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CIK: 0002055142
Total reported value
$184.1M
$184.1M
46 檔
57.8%
At the close of Q1 2025, Future You Wealth LLC disclosed equity holdings valued at approximately $184.1M, spread across 46 reported holdings.
Future You Wealth LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DLN, SHV) accounted for 57.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.51% | — | +12.09% | |
| 2 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 9.23% | — | +25.88% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.14% | — | +6.92% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.09% | — | +22.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.16% | — | -9.85% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.17% | — | +12.67% | |
| 7 | CGCB | Cap Group Core Bond | ETF-Other | 3.77% | — | +311.15% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.04% | — | -10.30% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | — | +2.29% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.48% | — | +35.11% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.45% | — | +20.90% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.43% | — | -3.07% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.32% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | — | -1.44% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.04% | — | +10.01% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.81% | — | -0.87% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 0.77% | — | — | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.76% | — | +78.28% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | — | +7.56% | |
| 20 | XVV | Ishares Esg Select Screened | ETF-Other | 0.61% | — | +10.14% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | — | +24.04% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | — | -26.35% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | -3.27% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | — | +38.35% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.47% | — | — | |
| 26 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.44% | — | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | — | — | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.40% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +11.71% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | -23.79% | |
| 31 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.30% | — | -1.68% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | — | +71.56% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.25% | — | -31.52% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | -1.73% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | — | +73.78% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.22% | — | +0.90% | |
| 37 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.21% | — | — | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | -5.45% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | -0.19% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | — | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | — | — | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | — | +1.21% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | — | — |
According to official SEC Form 13F filings, Future You Wealth LLC reported a total U.S. public equity portfolio value of $184.1M across 46 disclosed positions in Q1 2025.
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Top New Position Initiated
IJH
市值: $669.3K
Top Position Liquidated / Trimmed
TSLA
前期市值: $261.3K
During Q1 2025, Future You Wealth LLC's top holdings by market value included IVV (33.5%)、DLN (9.2%)、SHV (9.1%). The largest single position, IVV, represented 33.5% of total portfolio value.
In Q1 2025, Future You Wealth LLC made 40 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 4 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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