Future You Wealth LLC Portfolio Holdings

Future You Wealth LLC

  • $184 Billion
  • Q2 2025

Future You Wealth LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 58 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 $57.6B, Vanguard Ftse Developed Market with a value of $18.4B, Wisdomtree Tr U.S Largecap Div with a value of $15.7B, Ishares Tr with a value of $14.8B, and Vanguard Total Stock Market Et with a value of $11.3B.

Examining the 13F form we can see an increase of $28B in the current position value, from $156B to 184B.

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 $184 Billion
ETFs: $163 Billion
Technology: $5.43 Billion
Communication Services: $3.11 Billion
Consumer Cyclical: $2.28 Billion
Financial Services: $1.27 Billion
Consumer Defensive: $238 Million
Utilities: $208 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.6 Billion 31.3% of portfolio
92,851
Q2 2025 Reduced 0.26%
$0
$18.4 Billion 10.0% of portfolio
323,288
Q2 2025 Added 15.86%
$0
$15.7 Billion 8.51% of portfolio
190,803
Q2 2025 Added 5.11%
$0
$14.8 Billion 8.05% of portfolio
134,271
Q2 2025 Added 3.92%
$0
$11.3 Billion 6.14% of portfolio
37,173
Q2 2025 Reduced 7.81%
$0
$8.85 Billion 4.81% of portfolio
106,856
Q2 2025 Added 9.44%
Capital Grp Fixed Incm ETF T
-
$6.71 Billion 3.65% of portfolio
-
Q2 2025 Added 13.96%
$0
$4.91 Billion 2.66% of portfolio
8,636
Q2 2025 Added 687.24%
$0
$3.13 Billion 1.7% of portfolio
16,063
Q2 2025 Reduced 5.9%
$0
$3.1 Billion 1.68% of portfolio
62,620
Q2 2025 Added 22.59%
$0
$2.55 Billion 1.38% of portfolio
4,125
Q2 2025 Reduced 6.8%
$0
$2.49 Billion 1.35% of portfolio
30,887
Q2 2025 Added 7.59%
$3.88T
$2.3 Billion 1.25% of portfolio
4,616
Q2 2025 Reduced 2.0%
$0
$2.24 Billion 1.22% of portfolio
62,617
Q4 2024 New
$3.54T
$2.03 Billion 1.11% of portfolio
9,917
Q2 2025 Reduced 1.38%
$0
$1.6 Billion 0.87% of portfolio
18,063
Q2 2025 Added 77.04%
$0
$1.42 Billion 0.77% of portfolio
15,937
Q2 2025 Reduced 10.8%
$0
$1.36 Billion 0.74% of portfolio
15,402
Q2 2025 Added 18.92%
$1.71T
$1.32 Billion 0.72% of portfolio
1,784
Q2 2025 Added 0.28%
$0
$1.27 Billion 0.69% of portfolio
23,466
Q4 2024 New
Capital Group International
-
$1.24 Billion 0.67% of portfolio
-
Q2 2025 New
$2.27T
$1.11 Billion 0.6% of portfolio
5,073
Q2 2025 Added 5.93%
$95.8M
$983 Million 0.53% of portfolio
49,468
Q2 2025 New
$0
$921 Million 0.5% of portfolio
19,319
Q2 2025 Reduced 13.68%
$108B
$903 Million 0.49% of portfolio
2,961
Q2 2025 Reduced 2.53%
$1.2T
$893 Million 0.48% of portfolio
5,033
Q2 2025 Added 0.22%
$0
$882 Million 0.48% of portfolio
14,228
Q2 2025 Added 24.03%
$0
$821 Million 0.45% of portfolio
16,327
Q2 2025 New
$450B
$835 Million 0.45% of portfolio
5,282
Q2 2025 Added 4.78%
$0
$804 Million 0.44% of portfolio
18,775
Q4 2024 New
$0
$772 Million 0.42% of portfolio
7,060
Q2 2025 Added 66.47%
$0
$754 Million 0.41% of portfolio
11,270
Q2 2025 Reduced 2.17%
$0
$678 Million 0.37% of portfolio
11,341
Q2 2025 New
$0
$643 Million 0.35% of portfolio
15,216
Q4 2024 New
$611B
$571 Million 0.31% of portfolio
1,175
Q2 2025 New
$842B
$460 Million 0.25% of portfolio
1,587
Q1 2025 Reduced 1.73%
$18.3B
$441 Million 0.24% of portfolio
2,340
Q1 2025 Reduced 1.68%
$0
$418 Million 0.23% of portfolio
14,890
Q2 2025 New
$0
$379 Million 0.21% of portfolio
2,800
Q2 2025 Reduced 9.94%
$94.5B
$362 Million 0.2% of portfolio
6,656
Q4 2024 New
$0
$373 Million 0.2% of portfolio
12,683
Q4 2024 New
$0
$359 Million 0.2% of portfolio
3,438
Q2 2025 Reduced 7.56%
$0
$329 Million 0.18% of portfolio
774
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$312 Million 0.17% of portfolio
-
Q2 2025 Reduced 31.49%
$0
$302 Million 0.16% of portfolio
547
Q2 2025 Added 22.37%
$1.17T
$290 Million 0.16% of portfolio
1,645
Q2 2025 Added 2.49%
$1.02T
$271 Million 0.15% of portfolio
852
Q2 2025 New
$123B
$265 Million 0.14% of portfolio
963
Q2 2025 New
$0
$251 Million 0.14% of portfolio
1,293
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $184 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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