Future Financial Wealth Managment LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Million distributed in 451 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 $12.4M, Vanguard Index Fds S&P 500 ETF with a value of $11.5M, Schwab Strategic Tr Us Dividen with a value of $5.66M, Janus Detroit Str Tr Janus Hen with a value of $5.35M, and Ishares Tr Russell 200 Growth with a value of $4.9M.
Examining the 13F form we can see an increase of $10.4M in the current position value, from $134M to 145M.
Below you can find more details about Future Financial Wealth Managment LLC portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
ETFs: $87.7 Million
Financial Services: $15.7 Million
Technology: $6.85 Million
Communication Services: $6.06 Million
Healthcare: $5.85 Million
Consumer Defensive: $5.68 Million
Consumer Cyclical: $4.97 Million
Real Estate: $2.74 Million
Other: $5.83 Million
Stock Holdings Table Market Cap. of Under $50 Millions
