Future You Wealth LLC Portfolio Holdings

Future You Wealth LLC

  • $156 Billion
  • Q1 2025

Future You Wealth LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.3B, Wisdomtree Tr U.S Largecap Div with a value of $14.4B, Ishares Tr with a value of $14.3B, Vanguard Ftse Developed Market with a value of $14.2B, and Vanguard Total Stock Market Et with a value of $11.2B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $141B to 156B.

Future You Wealth LLC is based out at New York, NY

Below you can find more details about Future You Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $140 Billion
Technology: $4.55 Billion
Communication Services: $2.39 Billion
Consumer Cyclical: $1.61 Billion
Financial Services: $624 Million
Consumer Defensive: $257 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$2.23 Billion 1.43% of portfolio
10,056
Q1 2025 Reduced 3.07%
$2.95T
$1.77 Billion 1.13% of portfolio
4,710
Q1 2025 Reduced 1.44%
$1.25T
$1.03 Billion 0.66% of portfolio
1,779
Q1 2025 Added 7.56%
$1.88T
$911 Million 0.58% of portfolio
4,789
Q1 2025 Added 24.04%
$979B
$785 Million 0.5% of portfolio
5,022
Q1 2025 Added 38.35%
$271B
$546 Million 0.35% of portfolio
5,041
Q1 2025 Reduced 23.79%
$718B
$389 Million 0.25% of portfolio
1,587
Q1 2025 Reduced 1.73%
$957B
$248 Million 0.16% of portfolio
1,605
Q1 2025 Reduced 0.19%
$385B
$257 Million 0.16% of portfolio
1,509
Q1 2025 Reduced 5.45%
$565B
$235 Million 0.15% of portfolio
671
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $156 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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