BRIGHT FUTURES WEALTH MANAGEMENT, LLC. Top 13F Holdings

Bright Futures Wealth Management is a large advisory firm with 1028 clients and discretionary assets under management (AUM) of $388,387,230 (Form ADV from 2024-06-10). Their last …


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$388387230
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BRIGHT FUTURES WEALTH MANAGEMENT, LLC. Top 13F Holdings

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Bright Futures Wealth Management is a large advisory firm with 1028 clients and discretionary assets under management (AUM) of $388,387,230 (Form ADV from 2024-06-10). Their last …

whalewisdom.com

$206
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Bright Futures Wealth Management, Llc. Portfolio Holdings

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Bright Futures Wealth Management, Llc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $206 Million distributed in 210 stocks.

tickertracker.io

37%
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Bright Futures Wealth Management, 13F Annual Report

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Currently, Bright Futures Wealth Management,'s portfolio is worth at least $184 billion. ... Stocks with a size of more than $10 billion in market cap make up 37% of the total holdings value. On …

wallmine.com

$185
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Bright Futures Wealth Management, LLC. - 13F

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Bright Futures Wealth Management, LLC. reported 209 holdings with total value $185 M as of Q2 2024. Top holdings included AAPL, AMZN, KRE, IEF, and IEI ... Bright Futures Wealth …

13f.info

$207
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Bright Futures Wealth Management, LLC. Q3 2024 13F Top …

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Aug 7, 2024  · Bright Futures Wealth Management, LLC. reported 225 holdings with total value $207 M as of Q3 2024. Top holdings included AAPL, AMZN, IEF, KRE, and IEI. Bright Futures …

13f.info

$323
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Bright Futures Wealth Management LLC - AUM 13F

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Bright Futures Wealth Management LLC CRD # 284920: SEC # 801-108869: CIK # AUM: $323.2 MM (2023-03-31) Employees

aum13f.com

$100
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Craig LeFeber - Bright Futures Wealth Management LLC. - Form …

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List of top 200 securities held by Bright Futures Wealth Management LLC.: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a …

secform4.com


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