Future Financial Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.04M |
| 2 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.62M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
+$2.06M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.79M |
| 5 |
Cohen & Steers REIT and Preferred and Income Fund
RNP
|
+$946K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.42M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$2.15M |
| 3 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$2.07M |
| 4 |
Cohen & Steers Quality Income Realty Fund
RQI
|
+$833K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$340K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 4.69% |
| 2 | Technology | 4.23% |
| 3 | Healthcare | 4.13% |
| 4 | Consumer Staples | 3.32% |
| 5 | Consumer Discretionary | 2.81% |
Similar funds
Future Financial Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Future Financial Wealth Management held 465 positions worth $149M, down 6.4% from $159M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Future Financial Wealth Management withdrew a net $13.1M in Q4 2025, closing 336 positions and reducing 43 holdings. Its most notable exit was Pacer US Cash Cows 100 ETF, an estimated $4.42M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 4.7% of assets, up from 4.3% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Future Financial Wealth Management opened a new position in Invesco S&P 500 Momentum ETF worth $2.56M.
- Future Financial Wealth Management's largest Q4 2025 buy was Invesco S&P 500 Momentum ETF: 21,898 shares worth $2.56M.
- Future Financial Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.04M increase.
- Future Financial Wealth Management's biggest Q4 2025 reduction was ClearBridge Energy Midstream Opportunity Fund, cutting an estimated $264K.
- Future Financial Wealth Management fully exited Pacer US Cash Cows 100 ETF in Q4 2025, selling an estimated $4.42M.
- Future Financial Wealth Management's ten largest holdings make up 47% of its $149M portfolio in Q4 2025.
- Future Financial Wealth Management opened 5 new positions and closed 336 in Q4 2025.
- Future Financial Wealth Management's portfolio value fell 6.4% quarter-over-quarter to $149M.
Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.