Future Financial Wealth Managment LLC

CIK 0001801892 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Future Financial Wealth Managment LLC reported 132 positions worth $160.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QQQM (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$160.4M
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.9%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQMINVESCO EXCH TRADED FD TR IISH$17.7M11.06%62,283
2VOOVANGUARD INDEX FDSSH$17.3M10.80%25,525
3JAAAJANUS DETROIT STR TRSH$7.1M4.45%140,923
4CGDVCAPITAL GROUP DIVIDEND VALUESH$6.8M4.24%139,543
5IWYISHARES TRSH$6.2M3.89%22,502
6TSPAT ROWE PRICE EXCHANGE-TRADEDSH$5.4M3.36%115,478
7PFFAETFIS SER TR ISH$3.8M2.39%187,587
8PGPROCTER & GAMBLE COSH$3.7M2.28%24,888
9GOOGALPHABET INCSH$3.6M2.25%11,316
10SPMOINVESCO EXCH TRADED FD TR IISH$3.5M2.19%23,410

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Future Financial Wealth Managment LLC hold as of Q2 2026?

Future Financial Wealth Managment LLC reported 132 positions worth $160.4M in its Q2 2026 13F filing. Largest positions: QQQM (11.1%), VOO (10.8%), JAAA (4.4%), CGDV (4.2%) and IWY (3.9%).

What did Future Financial Wealth Managment LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Future Financial Wealth Managment LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.