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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 QQQM, VOO, JAAA, CGDV, IWY, and represent 34.82% of Future Financial Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: IDEQ, IGV, QQQM, VOO, JAAA, KKR.PD, IWY, SPMO, QCOM, TSPA.
Started 6 new stock positions in QCOM, KKR.PD, IGV, O, IDEQ, CAT.
Reduced shares in these 10 stocks: XLK, HEFA, UPS, APTV, TFC, CI, , IBIT, JPIE, FBND.
Sold out of its positions in CI, IBIT, TFC, APTV, LYB.
Future Financial Wealth Managment was a net buyer of stock by $3.2M.
Future Financial Wealth Managment has $155M in assets under management (AUM), dropping by 4.40%.
Central Index Key (CIK): 0001801892

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Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	10.9	$17M	+6%	65k	262.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.9	$17M	+4%	26k	643.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.8	$7.5M	+10%	148k	50.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.2	$6.5M	+3%	143k	45.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.0	$6.2M	+4%	23k	273.97	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	3.4	$5.3M	+4%	120k	44.23	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	2.6	$4.1M		189k	21.66	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$3.8M		11k	334.47	View chart
Procter & Gamble Company (PG)	2.3	$3.6M		25k	143.38	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$3.4M	-3%	74k	46.20	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.0	$3.2M	-2%	74k	42.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.0	$3.1M		6.9k	453.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.9	$3.0M	+8%	24k	126.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$3.0M	-3%	66k	45.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.8	$2.8M	-44%	63k	44.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.7	$2.7M	+3%	18k	147.77	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	1.7	$2.6M	NEW	76k	34.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.5M	+3%	11k	234.00	View chart
Apple (AAPL)	1.5	$2.3M		8.8k	266.43	View chart
Ishares Tr Expanded Tech (IGV)	1.5	$2.3M	NEW	28k	82.98	View chart
Amazon (AMZN)	1.1	$1.7M	-2%	6.8k	248.50	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	1.0	$1.6M	+11%	123k	13.17	View chart
Eli Lilly & Co. (LLY)	1.0	$1.6M		1.8k	905.25	View chart
Abbvie (ABBV)	0.8	$1.2M		6.0k	208.43	View chart
Cohen & Steers REIT/P (RNP)	0.8	$1.2M		57k	20.64	View chart
Verizon Communications (VZ)	0.7	$1.2M		26k	45.03	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	+11%	5.6k	198.87	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$1.0M	-3%	24k	41.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$977k		17k	58.48	View chart
Meta Platforms Cl A (META)	0.6	$956k	-6%	1.4k	671.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$921k		4.1k	224.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$916k		1.4k	637.29	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.6	$910k		46k	19.80	View chart
JPMorgan Chase & Co. (JPM)	0.6	$904k		3.0k	305.88	View chart
Microsoft Corporation (MSFT)	0.6	$893k	+14%	2.2k	411.17	View chart
Iron Mountain (IRM)	0.6	$868k	-5%	7.6k	113.55	View chart
Barings Corporate Investors (MCI)	0.5	$844k		47k	17.94	View chart
Duke Energy Corp Com New (DUK)	0.5	$811k		6.3k	127.98	View chart
Simon Property (SPG)	0.5	$810k		4.0k	201.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$801k		2.4k	337.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$778k		1.1k	703.19	View chart
International Business Machines (IBM)	0.5	$764k		3.1k	244.77	View chart
ClearBridge Energy MLP Fund (EMO)	0.5	$758k	-2%	15k	49.10	View chart
Pfizer (PFE)	0.4	$684k	+13%	25k	27.19	View chart
UnitedHealth (UNH)	0.4	$671k	+3%	2.1k	314.05	View chart
Exxon Mobil Corporation (XOM)	0.4	$662k		4.4k	149.02	View chart
Raytheon Technologies Corp (RTX)	0.4	$646k		3.3k	198.39	View chart
Johnson & Johnson (JNJ)	0.4	$644k		2.7k	238.71	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.4	$628k	-13%	14k	45.16	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$617k	-2%	12k	52.71	View chart
At&t (T)	0.4	$610k		24k	25.46	View chart
Us Bancorp Com New (USB)	0.4	$603k		11k	56.37	View chart
Pimco High Income Com Shs (PHK)	0.4	$598k		128k	4.68	View chart
Blackrock Science & Technolo SHS (BST)	0.4	$574k		14k	40.99	View chart
Broadcom (AVGO)	0.4	$567k		1.4k	396.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$518k		5.6k	92.60	View chart
Wal-Mart Stores (WMT)	0.3	$515k		4.1k	124.76	View chart
Visa Com Cl A (V)	0.3	$503k		1.6k	315.91	View chart
Ford Motor Company (F)	0.3	$497k	-8%	39k	12.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$496k		5.5k	90.24	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$483k		28k	17.24	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.3	$481k	-4%	155k	3.11	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$457k		48k	9.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$450k		5.4k	83.36	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.3	$445k	-2%	92k	4.83	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$442k	-6%	28k	15.68	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$433k		8.4k	51.33	View chart
FedEx Corporation (FDX)	0.3	$429k		1.2k	364.92	View chart
Tesla Motors (TSLA)	0.3	$426k		1.1k	391.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$413k		5.2k	79.40	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$412k		2.7k	151.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$399k	+2%	13k	30.65	View chart
Uber Technologies (UBER)	0.3	$395k		5.1k	77.28	View chart
Vici Pptys (VICI)	0.3	$394k	+4%	14k	28.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$385k		5.3k	72.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$384k		4.1k	94.29	View chart
Ares Capital Corporation (ARCC)	0.2	$373k	-3%	20k	18.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$364k		520.00	699.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$363k	-86%	2.4k	150.30	View chart
Kinder Morgan (KMI)	0.2	$361k		11k	31.70	View chart
Key (KEY)	0.2	$360k		17k	21.57	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.2	$348k		32k	10.96	View chart
Draftkings Com Cl A (DKNG)	0.2	$324k	+2%	14k	23.64	View chart
Cisco Systems (CSCO)	0.2	$323k	-4%	3.9k	82.35	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$322k		2.5k	131.43	View chart
Kkr & Co 6.25 Con Ser D (KKR.PD)	0.2	$321k	NEW	7.3k	43.91	View chart
Brinker International (EAT)	0.2	$315k		2.0k	157.23	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$314k		6.7k	46.58	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$313k		3.7k	84.97	View chart
Omega Healthcare Investors (OHI)	0.2	$313k		6.7k	46.63	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$310k	+14%	5.2k	59.25	View chart
Clorox Company (CLX)	0.2	$309k		3.0k	102.92	View chart
Gilead Sciences (GILD)	0.2	$308k		2.2k	139.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$307k		888.00	345.24	View chart
Stryker Corporation (SYK)	0.2	$306k		896.00	341.24	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$304k		6.2k	49.13	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$298k		5.3k	55.76	View chart
Ge Aerospace Com New (GE)	0.2	$267k		850.00	313.88	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$264k	+4%	10k	26.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$262k		760.00	345.12	View chart
Medpace Hldgs (MEDP)	0.2	$259k		500.00	518.54	View chart
Intel Corporation (INTC)	0.2	$253k	-9%	3.9k	64.94	View chart
Altria (MO)	0.2	$252k		3.9k	64.42	View chart
United Parcel Svcs CL B (UPS)	0.2	$249k	-52%	2.4k	103.57	View chart
3M Company (MMM)	0.2	$242k		1.6k	151.24	View chart
Chevron Corporation (CVX)	0.2	$236k		1.3k	184.91	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$235k		1.6k	146.66	View chart
Kroger (KR)	0.2	$234k		3.5k	66.62	View chart
Qualcomm (QCOM)	0.1	$231k	NEW	1.7k	133.03	View chart
Pgim Short Duration High Yie (ISD)	0.1	$227k		17k	13.37	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$223k		6.1k	36.22	View chart
Caterpillar (CAT)	0.1	$222k	NEW	288.00	770.17	View chart
Nike CL B (NKE)	0.1	$218k	-2%	4.8k	45.44	View chart
Sofi Technologies (SOFI)	0.1	$216k	-8%	12k	18.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$208k		444.00	468.91	View chart
Home Depot (HD)	0.1	$205k		605.00	338.91	View chart
Realty Income (O)	0.1	$205k	NEW	3.2k	63.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$202k		7.6k	26.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$201k	-25%	2.0k	101.01	View chart
Doubleline Income Solutions (DSL)	0.1	$200k		18k	11.09	View chart
DNP Select Income Fund (DNP)	0.1	$189k		18k	10.49	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$177k		17k	10.43	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$149k		12k	12.61	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$115k		10k	11.51	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$110k		10k	11.04	View chart
Immuneering Corp Class A Com (IMRX)	0.1	$104k		18k	5.75	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$79k		10k	7.93	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$48k		10k	4.76	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 2026 Q1 filed April 16, 2026
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

View all past filings

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