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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 34.43% of Future Financial Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: CI, PANW, AMD, AMCR, QURE, RACE, MS, GS, VYM, PM.
Started 12 new stock positions in AMD, RACE, QURE, MS, PM, VYM, PANW, CI, AMCR, GS. MDT, NOW.
Reduced shares in these 10 stocks: SMH, QQQM, VOO, JAAA, EAT, OEF, JEPQ, KR, NKE, RNP.
Sold out of its positions in EAT, HD, OEF, IWF, KR, NKE, PYLD, MOAT.
Future Financial Wealth Managment was a net seller of stock by $-1.5M.
Future Financial Wealth Managment has $160M in assets under management (AUM), dropping by 3.40%.
Central Index Key (CIK): 0001801892

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Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 132 positions in its portfolio as reported in the June 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)	11.1	$18M	-3%	62k	284.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.8	$17M	-2%	26k	678.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.4	$7.1M	-4%	141k	50.63	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	4.2	$6.8M	-2%	140k	48.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.9	$6.2M		23k	277.06	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	3.4	$5.4M	-3%	116k	46.64	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	2.4	$3.8M		188k	20.45	View chart
Procter & Gamble Company (PG)	2.3	$3.7M		25k	146.97	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$3.6M		11k	318.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.2	$3.5M		23k	149.83	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.1	$3.4M		75k	45.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.1	$3.3M	-17%	5.7k	580.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$3.1M	+5%	69k	44.93	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.9	$3.1M		73k	42.04	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.9	$3.0M	+4%	19k	161.44	View chart
Apple (AAPL)	1.7	$2.8M	-2%	8.6k	321.67	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.7	$2.7M	-5%	59k	46.04	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	1.6	$2.6M		74k	34.37	View chart
Cigna Corp (CI)	1.6	$2.5M	NEW	8.8k	286.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.5M		11k	238.23	View chart
Ishares Tr Expanded Tech (IGV)	1.6	$2.5M	+2%	29k	87.10	View chart
Eli Lilly & Co. (LLY)	1.3	$2.1M		1.8k	1186.15	View chart
Amazon (AMZN)	1.0	$1.7M	+5%	7.2k	233.66	View chart
Abbvie (ABBV)	0.9	$1.5M		5.8k	256.93	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.8	$1.3M	-11%	109k	12.30	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	-8%	5.1k	208.78	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.0M		3.0k	349.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M	+2%	1.5k	691.85	View chart
Verizon Communications (VZ)	0.6	$992k	-11%	23k	43.82	View chart
Cohen & Steers REIT/P (RNP)	0.6	$953k	-18%	47k	20.38	View chart
Iron Mountain (IRM)	0.6	$953k		7.6k	124.55	View chart
Microsoft Corporation (MSFT)	0.6	$947k	+14%	2.5k	381.57	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$915k	-6%	23k	40.43	View chart
Simon Property (SPG)	0.6	$906k		4.0k	225.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$906k	-6%	3.8k	237.24	View chart
Meta Platforms Cl A (META)	0.5	$867k		1.4k	606.10	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.5	$839k	-8%	42k	19.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$820k		1.1k	741.62	View chart
Duke Energy Corp Com New (DUK)	0.5	$813k		6.3k	129.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$755k		2.4k	317.69	View chart
Barings Corporate Investors (MCI)	0.5	$737k	-5%	44k	16.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$734k	-24%	13k	58.53	View chart
ClearBridge Energy MLP Fund (EMO)	0.5	$727k	-11%	14k	52.99	View chart
UnitedHealth (UNH)	0.4	$698k	-22%	1.6k	423.56	View chart
Exxon Mobil Corporation (XOM)	0.4	$697k		4.4k	156.90	View chart
Johnson & Johnson (JNJ)	0.4	$683k	-2%	2.6k	259.30	View chart
Raytheon Technologies Corp (RTX)	0.4	$681k		3.3k	209.16	View chart
Us Bancorp Com New (USB)	0.4	$679k		11k	63.33	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.4	$662k		14k	47.69	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$660k		12k	56.40	View chart
International Business Machines (IBM)	0.4	$650k		3.1k	206.68	View chart
Blackrock Science & Technolo SHS (BST)	0.4	$640k		14k	45.74	View chart
Pfizer (PFE)	0.4	$612k	-2%	25k	25.01	View chart
Broadcom (AVGO)	0.4	$608k	+8%	1.5k	392.45	View chart
Visa Com Cl A (V)	0.4	$563k		1.6k	351.60	View chart
Ford Motor Company (F)	0.3	$552k		39k	14.15	View chart
At&t (T)	0.3	$550k		24k	22.96	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$532k		5.6k	95.00	View chart
Pimco High Income Com Shs (PHK)	0.3	$525k	-11%	113k	4.63	View chart
Wal-Mart Stores (WMT)	0.3	$460k	+2%	4.2k	108.40	View chart
Cisco Systems (CSCO)	0.3	$448k		4.0k	112.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$441k	+3%	13k	32.80	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$441k		28k	15.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$430k		2.7k	160.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$419k		5.5k	76.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$411k		5.3k	77.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$402k		4.1k	98.69	View chart
Palo Alto Networks (PANW)	0.2	$397k	NEW	1.2k	325.63	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.2	$394k	-14%	133k	2.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$388k	-4%	5.0k	78.41	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.2	$387k	-11%	81k	4.75	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$386k	-14%	24k	16.08	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$386k	-12%	42k	9.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$384k		520.00	738.18	View chart
Key (KEY)	0.2	$379k		17k	22.72	View chart
Intel Corporation (INTC)	0.2	$376k	-3%	3.8k	100.23	View chart
Kinder Morgan (KMI)	0.2	$375k		11k	32.77	View chart
FedEx Corporation (FDX)	0.2	$371k		1.2k	315.62	View chart
Vici Pptys (VICI)	0.2	$355k	-3%	14k	26.32	View chart
Uber Technologies (UBER)	0.2	$352k		5.1k	68.91	View chart
Kkr & Co 6.25 Con Ser D (KKR.PD)	0.2	$348k	+13%	8.3k	41.93	View chart
Tesla Motors (TSLA)	0.2	$348k		1.1k	319.69	View chart
Ares Capital Corporation (ARCC)	0.2	$345k	-5%	19k	18.61	View chart
Omega Healthcare Investors (OHI)	0.2	$342k		6.7k	50.97	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$336k		2.5k	137.12	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.2	$333k		6.7k	49.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$324k		888.00	364.69	View chart
Advanced Micro Devices (AMD)	0.2	$324k	NEW	600.00	539.69	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$319k	-26%	1.8k	178.45	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$317k		5.3k	59.38	View chart
Medpace Hldgs (MEDP)	0.2	$303k		500.00	605.82	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$301k	-8%	3.4k	89.71	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.2	$290k	-14%	27k	10.74	View chart
Ge Aerospace Com New (GE)	0.2	$288k	-2%	825.00	349.15	View chart
Gilead Sciences (GILD)	0.2	$288k		2.2k	130.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$287k	-34%	3.5k	81.12	View chart
Stryker Corporation (SYK)	0.2	$286k		896.00	318.97	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.2	$284k	-5%	5.9k	48.37	View chart
Clorox Company (CLX)	0.2	$281k		3.0k	93.80	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$278k		10k	27.83	View chart
Altria (MO)	0.2	$276k	-2%	3.8k	72.08	View chart
United Parcel Svcs CL B (UPS)	0.2	$274k		2.4k	114.10	View chart
3M Company (MMM)	0.2	$271k		1.6k	169.59	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$268k	-42%	4.9k	54.93	View chart
Qualcomm (QCOM)	0.2	$263k	-11%	1.5k	171.13	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$259k	-17%	4.3k	60.11	View chart
Amcor Com New (AMCR)	0.2	$258k	NEW	6.1k	42.63	View chart
Tanger Factory Outlet Centers (SKT)	0.2	$254k		6.2k	41.11	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$246k		1.6k	153.92	View chart
Chevron Corporation (CVX)	0.2	$242k	-2%	1.2k	194.42	View chart
Caterpillar (CAT)	0.1	$240k	-6%	268.00	894.54	View chart
Draftkings Com Cl A (DKNG)	0.1	$229k	-26%	10k	22.81	View chart
Uniqure Nv SHS (QURE)	0.1	$221k	NEW	5.6k	39.43	View chart
Ferrari Nv Ord (RACE)	0.1	$216k	NEW	600.00	359.44	View chart
Morgan Stanley Com New (MS)	0.1	$215k	NEW	1.0k	215.18	View chart
Goldman Sachs (GS)	0.1	$215k	NEW	200.00	1074.72	View chart
Pgim Short Duration High Yie (ISD)	0.1	$213k		17k	12.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$209k	NEW	1.3k	161.28	View chart
Realty Income (O)	0.1	$207k		3.2k	64.72	View chart
Philip Morris International (PM)	0.1	$204k	NEW	1.1k	191.15	View chart
Medtronic SHS (MDT)	0.1	$203k	NEW	2.5k	82.01	View chart
Servicenow (NOW)	0.1	$202k	NEW	2.2k	91.94	View chart
DNP Select Income Fund (DNP)	0.1	$198k		18k	11.00	View chart
Sofi Technologies (SOFI)	0.1	$192k		12k	16.65	View chart
Doubleline Income Solutions (DSL)	0.1	$191k		18k	10.63	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$170k		17k	9.97	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$145k		12k	12.31	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$113k		10k	11.25	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$108k		10k	10.75	View chart
Immuneering Corp Class A Com (IMRX)	0.0	$79k		18k	4.39	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$77k		10k	7.70	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$46k		10k	4.60	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 Q2 filed July 24, 2026
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

View all past filings

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