Sign In
test

Craig D LeFeber

Bright Futures Wealth Management, Llc.

Assets Managed
$146.06M
Holdings
188
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
8.12%(2Q avg: 6.84%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Bright Futures Wealth Management, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Bright Futures Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.06M in assets, with a quarterly growth rate of 8.12% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Craig D LeFeber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CLOI
Vaneck Clo Etf
Recent Activity
Increased 133.53%
2.85%
$4.154M
78,831 shares@ $52.7 avg price
PMAR
Innovator U.s. Equity Power
Recent Activity
New Position
2.74%
$4M
89,642 shares@ $44.62 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
New Position
2.7%
$3.937M
8,215 shares@ $479.2 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
New Position
2.44%
$3.553M
71,253 shares@ $49.87 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.99%
2.34%
$3.406M
13,421 shares@ $253.8 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -15.23%
2.23%
$3.251M
32,559 shares@ $99.86 avg price
IFEB
Innovator Intl D Pb Etf-feb
Recent Activity
New Position
2.18%
$3.18M
106,687 shares@ $29.82 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 35.89%
1.89%
$2.753M
33,339 shares@ $82.58 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.6%
1.69%
$2.467M
7,971 shares@ $309.52 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 59.38%
1.66%
$2.418M
47,458 shares@ $50.95 avg price

1-10 of 188