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CIK: 0001653199
Total reported value
$638.2M
$638.2M
183 檔
134.0%
According to the latest 13F quarterly dataset, Fft Wealth Management LLC managed an equity portfolio of $638.2M at the end of Q4 2024, spanning 183 distinct U.S. exchange-listed positions.
In Q4 2024, Fft Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.68% | — | -3.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.19% | -0.76% | +0.01% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.45% | — | -6.38% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.68% | +5.25% | +3.58% | |
| 5 | AKAM | Akamai Technologies Inc | Stock-Tech | 4.45% | — | -0.00% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.58% | -0.12% | +6.34% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.37% | — | +10.54% | |
| 8 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.92% | +1.08% | +71.29% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.87% | -0.15% | +34.99% | |
| 10 | CPRT | Copart Inc | Stock-Industrials | 1.53% | -1.95% | EXIT | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.39% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.21% | +0.52% | +5.84% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.10% | +0.16% | -3.23% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.02% | +2.98% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.92% | +2.24% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.77% | -0.04% | +378.14% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | +0.22% | -0.63% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +2.63% | +8.02% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.11% | -0.70% | |
| 20 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.62% | -1.42% | EXIT | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | -0.06% | +24.28% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.59% | — | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.59% | — | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | +0.07% | -9.37% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | -0.02% | +4.34% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | — | +0.26% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.01% | +10.49% | |
| 28 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.45% | -1.08% | EXIT | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.44% | — | — | |
| 30 | WMB | Williams Cos Inc | Stock-Energy | 0.43% | -0.44% | +0.93% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.41% | — | +0.23% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | — | +16.21% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.08% | -6.40% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.03% | +1.91% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.35% | -0.67% | EXIT | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.35% | +1.34% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.10% | +0.01% | |
| 38 | CCJ | Cameco CORP | Stock-Energy | 0.34% | -1.75% | EXIT | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.03% | -48.05% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | — | — | |
| 41 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 0.30% | — | — | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.24% | -0.14% | EXIT | |
| 43 | OKE | Oneok Inc | Stock-Energy | 0.23% | -0.50% | EXIT | |
| 44 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.20% | -0.48% | EXIT | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.01% | +13.60% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.09% | +9.14% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.02% | +52.63% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | +0.01% | -61.81% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.14% | — | -74.52% | |
| 50 | OMF | Onemain Holdings Inc | Stock-Financials | 0.13% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | +0.8% | +71.29% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | NEW | New buy |
| 3 | DGRO | Ishares Core Dividend Growth | +0.5% | +34.99% | Add |
| 4 | SCHB | Schwab US Broad Market ETF | +0.3% | +378.14% | Add |
| 5 | TJX | Tjx Companies Inc | +0.3% | +10.54% | Add |
| 6 | IWV | Ishares Russell 3000 ETF | +0.3% | +6.34% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.58% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.01% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +4.34% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +16.21% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.02% | Add |
| 12 | WMB | Williams Cos Inc | +0.1% | +0.93% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +154.67% | Add |
| 14 | FISV | Fiserv Inc | +0.1% | +0.23% | Add |
| 15 | VTV | Vanguard Value ETF | +0.1% | +52.63% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +139.99% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | 0% | +5.84% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +1.34% | Add |
| 19 | WST | West Pharmaceutical Services | 0% | NEW | New buy |
| 20 | BECNUSD | Beacon Roofing Supply Inc | 0% | — | Unchanged |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.98% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | +40.38% | Add |
| 23 | MSFT | Microsoft CORP | 0% | +10.49% | Add |
| 24 | IEF | Ishares 7-10 Year Treasury B | 0% | +67.77% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +2.24% | Add |
| 26 | PAVE | Global X US Infrastructure | 0% | NEW | New buy |
| 27 | AAPL | Apple Inc | 0% | +1.91% | Add |
| 28 | DDOG | Datadog Inc - Class A | 0% | NEW | New buy |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +9.14% | Add |
| 30 | CDNS | Cadence Design Sys Inc | 0% | NEW | New buy |
| 31 | MRVL | Marvell Technology Inc | 0% | +77.09% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +41.33% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | 0% | -0.70% | Trim |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.23% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.26% | Add |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | — | Unchanged |
| 37 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | — | Unchanged |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | -6.40% | Trim |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.63% | Trim |
| 40 | ACGL | Arch Capital Group Ltd. | -0.1% | +5.16% | Add |
| 41 | EEM | Ishares Msci Emerging Market | -0.1% | -9.37% | Trim |
| 42 | VGLT | Vanguard Long-term Treasury | -0.1% | -75.06% | Trim |
| 43 | VGSH | Vanguard Short-term Treasury | -0.2% | -82.60% | Trim |
| 44 | AKAM | Akamai Technologies Inc | -0.3% | -0.00% | Trim |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -61.81% | Trim |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.4% | -48.05% | Trim |
| 47 | VGIT | Vanguard Intermediate-term T | -0.4% | -74.52% | Trim |
| 48 | SCHF | Schwab Intl Equity ETF | -0.5% | +24.28% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -0.8% | -3.50% | Trim |
| 50 | BND | Vanguard Total Bond Market | -0.9% | -6.38% | Trim |
According to official SEC Form 13F filings, Fft Wealth Management LLC reported a total U.S. public equity portfolio value of $638.2M across 183 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BND) accounted for 134.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
TLT
市值: $7.8M
Top Position Liquidated / Trimmed
VOO
前期市值: $534.3M
During Q4 2024, Fft Wealth Management LLC's top holdings by market value included VOO (39.7%)、SPY (8.2%)、BND (7.5%). The largest single position, VOO, represented 39.7% of total portfolio value.
In Q4 2024, Fft Wealth Management LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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