Bright Futures Wealth Management, LLC.
All 13F Filings
- Location
- Webster, Ny 14580, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 154,811
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 208 | 154,811 | 13F-HR | Bright Futures Wealth Management, LLC. |
| 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)
Derivatives reported exposure ($000):
147
(0.1% of total reported value)
· QoQ Δ:
+147
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.78 K | 48.4% | 0 | 950 | -950 |
| ETFs | 77.5 K | 50.1% | 9.795 K | 0 | 9.795 K |
| Debt | 2.383 K | 1.5% | 0 | 250 | -250 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
154,811
Holdings
208
QoQ value change ($000)
8,751
(6.0%)
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.