Bright Futures Wealth Management, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Bright Futures Wealth Management, LLC. | Institutional Filer | ▲ 8.11% | $146.1M | 188 |
Current Portfolio Holdings
Showing all 188 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | — | 79K | $4.2M | 2.84% |
| 2 | PMAR | INNOVATOR ETFS TRUST | — | 90K | $4.0M | 2.74% |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 8K | $3.9M | 2.70% |
| 4 | TBIL | RBB FD INC | — | 71K | $3.6M | 2.43% |
| 5 | AAPL | Apple Inc. | Technology | 13K | $3.4M | 2.33% |
| 6 | AVDV | AMERICAN CENTY ETF TR | — | 33K | $3.3M | 2.23% |
| 7 | IFEB | INNOVATOR ETFS TRUST | — | 107K | $3.2M | 2.18% |
| 8 | SHY | ISHARES TR | — | 33K | $2.8M | 1.88% |
| 9 | AVGO | Broadcom Inc. | Technology | 8K | $2.5M | 1.69% |
| 10 | FLOT | ISHARES TR | — | 47K | $2.4M | 1.66% |
| 11 | BSJR | INVESCO EXCH TRD SLF IDX FD | — | 108K | $2.4M | 1.65% |
| 12 | MGK | VANGUARD WORLD FD | — | 6K | $2.4M | 1.62% |
| 13 | KBWP | INVESCO EXCH TRADED FD TR II | — | 19K | $2.3M | 1.56% |
| 14 | SMH | VANECK ETF TRUST | — | 6K | $2.2M | 1.50% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 10K | $2.1M | 1.42% |
Showing 1 to 15 of 188 holdings