Bright Futures Wealth Management, LLC. 13F Holdings
CIK 0001803980 · WEBSTER, NY 14580, NY
As of Sep 30, 2025, Bright Futures Wealth Management, LLC. reported 144 positions worth
CIK 0001803980 · WEBSTER, NY 14580, NY
As of Sep 30, 2025, Bright Futures Wealth Management, LLC. reported 144 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 9,115 | $3.7M | 2.87% |
| PACER US SMALL CAP CASH COWS ETF | CALF | — | 80,984 | $3.5M | 2.77% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 39,801 | $3.5M | 2.77% |
| NEOS Enhanced Income CA Alt ETF | CSHI | — | 67,852 | $3.4M | 2.64% |
| STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF | KRE | — | 53,052 | $3.4M | 2.62% |
| VANECK IG FLOATING RATE ETF | FLTR | — | 125,821 | $3.2M | 2.51% |
| BLACKSTONE MORTGAGE TRUST INC | BXMT | Real Estate | 162,485 | $3.0M | 2.34% |
| INNOVATOR ETFS TRUST | IAUG | — | 104,147 | $2.9M | 2.27% |
| APPLE INC | AAPL | Technology | 11,123 | $2.8M | 2.21% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 23,437 | $2.8M | 2.19% |
| BROADCOM INC | AVGO | Technology | 8,157 | $2.7M | 2.10% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 37,323 | $2.4M | 1.90% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 28,375 | $2.4M | 1.84% |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | BSJR | — | 103,361 | $2.4M | 1.84% |
| NVIDIA CORP | NVDA | Technology | 12,315 | $2.3M | 1.80% |
| AMAZON.COM INC | AMZN | Equity | 9,334 | $2.0M | 1.60% |
| M&T BANK CORP | MTB | Financial Services | 10,114 | $2.0M | 1.56% |
| ALPHABET INC | GOOG | Equity | 8,180 | $2.0M | 1.56% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 5,927 | .9M | 1.51% |
| SPINNAKER ETF SERIES | EUAD | — | 35,098 | .6M | 1.29% |
| VANECK CLO ETF | CLOI | — | 30,289 | .6M | 1.26% |
| ISHARES US HOME CONSTRUCTION ETF | ITB | — | 14,766 | .6M | 1.24% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | GRID | — | 10,481 | .6M | 1.24% |
| GLOBAL X COPPER MINERS ETF | COPX | — | 25,568 | .5M | 1.19% |
| WALMART INC | WMT | Consumer Defensive | 14,429 | .5M | 1.16% |