Bright Futures Wealth Management, LLC. holds a diversified book of 207 stocks worth $154.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Innovator Intdevpow Buf-Mar and trimmed Vaneck Clo ETF. Their largest long position is Apple Inc at 3% of the equity book. They also disclosed $147K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +39% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803980/holdings"
Use Arkolith to show Bright Futures Wealth Management, LLC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.1 points over this window.
Growth of $10,000 cloning Bright Futures Wealth Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bright Futures Wealth Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 77 / 80 | $13.6B |
| IFP Advisors, Inc | 77 / 80 | $1.1B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $45.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $14.0B |
| Cetera Investment Advisers | 74 / 80 | $15.2B |
| NewEdge Advisors, LLC | 74 / 80 | $6.6B |
| Farther Finance Advisors, LLC | 74 / 80 | $1.7B |
| LPL Financial LLC | 73 / 80 | $67.0B |
Ranked by how many of Bright Futures Wealth Management, LLC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $4.0M | 13.7K | 2.6% | ▲+1.7% Added · +230 sh | |
| 2 | Vaneck ETF Trust CLO ETF | $3.9M | 73.9K | 2.5% | ▼−6.2% Reduced · −5K sh | |
| 3 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.7M | 5.6K | 2.4% | ▼−1.6% Reduced · −91 sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $3.4M | 6.7K | 2.2% | ▼−18% Reduced · −2K sh | |
| 5 | Broadcom Inc COM | $3.0M | 7.9K | 1.9% | ▼−0.8% Reduced · −67 sh | |
| 6 | Vanguard World FD MEGA GRWTH IND | $2.8M | 32.3K | 1.8% | ▲+402% Added · +26K sh | |
| 7 | RBB FD Inc F/M US TREASURY | $2.8M | 56.1K | 1.8% | ▼−21% Reduced · −15K sh | |
| 8 | American Centy ETF TR INTL SMCP VLU | $2.6M | 25.3K | 1.7% | ▼−22% Reduced · −7K sh | |
| 9 | Nvidia Corporation COM | $2.4M | 12.1K | 1.6% | ▲+2.3% Added · +275 sh | |
| 10 | Ishares TR FLTG RATE NT ETF | $2.4M | 46.7K | 1.5% | ▼−1.6% Reduced · −771 sh | |
| 11 | NEOS ETF Trust NEOS ENH INC 1-3 | $2.4M | 47.4K | 1.5% | ▲+27% Added · +10K sh | |
| 12 | Ishares TR 1 3 YR TREAS BD | $2.4M | 28.7K | 1.5% | ▼−14% Reduced · −5K sh | |
| 13 | Micron Technology Inc COM | $2.3M | 2.0K | 1.5% | ▼−17% Reduced · −407 sh | |
| 14 | Amazon Com Inc COM | $2.1M | 8.8K | 1.4% | ▼−12% Reduced · −1K sh | |
| 15 | Innovator Etfs Trust INNOVATOR INTL D | $2.0M | 65.7K | 1.3% | ▲New New position | |
| 16 | Carpenter Technology Corp COM | $2.0M | 3.2K | 1.3% | —Held | |
| 17 | Invesco Exch Traded FD TR II KBW PPTY CASUT | $2.0M | 15.6K | 1.3% | ▼−18% Reduced · −4K sh | |
| 18 | SPDR Series Trust ST STR BL 12 ETF | $1.9M | 19.0K | 1.2% | ▲+11% Added · +2K sh | |
| 19 | Janus Detroit STR TR HENDRSON AAA CL | $1.8M | 36.6K | 1.2% | ▲+23% Added · +7K sh | |
| 20 | Innovator Etfs Trust US EQTY PWR BUF | $1.7M | 35.7K | 1.1% | ▼−60% Reduced · −54K sh | |
| 21 | SPDR Series Trust ST STR P500ETF | $1.6M | 18.6K | 1.1% | ▲+235% Added · +13K sh | |
| 22 | ETF Ser Solutions APTUS JULY BUFR | $1.6M | 58.8K | 1.0% | ▲New New position | |
| 23 | Ishares TR CORE S&P MCP ETF | $1.5M | 19.2K | 1.0% | ▲+0.2% Added · +39 sh | |
| 24 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.4M | 7.6K | 0.9% | ▼−23% Reduced · −2K sh | |
| 25 | Select Sector SPDR TR ST STR CARE ETF | $1.4M | 9.0K | 0.9% | ▼−1.5% Reduced · −136 sh | |
| 26 | Alphabet Inc CAP STK CL C | $1.4M | 4.0K | 0.9% | ▲+88% Added · +2K sh | |
| 27 | Spinnaker ETF Series SELE STO EUR ETF | $1.4M | 32.5K | 0.9% | ▼−26% Reduced · −12K sh | |
| 28 | First TR Exchange-Traded FD VEST LADDERED | $1.4M | 65.7K | 0.9% | ▲New New position | |
| 29 | Ishares TR CORE S&P SCP ETF | $1.4M | 9.2K | 0.9% | ▲+0.4% Added · +33 sh | |
| 30 | General Dynamics Corp COM | $1.3M | 3.7K | 0.9% | ▼−11% Reduced · −446 sh | |
| 31 | Duke Energy Corp New COM NEW | $1.3M | 10.4K | 0.9% | ▼−17% Reduced · −2K sh | |
| 32 | Vaneck ETF Trust AGRIBUSINESS ETF | $1.3M | 16.6K | 0.8% | ▼−10% Reduced · −2K sh | |
| 33 | Ishares TR GLOBAL 100 ETF | $1.3M | 9.4K | 0.8% | ▲+8.6% Added · +748 sh | |
| 34 | Ishares Inc US PWR INFRA ETF | $1.3M | 45.3K | 0.8% | ▼−15% Reduced · −8K sh | |
| 35 | Calamos ETF TR AUTOC INCOM ETF | $1.2M | 45.4K | 0.8% | ▲+145% Added · +27K sh | |
| 36 | Ishares TR RUS 2000 VAL ETF | $1.2M | 5.5K | 0.8% | ▲New New position | |
| 37 | SPDR Series Trust ST STR SP METAL | $1.2M | 11.2K | 0.8% | ▼−9.6% Reduced · −1K sh | |
| 38 | Ishares TR MSCI EURO FL ETF | $1.2M | 30.7K | 0.8% | ▼−26% Reduced · −11K sh | |
| 39 | Microsoft Corp COM | $1.2M | 3.1K | 0.7% | ▲+10% Added · +290 sh | |
| 40 | Innovator Etfs Trust PREMIUM INC 15 B | $1.1M | 47.1K | 0.7% | ▼−17% Reduced · −10K sh | |
| 41 | Cisco Sys Inc COM | $1.1M | 9.4K | 0.7% | ▲+0.2% Added · +20 sh | |
| 42 | Schwab Strategic TR SHT TM US TRES | $1.1M | 45.8K | 0.7% | ▲+0.7% Added · +329 sh | |
| 43 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.7% | ▼−1.9% Reduced · −64 sh | |
| 44 | SPDR Series Trust ST TERM HIGH ETF | $1.1M | 43.7K | 0.7% | ▲+10% Added · +4K sh | |
| 45 | Coca-Cola Femsa SAB De CV SPONS ADS REP | $1.1M | 10.2K | 0.7% | ▼−23% Reduced · −3K sh | |
| 46 | Select Sector SPDR TR ST STR UTIL ETF | $1.0M | 23.1K | 0.7% | ▼−13% Reduced · −4K sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.7% | ▼−6.0% Reduced · −89 sh | |
| 48 | Amplify ETF TR CWP INTL ENHANCE | $1.0M | 24.5K | 0.7% | ▼−11% Reduced · −3K sh | |
| 49 | Invesco Exch Traded FD TR II INVESCO PHLX SM | $1.0M | 9.1K | 0.7% | ▼−31% Reduced · −4K sh | |
| 50 | Innovator Etfs Trust US EQTY PWR BUF | $1.0M | 23.3K | 0.7% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $147K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 208 | $154.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 188 | $146.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 162 | $135.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 144 | $128.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 109 | $91.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 125 | $112.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 225 | $207.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 209 | $184.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.