Future You Wealth LLC Portfolio Holdings

Future You Wealth LLC

$141 Billion
Q4 2024

Future You Wealth LLC has filed its 13F form on May 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 47 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 $48.9B, Ishares Tr with a value of $13.3B, Vanguard Total Stock Market Et with a value of $13B, Wisdomtree Tr U.S Largecap Div with a value of $11.2B, and Vanguard Ftse Developed Market with a value of $10.9B.

Examining the 13F form we can see an increase of $141B in the current position value.

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 $141 Billion

ETFs: $128 Billion

Technology: $5.72 Billion

Communication Services: $2.27 Billion

Consumer Cyclical: $1.87 Billion

Financial Services: $387 Million

Consumer Defensive: $268 Million

Utilities: $242 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$48.9 Billion 34.63% of portfolio	83,055	Q4 2024 New
SHV Ishares Tr ETFs	$0	$13.3 Billion 9.42% of portfolio	120,837	Q4 2024 New
VTI Vanguard Total Stock Market Et ETFs	$0	$13 Billion 9.18% of portfolio	44,729	Q4 2024 New
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$11.2 Billion 7.94% of portfolio	144,200	Q4 2024 New
VEA Vanguard Ftse Developed Market ETFs	$0	$10.9 Billion 7.69% of portfolio	227,132	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$7.1 Billion 5.03% of portfolio	86,653	Q4 2024 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.77 Billion 2.67% of portfolio	19,030	Q4 2024 New
AAPL Apple Inc. Technology	$3.42T	$2.6 Billion 1.84% of portfolio	10,374	Q4 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.54 Billion 1.8% of portfolio	4,327	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.17 Billion 1.53% of portfolio	62,617	Q4 2024 New
MSFT Microsoft Corp Technology	$2.95T	$2.01 Billion 1.43% of portfolio	4,779	Q4 2024 New
HYG Ishares Tr ETFs	$0	$1.87 Billion 1.32% of portfolio	23,745	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.67 Billion 1.18% of portfolio	37,807	Q4 2024 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.45 Billion 1.02% of portfolio	16,241	Q4 2024 New
Capital Grp Fixed Incm ETF T	-	$1.41 Billion 1.0% of portfolio	-	Q4 2024 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$1.31 Billion 0.93% of portfolio	23,466	Q4 2024 New
EEM Ishares Msci Emerging Markets ETFs	$0	$1.22 Billion 0.86% of portfolio	29,083	Q4 2024 New
GLD Spdr Gold Trust ETFs	$105B	$999 Million 0.71% of portfolio	4,125	Q4 2024 New
META Meta Platforms, Inc. Communication Services	$1.25T	$968 Million 0.69% of portfolio	1,654	Q4 2024 New
XVV Ishares Tr Esg Screened S&P 50 ETFs	$0	$920 Million 0.65% of portfolio	20,320	Q4 2024 New
NVDA Nvidia Corp Technology	$271B	$888 Million 0.63% of portfolio	6,615	Q4 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$1.88T	$847 Million 0.6% of portfolio	3,861	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$798 Million 0.56% of portfolio	10,548	Q4 2024 New
PABU Ishares Tr Ishares Paris Align ETFs	$0	$749 Million 0.53% of portfolio	11,520	Q4 2024 New
GOOG Alphabet Inc. Communication Services	$979B	$691 Million 0.49% of portfolio	3,630	Q4 2024 New
DFIV Dimensional ETF Tr ETFs	$0	$666 Million 0.47% of portfolio	18,775	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$634 Million 0.45% of portfolio	7,265	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$623 Million 0.44% of portfolio	15,216	Q4 2024 New
MUB Ishares National Muni Bond ETF ETFs	$0	$579 Million 0.41% of portfolio	5,431	Q4 2024 New
PKG Packaging Corp Of America Consumer Cyclical	$17.4B	$536 Million 0.38% of portfolio	2,380	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$529 Million 0.37% of portfolio	982	Q4 2024 New
Ishares Bitcoin Trust ETF	-	$391 Million 0.28% of portfolio	-	Q4 2024 New
JPM Jpmorgan Chase & CO Financial Services	$718B	$387 Million 0.27% of portfolio	1,615	Q4 2024 New
DFAX Dimensional ETF Tr	$0	$315 Million 0.22% of portfolio	12,683	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$311 Million 0.22% of portfolio	774	Q4 2024 New
GOOGL Alphabet Inc. Communication Services	$957B	$304 Million 0.22% of portfolio	1,608	Q4 2024 New
RELX Relx PLC Communication Services	$105B	$302 Million 0.21% of portfolio	6,656	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$285 Million 0.2% of portfolio	2,472	Q4 2024 New
TSLA Tesla, Inc. Consumer Cyclical	$891B	$261 Million 0.19% of portfolio	647	Q4 2024 New
PG Procter & Gamble CO Consumer Defensive	$385B	$268 Million 0.19% of portfolio	1,596	Q4 2024 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$239 Million 0.17% of portfolio	1,293	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$245 Million 0.17% of portfolio	2,462	Q4 2024 New
SRE Sempra Energy Utilities	$23.3B	$242 Million 0.17% of portfolio	2,764	Q4 2024 New
CRM Salesforce, Inc. Technology	$269B	$223 Million 0.16% of portfolio	666	Q4 2024 New
ULTA Ulta Beauty, Inc. Consumer Cyclical	$20.3B	$221 Million 0.16% of portfolio	3,900	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$230 Million 0.16% of portfolio	1,789	Q4 2024 New
IEFA Ishares Tr ETFs	$0	$209 Million 0.15% of portfolio	2,978	Q4 2024 New

Summary

Portfolio
No. of Stocks 47
Current Value $141 Billion
Filing
Period Q4 2024
Filing Date May 01, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 47 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Future You Wealth LLC Portfolio Holdings