Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

⏳

Showing Q2 2025 data

FUTURE YOU WEALTH LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

FUTURE YOU WEALTH LLC

•CIK: 2055142•Filing: Q2 2025

**FUTURE YOU WEALTH LLC** manages $184M across a diversified portfolio of 58 positions. The fund exhibits a significant allocation to broad market indices, notably holding $57.6M in IVV and $11.3M in VTI. Key international and sector exposures include $18.4M in VEA and $15.7M in DLN. This structure suggests a core mandate focused on capturing global equity market growth while maintaining tactical diversification.

Total AUM

$184.1M

QoQ Performance

+17.2%

Positions

34

Top 10 Concentration

78.5%

Latest Filing

Q2 2025

Top Holdings Allocation

IVV

VEA

DLN

SHV

VTI

IVV31.3%

VEA10.0%

DLN8.5%

SHV8.1%

VTI6.1%

SHY4.8%

CGCB3.6%

VOO2.7%

📈 Biggest Buys

VANGUARD INDEX FDS

+687.2%

2.7% of portfolio

VANGUARD TAX-MANAGED FDS

+15.9%

10.0% of portfolio

CAPITAL GROUP INTERNATIONAL

NEW

0.7% of portfolio

WISDOMTREE TR

NEW

0.5% of portfolio

CAPITAL GRP FIXED INCM ETF T

+14.0%

3.6% of portfolio

📉 Biggest Sells

VANGUARD INDEX FDS

-7.8%

6.1% of portfolio

VANGUARD INDEX FDS

-5.9%

1.7% of portfolio

SPDR S&P 500 ETF TR

-6.8%

1.4% of portfolio

VANGUARD INDEX FDS

-10.8%

0.8% of portfolio

ISHARES TR

-0.3%

31.3% of portfolio

Sector Breakdown

Other58.8%

ETF35.3%

Technology4.3%

Consumer0.8%

Financial0.7%

Communication0.1%

🚪 Exited Positionssold since Q1 2025

ISHARES TR

SOLD

$245.1K

ISHARES TR

SOLD

$228.0K

SALESFORCE INC

SOLD

$222.7K

Changes from Q1 2025

NEW11 new positions

↑21 increased

↓15 decreased

Historical Filings

Q2 2025Q1 2025

📌 Top Holdings

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.