Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $4.0M | 2.6% | +1.7% |
| CLOIVaneck Etf Trust | $3.9M | 2.5% | −6.2% |
| SMHVaneck Etf Trust | $3.7M | 2.4% | −1.6% |
| BRK/BBerkshire Hathaway Inc Del | $3.4M | 2.2% | −18.3% |
| AVGOBroadcom Inc | $3.0M | 1.9% | |
| MGKVanguard World Fd | $2.8M | 1.8% | |
| TBILRbb Fd Inc | $2.8M | 1.8% | −21.2% |
| AVDVAmerican Centy Etf Tr | $2.6M | 1.7% | −22.3% |
| NVDANvidia Corporation | $2.4M | 1.6% | +2.3% |
| FLOTIshares Tr | $2.4M | 1.5% | −1.6% |
| CSHINeos Etf Trust | $2.4M | 1.5% | +26.7% |
| SHYIshares Tr | $2.4M | 1.5% | −13.9% |
| MUMicron Technology Inc | $2.3M | 1.5% | −16.7% |
| AMZNAmazon Com Inc | $2.1M | 1.4% | −11.7% |
| IMARInnovator Etfs Trust | $2.0M | 1.3% | New |
| CRSCarpenter Technology Corp | $2.0M | 1.3% | |
| KBWPInvesco Exch Traded Fd Tr II | $2.0M | 1.3% | −18.4% |
| BILSSpdr Series Trust | $1.9M | 1.2% | +11.4% |
| JAAAJanus Detroit Str Tr | $1.8M | 1.2% | +22.9% |
| PMARInnovator Etfs Trust | $1.7M | 1.1% | −60.1% |
| SPYMSpdr Series Trust | $1.6M | 1.1% | +235.1% |
| JULBEtf Ser Solutions | $1.6M | 1.0% | New |
| IJHIshares Tr | $1.5M | 1.0% | |
| GRIDFirst Tr Exchange-traded Fd | $1.4M | 0.9% | −23.5% |
| XLVSelect Sector Spdr Tr | $1.4M | 0.9% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CRSCarpenter Technology Corp | September 30, 2025 | +151.2% | $2.0M |
| SMHVaneck Etf Trust | September 30, 2025 | +101.0% | $3.7M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $1.4M |
| GRIDFirst Tr Exchange-traded Fd | September 30, 2025 | +26.9% | $1.4M |
| IJRIshares Tr | September 30, 2025 | +24.8% | $1.4M |
| POWRIshares Inc | December 31, 2025 | +18.8% | $1.3M |
| IJHIshares Tr | September 30, 2025 | +18.2% | $1.5M |
| AVDVAmerican Centy Etf Tr | September 30, 2025 | +15.7% | $2.6M |
| XMESpdr Series Trust | September 30, 2025 | +14.7% | $1.2M |
| AVGOBroadcom Inc | September 30, 2025 | +14.5% | $3.0M |
Sold off last quarter
- IFEBInnovator Etfs Trust was $3.2M
- SFLRInnovator Etfs Trust was $1.2M
- ACIAlbertsons Cos Inc was $837K
- QFLRInnovator Etfs Trust was $691K
- BBUSJ P Morgan Exchange Traded F was $412K
- BBINJ P Morgan Exchange Traded F was $282K
- MISLFirst Tr Exchange-traded Fd was $262K
- DOWDow Hldgs Inc was $256K
- JCPBJ P Morgan Exchange Traded F was $254K
- TNLTravel Plus Leisure Co was $243K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +3.8% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bright Futures Wealth Management, LLC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803980&type=13F-HR&dateb=&owner=include&count=40CIK 1803980
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803980/000180398026000004/Filed July 24, 2026 · accession 0001803980-26-000004