StockDriftsStockDriftsTop 50 Future You Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.3% | 92.9K | $57.6M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 10% | 323.3K | $18.4M | — | — | — | 2025-06-30 |
| DLN | WISDOMTREE TR | 8.51% | 190.8K | $15.7M | — | — | — | 2025-06-30 |
| SHV | ISHARES TR | 8.05% | 134.3K | $14.8M | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 6.14% | 37.2K | $11.3M | — | — | — | 2025-06-30 |
| SHY | ISHARES TR | 4.81% | 106.9K | $8.9M | — | — | — | 2025-06-30 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.65% | 255.3K | $6.7M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 2.66% | 8.6K | $4.9M | — | — | — | 2025-06-30 |
| VBR | VANGUARD INDEX FDS | 1.7% | 16.1K | $3.1M | — | — | — | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.68% | 62.6K | $3.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.49% |
Future You Wealth Llc reports $184.10M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are IVV (31.3%), VEA (10.0%) and DLN (8.5%). The top 20 holdings account for 88.77% of reported assets. Its disclosed equity book has returned +6.96% cumulatively over 1 quarter. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Future You Wealth Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055142). View Future You Wealth Llc’s 13F filings on SEC