Bright Futures Wealth Management, LLC.
All 13F Filings
- Location
- Webster, Ny 14580, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,060
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 188 | 146,060 | 13F-HR | Bright Futures Wealth Management, LLC. |
| Q4 2025 | 2/5/2026 | 162 | 135,103 | 13F-HR | Bright Futures Wealth Management, LLC. |
| Q3 2025 | 11/12/2025 | 144 | 127,988 | 13F-HR | Bright Futures Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.73 K | 51.8% | 0 | 36.82 K | -36.82 K |
| ETFs | 67.7 K | 46.3% | 48.88 K | 0 | 48.88 K |
| Debt | 2.633 K | 1.8% | 1.118 K | 0 | 1.118 K |
| Other | 0 | 0.0% | 0 | 2.208 K | -2.208 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
146,060
Holdings
188
QoQ value change ($000)
10,957
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.