Bright Futures Wealth Management, LLC.
190 holdingsFiling period: 2026-03-31Current AUM: $159.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | 78.8K | $4.2M | $4.2M | 2.62% | +45.1K | 2026-03-31 |
| 2 | PMAR | INNOVATOR ETFS TRUST | 89.6K | $4.0M | $4.3M | 2.70% | -- | 2026-03-31 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.2K | $3.9M | $3.9M | 2.47% | -- | 2026-03-31 |
| 4 | TBIL | RBB FD INC | 71.3K | $3.6M | $3.6M | 2.23% | -- | 2026-03-31 |
| 5 | AAPL | APPLE INC | 13.4K | $3.4M | $4.1M | 2.60% | +2.2K | 2026-03-31 |
| 6 | AVDV | AMERICAN CENTY ETF TR | 32.6K | $3.3M | $3.4M | 2.14% | -5,851 | 2026-03-31 |
| 7 | IFEB | INNOVATOR ETFS TRUST | 106.7K | $3.2M | $3.4M | 2.12% | -- | 2026-03-31 |
| 8 | SHY | ISHARES TR | 33.3K | $2.8M | $2.7M | 1.71% | +8.8K | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 8.0K | $2.5M | $3.1M | 1.95% | -130 | 2026-03-31 |
| 10 | FLOT | ISHARES TR | 47.5K | $2.4M | $2.4M | 1.52% | +17.7K | 2026-03-31 |
| 11 | BSJR | INVESCO EXCH TRD SLF IDX FD | 107.7K | $2.4M | $2.4M | 1.51% | +1 | 2026-03-31 |
| 12 | MGK | VANGUARD WORLD FD | 6.4K | $2.4M | $2.8M | 1.74% | +52 | 2026-03-31 |
| 13 | KBWP | INVESCO EXCH TRADED FD TR II | 19.1K | $2.3M | $2.6M | 1.62% | -- | 2026-03-31 |
| 14 | SMH | VANECK ETF TRUST | 5.7K | $2.2M | $3.1M | 1.93% | +75 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 10.0K | $2.1M | $2.7M | 1.70% | +151 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 11.8K | $2.1M | $2.4M | 1.49% | +13 | 2026-03-31 |
| 17 | AGNG | GLOBAL X FDS | 53.9K | $1.9M | $2.0M | 1.26% | +1.3K | 2026-03-31 |
| 18 | CSHI | NEOS ETF TRUST | 37.4K | $1.9M | $1.9M | 1.17% | -34,656 | 2026-03-31 |
| 19 | EUAD | SPINNAKER ETF SERIES | 44.2K | $1.8M | $2.0M | 1.24% | +11.1K | 2026-03-31 |
| 20 | WMT | WALMART INC | 14.1K | $1.8M | $1.6M | 0.99% | -237 | 2026-03-31 |
| 21 | BILS | SPDR SERIES TRUST | 17.0K | $1.7M | $1.7M | 1.06% | +1.4K | 2026-03-31 |
| 22 | DUK | DUKE ENERGY CORP NEW | 12.5K | $1.6M | $1.6M | 0.98% | -- | 2026-03-31 |
| 23 | GRID | FIRST TR EXCHANGE-TRADED FD | 9.9K | $1.6M | $1.8M | 1.11% | -171 | 2026-03-31 |
| 24 | MOO | VANECK ETF TRUST | 18.5K | $1.6M | $1.5M | 0.95% | -- | 2026-03-31 |
| 25 | MRK | MERCK & CO INC | 12.6K | $1.5M | $1.6M | 1.03% | +751 | 2026-03-31 |
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