Long-term investor
Bright Futures Wealth Management, Llc. @brightfutureswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803980).
Record
- Tracked since 2025-03-31 (525 days), 284 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months +10.3% · 1 year +29.3% · all +29.3%
- Max drawdown 0.0% · Sharpe 1.47 · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.6% · long · since 2025-03-31
- 92189H748 · 2.5% · long · since 2025-09-30
- 92189F676 · 2.4% · long · since 2025-03-31
- BRK-B · 2.2% · long · since 2026-03-31
- AVGO · 1.9% · long · since 2025-03-31
- 921910816 · 1.8% · long · since 2025-03-31
- 74933W452 · 1.8% · long · since 2026-03-31
- 025072802 · 1.7% · long · since 2025-03-31
- NVDA · 1.6% · long · since 2025-03-31
- 46429B655 · 1.5% · long · since 2025-03-31
- 78433H501 · 1.5% · long · since 2025-03-31
- 464287457 · 1.5% · long · since 2025-03-31
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