Bright Futures Wealth Management, LLC.
•CIK: 1803980•Filing: Q4 2025
**Bright Futures Wealth Management, LLC.** manages $135M across a diversified portfolio of 162 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including AVDV, CSHI, and KRE, each representing substantial allocations near the $3.6M mark. Notable concentrations also include FLTR ($3.3M), AAPL ($3.0M), and IAUG ($3.0M). This positioning suggests a tactical approach targeting growth within established and emerging sectors.
Total AUM
$135.1M
QoQ Performance
+5.6%
Positions
106
Top 10 Concentration
23.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVDV2.7%
CSHI2.7%
KRE2.6%
FLTR2.5%
BXMT2.4%
AAPL2.3%
IAUG2.2%
IEI2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.1%
Technology10.1%
Consumer3.2%
Healthcare1.9%
ETF1.2%
Communication0.9%
Financial0.8%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW29 new positions
↑72 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024