1y return+17.0%S&P 500 +20.9%
3y return+45.0%S&P 500 +68.5%
5y return+32.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $147 against $200 in the S&P 500.2
Future Financial Wealth Managment LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQMInvesco Exch Traded Fd Tr II | $17.7M | 11.1% | −3.6% |
| VOOVanguard Index Fds | $17.3M | 10.8% | −2.9% |
| JAAAJanus Detroit Str Tr | $7.1M | 4.4% | −4.4% |
| CGDVCapital Group Dividend Value | $6.8M | 4.2% | −2.7% |
| IWYIshares Tr | $6.2M | 3.9% | |
| TSPAT Rowe Price Exchange-traded | $5.4M | 3.4% | −3.5% |
| PFFAEtfis Ser Tr I | $3.8M | 2.4% | |
| PGProcter & Gamble Co | $3.7M | 2.3% | |
| GOOGAlphabet Inc | $3.6M | 2.2% | |
| SPMOInvesco Exch Traded Fd Tr II | $3.5M | 2.2% | −1.8% |
| JPIEJ P Morgan Exchange Traded F | $3.4M | 2.1% | +1.9% |
| SMHVaneck Etf Trust | $3.3M | 2.1% | −17.1% |
| FBNDFidelity Merrimack Str Tr | $3.1M | 1.9% | +5.6% |
| SHYGIshares Tr | $3.1M | 1.9% | −2.0% |
| XLVSelect Sector Spdr Tr | $3.0M | 1.9% | +4.7% |
| AAPLApple Inc | $2.8M | 1.7% | −2.8% |
| HEFAIshares Tr | $2.7M | 1.7% | −5.7% |
| IDEQLazard Active Etf Tr | $2.6M | 1.6% | −1.8% |
| CIThe Cigna Group | $2.5M | 1.6% | New |
| ITAIshares Tr | $2.5M | 1.6% | |
| IGVIshares Tr | $2.5M | 1.6% | +2.8% |
| LLYEli Lilly & Co | $2.1M | 1.3% | |
| AMZNAmazon Com Inc | $1.7M | 1.0% | +5.3% |
| ABBVAbbvie Inc | $1.5M | 0.9% | −1.9% |
| BIZDVaneck Etf Trust | $1.3M | 0.8% | −11.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IRMIron Mtn Inc Del | December 31, 2020 | +328.5% | $953K |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $3.6M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $755K |
| SMHVaneck Etf Trust | September 30, 2024 | +167.2% | $3.3M |
| SPGSimon Ppty Group Inc New | December 31, 2020 | +162.3% | $906K |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $1.0M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $1.5M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $1.0M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.1M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $2.8M |
Sold off last quarter
- EATBrinker Intl Inc was $314K
- OEFIshares Tr was $262K
- KRKroger Co was $234K
- NKENike Inc was $218K
- IWFIshares Tr was $208K
- HDHome Depot Inc was $205K
- PYLDPimco Etf Tr was $202K
- MOATVaneck Etf Trust was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +2.6% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −3.8% | −4.9% |
| December 31, 2021 | +4.5% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Future Financial Wealth Managment LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801892&type=13F-HR&dateb=&owner=include&count=40CIK 1801892
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801892/000180189226000003/Filed July 24, 2026 · accession 0001801892-26-000003