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Future You Wealth

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

Top 5 stock holdings are IVV, VEA, DLN, SHV, VTI, and represent 64.00% of Future You Wealth's stock portfolio.
Added to shares of these 10 stocks: VOO, VEA, CGIC, GCC, CGCB, USFR, SHY, DLN, EFA, VGIT.
Started 13 new stock positions in AVGO, GCC, VGIT, XLK, BWZ, TSLA, BRK.B, USFR, NFLX, SCHB. DKNG, CGIC, SRE.
Reduced shares in these 10 stocks: VTI, , VBR, SPY, VNQ, IVV, XVV, IBIT, MSFT, ESGU.
Sold out of its position in IEFA.
Future You Wealth was a net buyer of stock by $16M.
Future You Wealth has $184M in assets under management (AUM), dropping by 17.93%.
Central Index Key (CIK): 0002055142

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Portfolio Holdings for Future You Wealth

Future You Wealth holds 58 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	31.3	$58M		93k	620.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.0	$18M	+15%	323k	56.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	8.5	$16M	+5%	191k	82.08	View chart
Ishares Tr Short Treas Bd (SHV)	8.1	$15M	+3%	134k	110.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.1	$11M	-7%	37k	303.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.8	$8.9M	+9%	107k	82.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.6	$6.7M	+13%	255k	26.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$4.9M	+687%	8.6k	568.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$3.1M	-5%	16k	194.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$3.1M	+22%	63k	49.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$2.5M	-6%	4.1k	617.88	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.4	$2.5M	+7%	31k	80.47	View chart
Microsoft Corporation (MSFT)	1.2	$2.3M		4.6k	497.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.2M		63k	35.84	View chart
Apple (AAPL)	1.1	$2.0M		9.9k	205.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$1.6M	+77%	18k	88.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$1.6M	+13%	33k	48.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.4M	-10%	16k	89.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.4M	+18%	15k	88.27	View chart
Meta Platforms Cl A (META)	0.7	$1.3M		1.8k	738.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$1.3M		24k	53.96	View chart
Capital Group International SHS (CGIC)	0.7	$1.2M	NEW	43k	29.11	View chart
Amazon (AMZN)	0.6	$1.1M	+5%	5.1k	219.39	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.5	$983k	NEW	50k	19.88	View chart
Ishares Tr Esg Select Scre (XVV)	0.5	$921k	-13%	19k	47.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$903k	-2%	3.0k	304.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$893k		5.0k	177.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$882k	+24%	14k	62.02	View chart
NVIDIA Corporation (NVDA)	0.5	$835k	+4%	5.3k	157.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$821k	NEW	16k	50.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$804k		19k	42.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$772k	+66%	7.1k	109.29	View chart
Ishares Tr Paris Aligned Cl (PABU)	0.4	$754k	-2%	11k	66.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$678k	NEW	11k	59.82	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$643k		15k	42.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$571k	NEW	1.2k	485.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$460k		1.6k	289.83	View chart
Packaging Corporation of America (PKG)	0.2	$441k		2.3k	188.45	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.2	$418k	NEW	15k	28.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$379k	-9%	2.8k	135.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$373k		13k	29.37	View chart
Relx Sponsored Adr (RELX)	0.2	$362k		6.7k	54.34	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$359k	-7%	3.4k	104.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$329k		774.00	424.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$312k	-31%	5.1k	61.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$302k	+22%	547.00	551.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$290k	+2%	1.6k	176.24	View chart
Tesla Motors (TSLA)	0.1	$271k	NEW	852.00	317.66	View chart
Broadcom (AVGO)	0.1	$266k	NEW	963.00	275.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$251k		1.3k	194.23	View chart
Netflix (NFLX)	0.1	$248k	NEW	185.00	1339.13	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$242k		3.9k	61.90	View chart
Visa Com Cl A (V)	0.1	$238k		671.00	355.05	View chart
Procter & Gamble Company (PG)	0.1	$238k		1.5k	159.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$231k	NEW	912.00	253.23	View chart
Draftkings Com Cl A (DKNG)	0.1	$213k	NEW	5.0k	42.89	View chart
Sempra Energy (SRE)	0.1	$208k	NEW	2.7k	75.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$203k	NEW	8.5k	23.83	View chart

Past Filings by Future You Wealth

SEC 13F filings are viewable for Future You Wealth going back to 2024

Future You Wealth 2025 Q2 filed July 31, 2025
Future You Wealth 2025 Q1 filed May 2, 2025
Future You Wealth 2024 Q4 filed May 1, 2025

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