Future Financial Wealth Managment LLC: 13F holdings
CIK 18018922026Q2
| Positions | 132 |
|---|---|
| Reported value | $160.4m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQM INVESCO EXCH TRADED FD TR II | 62,283 | $17.7m | 11.1% |
| VOO VANGUARD INDEX FDS | 25,525 | $17.3m | 10.8% |
| JAAA JANUS DETROIT STR TR | 140,923 | $7.1m | 4.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 139,543 | $6.8m | 4.2% |
| IWY ISHARES TR | 22,502 | $6.2m | 3.9% |
| T ROWE PRICE EXCHANGE-TRADED | 115,478 | $5.4m | 3.4% |
| ETFIS SER TR I | 187,587 | $3.8m | 2.4% |
| PG PROCTER & GAMBLE CO | 24,888 | $3.7m | 2.3% |
| GOOG ALPHABET INC | 11,316 | $3.6m | 2.2% |
| SPMO INVESCO EXCH TRADED FD TR II | 23,410 | $3.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801892")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.