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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 2 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYM SPDR SERIES TRUST 18,592.0 $1.6M 1.05% NEW $87.88 +3.1%
22 ETF SER SOLUTIONS 58,752.0 $1.6M 1.05% NEW $27.58
23 IJH ISHARES TR 19,163.0 $1.5M 0.95% NEW $77.11 -1.8%
24 GRID FIRST TR EXCHANGE-TRADED FD 7,560.0 $1.4M 0.94% NEW $191.76 -6.6%
25 XLV SELECT SECTOR SPDR TR 8,976.0 $1.4M 0.92% NEW $158.66 +7.9%
26 GOOG ALPHABET INC 3,991.0 $1.4M 0.91% NEW $353.34
27 EUAD SPINNAKER ETF SERIES 32,517.0 $1.4M 0.89% NEW $42.18 +7.4%
28 ACYN FIRST TR EXCHANGE-TRADED FD 65,684.0 $1.4M 0.88% NEW $20.79 -0.0%
29 IJR ISHARES TR 9,157.0 $1.4M 0.88% NEW $148.31 -1.8%
30 GD GENERAL DYNAMICS CORP Industrials 3,738.0 $1.3M 0.85% NEW $354.23 +7.1%
31 DUK DUKE ENERGY CORP NEW Utilities 10,403.0 $1.3M 0.85% NEW $126.58 -5.0%
32 MOO VANECK ETF TRUST 16,594.0 $1.3M 0.85% NEW $79.20 +7.3%
33 IOO ISHARES TR 9,425.0 $1.3M 0.83% NEW $136.60 +6.0%
34 POWR ISHARES INC 45,324.0 $1.3M 0.82% NEW $27.96 -9.0%
35 CAIE CALAMOS ETF TR 45,404.0 $1.2M 0.80% NEW $27.21 -0.1%
36 IWN ISHARES TR 5,504.0 $1.2M 0.79% NEW $221.20 +0.9%
37 XME SPDR SERIES TRUST 11,185.0 $1.2M 0.77% NEW $106.93 +11.0%
38 EUFN ISHARES TR 30,655.0 $1.2M 0.77% NEW $38.99 +8.6%
39 MSFT MICROSOFT CORP Technology 3,100.0 $1.2M 0.75% NEW $372.98 +37.7%
40 INNOVATOR ETFS TRUST 47,056.0 $1.1M 0.72% NEW $23.80
Page 2 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%