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Portfolio (Quarterly) Guide ↗

Bright Futures Wealth Management, LLC.

· CIK 0001803980
13F Portfolio $155M AUM 208 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 208 New
Page 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LONZ PIMCO ETF TR 12,547.0 $619K 0.40% NEW $49.31 +0.2%
82 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,295.0 $618K 0.40% NEW $477.57 -12.6%
83 EWZ ISHARES INC 17,412.0 $601K 0.39% NEW $34.50 +3.0%
84 F FORD MTR CO Consumer Cyclical 42,839.0 $595K 0.39% NEW $13.90 -0.2%
85 SHEL SHELL PLC Energy 7,636.0 $592K 0.38% NEW $77.54 +17.2%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,163.0 $586K 0.38% NEW $57.62 +15.6%
87 EWX SPDR INDEX SHS FDS 7,838.0 $582K 0.38% NEW $74.30 -1.1%
88 GSY INVESCO ACTIVELY MANAGED EXC 11,576.0 $581K 0.38% NEW $50.15 -0.0%
89 ALL ALLSTATE CORP Financial Services 2,391.0 $569K 0.37% NEW $237.96 +9.5%
90 QBUF INNOVATOR ETFS TRUST 18,379.0 $565K 0.36% NEW $30.77 -0.1%
91 OHI OMEGA HEALTHCARE INVS INC Real Estate 11,273.0 $537K 0.35% NEW $47.68 -3.5%
92 IWF ISHARES TR 4,164.0 $517K 0.33% NEW $124.17 -1.1%
93 JEPI J P MORGAN EXCHANGE TRADED F 8,993.0 $508K 0.33% NEW $56.48 +2.3%
94 LLY ELI LILLY & CO Healthcare 415.0 $498K 0.32% NEW $1199.25 -2.2%
95 URI UNITED RENTALS INC Industrials 434.0 $492K 0.32% NEW $1133.60 -9.1%
96 IUSV ISHARES TR 4,452.0 $490K 0.32% NEW $110.15 +4.3%
97 BK BANK OF NY MELLON CORP Financial Services 3,381.0 $489K 0.32% NEW $144.61 -1.9%
98 VEA VANGUARD TAX-MANAGED FDS 6,753.0 $481K 0.31% NEW $71.25 +2.5%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 1,683.0 $473K 0.31% NEW $281.19 -16.2%
100 FEZ SPDR INDEX SHS FDS 6,719.0 $461K 0.30% NEW $68.68 +3.9%
Page 5 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 13.3%
Industrials 13.1%
Consumer Defensive 7.2%
Consumer Cyclical 6.7%
Healthcare 5.6%
Real Estate 5.0%
Energy 4.9%
Communication Services 4.2%
Utilities 4.0%