FFT Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$30.1M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$15.1M |
| 3 |
GMO US Quality ETF
QLTY
|
+$13.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.74M |
| 5 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$2.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$528M |
| 2 |
Vanguard Total Bond Market
BND
|
+$98.9M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$77M |
| 4 |
Akamai
AKAM
|
+$59M |
| 5 |
TJX Companies
TJX
|
+$31.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 5.17% |
| 2 | Technology | 4.09% |
| 3 | Communication Services | 3.94% |
| 4 | Financials | 3.48% |
| 5 | Consumer Discretionary | 3.47% |
Similar funds
FFT Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, FFT Wealth Management held 203 positions worth $478M, down 64% from $1.33B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
FFT Wealth Management withdrew a net $836M in Q1 2025, closing 106 positions and reducing 41 holdings. Its most notable exit was Vanguard Total Bond Market, an estimated $98.9M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 5.2% of assets, up from 2% a quarter earlier, followed by Technology and Communication Services.
Against the trend, FFT Wealth Management opened a new position in Dimensional US Equity ETF worth $2.33M.
- FFT Wealth Management's largest Q1 2025 buy was Dimensional US Equity ETF: 38,570 shares worth $2.33M.
- FFT Wealth Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $30.1M increase.
- FFT Wealth Management's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $528M.
- FFT Wealth Management fully exited Vanguard Total Bond Market in Q1 2025, selling an estimated $98.9M.
- FFT Wealth Management's ten largest holdings make up 65% of its $478M portfolio in Q1 2025.
- FFT Wealth Management opened 20 new positions and closed 106 in Q1 2025.
- FFT Wealth Management's portfolio value fell 64% quarter-over-quarter to $478M.
Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.