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CIK: 0001801892
Total reported value
$160.4M
$160.4M
127 檔
30.8%
In Q4 2025, Future Financial Wealth Managment LLC's U.S. equity holdings reached a combined market value of $160.4M, distributed across 127 disclosed stock positions.
In Q4 2025, Future Financial Wealth Managment LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.53% | -0.10% | +24.15% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 10.25% | +0.13% | +13.20% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.54% | -0.36% | +10.59% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 4.07% | +0.05% | +3.08% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.89% | -0.10% | +11.54% | |
| 6 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 3.27% | -0.05% | -0.86% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.21% | -0.10% | -1.00% | |
| 8 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 2.77% | -0.25% | +11.96% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | -0.21% | +0.37% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.46% | -0.02% | +0.25% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.37% | -0.05% | +11.17% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.20% | -0.13% | +8.06% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.10% | — | +3.25% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.82% | +0.19% | +0.32% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.79% | +0.05% | -9.59% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.72% | +0.24% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | -0.03% | +89.48% | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.62% | -0.01% | +3273.00% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.21% | -3.02% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.28% | +2.65% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.05% | +6.84% | |
| 22 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.06% | -0.21% | +6.68% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.13% | +0.69% | |
| 24 | XRNPX | Cohen & Steers Reit And Pref | Stock-Other | 0.78% | -0.17% | +387.90% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.12% | +1.78% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.65% | -0.17% | +2.13% | |
| 27 | MCI | Barings Corporate Investors | Stock-Other | 0.64% | -0.08% | -2.83% | |
| 28 | UTG | Reaves Utility Income Fund | Stock-Other | 0.63% | -0.08% | -1.77% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.08% | +2.96% | |
| 30 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.62% | -0.07% | -19.73% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.03% | -1.77% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | -0.08% | -1.64% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.05% | +19.76% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.06% | -1.00% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.05% | +1.13% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.01% | +3.49% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.05% | — | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.51% | -0.01% | +1.94% | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.51% | +0.04% | +0.15% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | -0.09% | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.50% | +0.03% | -4.08% | |
| 42 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.50% | -0.04% | -27.65% | |
| 43 | STXF | Strive 500 ETF | ETF-Other | 0.47% | +0.01% | -0.91% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | +17.04% | |
| 45 | PHK | Pimco High Income Fund | Stock-Other | 0.43% | -0.06% | -1.30% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.43% | — | — | |
| 47 | MLPA | Global X Mlp ETF | ETF-Other | 0.41% | +0.01% | -3.87% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.01% | -0.30% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.39% | +0.03% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | — | -2.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.7% | +24.15% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +1.9% | +13.20% | Add |
| 3 | ITA | Ishares U.s. Aerospace & Def | +1.6% | +3273.00% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | +0.37% | Add |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | +10.59% | Add |
| 6 | XRNPX | Cohen & Steers Reit And Pref | +0.6% | +387.90% | Add |
| 7 | IWY | Ishares Russell Top 200 Grow | +0.6% | +11.54% | Add |
| 8 | CGDV | Cap Group Dividend Value | +0.5% | +3.08% | Add |
| 9 | PFFA | Virtus Infracap US Pref Stck | +0.5% | +11.96% | Add |
| 10 | LLY | Eli Lilly & Co | +0.4% | +2.65% | Add |
| 11 | JPIE | Jpmorgan Income ETF | +0.4% | +11.17% | Add |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | +0.4% | -1.00% | Trim |
| 13 | XLV | Ss Health Care Select Sector | +0.3% | +0.32% | Add |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +8.06% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | -9.59% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.2% | +6.84% | Add |
| 17 | VICI | Vici Properties Inc | +0.2% | +149.05% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | -0.1% | +2.96% | Add |
| 20 | GE | General Electric | -0.1% | -40.13% | Trim |
| 21 | PCEF | Invesco Cef Income Composite | -0.1% | -19.73% | Trim |
| 22 | LYB | LyondellBasell Industries N.V. | -0.1% | -44.30% | Trim |
| 23 | EMO | Clearbridge Energy Midstream | -0.1% | -27.65% | Trim |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 26 | IGV | Ishares Expanded Tech-softwa | — | EXIT | Sold out |
| 27 | XLB | Ss Materials Select Sector | — | EXIT | Sold out |
| 28 | RQI | Cohen & Steers Qual Inc Rlty | — | EXIT | Sold out |
| 29 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 31 | CLX | Clorox Company | — | NEW | New buy |
| 32 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 34 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 35 | APTV | Aptiv PLC | — | NEW | New buy |
| 36 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 37 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 38 | IHI | Ishares U.s. Medical Devices | — | EXIT | Sold out |
| 39 | CAG | Conagra Brands Inc | — | EXIT | Sold out |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 41 | PM | Philip Morris International | — | EXIT | Sold out |
| 42 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
| 43 | BX | Blackstone Inc | — | EXIT | Sold out |
| 44 | MDT | Medtronic plc | — | EXIT | Sold out |
| 45 | BXSL | Blackstone Secured Lending F | — | EXIT | Sold out |
| 46 | PFXF | Vaneck Pref Sec X-financials | — | EXIT | Sold out |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 48 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 49 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 50 | MS | Morgan Stanley | — | EXIT | Sold out |
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 127 disclosed positions in Q4 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 VOO, QQQM, JAAA) accounted for 30.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPMO
市值: $2.6M
Top Position Liquidated / Trimmed
COWZ
前期市值: $4.4M
During Q4 2025, Future Financial Wealth Managment LLC's top holdings by market value included VOO (10.5%)、QQQM (10.3%)、JAAA (4.5%). The largest single position, VOO, represented 10.5% of total portfolio value.
In Q4 2025, Future Financial Wealth Managment LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 6 holdings, and fully liquidating 22 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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