Future Financial Wealth Managment LLC

Est. AUM

$155.2M

13F long equity, this entity only

Positions

128

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$17.0M	64600	10.93%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.9M	26279	10.90%	SOLE
3	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.5M	147469	4.81%	SOLE
4	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$6.5M	143384	4.19%	SOLE
5	ISHARES TR	RUS TP200 GR ETF	$6.2M	22623	3.99%	SOLE
6	T ROWE PRICE ETF INC	US EQUITY RESEAR	$5.3M	119727	3.41%	SOLE
7	ETFIS SER TR I	VIRTUS INFRCAP	$4.1M	189099	2.64%	SOLE
8	ALPHABET INC	CAP STK CL C	$3.8M	11414	2.46%	SOLE
9	PROCTER & GAMBLE CO	COM	$3.6M	24890	2.30%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.4M	73487	2.19%	SOLE
11	ISHARES TR	0-5YR HI YL CP	$3.2M	74217	2.04%	SOLE
12	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.1M	6921	2.02%	SOLE
13	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.0M	23844	1.94%	SOLE
14	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.0M	65546	1.94%	SOLE
15	ISHARES TR	HDG MSCI EAFE	$2.8M	62643	1.80%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.7M	17983	1.71%	SOLE
17	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$2.6M	75731	1.66%	SOLE
18	ISHARES TR	US AER DEF ETF	$2.5M	10482	1.58%	SOLE
19	APPLE INC	COM	$2.3M	8799	1.51%	SOLE
20	ISHARES TR	EXPANDED TECH	$2.3M	27763	1.48%	SOLE
21	AMAZON COM INC	COM	$1.7M	6842	1.10%	SOLE
22	VANECK ETF TRUST	BDC INCOME ETF	$1.6M	123225	1.05%	SOLE
23	ELI LILLY & CO	COM	$1.6M	1753	1.02%	SOLE
24	ABBVIE INC	COM	$1.2M	5951	0.80%	SOLE
25	COHEN & STEERS REIT & PFD &	COM	$1.2M	57270	0.76%	SOLE
26	VERIZON COMMUNICATIONS INC	COM	$1.2M	25554	0.74%	SOLE
27	NVIDIA CORPORATION	COM	$1.1M	5619	0.72%	SOLE
28	REAVES UTIL INCOME FD	COM SH BEN INT	$1.0M	24202	0.65%	SOLE
29	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$977K	16699	0.63%	SOLE
30	META PLATFORMS INC	CL A	$956K	1424	0.62%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$921K	4103	0.59%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$916K	1437	0.59%	SOLE
33	INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$910K	45942	0.59%	SOLE
34	JPMORGAN CHASE & CO	COM	$904K	2956	0.58%	SOLE
35	MICROSOFT CORP	COM	$893K	2171	0.58%	SOLE
36	IRON MTN INC DEL	COM	$868K	7646	0.56%	SOLE
37	BARINGS CORPORATE INVS	COM	$844K	47021	0.54%	SOLE
38	DUKE ENERGY CORP NEW	COM NEW	$811K	6336	0.52%	SOLE
39	SIMON PPTY GROUP INC NEW	COM	$810K	4017	0.52%	SOLE
40	ALPHABET INC	CAP STK CL A	$801K	2375	0.52%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$778K	1106	0.50%	SOLE
42	INTERNATIONAL BUSINESS MACHS	COM	$764K	3120	0.49%	SOLE
43	CLEARBRIDGE ENERGY MIDSTREAM	COM	$758K	15428	0.49%	SOLE
44	PFIZER INC	COM	$684K	25162	0.44%	SOLE
45	UNITEDHEALTH GROUP INC	COM	$671K	2136	0.43%	SOLE
46	EXXON MOBIL CORP	COM	$662K	4440	0.43%	SOLE
47	RTX CORPORATION	COM	$646K	3255	0.42%	SOLE
48	JOHNSON & JOHNSON	COM	$644K	2698	0.41%	SOLE
49	EA SERIES TRUST	STRIVE 500 ETF	$628K	13899	0.40%	SOLE
50	GLOBAL X FDS	GLBL X MLP ETF	$617K	11704	0.40%	SOLE

1–50 of 128

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.