FY
Future You Wealth LLC
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$184.1M
Reporting period: 2025-06-30 · Number of holdings: 58
FUTURE YOU WEALTH LLC disclosed 58 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $184.1M and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 52.77
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 97.24
- Diversification
- 100
- Sizing Uniformity
- 73.98
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 31.30% | — | -0.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.00% | — | +15.86% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 8.51% | — | +5.11% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.05% | — | +3.92% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.14% | — | -7.81% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.81% | — | +9.44% | |
| 7 | CGCB | Cap Group Core Bond | ETF-Other | 3.65% | — | +13.96% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | — | +687.24% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.70% | — | -5.90% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.68% | — | +22.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | — | -6.80% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.35% | — | +7.59% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | — | -2.00% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | — | — | |
| 15 | AAPL | Apple INC | Stock-Tech | 1.11% | — | -1.38% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | — | +77.04% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.86% | — | +13.30% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | — | -10.80% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.74% | — | +18.92% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | — | +0.28% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.69% | — | — | |
| 22 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.67% | — | — | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.60% | — | +5.93% | |
| 24 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.53% | — | — | |
| 25 | XVV | Ishares Esg Select Screened | ETF-Other | 0.50% | — | -13.68% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | — | -2.53% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | — | +0.22% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | — | +24.03% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | — | +4.78% | |
| 30 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.45% | — | — | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.44% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | — | +66.47% | |
| 33 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.41% | — | -2.17% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | — | — | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.35% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | — | |
| 38 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.24% | — | — | |
| 39 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.23% | — | — | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | — | -9.94% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.20% | — | — | |
| 42 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.20% | — | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | — | -7.56% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | — | — | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.17% | — | -31.49% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | — | +22.37% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | +2.49% | |
| 48 | TSLA | Tesla INC | Stock-Consumer Disc | 0.15% | — | — | |
| 49 | AVGO | Broadcom INC | Stock-Tech | 0.14% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | — | — |
1–50 of 58
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is Future You Wealth LLC and what type of investor is it?
Future You Wealth LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $184.1M, spread across 58 disclosed positions.
What are Future You Wealth LLC's largest equity positions?
Based on the latest 13F filing, Future You Wealth LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $57.6M (31.3%)
2. Vanguard Ftse Developed ETF (VEA) — $18.4M (10.0%)
3. Wisdomtree US Largecap Divid (DLN) — $15.7M (8.5%)
4. Ishares 0-1 Year Treasury Bo (SHV) — $14.8M (8.1%)
5. Vanguard Total Stock Mkt ETF (VTI) — $11.3M (6.1%)
What changes did Future You Wealth LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Future You Wealth LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Future You Wealth LLC focus on?
Future You Wealth LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 48.1%
• Communication Services: 24.4%
• Consumer Discretionary: 14.2%
• Financials: 11.3%
• Consumer Staples: 2.1%