Bright Futures Wealth Management, LLC. FLOT — ISHARES TR

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

AI Ownership Summary

Bright Futures Wealth Management, LLC. reported ISHARES TR (FLOT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.66% in 2026 Q1. The latest visible filing shows FLOT at 1.66% 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 FLOT 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 ISHARES TR, 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

FLOT was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2026 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.

FLOT stock page Bright Futures Wealth Management, LLC. fund profile Bright Futures Wealth Management, LLC. full holdings
How Bright Futures Wealth Management, LLC. held FLOT — position size vs. price
% of Fund (quarterly)    FLOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 47,458 +17,680 +59.4% 1.66% $2.4M 2026-04-15 $50.51
2025 Q4 ADDED — — — 29,778 +1,369 +4.8% 1.12% $1.5M 2026-02-05 $50.22
2025 Q3 ADDED — — — 28,409 +12,410 +77.6% 1.13% $1.5M 2025-11-12 $49.68
2025 Q1 ADDED — — — 15,999 +1,882 +13.3% 0.89% $811K 2025-04-22 $48.15
2024 Q4 INITIATED — — — 14,117 — — 0.64% $721K 2025-01-30 $47.86

🏢 Other funds also holding FLOT

As of 2026 Q1 — sorted by position size

Demars Financial Group, LLC 3Y 11.87% Walker Financial Services, Inc. 11.33% TriaGen Wealth Management LLC 3Y 9.5% HARTLINE INVESTMENT CORP/ 3Y 7Y 7.89% KW WEALTH MANAGEMENT LLC 7.84% Summit Portfolio Management, LTD. 7.28% Monetary Solutions, Ltd 6.94% MOULTON WEALTH MANAGEMENT, INC 3Y 6.78% HOGE FINANCIAL SERVICES, LLC 5.79% Cascade Wealth Advisors, Inc 5.76%

FAQ About Bright Futures Wealth Management, LLC. and FLOT

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 FLOT?

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

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

The largest reported portfolio weight for FLOT was 1.66% in 2026 Q1.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2026 Q1, when Bright Futures Wealth Management, LLC. reported 47,458 shares, equal to 1.66% of portfolio, with an estimated market value of $2.4M.

What does the chart on this FLOT ownership page compare?

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

Based on 13F filing dates vs. subsequent FLOT price moves, Bright Futures Wealth Management, LLC. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on FLOT relative to SPY over the holding period was -8.4%.

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