Back to AAPL

Bright Futures Wealth Management, LLC. → AAPL

Bright Futures Wealth Management, LLC. AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.8M
Q3 2025$217K
Q4 2025$3M
Q1 2026$3.4M
Q2 2026$4M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M13.3K——
Q2 2026$4M13.7K——
Q1 2026$3.4M13.4K——
Q4 2025$3M11.2K——
Q3 2025$217K2.8K——
Q3 2025$2.8M11.1K——

Other funds holding AAPL

Other Bright Futures Wealth Management, LLC. positions

HODL

VANECK ETF TRUST

$4.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$3.9M
HODL

VANECK ETF TRUST

$3.9M
HODL

VANECK ETF TRUST

$3.8M
HODL

VANECK ETF TRUST

$3.7M
VGES

VANGUARD WORLD FD

$3.7M
AMGN

RBB FD INC

$3.6M
MDY

SPDR SERIES TRUST

$3.5M