Top 50 Fft Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.31% | 163.3K | $106.7M | +15.51%(+21.92K) | $521.68(+44.07%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 10.73% | 1.64M | $59.3M | +3.02%(+47.97K) | $32.11(+26.54%) | 2026-03-31 | |
| IWV | ISHARES TR | 9.25% | 137.9K | $51.1M | +0.89%(+1.22K) | $289.47(+46.26%) | 2026-03-31 | |
| DGRO | ISHARES TR | 9.01% | 708.7K | $49.7M | +16.75%(+101.66K) | $58.86(+25.39%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.9% | 41.5K | $27.0M | +0.50%(+206) | $344.11(+117.42%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.32% | 191.9K | $23.9M | +12.86%(+21.87K) | $96.01(+41.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.49% | 33.4K | $19.3M | +21.05%(+5.80K) | $439.06(+63.94%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.16% | 176.6K | $11.9M | -2.23%(-4.02K) | $35.35(+107.73%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.08% | 35.7K | $11.5M | +0.06%(+22) | $242.55(+51.47%) | 2026-03-31 | |
| CPRT | COPART INC | 1.95% | 324.7K | $10.8M | +0.00%(+0) | $45.85(-28.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.41% | +61.84% |
| Top 20 Holdings Unweighted | +14.89% | +51.67% |
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