Institutional Fund
Bright Futures Wealth Management, LLC.
Webster, Ny 14580, NYCIK 18039804 filings on record
Portfolio Value
$146.06M
Q1 2026
Holdings
188
Reported positions
New Buys
49
Opened this quarter
QoQ Change
+8.1%
from $135.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust2.8%
- Innovator Etfs Trust2.7%
- Berkshire Hathaway Inc Del2.7%
- Rbb Fd Inc2.4%
- Apple Inc2.3%
- American Centy ETF Tr2.2%
- Other84.7%
Portfolio Holdings
188 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 78.8K | $4.15M | 2.8% | +45.1K | Added |
| 2 | Innovator Etfs Trust | 89.6K | $4.00M | 2.7% | +89.6K | New |
| 3 | Berkshire Hathaway Inc Del | 8.2K | $3.94M | 2.7% | +8.2K | New |
| 4 | Rbb Fd Inc | 71.3K | $3.55M | 2.4% | +71.3K | New |
| 5 | Apple Inc | 13.4K | $3.41M | 2.3% | +2.2K | Added |
| 6 | American Centy ETF Tr | 32.6K | $3.25M | 2.2% | −5.9K | Reduced |
| 7 | Innovator Etfs Trust | 106.7K | $3.18M | 2.2% | +106.7K | New |
| 8 | Ishares Tr | 33.3K | $2.75M | 1.9% | +8.8K | Added |
| 9 | Broadcom Inc | 8.0K | $2.47M | 1.7% | −130 | Reduced |
| 10 | Ishares Tr | 47.5K | $2.42M | 1.7% | +17.7K | Added |
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