Bright Futures Wealth Management, LLC.

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CIK 1803980

13F portfolio (2026-Q1)

$146M

Positions

188

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

188

Top 5

13.0%

Top 10

22.7%

Effective N

90.8

HHI

0.011

This quarter

49 new · 0 exit →

By sector

Unclassified65.9%

Information Technology8.8%

Financials6.1%

Consumer Discretionary4.8%

Industrials2.2%

Health Care2.0%

Materials1.8%

Energy1.8%

Other6.6%

By market cap

Unknown67.9%

Mega (>$200B)18.5%

Large ($10–200B)9.9%

Mid ($2–10B)3.4%

Small ($300M–2B)0.2%

By region

Other65.9%

North America33.3%

Europe0.6%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	68.57%	115
Technology Hardware & Equipment	4.07%	6
Semiconductors & Semiconductor Equipment	4.02%	5
Specialty Retail	2.77%	3
Banks	2.20%	6
Pharmaceuticals & Biotechnology	1.88%	5
Oil, Gas & Consumable Fuels	1.81%	4
Equity Real Estate Investment Trusts (REITs)	1.74%	10
Utilities	1.59%	4
Metals & Mining	1.34%	3
Aerospace & Defense	1.30%	3
Software & IT Services	1.29%	4
Beverages	1.20%	3
Diversified Consumer Services	0.90%	1
Automobiles & Components	0.71%	2
Software	0.71%	1
Capital Markets	0.62%	1
Insurance	0.59%	2
Food & Staples Retailing	0.57%	1
Chemicals	0.47%	2
Machinery	0.45%	1
Commercial Services & Supplies	0.40%	2
Distributors	0.27%	1
Media & Entertainment	0.21%	1
Hotels, Restaurants & Leisure	0.17%	1
Health Care Equipment & Supplies	0.14%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	CLOI	VANECK ETF TRUST	Unclassified	2.84%
2	PMAR	INNOVATOR ETFS TRUST	Unclassified	2.74%
3	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.70%
4	TBIL	RBB FD INC	Unclassified	2.43%
5	AAPL	Apple Inc.	Information Technology	2.33%
6	AVDV	AMERICAN CENTY ETF TR	Unclassified	2.23%
7	IFEB	INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY	Unclassified	2.18%
8	SHY	ISHARES TR	Unclassified	1.88%
9	AVGO	Broadcom Inc.	Information Technology	1.69%
10	FLOT	ISHARES TR	Unclassified	1.66%

74/188 names classified · sector 34.1% of weight · industry 31.4% · mkt cap 32.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 8 quarters

Information TechnologyAAPL, AVGO, NVDA, MSFT, TSM · other

Consumer DiscretionaryAMZN, LRN, WMT, F, PATK · other

FinancialsMTB, EG, JPM, BRK.B, BAC · other

Communication ServicesGOOG, GOOGL, DIS, TMUS, META · other

Real EstateBXMT, OHI, ACRE, DLR, O · other

IndustrialsGD, URI, ETN, ASML, TXT · other

Health CareMRK, NVO, LLY, AMGN, ZTS · other

MaterialsCRS, PG, KALU, DOW, SW · other

Consumer StaplesKOF, KHC, ACI, KO, PEP

UtilitiesNEE, ETR, CWEN, DUK, OKE · other

EnergyXOM, SHEL, COP, CVX

UnclassifiedAVDV, KRE, IEI, CALF, FLTR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 34.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 29% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (64 classified)Bright Futures Wealth Management, LLC. centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsHealth CareMaterialsReal EstateCommunication ServicesUtilitiesEnergyConsumer Staples

Style box summary for Bright Futures Wealth Management, LLC.: centroid Large Core. Heaviest cells: Large Growth 11.4%, Large Core 5.2%, Large Value 4.8%.

Classified: 29.1% of book weight (64/188 names) · unclassified 70.9%: CLOI, PMAR, BRK.B, TBIL, AVDV, IFEB, SHY, FLOT, BSJR, MGK +114 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 188 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	CLOIVANECK ETF TRUST	78,831	$4M	2.8%	ADD 134%
2	PMARINNOVATOR ETFS TRUST	89,642	$4M	2.7%	NEW
3	BRK.BBERKSHIRE HATHAWAY INC DEL	8,215	$4M	2.7%	NEW
4	TBILRBB FD INC	71,253	$4M	2.4%	NEW
5	AAPLAPPLE INC	13,421	$3M	2.3%	ADD 20%
6	AVDVAMERICAN CENTY ETF TR	32,559	$3M	2.2%	TRIM −15%
7	IFEBINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY	106,687	$3M	2.2%	NEW
8	SHYISHARES TR	33,339	$3M	1.9%	ADD 36%
9	AVGOBROADCOM INC	7,971	$2M	1.7%	HOLD
10	FLOTISHARES TR	47,458	$2M	1.7%	ADD 59%
11	BSJRINVESCO EXCH TRD SLF IDX FD	107,738	$2M	1.6%	HOLD
12	MGKVanguard Mega Cap Growth ETF	6,444	$2M	1.6%	HOLD
13	KBWPINVESCO EXCH TRADED FD TR II	19,113	$2M	1.6%	NEW
14	SMHVANECK ETF TRUST	5,703	$2M	1.5%	HOLD
15	AMZNAMAZON COM INC	9,967	$2M	1.4%	HOLD
16	NVDANVIDIA CORPORATION	11,847	$2M	1.4%	HOLD
17	AGNGGLOBAL X FDS	53,928	$2M	1.3%	ADD 2%
18	CSHINEOS ETF TRUST	37,422	$2M	1.3%	TRIM −48%
19	EUADSPINNAKER ETF SERIES	44,158	$2M	1.2%	ADD 33%
20	WMTWALMART INC	14,127	$2M	1.2%	HOLD
21	BILSSPDR SERIES TRUST	17,027	$2M	1.2%	ADD 9%
22	DUKDUKE ENERGY CORP NEW	12,496	$2M	1.1%	NEW
23	GRIDFIRST TR EXCHANGE TRADED FD	9,877	$2M	1.1%	HOLD
24	MOOVANECK ETF TRUST	18,529	$2M	1.1%	NEW
25	MRKMERCK & CO INC	12,581	$2M	1.0%	ADD 6%
26	JAAAJANUS DETROIT STR TR	29,789	$2M	1.0%	ADD 36%
27	ACIIINNOVATOR ETFS TRUST	59,554	$1M	1.0%	NEW
28	EUFNISHARES TR MSCI EURO FL ETF	41,482	$1M	1.0%	NEW
29	GDGENERAL DYNAMICS CORP	4,184	$1M	1.0%	ADD 9%
30	POWRISHARES INC	53,525	$1M	1.0%	ADD 12%
31	LJULINNOVATOR PREMIUM INCOME 15 BUFFER ETF - JULY	56,969	$1M	0.9%	NEW
32	XMESPDR SERIES TRUST	12,372	$1M	0.9%	TRIM −4%
33	XLVSELECT SECTOR SPDR TR	9,112	$1M	0.9%	NEW
34	LRNSTRIDE INC	14,946	$1M	0.9%	TRIM −17%
35	KOFCOCA-COLA FEMSA SAB DE CV	13,250	$1M	0.9%	ADD 44%
36	IJHISHARES TR	19,124	$1M	0.9%	HOLD
37	CRSCARPENTER TECHNOLOGY CORP	3,237	$1M	0.9%	ADD 20%
38	XLUSELECT SECTOR SPDR TR	26,561	$1M	0.8%	NEW
39	SFLRINNOVATOR ETFS TRUST	33,460	$1M	0.8%	NEW
40	RINFPROSHARES TR	36,637	$1M	0.8%	NEW
41	BUFRFIRST TR EXCHNG TRADED FD VI	34,033	$1M	0.8%	HOLD
42	IJRISHARES TR	9,124	$1M	0.8%	HOLD
43	IDVOAMPLIFY ETF TR	27,427	$1M	0.8%	NEW
44	SCHOSCHWAB SHORT-TERM US TREASURY ETF	45,434	$1M	0.8%	TRIM −5%
45	MTBM & T BK CORP	5,334	$1M	0.8%	TRIM −48%
46	ENSENERSYS	6,185	$1M	0.7%	TRIM −24%
47	IOOIShares S&P Global 100 Index ETF	8,677	$1M	0.7%	HOLD
48	MSFTMICROSOFT CORP	2,810	$1M	0.7%	ADD 5%
49	INFLLISTED FDS TR	19,768	$1M	0.7%	ADD 44%
50	JPMJPMORGAN CHASE & CO	3,421	$1M	0.7%	TRIM −3%
51	SJNKSPDR SERIES TRUST	39,607	$989,386	0.7%	ADD 4%
52	XOMEXXON MOBIL CORP	5,659	$960,052	0.7%	ADD 38%
53	SPYSTATE STR SPDR S&P 500 ETF T	1,471	$956,692	0.7%	HOLD
54	SCHWSCHWAB CHARLES CORP	9,574	$899,748	0.6%	NEW
55	EWZISHARES INC MSCI BRAZIL ETF	23,397	$898,211	0.6%	NEW
56	SHELSHELL PLC	9,549	$888,032	0.6%	ADD 22%
57	ACIALBERTSONS COS INC	49,095	$836,579	0.6%	ADD 3%
58	NFLTETFIS SER TR I	36,457	$829,406	0.6%	ADD 4%
59	MUMICRON TECHNOLOGY INC	2,437	$823,222	0.6%	ADD 4%
60	SOXQINVESCO EXCH TRADED FD TR II	13,080	$780,902	0.5%	HOLD
61	EWCISHARES INC	13,892	$761,143	0.5%	NEW
62	BONDPIMCO ETF TR	8,017	$739,854	0.5%	TRIM −7%
63	CSCOCISCO SYS INC	9,426	$731,387	0.5%	HOLD
64	FLTRVANECK ETF TRUST	28,521	$726,712	0.5%	TRIM −78%
65	IBUFINNOVATOR ETFS TRUST	24,012	$708,834	0.5%	HOLD
66	FALNISHARES TR	26,407	$705,596	0.5%	TRIM −5%
67	DDFMINNOVATOR ETFS TRUST	37,324	$700,672	0.5%	NEW
68	QFLRINNOVATOR ETFS TRUST	20,762	$691,375	0.5%	NEW
69	GOOGLALPHABET INC	2,356	$677,614	0.5%	HOLD
70	FFORD MTR CO	58,400	$673,933	0.5%	HOLD
71	MGVVANGUARD WORLD FD	4,621	$669,886	0.5%	ADD 3%
72	JCIJOHNSON CONTROLS INTERNATION	5,064	$663,193	0.5%	TRIM −4%
73	GOOGALPHABET INC	2,126	$609,928	0.4%	TRIM −69%
74	GSYINVESCO ACTIVELY MANAGED EXC	11,830	$592,920	0.4%	ADD 8%
75	COPXGLOBAL X FDS	7,645	$583,718	0.4%	TRIM −62%
76	METAMETA PLATFORMS INC	1,002	$572,997	0.4%	NEW
77	SCHFSCHWAB STRATEGIC TR	23,135	$572,595	0.4%	TRIM −7%
78	IUSVISHARES TR	5,567	$569,226	0.4%	TRIM −5%
79	FEZSPDR INDEX SHS FDS	9,149	$567,970	0.4%	TRIM −22%
80	QBUFINNOVATOR ETFS TRUST	19,347	$565,126	0.4%	TRIM −26%
81	VEAVANGUARD TAX-MANAGED FDS	8,749	$560,656	0.4%	ADD 30%
82	IUSGISHARES TR	3,540	$549,026	0.4%	HOLD
83	LONZPIMCO ETF TR	11,070	$546,619	0.4%	ADD 5%
84	JEDIETF SER SOLUTIONS	19,571	$500,626	0.3%	NEW
85	OHIOMEGA HEALTHCARE INVS INC	11,247	$492,824	0.3%	ADD 5%
86	ALLALLSTATE CORP	2,361	$489,438	0.3%	TRIM −2%
87	COPCONOCOPHILLIPS	3,592	$474,092	0.3%	HOLD
88	EWXSPDR INDEX SHS FDS	7,141	$472,168	0.3%	HOLD
89	CAIECALAMOS ETF TR	18,497	$465,009	0.3%	NEW
90	IBMINTERNATIONAL BUSINESS MACHS	1,869	$453,030	0.3%	HOLD
91	GLWCORNING INC	3,326	$452,195	0.3%	ADD 13%
92	JEPIJPMorgan Equity Premium Income ETF	7,924	$449,116	0.3%	HOLD
93	PFEPFIZER INC	15,575	$437,338	0.3%	ADD 9%
94	PGPROCTER AND GAMBLE CO	2,974	$429,600	0.3%	HOLD
95	SPYMSPDR SERIES TRUST	5,549	$424,751	0.3%	HOLD
96	AGGISHARES TR	4,228	$419,757	0.3%	HOLD
97	JNJJOHNSON & JOHNSON	1,711	$418,295	0.3%	ADD 23%
98	BBUSJ P MORGAN EXCHANGE TRADED F	3,520	$412,474	0.3%	NEW
99	IVVISHARES TR	619	$404,651	0.3%	ADD 11%
100	BNYBANK NEW YORK MELLON CORP	3,381	$401,088	0.3%	ADD 2%
101	TELTE CONNECTIVITY PLC	1,884	$393,832	0.3%	TRIM −5%
102	BXMTBLACKSTONE MTG TR INC	19,926	$381,576	0.3%	TRIM −88%
103	ESGUISHARES TR	2,682	$379,288	0.3%	ADD 17%
104	TSLATESLA INC	986	$366,546	0.3%	ADD 2%
105	METMETLIFE INC	5,173	$365,858	0.3%	TRIM −5%
106	DFAIDIMENSIONAL ETF TRUST	9,371	$365,097	0.2%	HOLD
107	ICLNISHARES TR	19,640	$359,213	0.2%	HOLD
108	SPHYSPDR SERIES TRUST	14,903	$347,538	0.2%	HOLD
109	IWFISHARES TR	800	$341,120	0.2%	TRIM −30%
110	PLDPROLOGIS INC.	2,549	$336,972	0.2%	TRIM −4%
111	CVXCHEVRON CORP NEW	1,553	$321,270	0.2%	NEW
112	AOMISHARES TR	6,697	$317,232	0.2%	TRIM −13%
113	URIUNITED RENTALS INC	434	$316,380	0.2%	HOLD
114	CMCSACOMCAST CORP NEW	10,913	$313,320	0.2%	ADD 3%
115	SPDWSPDR INDEX SHS FDS	6,861	$313,222	0.2%	ADD 17%
116	HFSIHARTFORD FDS EXCHANGE TRADED	9,003	$312,572	0.2%	TRIM −3%
117	BNDVANGUARD BD INDEX FDS	4,227	$311,309	0.2%	TRIM −16%
118	IWDISHARES TR	1,419	$303,198	0.2%	HOLD
119	ANGLVANECK ETF TRUST	10,317	$296,318	0.2%	HOLD
120	XSMOINVESCO EXCHANGE TRADED FD T	3,896	$296,164	0.2%	ADD 7%
121	XNTKSPDR SERIES TRUST	1,155	$294,951	0.2%	HOLD
122	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	10,084	$293,747	0.2%	ADD 8%
123	LLYELI LILLY & CO	314	$288,629	0.2%	ADD 19%
124	OUTOUTFRONT MEDIA INC	10,887	$288,506	0.2%	TRIM −16%
125	AIQGLOBAL X FDS	6,146	$286,850	0.2%	NEW
126	TSMTAIWAN SEMICONDUCTOR MFG LTD	839	$283,540	0.2%	ADD 9%
127	BBINJ P MORGAN EXCHANGE TRADED F	3,855	$281,878	0.2%	NEW
128	QQQINVESCO QQQ TR	473	$273,031	0.2%	TRIM −5%
129	INDSPACER FDS TR	7,313	$268,708	0.2%	HOLD
130	SHYGISHARES TR	6,325	$267,595	0.2%	HOLD
131	ENFRALPS ETF TR	6,984	$266,848	0.2%	NEW
132	FTAIFTAI AVIATION LTD	1,072	$262,640	0.2%	TRIM −4%
133	BEPCBROOKFIELD RENEWABLE CORP	6,579	$262,042	0.2%	HOLD
134	XEMDBONDBLOXX ETF TRUST	5,955	$261,722	0.2%	NEW
135	MISLFIRST TR EXCHANGE-TRADED FD	5,851	$261,598	0.2%	TRIM −55%
136	UDECINNOVATOR ETFS TRUST	6,721	$261,044	0.2%	ADD 17%
137	PGHYINVESCO EXCH TRADED FD TR II	13,395	$259,997	0.2%	NEW
138	CALFPACER FDS TR	5,739	$257,497	0.2%	TRIM −8%
139	DOWDOW HLDGS INC	6,136	$255,551	0.2%	NEW
140	JCPBJ P MORGAN EXCHANGE TRADED F	5,390	$253,756	0.2%	NEW
141	LITGLOBAL X FDS	3,399	$252,716	0.2%	ADD 10%
142	SCHBSCHWAB STRATEGIC TR	10,067	$252,680	0.2%	HOLD
143	REMXVANECK ETF TRUST	2,868	$252,384	0.2%	NEW
144	DOGGFIRST TR EXCHANGE-TRADED FD	11,574	$251,272	0.2%	ADD 10%
145	ZIMZIM INTEGRATED SHIPPING SERV	9,486	$249,951	0.2%	NEW
146	SEIESEI EXCHANGE TRADED FUNDS	7,551	$246,133	0.2%	TRIM −3%
147	STXSEAGATE TECHNOLOGY HLDNGS PL	627	$245,813	0.2%	TRIM −37%
148	KRESPDR SERIES TRUST	3,765	$245,277	0.2%	TRIM −93%
149	TNLTRAVEL PLUS LEISURE CO	3,515	$243,219	0.2%	ADD 4%
150	IWMISHARES TR	977	$242,228	0.2%	ADD 4%
151	KOCOCA COLA CO	3,181	$241,936	0.2%	ADD 5%
152	BALTINNOVATOR ETFS TRUST	7,162	$239,676	0.2%	TRIM −30%
153	IWRISHARES TR	2,461	$239,283	0.2%	TRIM −2%
154	CCITIGROUP INC	2,104	$238,587	0.2%	ADD 6%
155	DFAEDIMENSIONAL ETF TRUST	7,040	$238,358	0.2%	HOLD
156	DBEINVESCO DB MULTI-SECTOR COMM	8,016	$236,232	0.2%	NEW
157	RTXRTX CORPORATION	1,224	$236,043	0.2%	ADD 3%
158	UAPRINNOVATOR ETFS TRUST	7,047	$235,158	0.2%	HOLD
159	KGCKINROSS GOLD CORP	7,669	$234,072	0.2%	ADD 6%
160	BBAGJ P MORGAN EXCHANGE TRADED F	5,068	$233,939	0.2%	NEW
161	CHMGCHEMUNG FINL CORP	4,310	$231,964	0.2%	HOLD
162	SBRASABRA HEALTH CARE REIT INC	11,982	$230,406	0.2%	HOLD
163	AMDADVANCED MICRO DEVICES INC	1,123	$228,452	0.2%	ADD 11%
164	IEIISHARES TR	1,923	$228,019	0.2%	TRIM −92%
165	LMTLOCKHEED MARTIN CORP	376	$227,141	0.2%	NEW
166	BACBANK AMERICA CORP	4,653	$226,809	0.2%	NEW
167	VOOVANGUARD INDEX FDS	376	$224,679	0.2%	ADD 14%
168	MTUMISHARES TR	935	$224,391	0.2%	ADD 13%
169	TJXTJX COS INC NEW	1,387	$221,563	0.2%	ADD 5%
170	KNTKKINETIK HOLDINGS INC	4,556	$220,556	0.2%	NEW
171	PEPPEPSICO INC	1,413	$219,413	0.2%	NEW
172	RTHVANECK ETF TRUST	873	$219,102	0.2%	NEW
173	HSTHOST HOTELS & RESORTS INC	11,403	$218,481	0.1%	HOLD
174	JBNDJ P MORGAN EXCHANGE TRADED F	4,001	$215,134	0.1%	NEW
175	RSPSINVESCO EXCHANGE TRADED FD T	7,265	$214,318	0.1%	NEW
176	TAGSTEUCRIUM COMMODITY TR	8,346	$211,655	0.1%	NEW
177	OKEONEOK INC NEW	2,319	$209,596	0.1%	NEW
178	MDTMEDTRONIC PLC	2,410	$208,849	0.1%	TRIM −4%
179	MPTMEDICAL PPTYS TRUST INC	43,989	$203,669	0.1%	NEW
180	IAGGISHARES TR	4,037	$202,025	0.1%	TRIM −15%
181	DOCHEALTHPEAK PROPERTIES INC	10,100	$165,943	0.1%	HOLD
182	AGNCAGNC Investment Corp	11,737	$117,725	0.1%	HOLD
183	FTMAPUTNAM ETF TRUST	12,860	$115,290	0.1%	HOLD
184	RITMRITHM CAPITAL CORP	10,805	$102,428	0.1%	TRIM −38%
185	ATAIATAIBECKLEY INC	25,000	$88,500	0.1%	NEW
186	PMLPIMCO MUN INCOME FD II	11,670	$88,343	0.1%	NEW
187	SLDPSOLID POWER INC	13,000	$39,000	0.0%	ADD 12%
188	GDRXGOODRX HLDGS INC	10,000	$19,600	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CLOIVANECK ETF TRUST

—

30K

34K

79K

$4M

PMARINNOVATOR ETFS TRUST

—

90K

$4M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

$4M

TBILRBB FD INC

—

71K

$4M

AAPLAPPLE INC

12K

10K

—

11K

13K

$3M

AVDVAMERICAN CENTY ETF TR

49K

41K

—

40K

38K

33K

$3M

IFEBINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY

—

107K

$3M

SHYISHARES TR

32K

28K

—

28K

25K

33K

$3M

AVGOBROADCOM INC

—

$2M

FLOTISHARES TR

14K

16K

—

28K

30K

47K

$2M

BSJRINVESCO EXCH TRD SLF IDX FD

130K

100K

—

103K

108K

$2M

MGKVanguard Mega Cap Growth ETF

—

$2M

KBWPINVESCO EXCH TRADED FD TR II

—

19K

$2M

SMHVANECK ETF TRUST

—

$2M

AMZNAMAZON COM INC

13K

12K

—

10K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Bright Futures Wealth Management, LLC.