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Craig D LeFeber

Bright Futures Wealth Management, Llc.

Assets Managed
$154.811M
Holdings
207
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
6%(2Q avg: 7.06%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bright Futures Wealth Management, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 154.811M in assets, with a quarterly growth rate of 6% and a 2-quarter average growth rate of 7.06%. The portfolio is managed by Craig D LeFeber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.72%
2.56%
$3.95M
13,651 shares@ $289.36 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Decreased -6.21%
2.53%
$3.914M
73,928 shares@ $52.95 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -1.59%
2.38%
$3.681M
5,612 shares@ $655.95 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -18.33%
2.17%
$3.357M
6,709 shares@ $500.4 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.84%
1.93%
$2.986M
7,904 shares@ $377.74 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 401.93%
1.84%
$2.843M
32,344 shares@ $87.92 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -21.21%
1.81%
$2.799M
56,140 shares@ $49.86 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -22.26%
1.69%
$2.608M
25,311 shares@ $103.05 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.33%
1.57%
$2.425M
12,122 shares@ $200.09 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -1.62%
1.54%
$2.383M
46,687 shares@ $51.06 avg price

1-10 of 207