13F Filings History of Bright Futures Wealth Management, LLC.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$135,102,629
Signature - Title
Craig D LeFeber - CCO
Location
Webster, Ny 14580, NY
Summary
This page shows a list of all the recent 13F filings made by Bright Futures Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bright Futures Wealth Management, LLC. reported 162 stock holdings with total value $135,102,629 as of Q4 2025. Top holdings included AVDV, CSHI, KRE, FLTR, and BXMT.

Notify me when Bright Futures Wealth Management, LLC. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 162 $135,102,629 +$18,783,476 -$15,306,501 +$3,476,975 AVDV, CSHI, KRE, FLTR, BXMT 13F-HR 05 Feb 2026, 10:51
Q3 2025 144 $127,987,915 +$32,841,139 -$14,828,216 +$18,012,923 MGK, CALF, AVDV, CSHI, KRE 13F-HR 12 Nov 2025, 11:39
Q1 2025 109 $91,190,055 +$7,724,913 -$17,644,753 -$9,919,840 IEI, FLTR, AVDV, HELO, BXMT 13F-HR 22 Apr 2025, 12:56
Q4 2024 125 $112,434,496 +$26,980,977 -$125,368,720 -$98,387,743 KRE, CALF, IEI, AVDV, HELO 13F-HR 30 Jan 2025, 09:15
Q3 2024 225 $205,995,485 +$30,412,132 -$16,942,317 +$13,469,815 AAPL, AMZN, IEF, KRE, IEI 13F-HR 31 Oct 2024, 10:03
Q2 2024 209 $177,173,591 +$10,211,230 -$8,876,771 +$1,334,459 AAPL, AMZN, KRE, IEF, IEI 13F-HR 07 Aug 2024, 09:09
Q1 2024 207 $162,923,756 $0 $0 $0 AMZN, IEF, KRE, TLT, IEI 13F-HR 28 Jun 2024, 13:14