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Future Financial Wealth Managment Llc

Portfolio Manager
Future Financial Wealth Managment LLC
Performance
-3.90% (2026 Q1)
AUM (13F)
$155.17M
# of Holdings
128
Performance Rank
Allocation (Top 20)
65.51%

Future Financial Wealth Managment Llc Holdings Map

Top 50 Future Financial Wealth Managment Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQM
INVESCO EXCH TRADED FD TR II
10.93%64.6K$17.0M
+6.15%(+3.74K)
2025-Q1: 54.4K shares2025-Q2: 54.4K shares2025-Q3: 53.8K shares2025-Q4: 60.9K shares2026-Q1: 64.6K shares
$180.30(+55.64%)
2026-03-31
VOO
VANGUARD INDEX FDS
10.9%26.3K$16.9M
+4.64%(+1.17K)
2025-Q1: 20.5K shares2025-Q2: 20.2K shares2025-Q3: 20.2K shares2025-Q4: 25.1K shares2026-Q1: 26.3K shares
$441.39(+50.73%)
2026-03-31
JAAA
JANUS DETROIT STR TR
4.81%147.5K$7.5M
+10.85%(+14.44K)
2025-Q1: 78.0K shares2025-Q2: 105.3K shares2025-Q3: 120.3K shares2025-Q4: 133.0K shares2026-Q1: 147.5K shares
$50.71(-0.29%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
4.19%143.4K$6.5M
+3.50%(+4.84K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 134.4K shares2025-Q4: 138.5K shares2026-Q1: 143.4K shares
$40.90(+14.09%)
2026-03-31
IWY
ISHARES TR
3.99%22.6K$6.2M
+4.58%(+990)
2025-Q1: 20.4K shares2025-Q2: 19.9K shares2025-Q3: 19.4K shares2025-Q4: 21.6K shares2026-Q1: 22.6K shares
$199.75(+40.93%)
2026-03-31
TSPA
T ROWE PRICE ETF INC
3.41%119.7K$5.3M
+4.54%(+5.20K)
2025-Q1: 120.9K shares2025-Q2: 115.4K shares2025-Q3: 115.5K shares2025-Q4: 114.5K shares2026-Q1: 119.7K shares
$32.03(+42.99%)
2026-03-31
PFFA
ETFIS SER TR I
2.64%189.1K$4.1M
-0.72%(-1.37K)
2025-Q1: 124.4K shares2025-Q2: 152.7K shares2025-Q3: 170.1K shares2025-Q4: 190.5K shares2026-Q1: 189.1K shares
$21.58(+0.29%)
2026-03-31
GOOG
ALPHABET INC
2.46%11.4K$3.8M
-0.87%(-100)
2025-Q1: 11.4K shares2025-Q2: 11.5K shares2025-Q3: 11.5K shares2025-Q4: 11.5K shares2026-Q1: 11.4K shares
$107.02(+259.06%)
2026-03-31
PG
PROCTER & GAMBLE CO
2.3%24.9K$3.6M
+0.03%(+7)
2025-Q1: 24.9K shares2025-Q2: 24.8K shares2025-Q3: 24.8K shares2025-Q4: 24.9K shares2026-Q1: 24.9K shares
$140.92(+2.82%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
2.19%73.5K$3.4M
-3.40%(-2.59K)
2025-Q1: 0 shares2025-Q2: 62.0K shares2025-Q3: 68.4K shares2025-Q4: 76.1K shares2026-Q1: 73.5K shares
$45.68(+0.64%)
2026-03-31

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