13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001801892
Total reported value
$160.4M
$160.4M
451 檔
24.8%
During the Q2 2025 filing period, Future Financial Wealth Managment LLC (CIK: 0001801892) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $160.4M across 451 reported positions.
Future Financial Wealth Managment LLC executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 20 positions.
Showing top 200 holdings (of 451 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.42% | +0.13% | +0.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.82% | -0.10% | -1.35% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.86% | +0.01% | -1.67% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.64% | -0.36% | +35.02% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.34% | -0.10% | -2.50% | |
| 6 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 3.06% | -0.05% | -4.56% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.89% | -0.10% | -3.91% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.79% | — | -3.35% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | -0.02% | -0.21% | |
| 10 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 2.17% | -0.25% | +22.72% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.96% | -0.05% | — | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.81% | -0.13% | -7.76% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.81% | — | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.63% | -0.03% | +0.20% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.57% | +0.05% | +3.68% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.49% | +0.07% | +2.36% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.43% | +0.19% | +8.77% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | -0.21% | +1.09% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.34% | — | +0.90% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.21% | -2.08% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.05% | +0.85% | |
| 22 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.95% | -0.21% | -10.81% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.28% | +7.60% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.08% | -2.09% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.13% | +0.10% | |
| 26 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.74% | -0.07% | +1.85% | |
| 27 | MCI | Barings Corporate Investors | Stock-Other | 0.71% | -0.08% | +0.33% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.12% | +1.41% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +0.01% | -2.41% | |
| 30 | UTG | Reaves Utility Income Fund | Stock-Other | 0.65% | -0.08% | +1.83% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.06% | +0.13% | |
| 32 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.59% | +0.03% | +0.05% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.03% | +0.29% | |
| 34 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 0.55% | — | +2.50% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.05% | +0.35% | |
| 36 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.53% | -0.04% | — | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.50% | -0.01% | +0.42% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.08% | +0.08% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.05% | +0.14% | |
| 40 | VVR | Invesco Senior Income Trust | Stock-Other | 0.47% | -0.06% | +6.98% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | +0.45% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.47% | +0.01% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.05% | +4.43% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.45% | -0.17% | +2307.80% | |
| 45 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.45% | +0.04% | +0.17% | |
| 46 | STXF | Strive 500 ETF | ETF-Other | 0.44% | +0.01% | -26.74% | |
| 47 | PHK | Pimco High Income Fund | Stock-Other | 0.44% | -0.06% | +1231.02% | |
| 48 | MLPA | Global X Mlp ETF | ETF-Other | 0.43% | +0.01% | -10.70% | |
| 49 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.42% | -0.07% | +3.71% | |
| 50 | HTGC | Hercules Capital Inc | Stock-Financials | 0.38% | -0.01% | -0.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +2% | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | +1.8% | NEW | New buy |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | +35.02% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +0.11% | Add |
| 5 | EMO | Clearbridge Energy Midstream | +0.5% | NEW | New buy |
| 6 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +2307.80% | Add |
| 7 | PHK | Pimco High Income Fund | +0.4% | +1231.02% | Add |
| 8 | XJQCX | Nuveen Credit Strategies Inc | +0.3% | NEW | New buy |
| 9 | SMH | Vaneck Semiconductor ETF | +0.3% | +3.68% | Add |
| 10 | PFFA | Virtus Infracap US Pref Stck | +0.2% | +22.72% | Add |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.2% | +2.36% | Add |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | NEW | New buy |
| 13 | XLK | Ss Technology Select Sector | +0.2% | +0.20% | Add |
| 14 | IWY | Ishares Russell Top 200 Grow | +0.2% | -2.50% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +4.43% | Add |
| 16 | MSFT | Microsoft CORP | +0.1% | -2.41% | Trim |
| 17 | AVGO | Broadcom Inc | +0.1% | +3.80% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.35% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -2.09% | Trim |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +164.88% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +51.46% | Add |
| 22 | QXO | Qxo Inc | +0.1% | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +1.09% | Add |
| 24 | LYB | LyondellBasell Industries N.V. | +0.1% | +94.20% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +0.85% | Add |
| 26 | IRM | Iron Mountain Inc | +0.1% | +0.05% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +0.13% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.35% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | +0.08% | Add |
| 30 | UTG | Reaves Utility Income Fund | 0% | +1.83% | Add |
| 31 | TSPA | T Rowe Price US Eqy Research | -0.1% | -4.56% | Trim |
| 32 | IHF | Ishares U.s. Healthcare Prov | -0.1% | -55.56% | Trim |
| 33 | MLPA | Global X Mlp ETF | -0.1% | -10.70% | Trim |
| 34 | STXF | Strive 500 ETF | -0.1% | -26.74% | Trim |
| 35 | ABBV | Abbvie Inc | -0.2% | +0.10% | Add |
| 36 | BIZD | Vaneck Bdc Income ETF | -0.2% | -10.81% | Trim |
| 37 | AAPL | Apple Inc | -0.3% | -2.08% | Trim |
| 38 | XRNPX | Cohen & Steers Reit And Pref | -0.3% | EXIT | Sold out |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.3% | -7.76% | Trim |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | -3.35% | Trim |
| 41 | PFXF | Vaneck Pref Sec X-financials | -0.3% | -69.36% | Trim |
| 42 | PPT | Putnam Premier Income Trust | -0.3% | -96.24% | Trim |
| 43 | HYT | Blackrock CORP Hi Yld | -0.4% | EXIT | Sold out |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.4% | -90.72% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.4% | -0.21% | Trim |
| 46 | AMLP | Alerian Mlp ETF | -0.5% | EXIT | Sold out |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.6% | -1.67% | Trim |
| 48 | IAGG | Ishares Intl Aggregate Bond | -0.9% | -92.94% | Trim |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | -0.9% | -91.09% | Trim |
| 50 | JPST | Jpmorgan Ultra-short Income | -1.5% | -88.99% | Trim |
According to official SEC Form 13F filings, Future Financial Wealth Managment LLC reported a total U.S. public equity portfolio value of $160.4M across 451 disclosed positions in Q2 2025.
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 QQQM, VOO, SCHD) accounted for 24.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
JPIE
市值: $2.9M
Top Position Liquidated / Trimmed
AMLP
前期市值: $722.5K
During Q2 2025, Future Financial Wealth Managment LLC's top holdings by market value included QQQM (8.4%)、VOO (7.8%)、SCHD (3.9%). The largest single position, QQQM, represented 8.4% of total portfolio value.
In Q2 2025, Future Financial Wealth Managment LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.