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Future Financial Wealth Managment

Latest statistics and disclosures from Future Financial Wealth Managment's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQM, JAAA, CGDV, IWY, and represent 33.28% of Future Financial Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: VOO, SPMO, ITA, QQQM, XLK, RNP, JAAA, IWY, PFFA, AMLP.
Started 5 new stock positions in CLX, SPMO, APTV, TCHP, AMLP.
Reduced shares in these 10 stocks: COWZ, IGV, , , BRK.B, EMO, SMH, UPS, DIS, KHC.
Sold out of its positions in ABT, ANF, ASO, AMD, BABA, BIRD, ALL, AEP, MJ, AWAY.
Future Financial Wealth Managment was a net seller of stock by $-12M.
Future Financial Wealth Managment has $149M in assets under management (AUM), dropping by -6.44%.
Central Index Key (CIK): 0001801892

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Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 127 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.5	$16M	+24%	25k	623.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	10.3	$15M	+13%	61k	250.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.5	$6.8M	+10%	133k	50.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.1	$6.0M	+3%	139k	43.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.9	$5.8M	+11%	22k	267.28	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	3.3	$4.9M		115k	42.47	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	3.2	$4.8M		113k	42.29	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	2.8	$4.1M	+11%	191k	21.64	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$3.7M		12k	322.16	View chart
Procter & Gamble Company (PG)	2.5	$3.7M		25k	147.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.4	$3.5M	+11%	76k	46.31	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.2	$3.3M	+8%	76k	42.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$3.1M	+3%	68k	45.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.8	$2.7M		17k	155.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.8	$2.7M	-9%	6.8k	390.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.7	$2.6M	NEW	22k	116.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$2.5M	+89%	17k	141.84	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.4M	+3273%	10k	237.90	View chart
Apple (AAPL)	1.5	$2.2M	-3%	8.9k	246.70	View chart
Eli Lilly & Co. (LLY)	1.2	$1.8M	+2%	1.7k	1041.41	View chart
Amazon (AMZN)	1.1	$1.6M	+6%	7.0k	231.00	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	1.1	$1.6M	+6%	110k	14.33	View chart
Abbvie (ABBV)	0.9	$1.3M		5.9k	214.04	View chart
Cohen & Steers REIT/P (RNP)	0.8	$1.2M	+387%	57k	20.12	View chart
Verizon Communications (VZ)	0.7	$1.0M		26k	39.08	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$971k	+2%	17k	57.92	View chart
Barings Corporate Investors (MCI)	0.6	$956k	-2%	47k	20.41	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$935k		25k	37.17	View chart
Meta Platforms Cl A (META)	0.6	$924k	+2%	1.5k	604.12	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.6	$915k	-19%	46k	19.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$909k		4.1k	221.88	View chart
International Business Machines (IBM)	0.6	$908k		3.1k	291.31	View chart
NVIDIA Corporation (NVDA)	0.6	$901k	+19%	5.1k	178.07	View chart
JPMorgan Chase & Co. (JPM)	0.6	$895k		3.0k	302.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$874k		1.4k	607.94	View chart
Microsoft Corporation (MSFT)	0.6	$863k	+3%	1.9k	454.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$765k		2.4k	322.00	View chart
Duke Energy Corp Com New (DUK)	0.5	$755k		6.3k	119.55	View chart
Simon Property (SPG)	0.5	$753k		4.1k	184.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$753k		1.1k	680.60	View chart
Iron Mountain (IRM)	0.5	$744k	-4%	8.1k	92.35	View chart
ClearBridge Energy MLP Fund (EMO)	0.5	$739k	-27%	16k	46.73	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.5	$703k		16k	43.74	View chart
UnitedHealth (UNH)	0.5	$698k	+17%	2.1k	338.43	View chart
Pimco High Income Com Shs (PHK)	0.4	$640k		130k	4.91	View chart
Raytheon Technologies Corp (RTX)	0.4	$639k		3.3k	196.36	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$606k	-3%	12k	50.35	View chart
Johnson & Johnson (JNJ)	0.4	$589k		2.7k	218.19	View chart
Us Bancorp Del Com New (USB)	0.4	$582k		11k	54.38	View chart
Exxon Mobil Corporation (XOM)	0.4	$579k	-2%	4.4k	130.47	View chart
At&t (T)	0.4	$571k		24k	23.45	View chart
Ford Motor Company (F)	0.4	$570k	+2%	43k	13.28	View chart
Pfizer (PFE)	0.4	$566k	+6%	22k	25.52	View chart
Hercules Technology Growth Capital (HTGC)	0.4	$562k		30k	18.63	View chart
Blackrock Science & Technolo SHS (BST)	0.4	$560k		14k	40.00	View chart
United Parcel Service CL B (UPS)	0.4	$543k	-32%	5.1k	106.54	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.4	$535k	-5%	162k	3.31	View chart
Visa Com Cl A (V)	0.3	$519k	+4%	1.6k	325.82	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$516k	-12%	29k	18.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$500k		5.6k	89.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$493k		5.5k	89.55	View chart
Wal-Mart Stores (WMT)	0.3	$490k		4.1k	118.71	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$483k		49k	9.87	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.3	$482k		94k	5.11	View chart
Broadcom (AVGO)	0.3	$471k	-2%	1.4k	332.53	View chart
Tesla Motors (TSLA)	0.3	$456k		1.1k	419.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$450k	+6%	5.4k	83.48	View chart
Draftkings Com Cl A (DKNG)	0.3	$432k	+8%	13k	32.25	View chart
Uber Technologies (UBER)	0.3	$428k		5.1k	83.72	View chart
Ares Capital Corporation (ARCC)	0.3	$419k		20k	20.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$415k		5.2k	79.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$408k	NEW	8.3k	48.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$396k	-11%	2.7k	146.24	View chart
Vici Pptys (VICI)	0.3	$386k	+149%	13k	28.82	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.3	$385k	-4%	32k	11.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$375k		5.3k	70.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$370k		4.1k	90.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$365k	-23%	13k	28.70	View chart
FedEx Corporation (FDX)	0.2	$354k		1.2k	301.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$352k		520.00	677.58	View chart
Key (KEY)	0.2	$352k		17k	21.09	View chart
Clorox Company (CLX)	0.2	$330k	NEW	3.0k	109.84	View chart
Stryker Corporation (SYK)	0.2	$322k	+2%	896.00	359.61	View chart
Brinker International (EAT)	0.2	$320k		2.0k	159.73	View chart
Sofi Technologies (SOFI)	0.2	$319k		13k	25.49	View chart
Kinder Morgan (KMI)	0.2	$318k		11k	27.96	View chart
Nike CL B (NKE)	0.2	$313k	+43%	4.9k	63.63	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$307k		2.5k	125.13	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$304k		6.7k	45.21	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$303k		3.7k	82.32	View chart
Cisco Systems (CSCO)	0.2	$302k		4.1k	73.35	View chart
Omega Healthcare Investors (OHI)	0.2	$302k		6.7k	45.04	View chart
Medpace Hldgs (MEDP)	0.2	$301k		500.00	602.40	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$299k	NEW	6.2k	48.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$298k		888.00	335.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$283k	-7%	2.7k	105.54	View chart
Gilead Sciences (GILD)	0.2	$273k		2.2k	124.14	View chart
Ge Aerospace Com New (GE)	0.2	$265k	-40%	849.00	312.51	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$263k	-15%	4.6k	57.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$255k		760.00	335.10	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$254k	+98%	5.3k	47.60	View chart
3M Company (MMM)	0.2	$250k		1.6k	156.12	View chart
Pgim Short Duration High Yie (ISD)	0.2	$246k	-5%	17k	14.45	View chart
Altria (MO)	0.2	$242k	-2%	4.0k	61.15	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$237k	-9%	9.6k	24.66	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$233k		1.6k	145.32	View chart
Aptiv Com Shs (APTV)	0.2	$232k	NEW	3.0k	77.17	View chart
Truist Financial Corp equities (TFC)	0.2	$231k		4.7k	49.14	View chart
Home Depot (HD)	0.2	$227k	+10%	605.00	375.11	View chart
Kroger (KR)	0.1	$222k		3.5k	63.15	View chart
Cigna Corp (CI)	0.1	$217k	+45%	800.00	271.24	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$215k	-44%	4.4k	48.86	View chart
Chevron Corporation (CVX)	0.1	$211k	+2%	1.3k	165.30	View chart
Intel Corporation (INTC)	0.1	$209k	-51%	4.3k	48.56	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$205k	-11%	6.1k	33.38	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$204k	+26%	7.6k	26.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$204k		444.00	458.66	View chart
Doubleline Income Solutions (DSL)	0.1	$203k	+6%	18k	11.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$203k	+31%	4.0k	50.76	View chart
DNP Select Income Fund (DNP)	0.1	$180k		18k	10.01	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$179k		17k	10.55	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$151k		12k	12.82	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$117k		10k	11.67	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$111k		10k	11.13	View chart
Immuneering Corp Class A Com (IMRX)	0.1	$86k	+260%	18k	4.78	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$81k		10k	8.07	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$47k		10k	4.72	View chart

Past Filings by Future Financial Wealth Managment

SEC 13F filings are viewable for Future Financial Wealth Managment going back to 2020

Future Financial Wealth Managment 2025 Q4 filed Jan. 21, 2026
Future Financial Wealth Managment 2025 Q3 filed Oct. 15, 2025
Future Financial Wealth Managment 2025 Q2 filed July 21, 2025
Future Financial Wealth Managment 2025 Q1 filed April 9, 2025
Future Financial Wealth Managment 2024 Q4 filed Jan. 13, 2025
Future Financial Wealth Managment 2024 Q3 filed Oct. 8, 2024
Future Financial Wealth Managment 2024 Q2 filed July 16, 2024
Future Financial Wealth Managment 2024 Q1 filed April 15, 2024
Future Financial Wealth Managment 2024 Q1 restated filed April 15, 2024
Future Financial Wealth Managment 2023 Q4 filed Jan. 18, 2024
Future Financial Wealth Managment 2023 Q3 filed Oct. 20, 2023
Future Financial Wealth Managment 2023 Q2 filed July 18, 2023
Future Financial Wealth Managment 2023 Q1 filed April 4, 2023
Future Financial Wealth Managment 2022 Q4 filed Jan. 5, 2023
Future Financial Wealth Managment 2022 Q3 filed Oct. 13, 2022
Future Financial Wealth Managment 2022 Q2 filed July 5, 2022

View all past filings

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