Bright Futures Wealth Management, LLC.

CIK

1803980

Location

WEBSTER, NY 14580, NY

Portfolio Value

Micro $51,038,425

Diversification

Diversified

Filing Date

Global Rank

#6,810 / 8,605 ▲ 198 · as of Mar 2026

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

8 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.0%

SPY

+44.6%

Annualised alpha

+0.2%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

78 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

+1.1 pts

Top 5

27.3%

−0.5 pts

Top 10

42.3%

−1.4 pts

HHI

280

Diversified−11

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$12,590,870	12
Financial Services	17.6%	$8,987,560	11
Consumer Defensive	11.9%	$6,093,509	7
Industrials	11.2%	$5,741,633	9
Consumer Cyclical	7.1%	$3,620,013	6
Energy	6.0%	$3,073,790	6
Healthcare	5.8%	$2,974,683	7
Real Estate	5.0%	$2,538,515	10
Utilities	3.7%	$1,898,267	2
Communication Services	3.1%	$1,564,077	3
Unclassified	2.9%	$1,465,887	3
Basic Materials	1.0%	$489,621	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KOF	Coca Cola Femsa Sab De CV	+4,033	13,250	$1,292,537
AAPL	Apple Inc.	+2,235	13,421	$3,406,115
SHEL	Shell plc	+1,697	9,549	$888,057
XOM	Exxon Mobil Corp	+1,569	5,659	$960,105
ACI	Albertsons Companies, Inc.	+1,488	49,095	$836,578
SLDP	Solid Power, Inc.	+1,400	13,000	$39,000
PFE	Pfizer Inc	+1,293	15,575	$437,346
MRK	Merck & Co., Inc.	+751	12,581	$1,513,368
CRS	Carpenter Technology Corp	+542	3,237	$1,275,863
OHI	Omega Healthcare Investors Inc	+526	11,247	$492,843
KGC	Kinross Gold Corp	+400	7,669	$234,057
GLW	Corning Inc /Ny	+379	3,326	$452,236
GD	General Dynamics Corp	+339	4,184	$1,436,032
JNJ	Johnson & Johnson	+319	1,711	$418,236
CMCSA	Comcast Corp	+287	10,913	$313,312
AMZN	Amazon Com Inc	+151	9,967	$2,075,827
KO	Coca Cola Co	+143	3,181	$241,915
MSFT	Microsoft Corp	+132	2,810	$1,040,177
TNL	Travel & Leisure Co.	+131	3,515	$243,202
C	Citigroup Inc	+112	2,104	$238,614
AMD	Advanced Micro Devices Inc	+110	1,123	$228,451
MU	Micron Technology Inc	+95	2,437	$823,316
BNY	Bank of New York Mellon Corp	+81	3,381	$401,088
TJX	Tjx Companies Inc /De/	+72	1,387	$221,503
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+68	839	$283,540
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
BXMT	Blackstone Mortgage Trust, Inc.	−147,974	19,926	$381,582
RITM	Rithm Capital Corp.	−6,563	10,805	$102,431
MTB	M&T Bank Corp	−4,882	5,334	$1,102,644
LRN	Stride, Inc.	−3,071	14,946	$1,317,788
OUT	OUTFRONT Media Inc.	−2,107	10,887	$288,505
ENS	EnerSys	−1,957	6,185	$1,074,458
STX	Seagate Technology Holdings plc	−365	627	$245,633
MET	Metlife Inc	−271	5,173	$365,834
WMT	Walmart Inc.	−237	14,127	$1,755,703
JCI	Johnson Controls International plc	−236	5,064	$663,130
AVGO	Broadcom Inc.	−130	7,971	$2,467,104
PLD	Prologis, Inc.	−107	2,549	$336,926
JPM	Jpmorgan Chase & Co	−103	3,421	$1,006,321
MDT	Medtronic plc	−101	2,410	$208,826
TEL	TE Connectivity plc	−90	1,884	$393,793
ALL	Allstate Corp	−60	2,361	$489,529
COP	Conocophillips	−53	3,592	$474,144
FTAI	FTAI Aviation Ltd.	−39	1,072	$262,640
QQQ	Invesco Qqq Trust, Series 1	−25	473	$273,006
IBM	International Business Machines Corp	−25	1,869	$453,026
SPY	Spdr S&P 500 ETF Trust	−8	1,471	$956,650
PG	PROCTER & GAMBLE Co	−8	2,974	$429,564
CSCO	Cisco Systems, Inc.	−3	9,426	$731,363
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	8,215	$3,936,628
DUK	Duke Energy CORP	12,496	$1,636,226
SCHW	Schwab Charles Corp	9,574	$899,764
META	Meta Platforms, Inc.	1,002	$573,274
CVX	Chevron Corp	1,553	$321,315
DOW	Dow Inc.	6,136	$255,564
ZIM	ZIM Integrated Shipping Services Ltd.	9,486	$249,956
DBE	Invesco DB Energy Fund	8,016	$236,231
LMT	Lockheed Martin Corp	376	$227,250
BAC	Bank Of America Corp /De/	4,653	$226,833
KNTK	Kinetik Holdings Inc.	4,556	$220,555
PEP	Pepsico Inc	1,413	$219,424
OKE	Oneok Inc /New/	2,319	$209,614
MPT	Medical Properties Trust Inc	43,989	$203,669
ATAI	AtaiBeckley Inc.	25,000	$88,500
PML	Pimco Municipal Income Fund II	11,670	$88,341
GDRX	GoodRx Holdings, Inc.	10,000	$19,600
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CGBD	Carlyle Secured Lending, Inc.	111,522	$1,392,909
KALU	Kaiser Aluminum Corp	11,733	$1,347,652
DIS	Walt Disney Co	8,309	$945,314
SW	Smurfit Westrock plc	20,624	$797,530
BX	Blackstone Inc.	1,583	$244,003
ABBV	AbbVie Inc.	962	$219,807
LNC	Lincoln National Corp	4,529	$201,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 positions · $51,038,425 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	8,215	NEW	$3,936,628	NEW	7.71%
AAPL	Apple Inc. Technology	Added	13,421	+2,235	$3,406,115	+12.0%	6.67%
AVGO	Broadcom Inc. Technology	Reduced	7,971	-130	$2,467,104	−12.0%	4.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,967	+151	$2,075,827	−8.4%	4.07%
NVDA	Nvidia Corp Technology	Added	11,847	+13	$2,066,116	−6.4%	4.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,127	-237	$1,755,703	+9.7%	3.44%
DUK	Duke Energy CORP Utilities	NEW	12,496	NEW	$1,636,226	NEW	3.21%
MRK	Merck & Co., Inc. Healthcare	Added	12,581	+751	$1,513,368	+21.5%	2.97%
GD	General Dynamics Corp Industrials	Added	4,184	+339	$1,436,032	+10.9%	2.81%
LRN	Stride, Inc. Consumer Defensive	Reduced	14,946	-3,071	$1,317,788	+12.6%	2.58%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Added	13,250	+4,033	$1,292,537	+48.1%	2.53%
CRS	Carpenter Technology Corp Industrials	Added	3,237	+542	$1,275,863	+50.4%	2.50%
MTB	M&T Bank Corp Financial Services	Reduced	5,334	-4,882	$1,102,644	−46.4%	2.16%
ENS	EnerSys Industrials	Reduced	6,185	-1,957	$1,074,458	−10.1%	2.11%
MSFT	Microsoft Corp Technology	Added	2,810	+132	$1,040,177	−19.7%	2.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,421	-103	$1,006,321	−11.4%	1.97%
XOM	Exxon Mobil Corp Energy	Added	5,659	+1,569	$960,105	+95.1%	1.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,471	-8	$956,650	−5.1%	1.87%
SCHW	Schwab Charles Corp Financial Services	NEW	9,574	NEW	$899,764	NEW	1.76%
SHEL	Shell plc Energy	Added	9,549	+1,697	$888,057	+53.9%	1.74%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	49,095	+1,488	$836,578	+2.3%	1.64%
MU	Micron Technology Inc Technology	Added	2,437	+95	$823,316	+23.2%	1.61%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,426	-3	$731,363	+0.7%	1.43%
GOOGL	Alphabet Inc. Communication Services	Added	2,356	+15	$677,491	−7.5%	1.33%
F	Ford Motor Co Consumer Cyclical	Added	58,400	+30	$673,936	−12.0%	1.32%
JCI	Johnson Controls International plc Industrials	Reduced	5,064	-236	$663,130	+4.5%	1.30%
META	Meta Platforms, Inc. Communication Services	NEW	1,002	NEW	$573,274	NEW	1.12%
OHI	Omega Healthcare Investors Inc Real Estate	Added	11,247	+526	$492,843	+3.7%	0.97%
ALL	Allstate Corp Financial Services	Reduced	2,361	-60	$489,529	−2.9%	0.96%
COP	Conocophillips Energy	Reduced	3,592	-53	$474,144	+39.0%	0.93%
IBM	International Business Machines Corp Technology	Reduced	1,869	-25	$453,026	−19.2%	0.89%
GLW	Corning Inc /Ny Technology	Added	3,326	+379	$452,236	+75.3%	0.89%
PFE	Pfizer Inc Healthcare	Added	15,575	+1,293	$437,346	+23.0%	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,974	-8	$429,564	+0.5%	0.84%
JNJ	Johnson & Johnson Healthcare	Added	1,711	+319	$418,236	+45.2%	0.82%
BNY	Bank of New York Mellon Corp Financial Services	Added	3,381	+81	$401,088	+4.7%	0.79%
TEL	TE Connectivity plc Technology	Reduced	1,884	-90	$393,793	−12.3%	0.77%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Reduced	19,926	-147,974	$381,582	−88.1%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	986	+23	$366,545	−15.4%	0.72%
MET	Metlife Inc Financial Services	Reduced	5,173	-271	$365,834	−14.9%	0.72%
PLD	Prologis, Inc. Real Estate	Reduced	2,549	-107	$336,926	−0.6%	0.66%
CVX	Chevron Corp Energy	NEW	1,553	NEW	$321,315	NEW	0.63%
URI	United Rentals, Inc. Industrials	Added	434	+4	$316,195	−9.1%	0.62%
CMCSA	Comcast Corp Communication Services	Added	10,913	+287	$313,312	+5.3%	0.61%
LLY	ELI LILLY & Co Healthcare	Added	314	+51	$288,807	+2.2%	0.57%
OUT	OUTFRONT Media Inc. Real Estate	Reduced	10,887	-2,107	$288,505	−7.9%	0.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	839	+68	$283,540	+21.0%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	473	-25	$273,006	−10.8%	0.53%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	1,072	-39	$262,640	+20.1%	0.51%
BEPC	Brookfield Renewable Corp Utilities	Held	6,579	0	$262,041	+3.9%	0.51%