Bright Futures Wealth Management, LLC. SEIE β€” SEI EXCHANGE TRADED FUNDS

Ownership history in Bright Futures Wealth Management, LLC.  Β·  5 quarters on record

AI Ownership Summary

Bright Futures Wealth Management, LLC. reported SEI EXCHANGE TRADED FUNDS (SEIE) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q1. The latest visible filing shows SEIE at 0.17% 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 SEIE 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 SEI EXCHANGE TRADED FUNDS, 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

SEIE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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 Q4 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 SEIE β€” position size vs. price
% of Fund (quarterly)    SEIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 7,551 -267 -3.4% 0.17% $246K 2026-04-15 $34.32
2025 Q4 REDUCED 7.6% +0.2% ❌ 7,818 -639 -7.6% 0.19% $254K 2026-02-05 $33.47
2025 Q3 REDUCED 42.0% +7.4% ❌ 8,457 -6,133 -42.0% 0.20% $258K 2025-11-12 $31.12
2025 Q1 REDUCED 7.4% +12.9% ❌ 14,590 -1,164 -7.4% 0.41% $377K 2025-04-22 $25.52
2024 Q4 INITIATED β€” β€” β€” 15,754 β€” β€” 0.35% $395K 2025-01-30 $24.26

🏒 Other funds also holding SEIE

As of 2026 Q2 β€” sorted by position size

Stark Wealth Management LLC 2.75% Apella Capital, LLC 3Y 0.05%

FAQ About Bright Futures Wealth Management, LLC. and SEIE

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 SEIE?

Bright Futures Wealth Management, LLC. reported SEIE across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SEIE was 0.41% in 2025 Q1.

What is the latest reported SEIE position on this page?

The most recent filing on this page is 2026 Q1, when Bright Futures Wealth Management, LLC. reported 7,551 shares, equal to 0.17% of portfolio, with an estimated market value of $246K.

What does the chart on this SEIE ownership page compare?

The chart compares Bright Futures Wealth Management, LLC.'s quarterly SEIE 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 SEIE position?

Based on 13F filing dates vs. subsequent SEIE price moves, Bright Futures Wealth Management, LLC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SEIE relative to SPY over the holding period was +16.8%.

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