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Latest Future Financial Wealth Managment LLC Stock Portfolio

$160Million | No. of Holdings #132

Future Financial Wealth Managment LLC Performance

2026 Q2+4.16%
YTD+6.34%
2025+12.10%

About Future Financial Wealth Managment LLC and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Future Financial Wealth Managment LLC reported an equity portfolio of $160.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Future Financial Wealth Managment LLC are BAB, VB, JAAA. The fund has invested 11.1% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off BRINKER INTL INC (EAT), ISHARES TR (IJR) and KROGER CO (KR) stocks. They significantly reduced their stock positions in ALPS ETF TR (ACES), VANGUARD SCOTTSDALE FDS (BNDW) and DRAFTKINGS INC NEW (DKNG). Future Financial Wealth Managment LLC opened new stock positions in THE CIGNA GROUP (CI), PALO ALTO NETWORKS INC (PANW) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), KKR & CO INC (KKR) and BROADCOM INC (AVGO).
Future Financial Wealth Managment LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$160Million
  as of Jul 24, 2026

Future Financial Wealth Managment LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Future Financial Wealth Managment LLC made a return of 4.16% in the last quarter. In trailing 12 months, it's portfolio return was 15.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
the cigna group2,528,800
palo alto networks inc396,943
advanced micro devices inc323,814
amcor plc257,912
uniqure nv220,808
ferrari n v215,664
morgan stanley215,180
goldman sachs group inc214,944
New stocks bought by Future Financial Wealth Managment LLC

Additions

Ticker% Inc.
microsoft corp14.28
kkr & co inc13.7
broadcom inc8.4
fidelity merrimack str tr5.65
amazon com inc5.32
select sector spdr tr4.73
schwab strategic tr3.29
walmart inc2.96
Additions to existing portfolio by Future Financial Wealth Managment LLC

Reductions

Ticker% Reduced
alps etf tr-42.07
vanguard scottsdale fds-34.5
draftkings inc new-26.58
select sector spdr tr-26.03
j p morgan exchange traded f-24.94
unitedhealth group inc-22.89
cohen & steers reit & pfd &-18.33
invesco exchange traded fd t-17.55
Future Financial Wealth Managment LLC reduced stake in above stock

Sold off

Ticker$ Sold
pimco etf tr-202,330
nike inc-218,161
kroger co-233,844
brinker intl inc-314,460
vaneck etf trust-200,505
ishares tr-262,291
home depot inc-205,041
ishares tr-208,196
Future Financial Wealth Managment LLC got rid off the above stocks

Sector Distribution

Future Financial Wealth Managment LLC has about 72.3% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Communication Services
  • Consumer Defensive
  • Financial Services
  • Real Estate
  • Consumer Cyclical
  • Industrials
Sector%
Others72.3
Healthcare5.9
Technology5.6
Communication Services4.2
Consumer Defensive3
Financial Services2.5
Real Estate1.9
Consumer Cyclical1.9
Industrials1.3

Market Cap. Distribution

Future Financial Wealth Managment LLC has about 26.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72.3
MEGA-CAP18.3
LARGE-CAP8.4

Stocks belong to which Index?

About 25.7% of the stocks held by Future Financial Wealth Managment LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73.8
S&P 50025.7
Top 5 Winners (%)%
INTC
intel corp
53.3 %
CSCO
cisco sys inc
36.6 %
LLY
eli lilly & co
31.0 %
UNH
unitedhealth group inc
30.9 %
QCOM
qualcomm inc
27.0 %
Top 5 Winners ($)$
BAB
invesco exch traded fd tr ii
1.4 M
VB
vanguard index fds
0.9 M
AFK
vaneck etf trust
0.8 M
CGW
invesco exch traded fd tr ii
0.5 M
LLY
eli lilly & co
0.5 M
Top 5 Losers (%)%
IMRX
immuneering corp
-23.6 %
TSLA
tesla inc
-18.4 %
IAU
ishares gold tr
-15.6 %
IBM
international business machs
-15.5 %
FDX
fedex corp
-13.5 %
Top 5 Losers ($)$
AMZA
etfis ser tr i
-0.2 M
GOOG
alphabet inc
-0.2 M
IBM
international business machs
-0.1 M
AMZN
amazon com inc
-0.1 M
AFK
vaneck etf trust
-0.1 M

Future Financial Wealth Managment LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Future Financial Wealth Managment LLC

Future Financial Wealth Managment LLC has 132 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. AMZA proved to be the most loss making stock for the portfolio. BAB was the most profitable stock for Future Financial Wealth Managment LLC last quarter.

$160.44MTotal Value
140Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Future Financial Wealth Managment LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Future Financial Wealth Managment LLC's holding in Ishares Tr over time
1.56%10,542
$2.51M
1.56%
increased 0.57 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Future Financial Wealth Managment LLC's holding in Alps Etf Tr over time
0.17%4,883
$268.2K
0.17%
decreased 42.07 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Future Financial Wealth Managment LLC's holding in Ishares Tr over time
1.91%72,749
$3.06M
1.91%
decreased 1.98 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Future Financial Wealth Managment LLC's holding in Ishares Tr over time
1.7%59,085
$2.72M
1.7%
decreased 5.68 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Future Financial Wealth Managment LLC's holding in Ishares Tr over time
0.26%5,325
$411.1K
0.26%
increased 0.02 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Future Financial Wealth Managment LLC's holding in Vaneck Etf Trust over time
2.08%5,737
$3.33M
2.08%
decreased 17.11 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Future Financial Wealth Managment LLC's holding in Vaneck Etf Trust over time
0.84%109,209
$1.34M
0.84%
decreased 11.37 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Future Financial Wealth Managment LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
Future Financial Wealth Managment LLC's holding in Global X Fds over time
0.41%11,704
$660.1K
0.41%
unchanged 0 percentunchanged
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Future Financial Wealth Managment LLC's holding in Etfis Ser Tr I over time
2.39%187,587
$3.84M
2.39%
decreased 0.8 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Future Financial Wealth Managment LLC's holding in Ishares Tr over time
3.89%22,502
$6.23M
3.89%
decreased 0.53 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Future Financial Wealth Managment LLC's holding in Invesco Exch Traded Fd Tr Ii over time
11.06%62,283
$17.75M
11.06%
decreased 3.59 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Future Financial Wealth Managment LLC's holding in J P Morgan Exchange Traded F over time
2.13%74,866
$3.43M
2.13%
increased 1.88 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Future Financial Wealth Managment LLC's holding in Spdr Series Trust over time
0.19%3,354
$300.9K
0.19%
decreased 8.83 percentreduced