FUTURE YOU WEALTH LLC
CIK: 0002055142SEC EDGAR →
Portfolio Value
$184.1B
Holdings
58
As of
Q2 2025
New Positions
14
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 92,851 | $57.6B | 31.30% |
| 2 | VANGUARD TAX-MANAGED FDS | 323,288 | $18.4B | 10.00% |
| 3 | WISDOMTREE TR | 190,803 | $15.7B | 8.51% |
| 4 | ISHARES TR | 134,271 | $14.8B | 8.05% |
| 5 | VANGUARD INDEX FDS | 37,173 | $11.3B | 6.14% |
| 6 | ISHARES TR | 106,856 | $8.9B | 4.81% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 255,289 | $6.7B | 3.65% |
| 8 | VANGUARD INDEX FDS | 8,636 | $4.9B | 2.66% |
| 9 | VANGUARD INDEX FDS | 16,063 | $3.1B | 1.70% |
| 10 | VANGUARD INTL EQUITY INDEX F | 62,620 | $3.1B | 1.68% |
Quarterly Changes
Top Buys
New Positions (14)
$1.2B · 43K shares
$983.3M · 49K shares
$882.4M · 14K shares
$821.4M · 16K shares
$678.4M · 11K shares
$570.8M · 1K shares
$418.0M · 15K shares
$301.8M · 547 shares
$265.5M · 963 shares
$247.7M · 185 shares
$238.2M · 671 shares
$230.9M · 912 shares
$213.4M · 5K shares
$202.9M · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $171.1B | 92.9% |
| Technology | 4 | $5.4B | 2.9% |
| Communication Services | 5 | $3.1B | 1.7% |
| Consumer Cyclical | 5 | $2.3B | 1.2% |
| Unknown | 3 | $1.8B | 1.0% |
| Consumer Defensive | 1 | $237.9M | 0.1% |
| Utilities | 1 | $207.5M | 0.1% |