Future Financial Wealth Managment LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 448Value: $136.4MLatest: 2025Q1

Future Financial Wealth Managment LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 448 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OI",
  "HYT",
  "SMTC",
  "RXO",
  "SNDR",
  "TROW",
  "NLY",
  "RJF",
  "BEP",
  "FROG",
  "EXAS",
  "HUM",
  null,
  null,
  "ARI",
  null,
  null,
  "NVG",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  "KSS",
  "SKT",
  "RVT",
  null,
  null,
  "APLS",
  null,
  null,
  "ALL",
  "GOOGL",
  "ASO",
  "RUSHA",
  null,
  null,
  "SCHH",
  "T",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ACLS",
  "ARCC",
  "BTZ",
  "MCI",
  "BST",
  null,
  "CSQ",
  "RQI",
  "UTF",
  "CCI",
  null,
  null,
  "KRP",
  "DUK",
  "ISD",
  "PEBO",
  "EVT",
  "GHY",
  null,
  "M",
  null,
  "EBAY",
  "UTG",
  "PDI",
  "QS",
  "PHK",
  null,
  "THQ",
  "EXPE",
  "MATW",
  null,
  null,
  null,
  "PPT",
  "FRA",
  null,
  "ARDC",
  "FITB",
  null,
  "KIO",
  "TSLX",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "ETHW",
  null,
  "MCD",
  "DKL",
  "EVV",
  null,
  "FFC",
  "QCOM",
  null,
  null,
  null,
  "GOF",
  null,
  null,
  null,
  "IGT",
  "PI",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "MFA",
  "VVR",
  "HEFA",
  "RSI",
  null,
  null,
  null,
  null,
  null,
  "RBOT",
  null,
  "IONQ",
  null,
  "WKHS",
  "RNP",
  "MYI",
  null,
  "KMI",
  "OPP",
  null,
  null,
  "JGH",
  null,
  "TLRY",
  "HYI",
  null,
  "MDT",
  "AESI",
  "MSFT",
  "MS",
  null,
  "ELF",
  "ETSY",
  null,
  "GE",
  "GTLB",
  "HRTX",
  "GXO",
  "TEVA",
  "ADM",
  "SMR",
  "BX",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "EOS",
  "VHT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "IRM",
  "DNP",
  "HTGC",
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  "JPC",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "RITM",
  "SPYG",
  "BP",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TGT",
  "TJX",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "PSFE",
  "LTC",
  "SOUN",
  "OLP",
  "VOE",
  "ASTS",
  "SCHW",
  null,
  "TCPC",
  "BGH",
  null,
  "FOF",
  null,
  null,
  "QURE",
  null,
  "TRIP",
  "EFR",
  null,
  "DSL",
  null,
  "VIG",
  null,
  null,
  "AHH",
  "TSCO",
  "BHR-PB",
  "FTHY",
  null,
  "ULTA",
  "XLB",
  "IWN",
  "PATH",
  "GOGO",
  "IEF",
  "WOOF",
  null,
  "OHI",
  "GDRX",
  "GSAT",
  null,
  "CHPT",
  null,
  "VYM",
  null,
  "VRTX",
  "MGC",
  "HASI",
  "MEDP",
  "AMCR",
  "GM",
  "STWD",
  "VFC",
  "EL",
  "SDY",
  "WAB",
  "TAP",
  "IP",
  "F",
  "WEC",
  "IWR",
  "MIDD",
  "NCLH",
  null,
  "CAH",
  "AEP",
  "ILPT",
  "JBLU",
  "KREF",
  "UA",
  "RACE",
  "NVO",
  "AMZN",
  "NEA",
  null,
  "NIO",
  null,
  "SIRI",
  null,
  "HOG",
  "SBRA",
  null,
  "DKS",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VGT",
  "USB",
  "VEA",
  null,
  "BND",
  "VBR",
  "VT",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  null,
  null,
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WLKP",
  "WMB",
  null,
  null,
  "WWW",
  "XEL",
  "ZG",
  "XPO",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHF",
  "JD",
  "DEI",
  "KEY",
  "NOK",
  "NXPI",
  "CVI",
  null,
  "SJM",
  null,
  "OKTA",
  "HQL",
  "THW",
  "PSX",
  "SFL",
  "SWKS",
  "RBLX",
  "RDDT",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  "LYB",
  "HBI",
  null,
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "DGRO",
  "SPYV",
  "ESGU",
  null,
  null,
  "SYF",
  "FDX",
  "BAC",
  "BANC",
  "BRK-B",
  "BA",
  "EAT",
  "BMY",
  "CALM",
  "CCL",
  "IGR",
  "CNTY",
  "CVX",
  "CHTR",
  "CINF",
  "CSCO",
  "CIVI",
  "C",
  "YOU",
  "KO",
  "CMCSA",
  "COP",
  "COMM",
  "ED",
  "GLW",
  "CRWD",
  "CVS",
  "CYBR",
  "DDOG",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DLR",
  "RSP",
  null,
  "IJJ",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 448
Total Value: 136367169
Accession Number: 0001801892-25-000002
Form Type: 13F-HR
CIK: future-financial-wealth-managment
Manager Name: Future-Financial-Wealth-Managment

Data Enrichment

75% identified

334 identified114 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

448 positions • $136.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 23

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922908363

VOO|922908363

Shares:20.5K

Value:$10.5M

% of Portfolio:7.7% ($10.5M/$136.4M)

46138G649

Shares:54.4K

Value:$10.5M

% of Portfolio:7.7% ($10.5M/$136.4M)

808524797

SCHD|808524797

Shares:217.3K

Value:$6.1M

% of Portfolio:4.5% ($6.1M/$136.4M)

464289438

Shares:20.4K

Value:$4.3M

% of Portfolio:3.2% ($4.3M/$136.4M)

87283Q503

Shares:120.9K

Value:$4.3M

% of Portfolio:3.1% ($4.3M/$136.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:24.9K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$136.4M)

46434V803

HEFA|46434V803

Shares:116.3K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$136.4M)

69374H881

Shares:76.8K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$136.4M)

47103U845

Shares:78.0K

Value:$4.0M

% of Portfolio:2.9% ($4.0M/$136.4M)

46434V407

Shares:66.9K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$136.4M)

26923G822

Shares:124.4K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$136.4M)

46641Q837

Shares:45.4K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$136.4M)

Apple Inc.

AAPL|037833100

Shares:9.7K

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$136.4M)

81369Y209

Shares:14.4K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$136.4M)

81369Y803

XLK|81369Y803

Shares:9.4K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$136.4M)

81369Y100

XLB|81369Y100

Shares:22.2K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$136.4M)

Alphabet Inc.

GOOG|02079K107

Shares:11.4K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$136.4M)

464287515

Shares:19.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$136.4M)

92189F676

Shares:8.0K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$136.4M)

92189F411

Shares:96.2K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	20.5K	QoQ +19.37% (+3.3K) YoY +25.80% (+4.2K)	All Managers (Combined)	$10.5M	7.7% ($10.5M/$136.4M)	QoQ +13.86% (+$1.3M) YoY +34.50% (+$2.7M)
(cusip46138G649)✕	54.4K	QoQ +20.45% (+9.2K) YoY +32.23% (+13.3K)	All Managers (Combined)	$10.5M	7.7% ($10.5M/$136.4M)	QoQ +10.47% (+$995.6K) YoY +39.70% (+$3.0M)
(SCHDcusip808524797)	217.3K	QoQ +6.04% (+12.4K) YoY +277.44% (+159.8K)	All Managers (Combined)	$6.1M	4.5% ($6.1M/$136.4M)	QoQ +8.53% (+$477.8K) YoY +30.88% (+$1.4M)
(cusip464289438)✕	20.4K	QoQ -0.76% (-158) YoY +9.35% (+1.7K)	All Managers (Combined)	$4.3M	3.2% ($4.3M/$136.4M)	QoQ -11.03% (-$533.6K) YoY +18.23% (+$663.6K)
(cusip87283Q503)✕	120.9K	QoQ +1.63% (-1.9K) YoY +11.64% (+12.6K)	All Managers (Combined)	$4.3M	3.1% ($4.3M/$136.4M)	QoQ -3.34% (-$147.0K) YoY +19.64% (+$697.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	24.9K	QoQ -0.44% (-112) YoY +8.27% (+1.9K)	All Managers (Combined)	$4.2M	3.1% ($4.2M/$136.4M)	QoQ +1.19% (-$50.2K) YoY +13.73% (+$511.7K)
(HEFAcusip46434V803)	116.3K	QoQ +3.26% (+3.7K) YoY NEW(+116.3K)	All Managers (Combined)	$4.2M	3.1% ($4.2M/$136.4M)	QoQ +7.84% (+$306.9K) YoY NEW(+$4.2M)
(cusip69374H881)✕	76.8K	QoQ +1.90% (-1.4K) YoY +7.17% (+5.1K)	All Managers (Combined)	$4.2M	3.1% ($4.2M/$136.4M)	QoQ -1.20% (-$51.2K) YoY +0.99% (+$41.3K)
(cusip47103U845)✕	78.0K	QoQ +23.67% (+14.9K) YoY +500.50% (+65.0K)	All Managers (Combined)	$4.0M	2.9% ($4.0M/$136.4M)	QoQ +23.67% (+$757.2K) YoY +500.15% (+$3.3M)
(cusip46434V407)✕	66.9K	QoQ +6.06% (+3.8K) YoY NEW(+66.9K)	All Managers (Combined)	$2.8M	2.1% ($2.8M/$136.4M)	QoQ +5.83% (+$156.9K) YoY NEW(+$2.8M)
(cusip26923G822)✕	124.4K	QoQ +384.02% (+98.7K) YoY NEW(+124.4K)	All Managers (Combined)	$2.6M	1.9% ($2.6M/$136.4M)	QoQ +368.77% (+$2.1M) YoY NEW(+$2.6M)
(cusip46641Q837)✕	45.4K	QoQ +8.45% (+3.5K) YoY +63.27% (+17.6K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$136.4M)	QoQ +9.01% (+$190.1K) YoY +63.85% (+$896.2K)
Apple Inc.(AAPLcusip037833100)	9.7K	QoQ -0.46% (-45) YoY -14.28% (-1.6K)	All Managers (Combined)	$2.2M	1.6% ($2.2M/$136.4M)	QoQ -11.70% (-$285.5K) YoY +11.02% (-$213.9K)
(cusip81369Y209)✕	14.4K	QoQ +15.00% (+1.9K) YoY +26.86% (+3.0K)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$136.4M)	QoQ +22.06% (+$378.9K) YoY +25.39% (+$424.4K)
(XLKcusip81369Y803)	9.4K	QoQ -1.47% (-141) YoY +3.48% (+318)	All Managers (Combined)	$1.9M	1.4% ($1.9M/$136.4M)	QoQ -12.50% (-$278.4K) YoY +2.60% (+$49.4K)
(XLBcusip81369Y100)	22.2K	QoQ +18430.00% (+22.1K) YoY +18430.00% (+22.1K)	All Managers (Combined)	$1.9M	1.4% ($1.9M/$136.4M)	QoQ +18834.84% (+$1.9M) YoY +17051.26% (+$1.9M)
Alphabet Inc.(GOOGcusip02079K107)	11.4K	QoQ -1.23% (-143) YoY -3.69% (-438)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$136.4M)	QoQ -18.97% (-$418.0K) YoY -1.18% (-$21.3K)
(cusip464287515)✕	19.5K	QoQ NEW(+19.5K) YoY NEW(+19.5K)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$136.4M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip92189F676)✕	8.0K	QoQ +15.10% (+1.0K) YoY NEW(+8.0K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$136.4M)	QoQ +0.51% (+$8.7K) YoY NEW(+$1.7M)
(cusip92189F411)✕	96.2K	QoQ +1.77% (+1.7K) YoY -0.83% (-811)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$136.4M)	QoQ +2.56% (+$40.3K) YoY -1.65% (-$27.2K)