Future Financial Wealth Managment LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Future Financial Wealth Managment LLC held in its portfolio 126 assets valued at $165,079,744 (i.e. $165.08M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($15.65M), INVESCO EXCH TRADED FD TR II ($15.24M), and JANUS DETROIT STR TR ($6.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Future Financial Wealth Managment LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 25113 | 15648975 | S&P 500 ETF SHS |
| INVESCO EXCH TRADED FD TR II | 60860 | 15237453 | NASDAQ 100 ETF |
| JANUS DETROIT STR TR | 133030 | 6751296 | HENDRSON AAA CL |
| CAPITAL GROUP DIVIDEND VALUE | 138539 | 6047227 | SHS CREATION UNI |
| ISHARES TR | 21633 | 5782089 | RUS TP200 GR ETF |
| T ROWE PRICE ETF INC | 114525 | 4863877 | US EQUITY RESEAR |
| ISHARES TR | 112937 | 4776099 | HDG MSCI EAFE |
| ETFIS SER TR I | 190472 | 4121806 | VIRTUS INFRCAP |
| ALPHABET INC | 11514 | 3709353 | CAP STK CL C |
| PROCTER AND GAMBLE CO | 24883 | 3657839 | COM |
| J P MORGAN EXCHANGE TRADED F | 76073 | 3522929 | INCOME ETF |
| ISHARES TR | 76051 | 3269433 | 0-5YR HI YL CP |
| FIDELITY MERRIMACK STR TR | 68017 | 3125381 | TOTAL BD ETF |
| SELECT SECTOR SPDR TR | 17390 | 2702466 | STATE STREET HEA |
| VANECK ETF TRUST | 6810 | 2658611 | SEMICONDUCTR ETF |
| INVESCO EXCH TRADED FD TR II | 21898 | 2561628 | S&P 500 MOMNTM |
| SELECT SECTOR SPDR TR | 17398 | 2467746 | STATE STREET TEC |
| ISHARES TR | 10119 | 2407310 | US AER DEF ETF |
| APPLE INC | 8947 | 2207250 | COM |
| ELI LILLY & CO | 1743 | 1815174 | COM |
| AMAZON COM INC | 7049 | 1628319 | COM |
| VANECK ETF TRUST | 110274 | 1580226 | BDC INCOME ETF |
| ABBVIE INC | 5946 | 1272679 | COM |
| COHEN & STEERS REIT & PFD & | 57328 | 1153439 | COM |
| VERIZON COMMUNICATIONS INC | 25741 | 1005958 | COM |
| J P MORGAN EXCHANGE TRADED F | 16765 | 971057 | NASDAQ EQT PREM |
| BARINGS CORPORATE INVS | 46832 | 955841 | COM |
| REAVES UTIL INCOME FD | 25142 | 934528 | COM SH BEN INT |
| META PLATFORMS INC | 1529 | 923702 | CL A |
| INVESCO EXCH TRADED FD TR II | 46154 | 915234 | CEF INM COMPSI |
| VANGUARD SPECIALIZED FUNDS | 4097 | 909022 | DIV APP ETF |
| INTERNATIONAL BUSINESS MACHS | 3118 | 908317 | COM |
| NVIDIA CORPORATION | 5060 | 901037 | COM |
| JPMORGAN CHASE & CO. | 2956 | 894755 | COM |
| INVESCO QQQ TR | 1437 | 873615 | UNIT SER 1 |
| MICROSOFT CORP | 1899 | 862937 | COM |
| ALPHABET INC | 2375 | 764750 | CAP STK CL A |
| DUKE ENERGY CORP NEW | 6312 | 754630 | COM NEW |
| SIMON PPTY GROUP INC NEW | 4085 | 753016 | COM |
| ISHARES TR | 1106 | 752744 | CORE S&P500 ETF |
| IRON MTN INC DEL | 8056 | 743976 | COM |
| CLEARBRIDGE ENERGY MIDSTRM O | 15822 | 739362 | COM |
| EA SERIES TRUST | 16069 | 702858 | STRIVE 500 ETF |
| UNITEDHEALTH GROUP INC | 2061 | 697504 | COM |
| PIMCO HIGH INCOME FD | 130283 | 639690 | COM SHS |
| RTX CORPORATION | 3255 | 639152 | COM |
| GLOBAL X FDS | 12035 | 605962 | GLBL X MLP ETF |
| JOHNSON & JOHNSON | 2698 | 588684 | COM |
| US BANCORP DEL | 10694 | 581530 | COM NEW |
| EXXON MOBIL CORP | 4439 | 579148 | COM |
| AT&T INC | 24329 | 570514 | COM |
| FORD MTR CO | 42925 | 570047 | COM |
| PFIZER INC | 22158 | 565469 | COM |
| HERCULES CAPITAL INC | 30175 | 562160 | COM |
| BLACKROCK SCIENCE & TECHNOLO | 14000 | 560000 | SHS |
| UNITED PARCEL SERVICE INC | 5100 | 543354 | CL B |
| SPDR SERIES TRUST | 5279 | 535367 | STATE STREET SPD |
| INVESCO SR INCOME TR | 161522 | 534638 | COM |
| VISA INC | 1593 | 519031 | COM CL A |
| PIMCO DYNAMIC INCOME FD | 28546 | 515826 | SHS |
| WISDOMTREE TR | 5590 | 500446 | US QTLY DIV GRT |
| ISHARES GOLD TR | 5500 | 492525 | ISHARES NEW |
| WALMART INC | 4124 | 489560 | COM |
| EATON VANCE LIMITED DURATION | 48895 | 482594 | COM |
| NUVEEN CR STRATEGIES INCOME | 94220 | 481464 | COM SHS |
| BROADCOM INC | 1415 | 470526 | COM |
| TESLA INC | 1088 | 456144 | COM |
| VANGUARD SCOTTSDALE FDS | 5394 | 450291 | INT-TERM CORP |
| DRAFTKINGS INC NEW | 13389 | 431795 | COM CL A |
| UBER TECHNOLOGIES INC | 5110 | 427809 | COM |
| ARES CAPITAL CORP | 20300 | 418992 | COM |
| VANGUARD SCOTTSDALE FDS | 5200 | 414700 | SHRT TRM CORP BD |
| ALPS ETF TR | 8331 | 407969 | ALERIAN MLP |
| ISHARES TR | 2710 | 396310 | SELECT DIVID ETF |
| VICI PPTYS INC | 13404 | 386303 | COM |
| BLACKROCK FLOATING RATE INCO | 32254 | 384790 | COM |
| ISHARES TR | 5322 | 375297 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 4068 | 369781 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 12722 | 365123 | US DIVIDEND EQ |
| FEDEX CORP | 1175 | 353710 | COM |
| SPDR S&P 500 ETF TR | 520 | 352342 | TR UNIT |
| KEYCORP | 16700 | 352203 | COM |
| CLOROX CO DEL | 3000 | 329520 | COM |
| STRYKER CORPORATION | 896 | 322211 | COM |
| BRINKER INTL INC | 2000 | 319460 | COM |
| SOFI TECHNOLOGIES INC | 12500 | 318625 | COM |
| KINDER MORGAN INC DEL | 11369 | 317889 | COM |
| NIKE INC | 4918 | 312917 | CL B |
| ISHARES TR | 2452 | 306819 | GLOBAL 100 ETF |
| T ROWE PRICE ETF INC | 6728 | 304173 | PRICE DIV GRWT |
| CISCO SYS INC | 4122 | 302349 | COM |
| OMEGA HEALTHCARE INVS INC | 6703 | 301922 | COM |
| MEDPACE HLDGS INC | 500 | 301200 | COM |
| T ROWE PRICE ETF INC | 6198 | 298620 | PRICE BLUE CHIP |
| VANGUARD INDEX FDS | 888 | 297578 | TOTAL STK MKT |
| VANECK ETF TRUST | 2679 | 282742 | MRNGSTR WDE MOAT |
| GILEAD SCIENCES INC | 2200 | 273108 | COM |
| GE AEROSPACE | 849 | 265324 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 4576 | 262893 | S&P 500 TOP 50 |
| ISHARES TR | 760 | 254676 | S&P 100 ETF |
| SELECT SECTOR SPDR TR | 5344 | 254374 | STATE STREET ENE |
| 3M CO | 1600 | 249792 | COM |
| PGIM HIGH YIELD BOND FUND IN | 17000 | 245650 | COM |
| ALTRIA GROUP INC | 3958 | 242032 | COM |
| COHEN & STEERS INFRASTRUCTUR | 9600 | 236736 | COM |
| APTIV PLC | 3000 | 231510 | COM SHS |
| TRUIST FINL CORP | 4700 | 230958 | COM |
| HOME DEPOT INC | 605 | 226942 | COM |
| KROGER CO | 3508 | 221525 | COM |
| THE CIGNA GROUP | 800 | 216992 | COM |
| LYONDELLBASELL INDUSTRIES N | 4400 | 214984 | SHS - A - |
| CHEVRON CORP NEW | 1278 | 211253 | COM |
| INTEL CORP | 4300 | 208808 | COM |
| TANGER INC | 6128 | 204553 | COM |
| PIMCO ETF TR | 7612 | 203704 | MULTISECTOR BD |
| ISHARES TR | 444 | 203645 | RUS 1000 GRW ETF |
| DOUBLELINE INCOME SOLUTIONS | 18000 | 203040 | COM |
| ISHARES BITCOIN TRUST ETF | 4000 | 203040 | SHS BEN INT |
| DNP SELECT INCOME FD INC | 18000 | 180180 | COM |
| BLACKROCK CR ALLOCATION INCO | 17000 | 179350 | COM |
| NUVEEN AMT FREE MUN CR INC F | 11800 | 151276 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 10000 | 116700 | COM |
| BLACKROCK MUNIYIELD QUALITY | 10000 | 111300 | COM |
| IMMUNEERING CORP | 18000 | 86040 | CLASS A COM |
| NUVEEN PFD & INCOME OPPORTUN | 10000 | 80700 | COM |
| CBRE GBL REAL ESTATE INC FD | 10000 | 47200 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.