Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $157 Million
  • Q3 2025

Future Financial Wealth Managment LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $13.3M, Vanguard Index Fds S&P 500 ETF with a value of $12.4M, Janus Detroit Str Tr Janus Hen with a value of $6.11M, Capital Group Divid Value ETF with a value of $5.65M, and Ishares Tr Russell 200 Growth with a value of $5.31M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $145M to 157M.

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

Portfolio value $157 Million
ETFs: $95.3 Million
Financial Services: $16.3 Million
Technology: $8.02 Million
Communication Services: $6.8 Million
Healthcare: $6.39 Million
Consumer Defensive: $5.84 Million
Consumer Cyclical: $5.16 Million
Real Estate: $2.94 Million
Other: $6.12 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154M
$32,000 0.02% of portfolio
5,000
Q3 2025 New
$232M
$0 0.0% of portfolio
22
Q3 2025 New
$66.9M
$2,000 0.0% of portfolio
1,000
Q3 2024 New
$59M
$0 0.0% of portfolio
12
Q3 2024 New
$159M
$4,000 0.0% of portfolio
3,500
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $157 Million
  • Prior Value $145 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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