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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 3 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 9,446.0 $1.1M 0.72% NEW $117.46 -6.4%
42 SCHO SCHWAB STRATEGIC TR 45,763.0 $1.1M 0.71% NEW $24.14 -0.3%
43 JPM JPMORGAN CHASE & CO Financial Services 3,357.0 $1.1M 0.71% NEW $327.31 +9.3%
44 SJNK SPDR SERIES TRUST 43,704.0 $1.1M 0.71% NEW $25.03 -0.6%
45 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 10,236.0 $1.1M 0.70% NEW $106.25 +6.0%
46 XLU SELECT SECTOR SPDR TR 23,058.0 $1.0M 0.68% NEW $45.34 -5.8%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,382.0 $1.0M 0.67% NEW $746.80 +3.0%
48 IDVO AMPLIFY ETF TR 24,527.0 $1.0M 0.67% NEW $42.00 +1.9%
49 SOXQ INVESCO EXCH TRADED FD TR II 9,090.0 $1.0M 0.66% NEW $112.09 -19.5%
50 PJUN INNOVATOR ETFS TRUST 23,266.0 $1.0M 0.65% NEW $43.23 +1.9%
51 WMT WALMART INC Consumer Defensive 8,759.0 $992K 0.64% NEW $113.26 -9.0%
52 RINF PROSHARES TR 30,266.0 $974K 0.63% NEW $32.17 +1.6%
53 BUFR FIRST TR EXCHNG TRADED FD VI 26,493.0 $968K 0.62% NEW $36.53 +2.5%
54 JGRO J P MORGAN EXCHANGE TRADED F 9,719.0 $958K 0.62% NEW $98.59 -4.4%
55 QQQM INVESCO EXCH TRADED FD TR II 3,147.0 $953K 0.62% NEW $302.98 -2.6%
56 NFLT ETFIS SER TR I 40,564.0 $931K 0.60% NEW $22.95 -0.9%
57 LRN STRIDE INC Consumer Defensive 10,768.0 $929K 0.60% NEW $86.24 +0.7%
58 ENS ENERSYS Industrials 3,957.0 $925K 0.60% NEW $233.82 -20.7%
59 CGGR CAPITAL GROUP GROWTH ETF 19,386.0 $915K 0.59% NEW $47.20 -0.4%
60 MTB M & T BK CORP Financial Services 3,816.0 $908K 0.59% NEW $238.02 -0.3%
Page 3 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%