Latest imported 13F data

Future Financial Wealth Managment LLC

•CIK: 1801892•Filing: Q4 2025

**Future Financial Wealth Managment LLC** manages $149M across a diversified portfolio of 127 positions. The strategy shows a significant allocation to core US equity indices, notably VOO ($15.6M) and QQQM ($15.2M). Further concentration is observed in sector-specific and thematic plays, including JAAA ($6.8M) and CGDV ($6.0M). The top ten holdings represent a focused exposure to market leaders, including GOOG ($3.7M) and PG ($3.7M).

Total AUM
$148.6M
QoQ Performance
-6.4%
Positions
104
Top 10 Concentration
47.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
QQQM
VOO10.5%
QQQM10.3%
JAAA4.5%
CGDV4.1%
IWY3.9%
TSPA3.3%
HEFA3.2%
PFFA2.8%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+24.1%
10.5% of portfolio
SPMO
INVESCO EXCH TRADED FD TR II
NEW
1.7% of portfolio
ITA*
ISHARES TR
+3273.0%
1.6% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
+13.2%
10.3% of portfolio
XLK
SELECT SECTOR SPDR TR
+89.5%
1.7% of portfolio

📉 Biggest Sells

EMO
CLEARBRIDGE ENERGY MIDSTRM O
-27.7%
0.5% of portfolio
SMH
VANECK ETF TRUST
-9.6%
1.8% of portfolio
UPS
UNITED PARCEL SERVICE INC
-32.7%
0.4% of portfolio
PCEF
INVESCO EXCH TRADED FD TR II
-19.7%
0.6% of portfolio
INTC
INTEL CORP
-51.7%
0.1% of portfolio

Sector Breakdown

Other69.9%
ETF11.3%
Technology7.6%
Healthcare3.7%
Consumer2.4%
Financial1.6%
Industrial1.4%
Energy0.5%

🚪 Exited Positionssold since Q3 2025

COWZ
PACER US CASH COWS 100 ETF
SOLD
$4.4M
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
SOLD
$2.1M
XLB
Materials Select Sector SPDR
SOLD
$2.1M
RQI
COHEN & STEERS QUALITY INCOME COM
SOLD
$833.2K
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLD
$339.9K
+333 more exited positions

Changes from Q3 2025

NEW5 new positions
↑50 increased
↓41 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

VOO10.5%
VANGUARD INDEX FDS
$15.6M
QQQM10.3%
INVESCO EXCH TRADED FD TR II
$15.2M
JAAA4.5%
JANUS DETROIT STR TR
$6.8M
CGDV4.1%
CAPITAL GROUP DIVIDEND VALUE
$6.0M
IWY3.9%
ISHARES TR
$5.8M

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