 Reduced 13.16%
$139B
$2.69 Million 2.42% of portfolio
8,157
Q3 2025 Reduced 3.72%
$0
$2.35 Million 2.12% of portfolio
28,375
Q3 2025 Added 0.19%
$0
$2.35 Million 2.11% of portfolio
103,361
Q3 2025 Added 3.71%
$465B
$2.3 Million 2.07% of portfolio
12,315
Q3 2025 Added 1.41%
$2.39T
$2.05 Million 1.84% of portfolio
9,334
Q3 2025 Reduced 25.2%
$32.3B
$2 Million 1.8% of portfolio
10,114
Q3 2025 Added 2.15%
$1.74T
$1.99 Million 1.79% of portfolio
8,180
Q3 2025 Reduced 25.49%
$0
$1.93 Million 1.74% of portfolio
5,927
Q3 2025 Added 101.53%
$0
$1.58 Million 1.42% of portfolio
14,766
Q3 2025 Added 5.69%
$0
$1.58 Million 1.42% of portfolio
10,481
Q3 2025 Added 12.16%
$0
$1.53 Million 1.38% of portfolio
25,568
Q3 2025 Added 3.61%
$279B
$1.49 Million 1.34% of portfolio
14,429
Q3 2025 Added 0.7%
$0
$1.45 Million 1.31% of portfolio
28,409
Q3 2025 Added 77.57%
$0
$1.44 Million 1.3% of portfolio
35,763
Q3 2025 New
$269B
$1.41 Million 1.27% of portfolio
5,879
Q3 2025 Added 8.39%
$0
$1.35 Million 1.21% of portfolio
13,524
Q3 2025 Added 102.73%
$3.78T
$1.35 Million 1.21% of portfolio
2,608
Q3 2025 Added 14.29%
$140B
$1.31 Million 1.18% of portfolio
3,508
Q3 2025 Reduced 6.75%
$2.76B
$1.3 Million 1.17% of portfolio
8,707
Q3 2025 Reduced 3.95%
$94.5B
$1.3 Million 1.17% of portfolio
3,817
Q3 2025 Added 39.92%
$0
$1.23 Million 1.11% of portfolio
21,568
Q3 2025 Reduced 20.21%
$0
$1.23 Million 1.11% of portfolio
18,855
Q3 2025 Added 1.47%
$0
$1.21 Million 1.08% of portfolio
12,931
Q3 2025 New
$0
$1.21 Million 1.08% of portfolio
96,474
Q3 2025 Added 69.06%
$0
$1.14 Million 1.03% of portfolio
34,173
Q3 2025 Reduced 6.88%
$881B
$1.1 Million 0.99% of portfolio
3,486
Q3 2025 Added 16.98%
$0
$1.06 Million 0.95% of portfolio
8,931
Q3 2025 Added 1.86%
$0
$1.04 Million 0.93% of portfolio
42,465
Q3 2025 Added 1.32%
$0
$1.04 Million 0.93% of portfolio
8,628
Q3 2025 Added 168.28%
$0
$990,000 0.89% of portfolio
54,305
Q3 2025 Added 22.27%
$193B
$960,000 0.86% of portfolio
8,392
Q3 2025 Reduced 8.01%
$0
$949,000 0.85% of portfolio
1,426
Q3 2025 Added 2.52%
$0
$930,000 0.84% of portfolio
16,183
Q3 2025 Reduced 24.08%
$1.45B
$908,000 0.82% of portfolio
11,768
Q3 2025 New
$0
$863,000 0.78% of portfolio
33,745
Q3 2025 Added 31.3%
$0
$856,000 0.77% of portfolio
16,858
Q3 2025 Added 93.48%
$0
$794,000 0.71% of portfolio
8,516
Q3 2025 Reduced 4.52%
$52.1B
$763,000 0.69% of portfolio
63,823
Q3 2025 Reduced 8.91%
$0
$739,000 0.66% of portfolio
26,614
Q3 2025 Added 1.92%
$0
$737,000 0.66% of portfolio
14,714
Q3 2025 Reduced 21.9%
$18.5B
$706,000 0.64% of portfolio
8,501
Q3 2025 Added 1.76%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $111 Million
  • Prior Value $87.3 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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