Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $148 Million
  • Q4 2025

Future Financial Wealth Managment LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.5M, Invesco Exchange Traded Fd Tr with a value of $15.3M, Janus Detroit Str Tr Janus Hen with a value of $6.74M, Ishares Tr Russell 200 Growth with a value of $5.97M, and Capital Group Divid Value ETF with a value of $5.94M.

Examining the 13F form we can see an decrease of $8.6M in the current position value, from $157M to 148M.

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

Portfolio value $148 Million
ETFs: $96.9 Million
Financial Services: $12.6 Million
Technology: $6.65 Million
Communication Services: $6.55 Million
Healthcare: $6.15 Million
Consumer Defensive: $4.83 Million
Consumer Cyclical: $3.81 Million
Real Estate: $2.39 Million
Other: $3.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Million 10.49% of portfolio
25,113
Q4 2025 Added 24.15%
$0
$15.3 Million 10.31% of portfolio
60,860
Q4 2025 Added 13.2%
$0
$6.74 Million 4.55% of portfolio
133,030
Q4 2025 Added 10.59%
$0
$5.97 Million 4.04% of portfolio
21,633
Q4 2025 Added 11.54%
$0
$5.94 Million 4.02% of portfolio
138,539
Q4 2025 Added 3.08%
$0
$5.01 Million 3.39% of portfolio
17,398
Q4 2025 Added 89.48%
$0
$4.84 Million 3.27% of portfolio
114,525
Q4 2025 Reduced 0.86%
$0
$4.65 Million 3.14% of portfolio
112,937
Q4 2025 Reduced 1.0%
$0
$4.1 Million 2.77% of portfolio
190,472
Q4 2025 Added 11.96%
$346B
$3.63 Million 2.45% of portfolio
24,883
Q4 2025 Added 0.25%
$0
$3.52 Million 2.38% of portfolio
76,073
Q4 2025 Added 11.17%
$1.74T
$3.29 Million 2.22% of portfolio
11,514
Q4 2025 Added 0.37%
$0
$3.25 Million 2.2% of portfolio
76,051
Q4 2025 Added 8.06%
$0
$3.15 Million 2.13% of portfolio
68,017
Q4 2025 Added 3.25%
$0
$2.64 Million 1.78% of portfolio
17,390
Q4 2025 Added 0.32%
$0
$2.58 Million 1.74% of portfolio
21,898
Q4 2025 New
$0
$2.35 Million 1.59% of portfolio
6,810
Q4 2025 Reduced 9.59%
$0
$2.08 Million 1.41% of portfolio
10,119
Q4 2025 Added 3,273.0%
$971B
$1.78 Million 1.2% of portfolio
1,743
Q4 2025 Added 2.65%
$2.39T
$1.65 Million 1.12% of portfolio
7,049
Q4 2025 Added 6.84%
$0
$1.56 Million 1.05% of portfolio
110,274
Q4 2025 Added 6.68%
$414B
$1.39 Million 0.94% of portfolio
5,946
Q4 2025 Added 0.69%
$0
$1.19 Million 0.8% of portfolio
57,328
Q4 2025 Added 387.9%
$172B
$1.06 Million 0.71% of portfolio
25,741
Q4 2025 Added 1.78%
$0
$985,000 0.67% of portfolio
46,832
Q4 2025 Reduced 2.83%
$0
$969,000 0.66% of portfolio
16,765
Q4 2025 Added 2.13%
$3.78T
$963,000 0.65% of portfolio
1,899
Q4 2025 Added 3.49%
$465B
$944,000 0.64% of portfolio
5,060
Q4 2025 Added 19.76%
$266B
$926,000 0.63% of portfolio
3,118
Q4 2025 Reduced 1.64%
$0
$928,000 0.63% of portfolio
25,142
Q4 2025 Reduced 1.77%
$1.37T
$931,000 0.63% of portfolio
1,529
Q4 2025 Added 2.96%
$0
$913,000 0.62% of portfolio
46,154
Q4 2025 Reduced 19.73%
$881B
$887,000 0.6% of portfolio
2,956
Q4 2025 Reduced 1.0%
$0
$867,000 0.59% of portfolio
1,437
Q4 2025 Added 1.13%
$96.4B
$790,000 0.53% of portfolio
6,312
Q4 2025 Added 1.94%
$26.6B
$736,000 0.5% of portfolio
8,056
Q4 2025 Reduced 4.08%
$0
$746,000 0.5% of portfolio
1,106
Q4 2025 Reduced 0.09%
$0
$746,000 0.5% of portfolio
4,097
Q4 2025 Reduced 1.77%
$59.8B
$746,000 0.5% of portfolio
4,085
Q4 2025 Added 0.15%
$0
$681,000 0.46% of portfolio
15,822
Q4 2025 Reduced 27.65%
$300B
$660,000 0.45% of portfolio
2,061
Q4 2025 Added 17.04%
$1.65T
$656,000 0.44% of portfolio
2,375
Q1 2025 Added 4.4%
$181B
$619,000 0.42% of portfolio
24,329
Q4 2025 Added 0.16%
$0
$622,000 0.42% of portfolio
130,283
Q4 2025 Reduced 1.3%
$0
$584,000 0.39% of portfolio
12,035
Q4 2025 Reduced 3.87%
$258B
$571,000 0.39% of portfolio
3,255
Q2 2025 Reduced 2.98%
$141B
$555,000 0.38% of portfolio
22,158
Q4 2025 Added 6.25%
$52.1B
$566,000 0.38% of portfolio
42,925
Q4 2025 Added 2.21%
$0
$559,000 0.38% of portfolio
14,000
Q3 2024 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $148 Million
  • Prior Value $157 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment 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 Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email