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 | 11.87% | 63.5K | $19.3M | +1.97%(+1.23K) | $182.68(+61.91%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 11.37% | 26.4K | $18.5M | +3.62%(+923) | $447.33(+57.51%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 4.48% | 144.8K | $7.3M | +2.73%(+3.85K) | $50.70(-0.22%) | 2026-09-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 3.46% | 117.0K | $5.6M | +1.33%(+1.53K) | $32.19(+50.11%) | 2026-09-30 | |
| IDEQ | LAZARD ACTIVE ETF TR | 3.29% | 153.1K | $5.4M | +105.90%(+78.76K) | $33.10(+2.67%) | 2026-09-30 | |
| LVHI | LEGG MASON ETF INVT | 3.28% | 128.1K | $5.3M | new | $41.15(+3.41%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 3.27% | 104.0K | $5.3M | new | $48.47(+11.68%) | 2026-09-30 | |
| PFFA | ETFIS SER TR I | 2.56% | 211.1K | $4.2M | +12.56%(+23.55K) | $21.42(-10.36%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.31% | 11.1K | $3.8M | -2.23%(-252) | $107.02(+217.84%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 2.2% | 24.7K | $3.6M | -0.61%(-151) | $140.92(+11.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.35% | +57.49% | +7.48% | +43.43% |
| Top 20 Holdings Unweighted | +15.90% | +55.68% | +6.74% | +38.53% |
Future Financial Wealth Managment LLC reports $163.01M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (11.9%), VOO (11.4%) and JAAA (4.5%). The top 20 holdings account for 66.5% of reported assets. Its disclosed equity book has returned +57.49% on a three-year cumulative basis. Figures reflect the Q3 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