Bright Futures Wealth Management, LLC.
Top Portfolio Positions
78 positions ·
$51,038,425 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,215 | $3,936,628 | 7.71% | |
| AAPL |
Apple Inc.
Technology
|
13,421 | $3,406,115 | 6.67% | |
| AVGO |
Broadcom Inc.
Technology
|
7,971 | $2,467,104 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,967 | $2,075,827 | 4.07% | |
| NVDA |
Nvidia Corp
Technology
|
11,847 | $2,066,116 | 4.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,127 | $1,755,703 | 3.44% | |
| DUK |
Duke Energy CORP
Utilities
|
12,496 | $1,636,226 | 3.21% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
12,581 | $1,513,368 | 2.97% | |
| GD |
General Dynamics Corp
Industrials
|
4,184 | $1,436,032 | 2.81% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
14,946 | $1,317,788 | 2.58% |
Portfolio Trend
8 quarters · across all stocks
Holdings in KOF
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,292,537 | 13,250 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $872,942 | 9,217 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $706,433 | 8,501 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $762,636 | 8,354 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $928,526 | 11,921 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,172,434 | 13,215 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $786,208 | 9,159 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $680,497 | 7,001 | Shares | Sole | 2024-06-28 | |
| No 13F history on record for this holder in this stock. | ||||||