Bright Futures Wealth Management, LLC.
Top Portfolio Positions
65 positions ·
$47,362,314 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
167,900 | $3,211,927 | 6.78% |
| AAPL |
Apple Inc.
Technology
|
11,186 | $3,041,025 | 6.42% |
| AVGO |
Broadcom Inc.
Technology
|
8,101 | $2,803,756 | 5.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,816 | $2,265,729 | 4.78% |
| NVDA |
Nvidia Corp
Technology
|
11,834 | $2,207,041 | 4.66% |
| MTB |
M&T Bank Corp
Financial Services
|
10,216 | $2,058,319 | 4.35% |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,364 | $1,600,293 | 3.38% |
| CGBD |
Carlyle Secured Lending, Inc.
Financial Services
|
111,522 | $1,392,909 | 2.94% |
| KALU |
Kaiser Aluminum Corp
Basic Materials
|
11,733 | $1,347,652 | 2.85% |
| MSFT |
Microsoft Corp
Technology
|
2,678 | $1,295,134 | 2.73% |
Portfolio Trend
Holdings in CGBD
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,392,909 | 111,522 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,205,925 | 96,474 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $923,295 | 57,064 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,099,252 | 61,308 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,053,260 | 62,066 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $994,841 | 56,079 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $872,705 | 53,606 | Shares | Sole | 2024-06-28 | |
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