Bright Futures Wealth Management, LLC.

CIK 0001803980 • 5 13F filings • Apr 22, 2025 – Jul 24, 2026

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Filer information

Filed by: Bright Futures Wealth Management, LLC., CCO
Address: 1630 EMPIRE BLVD., SUITE 100, WEBSTER, NY 14580, NY, 14580
Phone: 5853058518
AUM: $135.1M

AUM over time

$154.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $135.1M155 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$220K	0.2%Prev: 0.2%	962 SH	Increased+13 SH
ADVANCED MICRO DEVICES INC	COM	$217K	0.2%	1,013 SH	New
AGNC INVT CORP	COM	$126K	0.1%Prev: 0.1%	11,725 SH	Increased+407 SH
ALBERTSONS COS INC	COMMON STOCK	$817K	0.6%	47,607 SH	New
ALLSTATE CORP	COM	$504K	0.4%Prev: 0.4%	2,421 SH	Decreased+9 SH
ALPHABET INC	CAP STK CL A	$733K	0.5%Prev: 0.5%	2,341 SH	Increased-72 SH
ALPHABET INC	CAP STK CL C	$2.1M	1.6%Prev: 1.6%	6,776 SH	Increased-1,404 SH
AMAZON COM INC	COM	$2.3M	1.7%Prev: 1.6%	9,816 SH	Increased+482 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.6M	2.7%Prev: 2.8%	38,410 SH	Increased-1,391 SH
APPLE INC	COM	$3.0M	2.3%Prev: 2.2%	11,186 SH	Increased+63 SH
ATAI BECKLEY NV	SHS	$102K	0.1%	25,000 SH	New
BANK NEW YORK MELLON CORP	COM	$383K	0.3%Prev: 0.3%	3,300 SH	Increased-200 SH
BLACKSTONE INC	COM	$244K	0.2%Prev: 0.2%	1,583 SH	Decreased
BLACKSTONE MTG TR INC	COM CL A	$3.2M	2.4%Prev: 2.3%	167,900 SH	Increased+5,415 SH
BROADCOM INC	COM	$2.8M	2.1%Prev: 2.1%	8,101 SH	Increased-56 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$252K	0.2%Prev: 0.2%	6,579 SH	Increased+103 SH
CARLYLE SECURED LENDING INC	COM	$1.4M	1.0%Prev: 0.9%	111,522 SH	Increased+15,048 SH
CARPENTER TECHNOLOGY CORP	COM	$849K	0.6%Prev: 0.5%	2,695 SH	Increased-51 SH
CHEMUNG FINL CORP	COM	$240K	0.2%Prev: 0.2%	4,310 SH	Increased
CISCO SYS INC	COM	$726K	0.5%Prev: 0.5%	9,429 SH	Increased-86 SH
CITIGROUP INC	COM NEW	$232K	0.2%Prev: 0.2%	1,992 SH	Increased+20 SH
COCA COLA CO	COM	$212K	0.2%	3,038 SH	New
COCA-COLA FEMSA SAB DE CV	SPONS ADS REP	$873K	0.6%Prev: 0.6%	9,217 SH	Increased+716 SH
COMCAST CORP NEW	CL A	$318K	0.2%Prev: 0.2%	10,626 SH	Increased+883 SH
CONOCOPHILLIPS	COM	$341K	0.3%Prev: 0.3%	3,645 SH	Decreased+27 SH
CORNING INC	COM	$258K	0.2%Prev: 0.2%	2,947 SH	Increased-23 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$231K	0.2%Prev: 0.2%	7,083 SH	Increased+730 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$354K	0.3%Prev: 0.2%	9,284 SH	Increased+659 SH
DISNEY WALT CO	COM	$945K	0.7%Prev: 0.8%	8,309 SH	Decreased-83 SH
ELI LILLY & CO	COM	$282K	0.2%Prev: 0.2%	263 SH	Increased-5 SH
ENERSYS	COM	$1.2M	0.9%	8,142 SH	New
ETFIS SER TR I	VIRTUS NEWFLEET	$805K	0.6%Prev: 0.6%	34,960 SH	Increased+4,285 SH
EXXON MOBIL CORP	COM	$492K	0.4%Prev: 0.3%	4,090 SH	Increased+236 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.0M	0.7%Prev: 0.8%	54,970 SH	Increased+665 SH
FIRST TR EXCH TRD ALPHDX FD	GERMANY ALPHA	$204K	0.2%	3,266 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$1.5M	1.1%Prev: 1.2%	10,048 SH	Decreased-433 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST DJIA	$219K	0.2%	10,546 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX AEROSPACE	$551K	0.4%Prev: 0.5%	12,888 SH	Decreased-1,314 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.2M	0.9%Prev: 0.9%	33,910 SH	Increased-263 SH
FORD MTR CO	COM	$766K	0.6%Prev: 0.6%	58,370 SH	Increased-5,453 SH
FRANKLIN TEMPLETON ETF TR	CLEARBRIDGE SUST	$1.6M	1.2%	58,625 SH	New
FTAI AVIATION LTD	SHS	$219K	0.2%	1,111 SH	New
GENERAL DYNAMICS CORP	COM	$1.3M	1.0%Prev: 1.0%	3,845 SH	Decreased+28 SH
GLOBAL X FDS	AGING POPULATION	$1.9M	1.4%	52,641 SH	New
GLOBAL X FDS	GLOBAL X COPPER	$1.4M	1.1%Prev: 1.2%	20,170 SH	Decreased-5,398 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$201K	0.1%	3,094 SH	New
HARTFORD FDS EXCHANGE TRADED	STRATEGIC INCOME	$329K	0.2%	9,266 SH	New
HEALTHPEAK PROPERTIES INC	COM	$162K	0.1%	10,100 SH	New
HOST HOTELS & RESORTS INC	COM	$202K	0.1%Prev: 0.1%	11,403 SH	Increased+132 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$340K	0.3%Prev: 0.3%	10,161 SH	Increased
INNOVATOR ETFS TRUST	INNOVATOR US EQ	$933K	0.7%Prev: 0.7%	26,451 SH	Decreased-1,151 SH
INNOVATOR ETFS TRUST	INTL DEVELOPED	$3.0M	2.2%Prev: 2.3%	104,384 SH	Increased+237 SH
INNOVATOR ETFS TRUST	INTL DVLPD 10 BU	$714K	0.5%Prev: 0.5%	24,440 SH	Increased
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$771K	0.6%Prev: 0.6%	26,304 SH	Decreased-804 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$219K	0.2%Prev: 0.2%	6,735 SH	Decreased-951 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$231K	0.2%Prev: 0.2%	7,047 SH	Decreased-1,055 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$227K	0.2%	5,726 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$561K	0.4%Prev: 0.2%	1,894 SH	Increased+966 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$550K	0.4%Prev: 0.4%	10,952 SH	Increased+24 SH
INVESCO EXCH TRADED FD TR II	INVESCO PHLX SM	$719K	0.5%Prev: 0.6%	12,896 SH	Decreased-1,818 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$714K	0.5%Prev: 0.5%	2,821 SH	Increased+325 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$2.4M	1.8%Prev: 1.8%	107,737 SH	Increased+4,376 SH
INVESCO EXCHANGE TRADED FD T	FOOD & BEVERAGE	$592K	0.4%	13,217 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$262K	0.2%Prev: 0.2%	3,634 SH	Decreased+19 SH
INVESCO QQQ TR	UNIT SER 1	$306K	0.2%Prev: 0.2%	498 SH	Increased+59 SH
ISHARES INC	MSCI AUSTRIA ETF	$217K	0.2%	6,125 SH	New
ISHARES INC	US POWER INFRAST	$1.1M	0.8%	47,606 SH	New
ISHARES TR	0-5YR HI YL CP	$269K	0.2%Prev: 0.2%	6,268 SH	Increased+305 SH
ISHARES TR	1 3 YR TREAS BD	$2.0M	1.5%Prev: 1.8%	24,534 SH	Decreased-3,841 SH
ISHARES TR	3 7 YR TREAS BD	$2.9M	2.1%Prev: 2.2%	23,927 SH	Increased+490 SH
ISHARES TR	CORE 40/60 MODER	$366K	0.3%Prev: 0.3%	7,662 SH	Increased+22 SH
ISHARES TR	CORE INTL AGGR	$237K	0.2%Prev: 0.2%	4,745 SH	Decreased-87 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.9%Prev: 1.0%	18,985 SH	Increased+130 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.8%Prev: 0.8%	9,166 SH	Increased+235 SH
ISHARES TR	CORE S&P US GWT	$594K	0.4%Prev: 0.5%	3,539 SH	Increased+1 SH
ISHARES TR	CORE S&P US VLU	$598K	0.4%Prev: 0.5%	5,836 SH	Increased-147 SH
ISHARES TR	CORE S&P500 ETF	$382K	0.3%Prev: 0.3%	557 SH	Increased+43 SH
ISHARES TR	CORE US AGGBD ET	$420K	0.3%Prev: 0.2%	4,207 SH	Increased+2,079 SH
ISHARES TR	ESG AWR MSCI USA	$342K	0.3%Prev: 0.2%	2,294 SH	Increased+438 SH
ISHARES TR	FALN ANGLS USD	$758K	0.6%Prev: 0.6%	27,779 SH	Increased+1,165 SH
ISHARES TR	FLTG RATE NT ETF	$1.5M	1.1%Prev: 1.1%	29,778 SH	Increased+1,369 SH
ISHARES TR	GL CLEAN ENE ETF	$327K	0.2%Prev: 0.3%	19,930 SH	Increased-834 SH
ISHARES TR	GLOBAL 100 ETF	$1.1M	0.8%Prev: 0.8%	8,694 SH	Increased+66 SH
ISHARES TR	MSCI USA MMENTM	$208K	0.2%	831 SH	New
ISHARES TR	RUS 1000 GRW ETF	$537K	0.4%Prev: 0.4%	1,135 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$298K	0.2%Prev: 0.2%	1,419 SH	Increased
ISHARES TR	RUS MID CAP ETF	$242K	0.2%Prev: 0.2%	2,512 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$230K	0.2%Prev: 0.2%	936 SH	Increased-6 SH
ISHARES TR	US HOME CONS ETF	$1.4M	1.1%Prev: 1.2%	15,007 SH	Decreased+241 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$452K	0.3%Prev: 1.0%	7,905 SH	Decreased-13,663 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.8M	1.4%Prev: 1.9%	27,777 SH	Decreased-9,546 SH
J P MORGAN EXCHANGE TRADED F	USD EMRNG MKT	$1.4M	1.1%Prev: 1.1%	35,915 SH	Increased+152 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.1M	0.8%Prev: 0.7%	21,893 SH	Increased+5,035 SH
JOHNSON & JOHNSON	COM	$288K	0.2%Prev: 0.2%	1,392 SH	Increased-36 SH
JOHNSON CTLS INTL PLC	SHS	$635K	0.5%Prev: 0.5%	5,300 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.1M	0.8%Prev: 0.9%	3,524 SH	Increased+38 SH
KAISER ALUMINUM CORP	COM PAR $0.01	$1.3M	1.0%Prev: 0.7%	11,733 SH	Increased-35 SH
KINROSS GOLD CORP	COM	$205K	0.2%Prev: 0.2%	7,269 SH	Decreased-1,005 SH
LINCOLN NATL CORP IND	COM	$202K	0.1%	4,529 SH	New
LISTED FDS TR	HORIZON KINETICS	$612K	0.5%Prev: 0.5%	13,759 SH	Decreased+3 SH
M & T BK CORP	COM	$2.1M	1.5%Prev: 1.6%	10,216 SH	Increased+102 SH
MEDTRONIC PLC	SHS	$241K	0.2%Prev: 0.2%	2,511 SH	Increased
MERCK & CO INC	COM	$1.2M	0.9%Prev: 0.4%	11,830 SH	Increased+6,202 SH
METLIFE INC	COM	$430K	0.3%Prev: 0.4%	5,444 SH	Decreased-166 SH
MICRON TECHNOLOGY INC	COM	$668K	0.5%Prev: 0.3%	2,342 SH	Increased-137 SH
MICROSOFT CORP	COM	$1.3M	1.0%Prev: 1.1%	2,678 SH	Decreased+70 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$3.6M	2.7%Prev: 2.6%	72,078 SH	Increased+4,226 SH
NEXTERA ENERGY INC	UNIT 11/01/2027	$1.2M	0.9%Prev: 0.9%	24,220 SH	Increased-431 SH
NVIDIA CORPORATION	COM	$2.2M	1.6%Prev: 1.8%	11,834 SH	Decreased-481 SH
OMEGA HEALTHCARE INVS INC	COM	$475K	0.4%Prev: 0.4%	10,721 SH	Increased-130 SH
OUTFRONT MEDIA INC	COM NEW	$313K	0.2%Prev: 0.2%	12,994 SH	Increased+412 SH
PACER FDS TR	INDUSTRIAL RELET	$266K	0.2%Prev: 0.2%	7,259 SH	Increased+281 SH
PACER FDS TR	US SMALL CAP CAS	$278K	0.2%Prev: 2.8%	6,261 SH	Decreased-74,723 SH
PFIZER INC	COM	$356K	0.3%Prev: 0.2%	14,282 SH	Increased+2,804 SH
PIMCO ETF TR	ACTIVE BD ETF	$801K	0.6%Prev: 0.6%	8,606 SH	Increased+90 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$529K	0.4%Prev: 0.4%	10,512 SH	Increased+1,462 SH
PROCTER AND GAMBLE CO	COM	$427K	0.3%Prev: 0.3%	2,982 SH	Decreased+83 SH
PROLOGIS INC.	COM	$339K	0.3%Prev: 0.2%	2,656 SH	Increased-98 SH
PUTNAM ETF TRUST	FRANKLIN MASSACH	$116K	0.1%	12,860 SH	New
RITHM CAPITAL CORP	COM NEW	$189K	0.1%Prev: 0.1%	17,368 SH	Increased+6,826 SH
RTX CORPORATION	COM	$219K	0.2%	1,192 SH	New
SABRA HEALTH CARE REIT INC	COM	$227K	0.2%Prev: 0.2%	11,977 SH	Increased+395 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$596K	0.4%Prev: 0.3%	24,777 SH	Increased+6,056 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.9%Prev: 0.8%	47,708 SH	Increased+5,243 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$263K	0.2%Prev: 0.2%	10,039 SH	Increased+32 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$304K	0.2%Prev: 0.5%	9,319 SH	Decreased-10,567 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$273K	0.2%Prev: 0.2%	992 SH	Increased+2 SH
SEI EXCHANGE TRADED FUNDS	SELECT INTL EQUI	$254K	0.2%Prev: 0.2%	7,818 SH	Decreased-639 SH
SELECT SECTOR SPDR TR	STATE STREET MAT	$957K	0.7%	21,098 SH	New
SHELL PLC	SPON ADS	$577K	0.4%	7,852 SH	New
SMURFIT WESTROCK PLC	SHS	$798K	0.6%	20,624 SH	New
SOLID POWER INC	CLASS A COM	$49K	0.0%	11,600 SH	New
SPDR INDEX SHS FDS	EURO STOXX 50	$752K	0.6%Prev: 0.6%	11,673 SH	Increased+259 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$261K	0.2%Prev: 0.2%	5,885 SH	Increased-188 SH
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$467K	0.3%Prev: 0.4%	7,109 SH	Increased+210 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.7%Prev: 0.7%	1,479 SH	Increased+53 SH
SPDR SERIES TRUST	STATE STREET SPD	$8.7M	6.4%	144,196 SH	New
SPINNAKER ETF SERIES	SELECT STOXX EUR	$1.4M	1.0%Prev: 1.3%	33,087 SH	Decreased-2,011 SH
STRIDE INC	COM	$1.2M	0.9%Prev: 1.0%	18,017 SH	Decreased+9,310 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$234K	0.2%Prev: 0.2%	771 SH	Increased+13 SH
TE CONNECTIVITY PLC	ORD SHS	$449K	0.3%Prev: 0.3%	1,974 SH	Increased-12 SH
TESLA INC	COM	$433K	0.3%Prev: 0.2%	963 SH	Increased+322 SH
TJX COS INC NEW	COM	$202K	0.1%	1,315 SH	New
TRAVEL PLUS LEISURE CO	COM	$239K	0.2%	3,384 SH	New
UNITED RENTALS INC	COM	$348K	0.3%Prev: 0.3%	430 SH	Decreased-11 SH
VANECK ETF TRUST	CLO ETF	$1.8M	1.3%Prev: 1.3%	33,757 SH	Increased+3,468 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$300K	0.2%	10,223 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$3.3M	2.5%Prev: 2.5%	130,232 SH	Increased+4,411 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.0M	1.5%Prev: 1.5%	5,628 SH	Increased-299 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$374K	0.3%Prev: 0.4%	5,045 SH	Decreased-2,004 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$207K	0.2%	330 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$422K	0.3%Prev: 0.3%	6,751 SH	Increased+381 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$631K	0.5%Prev: 0.5%	4,471 SH	Increased+127 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$2.6M	2.0%Prev: 2.9%	6,392 SH	Decreased-2,723 SH
WALMART INC	COM	$1.6M	1.2%Prev: 1.2%	14,364 SH	Increased-65 SH

Sold (vs prior filing)

ATAI LIFE SCIENCES NV — $132K
EATON CORP PLC — $1.3M
EVEREST GROUP LTD — $589K
INNOVATOR ETFS TRUST — $221K
INNOVATOR ETFS TRUST — $616K
NETFLIX INC — $251K
PACER FDS TR — $930K
PATRICK INDS INC — $457K
SCHWAB STRATEGIC TR — $324K
SELECT SECTOR SPDR TR — $217K
SPDR GOLD TR — $278K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $864K
SPDR SERIES TRUST — $314K
SPDR SERIES TRUST — $383K
SPDR SERIES TRUST — $446K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $3.4M
T-MOBILE US INC — $1.4M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001803980-26-000001	$135.1M	View
Nov 12, 2025	Q3 2025	13F-HR	0001803980-25-000007	$128.0M	View
Jul 24, 2026	Q2 2026