Future Financial Wealth Managment LLC

13F filer · CIK 0001801892

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$160MU.S. long equity reported on 13F

Positions9112 new · 5 closed

Net flow last quarter+$2.08MBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202691 positions
PGPROCTER & GAMBLE Co	$3.66M	2.28%	0.00%	0.0%	Q4 2022
GOOGAlphabet Inc.	$3.6M	2.25%	Not reported	-0.9%	Q4 2022
SMHMarket Vectors ETF Trust	$3.33M	2.07%	Not reported	-17.1%	Q3 2024
AAPLApple Inc.	$2.75M	1.72%	0.00%	-2.8%	Q4 2022
CICigna Group	$2.53M	1.58%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$2.09M	1.30%	0.00%	+0.3%	Q1 2024
AMZNAmazon Com Inc	$1.68M	1.05%	0.00%	+5.3%	Q4 2022
ABBVAbbVie Inc.	$1.5M	0.93%	0.00%	-1.9%	Q4 2022
NVDANvidia Corp	$1.07M	0.67%	0.00%	-8.6%	Q2 2023
JPMJPMorgan Chase & Co	$1.03M	0.64%	0.00%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.02M	0.64%	Not reported	+2.5%	Q4 2022
VZVerizon Communications Inc	$992K	0.62%	0.00%	-11.4%	Q4 2022
RNPCohen & Steers REIT & Preferred & Income Fund Inc	$953K	0.59%	Not reported	-18.3%	Q1 2024
IRMIron Mountain Inc	$953K	0.59%	0.00%	0.0%	Q4 2022
MSFTMicrosoft Corp	$947K	0.59%	0.00%	+14.3%	Q4 2022
UTGReaves Utility Income Fund	$915K	0.57%	Not reported	-6.5%	Q4 2022
SPGSimon Property Group Inc.	$906K	0.56%	50.29%	+0.2%	Q4 2022
METAMeta Platforms, Inc.	$867K	0.54%	Not reported	+0.4%	Q4 2022
DUKDuke Energy CORP	$813K	0.51%	0.00%	-0.7%	Q4 2022
GOOGLAlphabet Inc.	$755K	0.47%	0.00%	Not reported	Q1 2023
MCIBarings Corporate Investors	$737K	0.46%	Not reported	-5.6%	Q4 2022
EMOClearBridge Energy Midstream Opportunity Fund Inc.	$726K	0.45%	Not reported	-11.1%	Q2 2025
UNHUnitedhealth Group Inc	$698K	0.43%	0.00%	-22.9%	Q4 2022
XOMExxonMobil Holdings Corp	$697K	0.43%	0.00%	0.0%	Q4 2022
JNJJohnson & Johnson	$683K	0.43%	0.00%	-2.4%	Q4 2022
RTXRTX Corp	$681K	0.42%	0.00%	Not reported	Q4 2022
USBUS Bancorp \de\	$679K	0.42%	0.00%	+0.1%	Q2 2023
IBMInternational Business Machines Corp	$650K	0.41%	0.00%	+0.8%	Q4 2022
BSTBlackRock Science & Technology Trust	$640K	0.40%	Not reported	Not reported	Q4 2022
PFEPfizer Inc	$612K	0.38%	0.00%	-2.8%	Q4 2022
AVGOBroadcom Inc.	$608K	0.38%	0.00%	+8.4%	Q1 2024
VVisa Inc.	$563K	0.35%	0.00%	+0.5%	Q4 2022
FFord Motor Co	$552K	0.34%	0.00%	-0.2%	Q4 2022
TAt&T Inc.	$550K	0.34%	0.00%	-0.1%	Q4 2022
PHKPimco High Income Fund	$525K	0.33%	Not reported	-11.2%	Q4 2023
WMTWalmart Inc.	$460K	0.29%	0.00%	+3.0%	Q2 2023
CSCOCisco Systems, Inc.	$448K	0.28%	0.00%	+1.3%	Q4 2022
HTGCHercules Capital, Inc.	$441K	0.27%	0.02%	Not reported	Q4 2022
IAUIshares Gold Trust	$419K	0.26%	0.00%	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$397K	0.25%	0.00%	Not reported	Q3 2025
VVRInvesco Senior Income Trust	$394K	0.25%	Not reported	-14.1%	Q1 2024
JQCNuveen Credit Strategies Income Fund	$387K	0.24%	Not reported	-11.6%	Q2 2025
PDIPIMCO Dynamic Income Fund	$386K	0.24%	Not reported	-14.4%	Q1 2023
EVVEaton Vance Ltd Duration Income Fund	$386K	0.24%	Not reported	-12.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$384K	0.24%	Not reported	Not reported	Q4 2022
KEYKeycorp	$379K	0.24%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$376K	0.23%	0.00%	-3.9%	Q4 2022
KMIKinder Morgan, Inc.	$375K	0.23%	0.00%	+0.3%	Q4 2022
FDXFedex Corp	$371K	0.23%	0.00%	Not reported	Q4 2022
VICIVici Properties Inc.	$355K	0.22%	0.00%	-3.6%	Q4 2023

Q1 2026Reported Apr 16, 202683 positions
GOOGAlphabet Inc.	$3.82M	2.46%	Not reported	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$3.57M	2.30%	0.00%	Not reported	Q4 2022
SMHMarket Vectors ETF Trust	$3.14M	2.02%	Not reported	Not reported	Q3 2024
AAPLApple Inc.	$2.34M	1.51%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$1.7M	1.10%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$1.59M	1.02%	0.00%	Not reported	Q1 2024
ABBVAbbVie Inc.	$1.24M	0.80%	0.00%	Not reported	Q4 2022
RNPCohen & Steers REIT & Preferred & Income Fund Inc	$1.18M	0.76%	Not reported	Not reported	Q1 2024
VZVerizon Communications Inc	$1.15M	0.74%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$1.12M	0.72%	0.00%	Not reported	Q2 2023
UTGReaves Utility Income Fund	$1.01M	0.65%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$956K	0.62%	Not reported	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$916K	0.59%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$904K	0.58%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$893K	0.58%	0.00%	Not reported	Q4 2022
IRMIron Mountain Inc	$868K	0.56%	0.00%	Not reported	Q4 2022
MCIBarings Corporate Investors	$844K	0.54%	Not reported	Not reported	Q4 2022
DUKDuke Energy CORP	$811K	0.52%	0.00%	Not reported	Q4 2022
SPGSimon Property Group Inc.	$810K	0.52%	50.21%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$801K	0.52%	0.00%	Not reported	Q1 2023
IBMInternational Business Machines Corp	$764K	0.49%	0.00%	Not reported	Q4 2022
EMOClearBridge Energy Midstream Opportunity Fund Inc.	$758K	0.49%	Not reported	Not reported	Q2 2025
PFEPfizer Inc	$684K	0.44%	0.00%	Not reported	Q4 2022
UNHUnitedhealth Group Inc	$671K	0.43%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$662K	0.43%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$646K	0.42%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$644K	0.42%	0.00%	Not reported	Q4 2022
TAt&T Inc.	$610K	0.39%	0.00%	Not reported	Q4 2022
USBUS Bancorp \de\	$603K	0.39%	0.00%	Not reported	Q2 2023
PHKPimco High Income Fund	$598K	0.39%	Not reported	Not reported	Q4 2023
BSTBlackRock Science & Technology Trust	$574K	0.37%	Not reported	Not reported	Q4 2022
AVGOBroadcom Inc.	$567K	0.37%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$515K	0.33%	0.00%	Not reported	Q2 2023
VVisa Inc.	$503K	0.32%	0.00%	Not reported	Q4 2022
FFord Motor Co	$497K	0.32%	0.00%	Not reported	Q4 2022
IAUIshares Gold Trust	$496K	0.32%	0.00%	Not reported	Q1 2024
PDIPIMCO Dynamic Income Fund	$483K	0.31%	Not reported	Not reported	Q1 2023
VVRInvesco Senior Income Trust	$481K	0.31%	Not reported	Not reported	Q1 2024
EVVEaton Vance Ltd Duration Income Fund	$457K	0.29%	Not reported	Not reported	Q4 2022
JQCNuveen Credit Strategies Income Fund	$445K	0.29%	Not reported	Not reported	Q2 2025
HTGCHercules Capital, Inc.	$442K	0.28%	0.02%	Not reported	Q4 2022
FDXFedex Corp	$429K	0.28%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$426K	0.27%	0.00%	Not reported	Q1 2024
UBERUber Technologies, Inc	$395K	0.25%	0.00%	Not reported	Q1 2024
VICIVici Properties Inc.	$394K	0.25%	0.00%	Not reported	Q4 2023
ARCCAres Capital Corp	$373K	0.24%	0.00%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$364K	0.23%	Not reported	Not reported	Q4 2022
KMIKinder Morgan, Inc.	$361K	0.23%	0.00%	Not reported	Q4 2022
KEYKeycorp	$360K	0.23%	0.00%	Not reported	Q4 2023
FRABlackRock Floating Rate Income Strategies Fund, Inc.	$348K	0.22%	Not reported	Not reported	Q4 2022

Q3 2025Reported Oct 15, 2025323 positions
PGPROCTER & GAMBLE Co	$3.81M	2.40%	0.00%	0.0%	Q4 2022
GOOGAlphabet Inc.	$2.79M	1.76%	Not reported	-0.7%	Q4 2022
SMHMarket Vectors ETF Trust	$2.46M	1.55%	Not reported	-9.1%	Q3 2024
AAPLApple Inc.	$2.35M	1.48%	0.00%	-2.8%	Q4 2022
AMZNAmazon Com Inc	$1.45M	0.91%	0.00%	-2.5%	Q4 2022
ABBVAbbVie Inc.	$1.37M	0.86%	0.00%	+0.3%	Q4 2022
LLYELI LILLY & Co	$1.3M	0.82%	0.00%	Not reported	Q1 2024
VZVerizon Communications Inc	$1.11M	0.70%	0.00%	+9.9%	Q4 2022
METAMeta Platforms, Inc.	$1.09M	0.69%	Not reported	-1.0%	Q4 2022
UTGReaves Utility Income Fund	$1.01M	0.64%	Not reported	-2.2%	Q4 2022
MCIBarings Corporate Investors	$1M	0.63%	Not reported	+0.3%	Q4 2022
EMOClearBridge Energy Midstream Opportunity Fund Inc.	$982K	0.62%	Not reported	+34.8%	Q2 2025
MSFTMicrosoft Corp	$951K	0.60%	0.00%	-5.7%	Q4 2022
JPMJPMorgan Chase & Co	$942K	0.59%	0.00%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$894K	0.56%	0.00%	+32.1%	Q4 2022
IRMIron Mountain Inc	$856K	0.54%	0.00%	-0.3%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$853K	0.54%	Not reported	-2.1%	Q4 2022
RQICohen & Steers Quality Income Realty Fund Inc	$833K	0.52%	Not reported	+2.7%	Q3 2023
NVDANvidia Corp	$788K	0.50%	0.00%	+1.3%	Q2 2023
DUKDuke Energy CORP	$766K	0.48%	0.00%	-0.2%	Q4 2022
SPGSimon Property Group Inc.	$765K	0.48%	50.99%	+0.2%	Q4 2022
TAt&T Inc.	$686K	0.43%	0.00%	-0.3%	Q4 2022
PHKPimco High Income Fund	$659K	0.41%	Not reported	-0.8%	Q4 2023
PDIPIMCO Dynamic Income Fund	$648K	0.41%	Not reported	+0.8%	Q1 2023
UPSUnited Parcel Service Inc	$633K	0.40%	0.00%	+11.8%	Q1 2024
UNHUnitedhealth Group Inc	$608K	0.38%	0.00%	+18.5%	Q4 2022
VVRInvesco Senior Income Trust	$590K	0.37%	Not reported	-6.0%	Q1 2024
BSTBlackRock Science & Technology Trust	$579K	0.36%	Not reported	Not reported	Q4 2022
GOOGLAlphabet Inc.	$577K	0.36%	0.00%	Not reported	Q1 2023
HTGCHercules Capital, Inc.	$571K	0.36%	0.02%	-0.7%	Q4 2022
RTXRTX Corp	$545K	0.34%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$531K	0.33%	0.00%	-4.6%	Q4 2022
VVisa Inc.	$519K	0.33%	0.00%	Not reported	Q4 2022
USBUS Bancorp \de\	$517K	0.33%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$512K	0.32%	0.00%	0.0%	Q4 2022
EVVEaton Vance Ltd Duration Income Fund	$504K	0.32%	Not reported	+0.4%	Q4 2022
JQCNuveen Credit Strategies Income Fund	$503K	0.32%	Not reported	+4.3%	Q2 2025
FFord Motor Co	$502K	0.32%	0.00%	+1.7%	Q4 2022
JNJJohnson & Johnson	$502K	0.32%	0.00%	0.0%	Q4 2022
UBERUber Technologies, Inc	$501K	0.32%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$484K	0.30%	0.00%	-0.1%	Q1 2024
AVGOBroadcom Inc.	$479K	0.30%	0.00%	-10.0%	Q1 2024
DKNGDraftKings Inc.	$463K	0.29%	Not reported	Not reported	Q4 2022
FRABlackRock Floating Rate Income Strategies Fund, Inc.	$440K	0.28%	Not reported	-1.3%	Q4 2022
WMTWalmart Inc.	$428K	0.27%	0.00%	-4.6%	Q2 2023
GEGeneral Electric Co	$427K	0.27%	0.00%	Not reported	Q1 2024
ARCCAres Capital Corp	$414K	0.26%	0.00%	Not reported	Q4 2022
IAUIshares Gold Trust	$400K	0.25%	0.00%	Not reported	Q1 2024
LYBLyondellBasell Industries N.V.	$387K	0.24%	0.00%	+17.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$346K	0.22%	Not reported	Not reported	Q4 2022

Q2 2025Reported Jul 21, 2025317 positions
PGPROCTER & GAMBLE Co	$3.95M	2.69%	0.00%	-0.2%	Q4 2022
SMHMarket Vectors ETF Trust	$2.31M	1.57%	Not reported	+3.7%	Q3 2024
GOOGAlphabet Inc.	$2.05M	1.40%	Not reported	+1.1%	Q4 2022
AAPLApple Inc.	$1.95M	1.33%	0.00%	-2.1%	Q4 2022
AMZNAmazon Com Inc	$1.48M	1.01%	0.00%	+0.9%	Q4 2022
LLYELI LILLY & Co	$1.32M	0.90%	0.00%	+7.6%	Q1 2024
METAMeta Platforms, Inc.	$1.11M	0.75%	Not reported	-2.1%	Q4 2022
ABBVAbbVie Inc.	$1.09M	0.74%	0.00%	+0.1%	Q4 2022
MCIBarings Corporate Investors	$1.04M	0.71%	Not reported	+0.3%	Q4 2022
VZVerizon Communications Inc	$996K	0.68%	0.00%	+1.4%	Q4 2022
MSFTMicrosoft Corp	$968K	0.66%	0.00%	-2.4%	Q4 2022
UTGReaves Utility Income Fund	$947K	0.65%	Not reported	+1.8%	Q4 2022
JPMJPMorgan Chase & Co	$866K	0.59%	0.00%	+0.1%	Q4 2022
IRMIron Mountain Inc	$864K	0.59%	0.00%	+0.1%	Q4 2022
RQICohen & Steers Quality Income Realty Fund Inc	$810K	0.55%	Not reported	+2.5%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$800K	0.55%	Not reported	+0.4%	Q4 2022
EMOClearBridge Energy Midstream Opportunity Fund Inc.	$778K	0.53%	Not reported	New	Q2 2025
DUKDuke Energy CORP	$732K	0.50%	0.00%	+0.4%	Q4 2022
IBMInternational Business Machines Corp	$708K	0.48%	0.00%	+0.1%	Q4 2022
TAt&T Inc.	$705K	0.48%	0.00%	+0.1%	Q4 2022
VVRInvesco Senior Income Trust	$690K	0.47%	Not reported	+7.0%	Q1 2024
UPSUnited Parcel Service Inc	$684K	0.47%	0.00%	Not reported	Q1 2024
NVDANvidia Corp	$659K	0.45%	0.00%	+4.4%	Q2 2023
SPGSimon Property Group Inc.	$655K	0.45%	50.90%	+0.2%	Q4 2022
PHKPimco High Income Fund	$639K	0.44%	Not reported	+1231.0%	Q4 2023
PDIPIMCO Dynamic Income Fund	$616K	0.42%	Not reported	+3.7%	Q1 2023
HTGCHercules Capital, Inc.	$555K	0.38%	0.02%	-0.6%	Q4 2022
VVisa Inc.	$540K	0.37%	0.00%	Not reported	Q4 2022
BSTBlackRock Science & Technology Trust	$534K	0.36%	Not reported	Not reported	Q4 2022
DKNGDraftKings Inc.	$531K	0.36%	Not reported	-7.5%	Q4 2022
PFEPfizer Inc	$530K	0.36%	0.00%	+1.8%	Q4 2022
EVVEaton Vance Ltd Duration Income Fund	$507K	0.35%	Not reported	+3.3%	Q4 2022
JQCNuveen Credit Strategies Income Fund	$493K	0.34%	Not reported	New	Q2 2025
XOMExxonMobil Holdings Corp	$489K	0.33%	0.00%	-0.1%	Q4 2022
USBUS Bancorp \de\	$484K	0.33%	0.00%	Not reported	Q2 2023
UBERUber Technologies, Inc	$477K	0.32%	0.00%	Not reported	Q1 2024
RTXRTX Corp	$475K	0.32%	0.00%	-3.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$474K	0.32%	Not reported	+0.4%	Q4 2022
UNHUnitedhealth Group Inc	$464K	0.32%	0.00%	+164.9%	Q4 2022
FRABlackRock Floating Rate Income Strategies Fund, Inc.	$451K	0.31%	Not reported	+4.3%	Q4 2022
FFord Motor Co	$448K	0.31%	0.00%	+18.6%	Q4 2022
ARCCAres Capital Corp	$446K	0.30%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$445K	0.30%	0.00%	+3.8%	Q1 2024
WMTWalmart Inc.	$425K	0.29%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$419K	0.29%	0.00%	Not reported	Q1 2023
JNJJohnson & Johnson	$413K	0.28%	0.00%	0.0%	Q4 2022
LYBLyondellBasell Industries N.V.	$388K	0.26%	0.00%	+94.2%	Q4 2024
GEGeneral Electric Co	$365K	0.25%	0.00%	+0.1%	Q1 2024
EATBrinker International, Inc	$361K	0.25%	0.00%	Not reported	Q1 2024
SYKStryker Corp	$346K	0.24%	0.00%	Not reported	Q4 2022

Premium opens every quarter this fund has filed