B
Bright Futures Wealth Management, LLC.
RIA/Wealth
Bright Futures Wealth Management, LLC. is a RIA/Wealth based in Webster, NY led by Keith Edward Condemi, reporting $254.4M in AUM as of Q3 2025 with 60% ETF concentration.
Managing PartnerKeith Edward Condemi
- Portfolio Value
- $124.9M
- Positions
- 141
- Top Holding
- MGK at 2.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bright Futures Wealth Management, LLC.'s portfolio (25.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.7M | 2.94% | +$150.9K Bought | — 9.1K shares | |
ETF ETF | $3.5M | 2.84% | +$108.8K Bought | — 81.0K shares | |
ETF ETF | $3.5M | 2.84% | -$128.4K Sold | — 39.8K shares | |
ETF ETF | $3.4M | 2.70% | +$2.7M Bought | — 67.9K shares | |
ETF ETF | $3.4M | 2.69% | +$30.3K Bought | — 53.1K shares | |
ETF ETF | $3.2M | 2.58% | +$290.0K Bought | — 125.8K shares | |
REIT - Mortgage Real Estate | $3.0M | 2.39% | +$249.2K Bought | 0.09% 162.5K shares | |
Unknown Unknown | $2.9M | 2.32% | +$2.9M New | — 104.1K shares | |
Consumer Electronics Technology | $2.8M | 2.27% | +$177.0K Bought | 0.00% 11.1K shares | |
ETF ETF | $2.8M | 2.24% | -$424.6K Sold | — 23.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bright Futures Wealth Management, LLC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-90.89% | |
-25.49% | |
-25.2% | |
-24.08% | |
-21.9% |
Analytics
Portfolio insights and performance metrics for Bright Futures Wealth Management, LLC.
GthenA