Fft Wealth Management LLC Portfolio Holdings

Fft Wealth Management LLC

  • $450 Million
  • Q2 2025

Fft Wealth Management LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $450 Million distributed in 100 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 $98.3M, Ishares Russell 3000 ETF with a value of $47.7M, Ishares Core Dividend Growth E with a value of $42.1M, Spdr S&P 500 ETF Trust with a value of $29.7M, and Ishares Core S&P Sm Cap ETF with a value of $17.3M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $437M to 450M.

Fft Wealth Management LLC is based out at West Conshohocken, PA

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

Portfolio value $450 Million
ETFs: $333 Million
Consumer Cyclical: $32.7 Million
Communication Services: $22 Million
Technology: $19.2 Million
Financial Services: $18 Million
Energy: $15.9 Million
Real Estate: $3.32 Million
Basic Materials: $2.39 Million
Other: $3.47 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$12.2 Million 2.71% of portfolio
16,521
Q2 2025 Added 0.01%
$2.26T
$6.27 Million 1.39% of portfolio
28,601
Q2 2025 Reduced 1.01%
$3.69T
$5.63 Million 1.25% of portfolio
27,460
Q2 2025 Reduced 4.78%
$1.24T
$4.67 Million 1.04% of portfolio
26,310
Q2 2025 Reduced 1.53%
$1.21T
$2.93 Million 0.65% of portfolio
16,599
Q2 2025 Reduced 4.79%
$621B
$1.53 Million 0.34% of portfolio
3,146
Q2 2025 Reduced 3.97%
$608B
$1.46 Million 0.32% of portfolio
1,869
Q1 2025 Added 296.82%
$3.95T
$1.33 Million 0.3% of portfolio
2,679
Q2 2025 Added 6.1%
$551B
$1.31 Million 0.29% of portfolio
3,678
Q2 2025 Reduced 9.36%
$548B
$1.15 Million 0.26% of portfolio
2,044
Q2 2025 Reduced 2.48%
$456B
$1.04 Million 0.23% of portfolio
6,600
Q2 2025 Added 10.37%
$227B
$956,000 0.21% of portfolio
3,000
Q1 2025 New
$367B
$631,000 0.14% of portfolio
4,630
Q2 2025 Added 20.1%
$222B
$522,000 0.12% of portfolio
1,788
Q1 2025 New
$351B
$481,000 0.11% of portfolio
2,595
Q1 2025 Reduced 15.39%
$684B
$411,000 0.09% of portfolio
1,881
Q2 2025 Added 19.43%
$1.08T
$270,000 0.06% of portfolio
850
Q2 2025 Reduced 16.34%
$545B
$234,000 0.05% of portfolio
175
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $450 Million
  • Prior Value $437 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Fft Wealth Management LLC Portfolio

Follow Fft Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fft Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fft Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email