Institutional Manager · CIK 0001803980
Bright Futures Wealth Management, LLC.
WEBSTER, NY 14580, NY · File #028-24206
Latest AUM
$135.1M
Positions
162
Top-10 Concentration
34.9%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025162 pos · $135.1M
- 13F HOLDINGS REPORTQ/E Sep 2025144 pos · $128.0M
- 13F HOLDINGS REPORTQ/E Mar 2025109 pos · $91.2M
- 13F HOLDINGS REPORTQ/E Dec 2024125 pos · $112.4M
- 13F HOLDINGS REPORTQ/E Sep 2024225 pos · $207.1M
- 13F HOLDINGS REPORTQ/E Jun 2024210 pos · $181.2M
- 13F HOLDINGS REPORTQ/E Jun 2024207 pos · $184.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072802 | 38,410 | $3.6M | 4.00% |
| 2 | NEOS ETF TRUST | 78433H501 | 72,078 | $3.6M | 3.97% |
| 3 | SPDR SERIES TRUST | 78464A698 | 54,034 | $3.5M | 3.88% |
| 4 | VANECK ETF TRUST | 92189F486 | 130,232 | $3.3M | 3.68% |
| 5 | BLACKSTONE MTG TR INC | BX | 167,900 | $3.2M | 3.56% |
| 6 | APPLE INC | AAPL | 11,186 | $3.0M | 3.37% |
| 7 | INNOVATOR ETFS TRUST | INHD | 104,384 | $3.0M | 3.29% |
| 8 | ISHARES TR | 464288661 | 23,927 | $2.9M | 3.16% |
| 9 | BROADCOM INC | AVGO | 8,101 | $2.8M | 3.11% |
| 10 | VANGUARD WORLD FD | 921910816 | 6,392 | $2.6M | 2.92% |
| 11 | INVESCO EXCH TRD SLF IDX FD | IVZ | 107,737 | $2.4M | 2.70% |
| 12 | AMAZON COM INC | AMZN | 9,816 | $2.3M | 2.51% |
| 13 | NVIDIA CORPORATION | NVDA | 11,834 | $2.2M | 2.44% |
| 14 | ALPHABET INC | GOOG | 6,776 | $2.1M | 2.36% |
| 15 | M & T BK CORP | 55261F104 | 10,216 | $2.1M | 2.28% |
| 16 | ISHARES TR | 464287457 | 24,534 | $2.0M | 2.25% |
| 17 | VANECK ETF TRUST | 92189F676 | 5,628 | $2.0M | 2.25% |
| 18 | GLOBAL X FDS | 37954Y772 | 52,641 | $1.9M | 2.09% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 27,777 | $1.8M | 2.04% |
| 20 | VANECK ETF TRUST | 92189H748 | 33,757 | $1.8M | 1.97% |