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 (568 days), 285 trades recorded
- Returns: week n/a · month n/a · 90 days -1.4% · 6 months +2.9% · 1 year +5.0% · all +5.0%
- Max drawdown n/a · 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