Bright Futures Wealth Management, LLC. RTH VANECK ETF TRUST

Ownership history in Bright Futures Wealth Management, LLC.  ·  6 quarters on record

AI Ownership Summary

Bright Futures Wealth Management, LLC. reported VANECK ETF TRUST (RTH) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q1. The latest visible filing shows RTH at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bright Futures Wealth Management, LLC.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RTH was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bright Futures Wealth Management, LLC. held RTH — position size vs. price
% of Fund (quarterly)    RTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 873 -1,174 -57.4% 0.15% $219K 2026-04-15 $264.08
2025 Q1 REDUCED 6.8% +5.7% 2,047 -150 -6.8% 0.49% $443K 2025-04-22 $219.38
2024 Q4 REDUCED 2,197 -84 -3.7% 0.47% $526K 2025-01-30 $238.86
2024 Q3 ADDED 2,281 +133 +6.2% 0.24% $492K 2024-10-31 $210.34
2024 Q2 ADDED 2,148 +13 +0.6% 0.23% $433K 2024-08-07 $192.95
2024 Q1 INITIATED 2,135 0.24% $441K 2024-06-28 $202.24

FAQ About Bright Futures Wealth Management, LLC. and RTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bright Futures Wealth Management, LLC. reported owning RTH?

Bright Futures Wealth Management, LLC. reported RTH across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RTH position in Bright Futures Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for RTH was 0.49% in 2025 Q1.

What is the latest reported RTH position on this page?

The most recent filing on this page is 2026 Q1, when Bright Futures Wealth Management, LLC. reported 873 shares, equal to 0.15% of portfolio, with an estimated market value of $219K.

What does the chart on this RTH ownership page compare?

The chart compares Bright Futures Wealth Management, LLC.'s quarterly RTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bright Futures Wealth Management, LLC. time their RTH position?

Based on 13F filing dates vs. subsequent RTH price moves, Bright Futures Wealth Management, LLC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on RTH relative to SPY over the holding period was +13.5%.

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