Future Financial Wealth Managment LLC Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$158.9B

Holdings

460

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (460 positions)

#StockSharesValue% PortfolioType
1
QQQMINVESCO NASDAQ 100 ETF
53,763$13.3B8.36%
2
VOOVANGUARD S&P 500 ETF
20,228$12.4B7.80%
3
JAAAJANUS HENDERSON AAA CLO ETF
120,293$6.1B3.84%
4
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
134,394$5.6B3.56%
5
IWYISHARES RUSSELL TOP 200 GROWTH ETF
19,394$5.3B3.34%
6
TSPAT. ROWE PRICE U.S. EQUITY RESEARCH ETF
115,514$4.8B3.05%
7
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
114,076$4.5B2.84%
8
COWZPACER US CASH COWS 100 ETF
76,890$4.4B2.78%
9
PGPROCTER AND GAMBLE CO COM
24,820$3.8B2.40%
10
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
170,126$3.7B2.32%
11
JPIEJPMORGAN INCOME ETF
68,429$3.2B2.00%
12
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
70,379$3.0B1.92%
13
FBNDFIDELITY TOTAL BOND ETF
65,879$3.0B1.92%
14
GOOGALPHABET INC CAP STK CL C
11,471$2.8B1.76%
15
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
9,182$2.6B1.63%
16
SMHVANECK SEMICONDUCTOR ETF
7,532$2.5B1.55%
17
XLVSPDR Health Care Select
17,335$2.4B1.52%
18
AAPLAPPLE INC COM
9,226$2.3B1.48%
19
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
18,659$2.1B1.35%
20
XLBMaterials Select Sector SPDR
23,053$2.1B1.30%
21
BIZDVANECK BDC INCOME ETF
103,372$1.5B0.97%
22
AMZNAMAZON COM INC COM
6,598$1.4B0.91%
23
ABBVABBVIE INC COM
5,905$1.4B0.86%
24
LLYELI LILLY & CO COM
1,698$1.3B0.82%
25
PCEFINVESCO CEF INCOME COMPOSITE ETF
57,499$1.1B0.72%
26
BACVERIZON COMMUNICATIONS INC COM
25,291$1.1B0.70%
27
METAMETA PLATFORMS INC CL A
1,485$1.1B0.69%
28
UTGREAVES UTIL INCOME FD COM SH BEN INT
25,595$1.0B0.64%
29
MCIBARINGS CORPORATE INVS COM
48,196$1.0B0.63%
30
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
21,869$982.4M0.62%
31
MSFTMICROSOFT CORP COM
1,835$950.7M0.60%
32
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
16,415$944.2M0.59%
33
JPMJPMORGAN CHASE & CO. COM
2,986$942.0M0.59%
34
VIGVANGUARD DIVIDEND APPRECIATION ETF
4,171$900.2M0.57%
35
IBMINTERNATIONAL BUSINESS MACHS COM
3,170$894.4M0.56%
36
IRMIRON MTN INC DEL COM
8,399$856.1M0.54%
37
NDQINVESCO QQQ TRUST SERIES I
1,421$852.9M0.54%
38
RQICOHEN & STEERS QUALITY INCOME COM
66,819$833.2M0.52%
39
NVDANVIDIA CORPORATION COM
4,225$788.3M0.50%
40
DUKDUKE ENERGY CORP NEW COM NEW
6,192$766.3M0.48%
41
SPGSIMON PPTY GROUP INC NEW COM
4,079$765.5M0.48%
42
IVVISHARES CORE S&P 500 ETF
1,107$740.9M0.47%
43
STRVSTRIVE 500 ETF
16,217$700.6M0.44%
44
TAT&T INC COM
24,291$686.0M0.43%
45
PHKPIMCO HIGH INCOME FD COM SHS
131,996$658.7M0.41%
46
PDIPIMCO DYNAMIC INCOME FD SHS
32,721$647.9M0.41%
47
UPSUNITED PARCEL SERVICE INC CL B
7,575$632.7M0.40%
48
UNHUNITEDHEALTH GROUP INC COM
1,761$608.1M0.38%
49
MLPAGLOBAL X MLP ETF
12,520$606.2M0.38%
50
VVRINVESCO SR INCOME TR COM
170,627$590.4M0.37%
51
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
14,000$579.0M0.36%
52
GOOGLALPHABET INC CAP STK CL A
2,375$577.4M0.36%
53
HTGCHERCULES CAPITAL INC COM
30,175$570.6M0.36%
54
RTXRTX CORPORATION COM
3,255$544.7M0.34%
55
PFEPFIZER INC COM
20,854$531.4M0.33%
56
VVISA INC COM CL A
1,520$518.9M0.33%
57
USBUS BANCORP DEL COM NEW
10,694$516.8M0.33%
58
XOMEXXON MOBIL CORP COM
4,538$511.7M0.32%
59
XEVVXEATON VANCE LIMITED DURATION I COM
49,626$503.7M0.32%
60
XJQCXNUVEEN CR STRATEGIES INCOME FD COM SHS
95,440$503.0M0.32%
61
FFORD MTR CO COM
41,998$502.3M0.32%
62
JNJJOHNSON & JOHNSON COM
2,706$501.7M0.32%
63
UBERUBER TECHNOLOGIES INC COM
5,110$500.6M0.32%
64
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
5,589$497.2M0.31%
65
TSLATESLA INC COM
1,088$483.9M0.30%
66
AVGOBROADCOM INC COM
1,451$478.7M0.30%
67
DKNGDRAFTKINGS INC NEW COM CL A
12,389$463.3M0.29%
68
SCHDSCHWAB US DIVIDEND EQUITY ETF
16,693$455.7M0.29%
69
XFRAXBLACKROCK FLOATING RATE INCOME COM
33,905$440.1M0.28%
70
AQLTISHARES SELECT DIVIDEND ETF
3,065$435.5M0.27%
71
WMTWALMART INC COM
4,150$427.7M0.27%
72
GEGE AEROSPACE COM NEW
1,418$426.6M0.27%
73
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
5,060$425.6M0.27%
74
ARCCARES CAPITAL CORP COM
20,300$414.3M0.26%
75
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
5,100$407.6M0.26%
76
IAU*ISHARES GOLD TRUST
5,500$400.2M0.25%
77
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
7,900$387.4M0.24%
78
VNQVANGUARD REAL ESTATE ETF
4,112$375.9M0.24%
79
DGROIshares Core Dividend Growth
5,402$367.8M0.23%
80
SPYSPDR S&P 500 ETF TRUST
520$346.4M0.22%
81
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
676$339.9M0.21%
82
SOFISOFI TECHNOLOGIES INC COM
12,500$330.3M0.21%
83
SYKSTRYKER CORPORATION COM
875$323.5M0.20%
84
KMIKINDER MORGAN INC DEL COM
11,335$320.9M0.20%
85
XLGINVESCO S&P 500 TOP 50 ETF
5,440$312.9M0.20%
86
KEYKEYCORP COM
16,700$312.1M0.20%
87
TDVGT Rowe Price Dividend Growth ETF
6,816$299.6M0.19%
88
INTCINTEL CORP COM
8,900$298.6M0.19%
89
SPTMSPDR S&P 1500 Composite
3,687$297.4M0.19%
90
IOOISHARES GLOBAL 100 ETF
2,452$294.3M0.19%
91
VTIVANGUARD TOTAL STOCK MARKET ETF
888$291.4M0.18%
92
MOATVaneck Vectors MS Wide Moat
2,899$287.3M0.18%
93
OHIOMEGA HEALTHCARE INVS INC COM
6,703$283.0M0.18%
94
CSCOCISCO SYS INC COM
4,122$282.0M0.18%
95
FDXFEDEX CORP COM
1,175$277.1M0.17%
96
MOALTRIA GROUP INC COM
4,058$268.1M0.17%
97
XRNPXCOHEN & STEERS REIT & PFD & IN COM
11,750$264.1M0.17%
98
UTFCOHEN & STEERS INFRASTRUCTURE COM
10,600$262.9M0.17%
99
DISDISNEY WALT CO COM
2,277$260.7M0.16%
100
ISDPGIM HIGH YIELD BOND FUND INC COM
18,000$258.8M0.16%
Page 1 of 5Next