StockDriftsStockDriftsTop 50 Future Financial Wealth Managment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 11.06% | 62.3K | $17.7M | -3.59%(-2.32K) | $180.30(+64.53%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 10.8% | 25.5K | $17.3M | -2.87%(-754) | $440.87(+61.28%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.45% | 140.9K | $7.1M | -4.44%(-6.55K) | $50.71(-0.26%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.24% | 139.5K | $6.8M | -2.68%(-3.84K) | $40.90(+25.44%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.89% | 22.5K | $6.2M | -0.53%(-121) | $199.75(+45.34%) | 2026-06-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 3.36% | 115.5K | $5.4M | -3.55%(-4.25K) | $32.03(+52.31%) | 2026-06-30 | |
| PFFA | ETFIS SER TR I | 2.39% | 187.6K | $3.8M | -0.80%(-1.51K) | $21.58(-3.22%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.28% | 24.9K | $3.7M | -0.01%(-2) | $140.92(+3.00%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.25% | 11.3K | $3.6M | -0.86%(-98) | $107.02(+227.49%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.19% | 23.4K | $3.5M | -1.82%(-434) | $119.82(+24.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.67% | +7.34% | +42.50% |
| Top 20 Holdings Unweighted | +15.28% | +53.18% | +6.71% | +38.34% |
Future Financial Wealth Managment LLC reports $160.44M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (11.1%), VOO (10.8%) and JAAA (4.5%). The top 20 holdings account for 65.02% of reported assets. Its disclosed equity book has returned +53.67% 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 Future Financial Wealth Managment LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801892). View Future Financial Wealth Managment LLC’s 13F filings on SEC