Future Financial Wealth Managment LLC Top Holdings and 13F Report (2026) About Future Financial Wealth Managment LLCInvestment ActivityFuture Financial Wealth Managment LLC has $155.17 million in total holdings as of March 31, 2026.Future Financial Wealth Managment LLC owns shares of 128 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 6.53% of the portfolio was purchased this quarter.About 4.49% of the portfolio was sold this quarter.This quarter, Future Financial Wealth Managment LLC has purchased 127 new stocks and bought additional shares in 39 stocks.Future Financial Wealth Managment LLC sold shares of 38 stocks and completely divested from 5 stocks this quarter.Largest Holdings Invesco NASDAQ 100 ETF $16,956,229Vanguard S&P 500 ETF $16,909,250Janus Henderson AAA CLO ETF $7,458,980Capital Group Dividend Value ETF $6,506,766iShares Russell Top 200 Growth ETF $6,198,050 Largest New Holdings this Quarter 52110K400 - LAZARD ACTIVE ETF TR $2,578,641 Holding464287515 - iShares Expanded Tech-Software Sector ETF $2,303,774 Holding48251W500 - KKR & CO INC $320,543 Holding747525103 - Qualcomm $231,333 Holding149123101 - Caterpillar $221,809 Holding Largest Purchases this Quarter LAZARD ACTIVE ETF TR 75,731 shares (about $2.58M)iShares Expanded Tech-Software Sector ETF 27,763 shares (about $2.30M)Invesco NASDAQ 100 ETF 3,740 shares (about $981.68K)Vanguard S&P 500 ETF 1,166 shares (about $750.26K)Janus Henderson AAA CLO ETF 14,439 shares (about $730.32K) Largest Sales this Quarter Technology Select Sector SPDR Fund 14,985 shares (about $2.25M)iShares Currency Hedged MSCI EAFE ETF 50,294 shares (about $2.24M)United Parcel Service 2,700 shares (about $279.64K)JPMorgan Income ETF 2,586 shares (about $119.47K)Fidelity Total Bond ETF 2,471 shares (about $113.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFuture Financial Wealth Managment LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQMInvesco NASDAQ 100 ETF$16,956,229$981,676 â–²6.1%64,60010.9%ETFVOOVanguard S&P 500 ETF$16,909,250$750,264 â–²4.6%26,27910.9%ETFJAAAJanus Henderson AAA CLO ETF$7,458,980$730,324 â–²10.9%147,4694.8%ETFCGDVCapital Group Dividend Value ETF$6,506,766$219,866 â–²3.5%143,3844.2%ETFIWYiShares Russell Top 200 Growth ETF$6,198,050$271,231 â–²4.6%22,6234.0%ETFTSPAT. Rowe Price U.S. Equity Research ETF$5,295,526$230,084 â–²4.5%119,7273.4%ManufacturingPFFAVirtus InfraCap U.S. Preferred Stock ETF$4,095,883$29,739 â–¼-0.7%189,0992.6%ETFGOOGAlphabet$3,817,645$33,447 â–¼-0.9%11,4142.5%Computer and TechnologyPGProcter & Gamble$3,568,775$1,004 â–²0.0%24,8902.3%Consumer StaplesJPIEJPMorgan Income ETF$3,395,100$119,473 â–¼-3.4%73,4872.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,163,117$78,165 â–¼-2.4%74,2172.0%ETFSMHVanEck Semiconductor ETF$3,135,277$50,284 â–²1.6%6,9212.0%ManufacturingSPMOInvesco S&P 500 Momentum ETF$3,018,174$246,325 â–²8.9%23,8441.9%ETFFBNDFidelity Total Bond ETF$3,011,839$113,542 â–¼-3.6%65,5461.9%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,793,245$2,242,604 â–¼-44.5%62,6431.8%ETFXLVHealth Care Select Sector SPDR Fund$2,657,275$87,625 â–²3.4%17,9831.7%ETFLAZARD ACTIVE ETF TR$2,578,641$2,578,641 â–²New Holding75,7311.7%INTL DYNAMIC EQTITAiShares U.S. Aerospace & Defense ETF$2,452,788$84,942 â–²3.6%10,4821.6%ETFAAPLApple$2,344,354$39,432 â–¼-1.7%8,7991.5%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$2,303,774$2,303,774 â–²New Holding27,7631.5%ETFAMZNAmazon.com$1,700,237$51,440 â–¼-2.9%6,8421.1%Retail/WholesaleBIZDVanEck BDC Income ETF$1,622,873$170,565 â–²11.7%123,2251.0%ETFLLYEli Lilly and Company$1,586,900$9,052 â–²0.6%1,7531.0%MedicalABBVAbbVie$1,240,378$1,042 â–²0.1%5,9510.8%MedicalRNPCohen & Steers REIT and Preferred Income Fund$1,182,053$1,197 â–¼-0.1%57,2700.8%Financial ServicesVZVerizon Communications$1,150,690$8,421 â–¼-0.7%25,5540.7%Computer and TechnologyNVDANVIDIA$1,117,457$111,169 â–²11.0%5,6190.7%Computer and TechnologyREAVES UTIL INCOME FD$1,012,132$39,311 â–¼-3.7%24,2020.7%COM SH BEN INTJEPQJPMorgan Nasdaq Equity Premium Income ETF$976,529$3,860 â–¼-0.4%16,6990.6%ETFMETAMeta Platforms$956,334$70,516 â–¼-6.9%1,4240.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$920,676$1,346 â–²0.1%4,1030.6%ETFQQQInvesco QQQ$915,7860.0%1,4370.6%FinancePCEFInvesco CEF Income Composite ETF$909,652$4,198 â–¼-0.5%45,9420.6%ETFJPMJPMorgan Chase & Co.$904,1830.0%2,9560.6%FinanceMSFTMicrosoft$892,655$111,839 â–²14.3%2,1710.6%Computer and TechnologyIRMIron Mountain$868,168$46,554 â–¼-5.1%7,6460.6%Business ServicesMCIBarings Corporate Investors$843,557$3,391 â–²0.4%47,0210.5%FinanceDUKDuke Energy$810,872$3,071 â–²0.4%6,3360.5%UtilitiesSPGSimon Property Group$809,882$13,710 â–¼-1.7%4,0170.5%FinanceGOOGLAlphabet$800,6600.0%2,3750.5%Computer and TechnologyIVViShares Core S&P 500 ETF$777,7280.0%1,1060.5%ETFIBMInternational Business Machines$763,685$490 â–²0.1%3,1200.5%Computer and TechnologyEMOClearBridge Energy Midstream Opportunity Fund$757,515$19,345 â–¼-2.5%15,4280.5%Financial ServicesPFEPfizer$684,144$81,677 â–²13.6%25,1620.4%MedicalUNHUnitedHealth Group$670,811$23,554 â–²3.6%2,1360.4%MedicalXOMExxonMobil$661,641$149 â–²0.0%4,4400.4%EnergyRTXRTX$645,7590.0%3,2550.4%AerospaceJNJJohnson & Johnson$644,0510.0%2,6980.4%MedicalSTRVStrive 500 ETF$627,657$97,994 â–¼-13.5%13,8990.4%ETFMLPAGlobal X MLP ETF$616,927$17,447 â–¼-2.8%11,7040.4%ETFTAT&T$609,904$9,522 â–¼-1.5%23,9550.4%Computer and TechnologyUSBU.S. Bancorp$603,405$564 â–²0.1%10,7040.4%FinancePHKPIMCO High Income Fund$597,884$11,840 â–¼-1.9%127,7530.4%FinanceBSTBlackRock Science and Technology Trust$573,8600.0%14,0000.4%Financial ServicesAVGOBroadcom$567,059$5,556 â–²1.0%1,4290.4%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$517,743$93 â–²0.0%5,5910.3%ManufacturingWALMART INC$514,5100.0%4,1240.3%COMVVisa$503,2450.0%1,5930.3%Business ServicesFFord Motor$496,613$48,958 â–¼-9.0%39,0730.3%Auto/Tires/TrucksIAUiShares Gold Trust$496,3200.0%5,5000.3%FinancePDIPIMCO Dynamic Income Fund$483,427$8,706 â–¼-1.8%28,0410.3%Financial ServicesVVRInvesco Senior Income Trust$480,501$21,832 â–¼-4.3%154,5020.3%Financial ServicesEATON VANCE LIMITED DURATION$457,010$7,004 â–¼-1.5%48,1570.3%COMVCITVanguard Intermediate-Term Corporate Bond ETF$449,6440.0%5,3940.3%ETFJQCNuveen Credit Strategies Income Fund$444,920$10,162 â–¼-2.2%92,1160.3%Financial ServicesHTGCHercules Capital$441,784$31,360 â–¼-6.6%28,1750.3%FinanceAMLPAlerian MLP ETF$432,661$5,030 â–²1.2%8,4290.3%ETFFDXFedEx$428,7810.0%1,1750.3%TransportationTSLATesla$426,4420.0%1,0880.3%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$412,8800.0%5,2000.3%ETFDVYiShares Select Dividend ETF$411,5410.0%2,7100.3%ETFSCHDSchwab US Dividend Equity ETF$398,682$8,766 â–²2.2%13,0080.3%ETFUBERUber Technologies$394,9010.0%5,1100.3%Computer and TechnologyVICIVICI Properties$393,820$16,765 â–²4.4%14,0000.3%FinanceDGROiShares Core Dividend Growth ETF$385,221$145 â–²0.0%5,3240.2%ETFVNQVanguard Real Estate ETF$383,5720.0%4,0680.2%ETFARCCAres Capital$372,761$12,331 â–¼-3.2%19,6500.2%FinanceSPYSPDR S&P 500 ETF Trust$363,9690.0%5200.2%FinanceXLKTechnology Select Sector SPDR Fund$362,674$2,252,246 â–¼-86.1%2,4130.2%ETFKMIKinder Morgan$361,358$951 â–²0.3%11,3990.2%EnergyKEYKeyCorp$360,2190.0%16,7000.2%FinanceFRABlackRock Floating Rate Income Strategies Fund$347,914$5,590 â–¼-1.6%31,7440.2%Financial ServicesDKNGDraftKings$323,608$7,092 â–²2.2%13,6890.2%Consumer DiscretionaryCSCOCisco Systems$323,153$16,306 â–¼-4.8%3,9240.2%Computer and TechnologyIOOiShares Global 100 ETF$322,2660.0%2,4520.2%ETFKKR & CO INC$320,543$320,543 â–²New Holding7,3000.2%6.25 CON SER DEATBrinker International$314,4600.0%2,0000.2%Retail/WholesaleTDVGT. Rowe Price Dividend Growth ETF$313,856$466 â–²0.1%6,7380.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$312,6050.0%3,6790.2%ETFOHIOmega Healthcare Investors$312,5800.0%6,7030.2%FinanceXLGInvesco S&P 500 Top 50 ETF$309,525$38,394 â–²14.2%5,2240.2%ETFCLXClorox$308,7600.0%3,0000.2%Consumer StaplesGILDGilead Sciences$307,4940.0%2,2000.2%MedicalVTIVanguard Total Stock Market ETF$306,5730.0%8880.2%ETFSYKStryker$305,7510.0%8960.2%MedicalTCHPT. Rowe Price Blue Chip Growth ETF$304,409$98 â–¼0.0%6,1960.2%ETFXLEEnergy Select Sector SPDR Fund$297,9810.0%5,3440.2%ETFGEGE Aerospace$266,794$314 â–²0.1%8500.2%AerospaceUTFCohen & Steers Infrastructure Fund$263,700$10,548 â–²4.2%10,0000.2%Financial ServicesOEFiShares S&P 100 ETF$262,2910.0%7600.2%ETFShowing largest 100 holdings. View all holdings. 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