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FYW
Future You Wealth Portfolio holdings
AUM
$184M
This Fund
S&P 500
This Quarter
Est. Return
+8.15%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$28M
(+18%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
8.37%
Top 10 Holdings %
Top 10 Hldgs %
78.5%
Holding
59
New
13
Increased
20
Reduced
14
Closed
1
Avg Time Held
1.5
quarters
Top 10 Avg Time Held
1.6
quarters
Top 20 Avg Time Held
1.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.96M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.37M |
| 3 |
Capital Group International Core Equity ETF
CGIC
|
+$1.16M |
| 4 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$959K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$822K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$886K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$228K |
| 3 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$186K |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$172K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$170K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.19% |
| 2 | Technology | 2.95% |
| 3 | Communication Services | 1.49% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Financials | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Netflix
NFLX
$294B
| $248K | 0.13% |
+1,850
| New | +$209K |
2025 Q2
0 quarters
|
|
52
Ulta Beauty
ULTA
$24.3B
| $242K | 0.13% |
3,907
+7
| +0.2% | +$2.9K |
2024 Q4
2 quarters
|
|
53
Visa
V
$731B
| $238K | 0.13% |
671
| – | – |
2025 Q1
1 quarter
|
|
54
Procter & Gamble
PG
$356B
| $238K | 0.13% |
1,493
-16
| -1% | -$2.61K |
2024 Q4
2 quarters
|
|
55
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $231K | 0.13% |
+1,824
| New | +$202K |
2025 Q2
0 quarters
|
|
56
DraftKings
DKNG
$9.76B
| $213K | 0.12% |
+4,976
| New | +$178K |
2025 Q2
0 quarters
|
|
57
Sempra
SRE
$53.5B
| $208K | 0.11% |
+2,739
| New | +$203K |
2025 Q2
0 quarters
|
|
58
Schwab US Broad Market ETF
SCHB
$45.3B
| $203K | 0.11% |
+8,516
| New | +$188K |
2025 Q2
0 quarters
|
|
|
59
iShares Core MSCI EAFE ETF
IEFA
$189B
| – | – |
-3,014
| Closed | -$228K | – |
|
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Future You Wealth's Q2 2025 Portfolio in Review
As of Q2 2025, Future You Wealth held 59 positions worth $184M, up 18% from $156M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Future You Wealth deployed $15.4M of net new capital in Q2 2025, opening 13 new positions and adding to 20 existing holdings. Its largest new stake was Capital Group International Core Equity ETF: 42,561 shares worth $1.24M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 94% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $886K trimmed.
- Future You Wealth's largest Q2 2025 buy was Capital Group International Core Equity ETF: 42,561 shares worth $1.24M.
- Future You Wealth added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $3.96M increase.
- Future You Wealth's biggest Q2 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $886K.
- Future You Wealth fully exited iShares Core MSCI EAFE ETF in Q2 2025, selling an estimated $228K.
- Future You Wealth's ten largest holdings make up 78% of its $184M portfolio in Q2 2025.
- Future You Wealth opened 13 new positions and closed 1 in Q2 2025.
- Future You Wealth's portfolio value rose 18% quarter-over-quarter to $184M.
Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.