Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FFT WEALTH MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

FFT WEALTH MANAGEMENT LLC (CIK 1653199) reported $552.3M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($106.7M, 19.31%), QLTY ($59.3M, 10.73%), IWV ($51.1M, 9.25%), DGRO ($49.7M, 9.01%), SPY ($27.0M, 4.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$106.7M19.31%163,294Added
2QLTYGMO ETF TRUST$59.3M10.73%1.6MAdded
3IWVISHARES TR$51.1M9.25%137,902Added
4DGROISHARES TR$49.7M9.01%708,712Added
5SPYSTATE STR SPDR S&P 500 ETF T$27.0M4.90%41,466Added
6IJRISHARES TR$23.9M4.32%191,861Added
7QQQINVESCO QQQ TR$19.3M3.49%33,383Added
8IJHISHARES TR$11.9M2.16%176,567Trimmed
9VTIVANGUARD INDEX FDS$11.5M2.08%35,747Added
10CPRTCOPART INC$10.8M1.95%324,699Hold
11CCJCAMECO CORP$9.7M1.75%88,970Hold
12METAMETA PLATFORMS INC$9.4M1.71%16,468Added
13SCHBSCHWAB STRATEGIC TR$9.4M1.70%373,629Trimmed
14SCHFSCHWAB STRATEGIC TR$8.2M1.49%332,064Trimmed
15WMBWILLIAMS COS INC$7.9M1.42%107,941Added
16TPXSOMNIGROUP INTERNATIONAL INC$7.8M1.42%106,165Hold
17GOOGALPHABET INC$7.1M1.29%24,925Trimmed
18AAPLAPPLE INC$6.9M1.25%27,105Added
19ACGLARCH CAP GROUP LTD$6.0M1.08%62,068Added
20AMZNAMAZON COM INC$5.9M1.07%28,301Added
21MZLSXPROFESIONALLY MANAGED PORTFO$5.8M1.06%110,274Trimmed
22ACWIISHARES TR$5.9M1.06%42,299Added
23EEMISHARES TR$5.6M1.02%98,905Trimmed
24EFAISHARES TR$4.7M0.85%48,268Trimmed
25GOOGLALPHABET INC$4.6M0.84%16,131Added

Source: SEC Form 13F filings · as of 2026-03-31