Future Financial Wealth Managment LLC Top Holdings and 13F Report (2026)

About Future Financial Wealth Managment LLC

Investment Activity

Future Financial Wealth Managment LLC has $160.44 million in total holdings as of June 30, 2026.
Future Financial Wealth Managment LLC owns shares of 132 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 3.75% of the portfolio was purchased this quarter.
About 4.71% of the portfolio was sold this quarter.
This quarter, Future Financial Wealth Managment LLC has purchased 128 new stocks and bought additional shares in 25 stocks.
Future Financial Wealth Managment LLC sold shares of 56 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Invesco NASDAQ 100 ETF: $17,749,518
Vanguard S&P 500 ETF: $17,321,758
Janus Henderson AAA CLO ETF: $7,134,923
Capital Group Dividend Value ETF: $6,797,143
iShares Russell Top 200 Growth ETF: $6,234,439

Largest New Holdings this Quarter

125523100 - Cigna Group: $2,528,800 Holding
697435105 - Palo Alto Networks: $396,943 Holding
007903107 - Advanced Micro Devices: $323,814 Holding
G0250X149 - AMCOR PLC: $257,912 Holding
N90064101 - uniQure: $220,808 Holding

Largest Purchases this Quarter

Cigna Group: 8,833 shares (about $2.53M)
Palo Alto Networks: 1,219 shares (about $396.94K)
Advanced Micro Devices: 600 shares (about $323.81K)
AMCOR PLC: 6,050 shares (about $257.91K)
uniQure: 5,600 shares (about $220.81K)

Largest Sales this Quarter

VanEck Semiconductor ETF: 1,184 shares (about $686.94K)
Invesco NASDAQ 100 ETF: 2,317 shares (about $660.30K)
Vanguard S&P 500 ETF: 754 shares (about $511.68K)
Janus Henderson AAA CLO ETF: 6,546 shares (about $331.42K)
JPMorgan Nasdaq Equity Premium Income ETF: 4,164 shares (about $243.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQM Invesco NASDAQ 100 ETF	$17,749,518	$660,303 â–¼	-3.6%	62,283	11.1%	ETF
VOO Vanguard S&P 500 ETF	$17,321,758	$511,679 â–¼	-2.9%	25,525	10.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$7,134,923	$331,424 â–¼	-4.4%	140,923	4.4%	ETF
CGDV Capital Group Dividend Value ETF	$6,797,143	$187,095 â–¼	-2.7%	139,543	4.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$6,234,439	$33,524 â–¼	-0.5%	22,502	3.9%	ETF
TSPA T. Rowe Price U.S. Equity Research ETF	$5,385,894	$198,173 â–¼	-3.5%	115,478	3.4%	Manufacturing
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$3,836,150	$30,920 â–¼	-0.8%	187,587	2.4%	ETF
PG Procter & Gamble	$3,657,771	$294 â–¼	0.0%	24,888	2.3%	Consumer Staples
GOOG Alphabet	$3,602,341	$31,197 â–¼	-0.9%	11,316	2.2%	Computer and Technology
SPMO Invesco S&P 500 Momentum ETF	$3,507,520	$65,026 â–¼	-1.8%	23,410	2.2%	ETF
JPIE JPMorgan Income ETF	$3,425,884	$63,103 â–²	1.9%	74,866	2.1%	ETF
SMH VanEck Semiconductor ETF	$3,328,518	$686,938 â–¼	-17.1%	5,737	2.1%	Manufacturing
FBND Fidelity Total Bond ETF	$3,111,268	$166,286 â–²	5.6%	69,247	1.9%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$3,058,387	$61,715 â–¼	-2.0%	72,749	1.9%	ETF
XLV Health Care Select Sector SPDR Fund	$3,040,341	$137,221 â–²	4.7%	18,833	1.9%	ETF
AAPL Apple	$2,752,500	$77,843 â–¼	-2.8%	8,557	1.7%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$2,720,278	$163,811 â–¼	-5.7%	59,085	1.7%	ETF
LAZARD ACTIVE ETF TR	$2,556,099	$46,778 â–¼	-1.8%	74,370	1.6%	INTL DYNAMIC EQT
CI Cigna Group	$2,528,800	$2,528,800 â–²	New Holding	8,833	1.6%	Medical
ITA iShares U.S. Aerospace & Defense ETF	$2,511,421	$14,294 â–²	0.6%	10,542	1.6%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$2,486,966	$68,809 â–²	2.8%	28,553	1.6%	ETF
LLY Eli Lilly and Company	$2,085,260	$5,931 â–²	0.3%	1,758	1.3%	Medical
AMZN Amazon.com	$1,683,754	$85,052 â–²	5.3%	7,206	1.0%	Retail/Wholesale
ABBV AbbVie	$1,499,721	$29,290 â–¼	-1.9%	5,837	0.9%	Medical
BIZD VanEck BDC Income ETF	$1,343,271	$172,397 â–¼	-11.4%	109,209	0.8%	ETF
NVDA NVIDIA	$1,072,711	$100,423 â–¼	-8.6%	5,138	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,034,138		0.0%	2,956	0.6%	Finance
QQQ Invesco QQQ	$1,019,102	$24,907 â–²	2.5%	1,473	0.6%	Finance
VZ Verizon Communications	$992,016	$127,782 â–¼	-11.4%	22,638	0.6%	Computer and Technology
RNP Cohen & Steers REIT and Preferred Income Fund	$953,173	$213,990 â–¼	-18.3%	46,770	0.6%	Financial Services
IRM Iron Mountain	$952,674	$374 â–²	0.0%	7,649	0.6%	Business Services
MSFT Microsoft	$946,674	$118,287 â–²	14.3%	2,481	0.6%	Computer and Technology
REAVES UTIL INCOME FD	$915,138	$63,354 â–¼	-6.5%	22,635	0.6%	COM SH BEN INT
SPG Simon Property Group	$905,923	$1,351 â–²	0.1%	4,023	0.6%	Finance
VIG Vanguard Dividend Appreciation ETF	$905,531	$67,850 â–¼	-7.0%	3,817	0.6%	ETF
META Meta Platforms	$866,728	$3,637 â–²	0.4%	1,430	0.5%	Computer and Technology
PCEF Invesco CEF Income Composite ETF	$839,369	$75,796 â–¼	-8.3%	42,137	0.5%	ETF
IVV iShares Core S&P 500 ETF	$820,232		0.0%	1,106	0.5%	ETF
DUK Duke Energy	$813,197	$5,817 â–¼	-0.7%	6,291	0.5%	Utilities
GOOGL Alphabet	$754,514		0.0%	2,375	0.5%	Computer and Technology
MCI Barings Corporate Investors	$737,429	$44,060 â–¼	-5.6%	44,370	0.5%	Finance
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$733,677	$243,720 â–¼	-24.9%	12,535	0.5%	ETF
EMO ClearBridge Energy Midstream Opportunity Fund	$726,493	$91,037 â–¼	-11.1%	13,710	0.5%	Financial Services
UNH UnitedHealth Group	$697,603	$207,121 â–¼	-22.9%	1,647	0.4%	Medical
XOM ExxonMobil	$696,782	$157 â–²	0.0%	4,441	0.4%	Energy
JNJ Johnson & Johnson	$682,731	$16,854 â–¼	-2.4%	2,633	0.4%	Medical
RTX RTX	$680,816		0.0%	3,255	0.4%	Aerospace
USB U.S. Bancorp	$678,509	$633 â–²	0.1%	10,714	0.4%	Finance
STRV Strive 500 ETF	$661,746	$1,097 â–¼	-0.2%	13,876	0.4%	ETF
MLPA Global X MLP ETF	$660,115		0.0%	11,704	0.4%	ETF
IBM International Business Machines	$650,216	$5,374 â–²	0.8%	3,146	0.4%	Computer and Technology
BST BlackRock Science and Technology Trust	$640,360		0.0%	14,000	0.4%	Financial Services
PFE Pfizer	$611,879	$17,432 â–¼	-2.8%	24,465	0.4%	Medical
AVGO Broadcom	$607,903	$47,094 â–²	8.4%	1,549	0.4%	Computer and Technology
V Visa	$562,912	$2,813 â–²	0.5%	1,601	0.4%	Business Services
F Ford Motor	$551,732	$1,146 â–¼	-0.2%	38,992	0.3%	Auto/Tires/Trucks
T AT&T	$549,700	$298 â–¼	-0.1%	23,942	0.3%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$531,723	$570 â–²	0.1%	5,597	0.3%	Manufacturing
PHK PIMCO High Income Fund	$525,005	$66,491 â–¼	-11.2%	113,392	0.3%	Finance
WALMART INC	$460,266	$13,225 â–²	3.0%	4,246	0.3%	COM
CSCO Cisco Systems	$448,130	$5,638 â–²	1.3%	3,974	0.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$440,700	$14,038 â–²	3.3%	13,436	0.3%	ETF
HTGC Hercules Capital	$440,657		0.0%	28,175	0.3%	Finance
DVY iShares Select Dividend ETF	$429,871	$6,113 â–¼	-1.4%	2,672	0.3%	ETF
IAU iShares Gold Trust	$418,825		0.0%	5,500	0.3%	Finance
DGRO iShares Core Dividend Growth ETF	$411,117	$77 â–²	0.0%	5,325	0.3%	ETF
VNQ Vanguard Real Estate ETF	$401,471		0.0%	4,068	0.3%	ETF
PANW Palo Alto Networks	$396,943	$396,943 â–²	New Holding	1,219	0.2%	Computer and Technology
VVR Invesco Senior Income Trust	$394,101	$64,770 â–¼	-14.1%	132,694	0.2%	Financial Services
VCSH Vanguard Short-Term Corporate Bond ETF	$388,105	$19,601 â–¼	-4.8%	4,950	0.2%	ETF
JQC Nuveen Credit Strategies Income Fund	$386,612	$50,939 â–¼	-11.6%	81,392	0.2%	Financial Services
PDI PIMCO Dynamic Income Fund	$385,840	$65,060 â–¼	-14.4%	23,995	0.2%	Financial Services
EATON VANCE LIMITED DURATION	$385,717	$52,993 â–¼	-12.1%	42,340	0.2%	COM
SPY SPDR S&P 500 ETF Trust	$383,854		0.0%	520	0.2%	Finance
KEY KeyCorp	$379,424		0.0%	16,700	0.2%	Finance
INTC Intel	$375,863	$15,035 â–¼	-3.8%	3,750	0.2%	Computer and Technology
KMI Kinder Morgan	$374,515	$983 â–²	0.3%	11,429	0.2%	Energy
FDX FedEx	$370,854		0.0%	1,175	0.2%	Transportation
VICI VICI Properties	$355,320	$13,160 â–¼	-3.6%	13,500	0.2%	Finance
UBER Uber Technologies	$352,130		0.0%	5,110	0.2%	Computer and Technology
KKR & CO INC	$347,978	$41,925 â–²	13.7%	8,300	0.2%	6.25 CON SER D
TSLA Tesla	$347,823		0.0%	1,088	0.2%	Auto/Tires/Trucks
ARCC Ares Capital	$345,122	$20,564 â–¼	-5.6%	18,545	0.2%	Finance
OHI Omega Healthcare Investors	$341,673		0.0%	6,703	0.2%	Finance
IOO iShares Global 100 ETF	$336,218		0.0%	2,452	0.2%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$332,520		0.0%	6,738	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$323,845		0.0%	888	0.2%	ETF
AMD Advanced Micro Devices	$323,814	$323,814 â–²	New Holding	600	0.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$318,533	$112,067 â–¼	-26.0%	1,785	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$317,327		0.0%	5,344	0.2%	ETF
MEDP Medpace	$302,910		0.0%	500	0.2%	Medical
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$300,887	$29,156 â–¼	-8.8%	3,354	0.2%	ETF
FRA BlackRock Floating Rate Income Strategies Fund	$290,109	$50,822 â–¼	-14.9%	27,012	0.2%	Financial Services
GE GE Aerospace	$288,052	$8,729 â–¼	-2.9%	825	0.2%	Aerospace
GILD Gilead Sciences	$287,892		0.0%	2,200	0.2%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$286,597	$150,964 â–¼	-34.5%	3,533	0.2%	ETF
SYK Stryker	$285,797		0.0%	896	0.2%	Medical
TCHP T. Rowe Price Blue Chip Growth ETF	$283,497	$16,204 â–¼	-5.4%	5,861	0.2%	ETF
CLX Clorox	$281,400		0.0%	3,000	0.2%	Consumer Staples
UTF Cohen & Steers Infrastructure Fund	$278,300		0.0%	10,000	0.2%	Financial Services

Showing largest 100 holdings. View all holdings.

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Future Financial Wealth Managment LLC Top Holdings and 13F Report (2026)

About Future Financial Wealth Managment LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Future Financial Wealth Managment LLC Top Holdings and 13F Report (2026)

About Future Financial Wealth Managment LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFuture Financial Wealth Managment LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools