StockDriftsStockDriftsTop 50 Fft Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.56% | 209.3K | $156.7M | +28.17%(+46.00K) | $559.09(+39.32%) | 2026-06-30 | |
| QLTY | GMO ETF TRUST | 11.81% | 1.81M | $75.4M | +10.50%(+171.79K) | $32.71(+32.22%) | 2026-06-30 | |
| IWV | ISHARES TR | 9.14% | 136.9K | $58.4M | -0.76%(-1.05K) | $289.47(+51.37%) | 2026-06-30 | |
| DGRO | ISHARES TR | 8.86% | 746.2K | $56.6M | +5.29%(+37.48K) | $59.54(+33.67%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.12% | 53.0K | $39.1M | +58.90%(+19.66K) | $516.26(+41.89%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.84% | 208.5K | $30.9M | +8.66%(+16.62K) | $99.09(+51.34%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.14% | 35.4K | $26.4M | -14.63%(-6.07K) | $344.11(+125.32%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.32% | 192.4K | $14.8M | +8.95%(+15.80K) | $38.31(+105.04%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.06% | 35.5K | $13.1M | -0.71%(-255) | $242.55(+58.05%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 1.66% | 365.6K | $10.6M | -2.16%(-8.07K) | $20.15(+48.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.71% | +58.96% | +8.67% | +51.52% |
| Top 20 Holdings Unweighted | +14.92% | +51.76% | +7.04% | +40.51% |
Fft Wealth Management LLC reports $627.28M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are IVV (24.6%), QLTY (11.8%) and IWV (9.1%). The top 20 holdings account for 86.03% of reported assets. Its disclosed equity book has returned +58.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fft Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1653199). View Fft Wealth Management LLC’s 13F filings on SEC