Bright Futures Wealth Management, LLC.

Q1 2026 13F-HR Holdings

Location
Webster, Ny 14580, NY
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$146,060
Net value change ($000)
+10,957 (8.1%)
New positions
48
Sold out positions
23
Turnover %
42.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PMAR 4,000 NEW
BRK-B 3,937 NEW
TBIL 3,553 NEW
IFEB 3,180 NEW
CLOI 2,371 133.0%
KBWP 2,274 NEW
DUK 1,636 NEW
MOO 1,566 NEW
ACII 1,494 NEW
EUFN 1,446 NEW
Top Reduces (Value $000, Stocks/ETFs)
KRE -3,257 -93.0%
IAUG -2,971 -100.0%
BXMT -2,830 -88.1%
IEI -2,628 -92.0%
FLTR -2,591 -78.1%
HELO -1,845 -100.0%
CSHI -1,721 -48.0%
Franklin Templeton ETF Trust -1,604 -100.0%
GOOGL -1,516 -71.3%
JPMB -1,450 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type