Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Future Financial Wealth Managment LLC (CIK 1801892) reported $160.4M across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQM ($17.7M, 11.06%), VOO ($17.3M, 10.80%), JAAA ($7.1M, 4.45%), CGDV ($6.8M, 4.24%), IWY ($6.2M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $17.7M | 11.06% | 62,283 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $17.3M | 10.80% | 25,525 | Trimmed |
| 3 | JAAA | JANUS DETROIT STR TR | $7.1M | 4.45% | 140,923 | Trimmed |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.8M | 4.24% | 139,543 | Trimmed |
| 5 | IWY | ISHARES TR | $6.2M | 3.89% | 22,502 | Trimmed |
| 6 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $5.4M | 3.36% | 115,478 | Trimmed |
| 7 | PFFA | ETFIS SER TR I | $3.8M | 2.39% | 187,587 | Trimmed |
| 8 | PG | PROCTER & GAMBLE CO | $3.7M | 2.28% | 24,888 | Trimmed |
| 9 | GOOG | ALPHABET INC | $3.6M | 2.25% | 11,316 | Trimmed |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $3.5M | 2.19% | 23,410 | Trimmed |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.14% | 74,866 | Added |
| 12 | SMH | VANECK ETF TRUST | $3.3M | 2.07% | 5,737 | Trimmed |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $3.1M | 1.94% | 69,247 | Added |
| 14 | SHYG | ISHARES TR | $3.1M | 1.91% | 72,749 | Trimmed |
| 15 | XLV | SELECT SECTOR SPDR TR | $3.0M | 1.89% | 18,833 | Added |
| 16 | AAPL | APPLE INC | $2.8M | 1.72% | 8,557 | Trimmed |
| 17 | HEFA | ISHARES TR | $2.7M | 1.70% | 59,085 | Trimmed |
| 18 | IEQ | LAZARD ACTIVE ETF TR | $2.6M | 1.59% | 74,370 | Trimmed |
| 19 | CI | THE CIGNA GROUP | $2.5M | 1.58% | 8,833 | New |
| 20 | ITA | ISHARES TR | $2.5M | 1.57% | 10,542 | Added |
| 21 | IGV | ISHARES TR | $2.5M | 1.55% | 28,553 | Added |
| 22 | LLY | ELI LILLY & CO | $2.1M | 1.30% | 1,758 | Added |
| 23 | AMZN | AMAZON COM INC | $1.7M | 1.05% | 7,206 | Added |
| 24 | ABBV | ABBVIE INC | $1.5M | 0.93% | 5,837 | Trimmed |
| 25 | BIZD | VANECK ETF TRUST | $1.3M | 0.84% | 109,209 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30