FFT WEALTH MANAGEMENT LLC
•CIK: 1653199•Filing: Q4 2025
**FFT WEALTH MANAGEMENT LLC** manages $525M across a diversified portfolio of 86 positions. The strategy exhibits a strong core allocation to broad market indices, notably IVV at $96.8M and QLTY at $61.1M. Significant weightings are also directed toward sector-specific and quality-focused ETFs, including IWV ($52.9M) and DGRO ($42.1M). This structure suggests a disciplined, large-cap equity approach emphasizing established market leaders.
Total AUM
$525.0M
QoQ Performance
-3.6%
Positions
58
Top 10 Concentration
67.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
QLTY
IWV
DGRO
SPY
IVV18.4%
QLTY11.6%
IWV10.1%
DGRO8.0%
SPY5.4%
IJR3.9%
NDQ3.2%
CPRT2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.4%
ETF23.9%
Technology5.7%
Consumer1.2%
Financial0.5%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑14 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023