Future You Wealth LLC Top Holdings and 13F Report (2025) About Future You Wealth LLCInvestment ActivityFuture You Wealth LLC has $156.11 million in total holdings as of March 31, 2025.Future You Wealth LLC owns shares of 46 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 13.66% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Future You Wealth LLC has purchased 47 new stocks and bought additional shares in 20 stocks.Future You Wealth LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $52,309,355WisdomTree U.S. LargeCap Dividend Fund $14,407,169iShares Short Treasury Bond ETF $14,272,335Vanguard FTSE Developed Markets ETF $14,183,646Vanguard Total Stock Market ETF $11,172,390 Largest New Holdings this Quarter 464287507 - iShares Core S&P Mid-Cap ETF $669,304 Holding92826C839 - Visa $235,159 Holding46090E103 - Invesco QQQ $209,759 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 10,039 shares (about $5.64M)CAPITAL GRP FIXED INCM ETF T 169,527 shares (about $4.46M)WisdomTree U.S. LargeCap Dividend Fund 37,319 shares (about $2.96M)Vanguard FTSE Developed Markets ETF 51,910 shares (about $2.64M)iShares Short Treasury Bond ETF 8,368 shares (about $924.35K) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,405 shares (about $1.22M)Vanguard Small-Cap Value ETF 1,960 shares (about $365.12K)SPDR Gold Shares 1,087 shares (about $313.23K)iShares National Muni Bond ETF 1,712 shares (about $180.51K)NVIDIA 1,574 shares (about $170.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFuture You Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$52,309,355$5,640,896 ▲12.1%93,09433.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$14,407,169$2,962,010 ▲25.9%181,5199.2%FinanceSHViShares Short Treasury Bond ETF$14,272,335$924,352 ▲6.9%129,2059.1%ETFVEAVanguard FTSE Developed Markets ETF$14,183,646$2,638,574 ▲22.9%279,0429.1%ETFVTIVanguard Total Stock Market ETF$11,172,390$1,220,474 ▼-9.8%40,3247.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,077,383$908,545 ▲12.7%97,6355.2%ManufacturingCAPITAL GRP FIXED INCM ETF T$5,887,012$4,455,172 ▲311.2%224,0113.8%CORE BOND ETFVBRVanguard Small-Cap Value ETF$3,179,920$365,123 ▼-10.3%17,0702.0%ETFSPYSPDR S&P 500 ETF Trust$2,475,718$55,376 ▲2.3%4,4261.6%FinanceVWOVanguard FTSE Emerging Markets ETF$2,311,900$600,774 ▲35.1%51,0811.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,264,813$391,538 ▲20.9%28,7081.5%ETFAAPLApple$2,233,733$70,637 ▼-3.1%10,0561.4%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$2,065,7350.0%62,6171.3%ETFMSFTMicrosoft$1,767,993$25,901 ▼-1.4%4,7101.1%Computer and TechnologyVNQVanguard Real Estate ETF$1,618,648$147,306 ▲10.0%17,8671.0%ETFEEMiShares MSCI Emerging Markets ETF$1,259,878$11,056 ▼-0.9%28,8300.8%FinanceDFATDimensional U.S. Targeted Value ETF$1,208,2640.0%23,4660.8%ETFTLTiShares 20+ Year Treasury Bond ETF$1,179,009$517,683 ▲78.3%12,9520.8%ETFMETAMeta Platforms$1,025,344$72,045 ▲7.6%1,7790.7%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$957,521$88,175 ▲10.1%22,3810.6%ETFAMZNAmazon.com$911,155$176,561 ▲24.0%4,7890.6%Retail/WholesaleGLDSPDR Gold Shares$875,433$313,231 ▼-26.4%3,0380.6%FinanceEFAiShares MSCI EAFE ETF$833,891$28,197 ▼-3.3%10,2030.5%FinanceGOOGAlphabet$784,587$217,472 ▲38.3%5,0220.5%Computer and TechnologyDFIVDimensional International Value ETF$738,9840.0%18,7750.5%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$690,2780.0%11,5200.4%ETFIJHiShares Core S&P Mid-Cap ETF$669,304$669,304 ▲New Holding11,4710.4%ETFDFUVDimensional US Marketwide Value ETF$627,0510.0%15,2160.4%ETFVOOVanguard S&P 500 ETF$561,874$58,902 ▲11.7%1,0970.4%ETFNVDANVIDIA$546,344$170,590 ▼-23.8%5,0410.3%Computer and TechnologyPKGPackaging Co. of America$463,367$7,921 ▼-1.7%2,3400.3%IndustrialsIJRiShares Core S&P Small-Cap ETF$443,435$184,965 ▲71.6%4,2410.3%ETFMUBiShares National Muni Bond ETF$392,132$180,514 ▼-31.5%3,7190.3%ETFJPMJPMorgan Chase & Co.$389,186$6,867 ▼-1.7%1,5870.2%FinanceESGUiShares ESG Aware MSCI USA ETF$379,055$160,937 ▲73.8%3,1090.2%ManufacturingISHARES BITCOIN TRUST ETF$348,126$3,089 ▲0.9%7,4370.2%SHS BEN INTRELXRelx$335,5290.0%6,6560.2%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$332,2950.0%12,6830.2%ETFIWFiShares Russell 1000 Growth ETF$279,4840.0%7740.2%ETFPGProcter & Gamble$257,164$14,827 ▼-5.5%1,5090.2%Consumer StaplesGOOGLAlphabet$248,211$464 ▼-0.2%1,6050.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$243,2910.0%1,2930.2%ETFVVisa$235,159$235,159 ▲New Holding6710.2%Business ServicesULTAUlta Beauty$232,2450.0%3,9000.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$228,009$2,723 ▲1.2%3,0140.1%ETFQQQInvesco QQQ$209,759$209,759 ▲New Holding4470.1%FinanceTSLATesla$0$261,284 ▼-100.0%00.0%Auto/Tires/TrucksTLHiShares 10-20 Year Treasury Bond ETF$0$245,067 ▼-100.0%00.0%ETFSRESempra$0$242,458 ▼-100.0%00.0%UtilitiesCRMSalesforce$0$222,664 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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