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 $155.2M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQM ($17.0M, 10.93%), VOO ($16.9M, 10.90%), JAAA ($7.5M, 4.81%), CGDV ($6.5M, 4.19%), IWY ($6.2M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $17.0M | 10.93% | 64,600 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $16.9M | 10.90% | 26,279 | Added |
| 3 | JAAA | JANUS DETROIT STR TR | $7.5M | 4.81% | 147,469 | Added |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.5M | 4.19% | 143,384 | Added |
| 5 | IWY | ISHARES TR | $6.2M | 3.99% | 22,623 | Added |
| 6 | TSPA | T ROWE PRICE ETF INC | $5.3M | 3.41% | 119,727 | Added |
| 7 | PFFA | ETFIS SER TR I | $4.1M | 2.64% | 189,099 | Trimmed |
| 8 | GOOG | ALPHABET INC | $3.8M | 2.46% | 11,414 | Trimmed |
| 9 | PG | PROCTER & GAMBLE CO | $3.6M | 2.30% | 24,890 | Added |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.19% | 73,487 | Trimmed |
| 11 | SHYG | ISHARES TR | $3.2M | 2.04% | 74,217 | Trimmed |
| 12 | SMH | VANECK ETF TRUST | $3.1M | 2.02% | 6,921 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $3.0M | 1.95% | 23,844 | Added |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $3.0M | 1.94% | 65,546 | Trimmed |
| 15 | HEFA | ISHARES TR | $2.8M | 1.80% | 62,643 | Trimmed |
| 16 | XLV | SELECT SECTOR SPDR TR | $2.7M | 1.71% | 17,983 | Added |
| 17 | IEQ | LAZARD ACTIVE ETF TR | $2.6M | 1.66% | 75,731 | New |
| 18 | ITA | ISHARES TR | $2.5M | 1.58% | 10,482 | Added |
| 19 | AAPL | APPLE INC | $2.3M | 1.51% | 8,799 | Trimmed |
| 20 | IGV | ISHARES TR | $2.3M | 1.48% | 27,763 | New |
| 21 | AMZN | AMAZON COM INC | $1.7M | 1.10% | 6,842 | Trimmed |
| 22 | BIZD | VANECK ETF TRUST | $1.6M | 1.05% | 123,225 | Added |
| 23 | LLY | ELI LILLY & CO | $1.6M | 1.02% | 1,753 | Added |
| 24 | ABBV | ABBVIE INC | $1.2M | 0.80% | 5,951 | Added |
| 25 | RNP | COHEN & STEERS REIT & PFD & | $1.2M | 0.76% | 57,270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31