Future Financial Wealth Managment
Future Financial Wealth Managment reported 128 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QQQM (11.9%), VOO (11.4%) and JAAA (4.5%). Compared with Q2 2026, the fund opened new positions in LVHI, VFLO and XAGG, added to QQQM, VOO and JAAA, trimmed GOOG, PG and SPMO and sold out of FBND, HEFA and ITA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQM Invesco Nasdaq | $19.3M | 11.9% | 64K | +1,227 (+2%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $18.5M | 11.4% | 26K | +923 (+4%) | 8 of 8 | |
| 3 |  JAAA Janus Detroit Str TR | $7.3M | 4.5% | 145K | +3,851 (+3%) | 8 of 8 | |
| 4 |  TSPA T Rowe Price ETF Inc | $5.6M | 3.5% | 117K | +1,531 (+1%) | 8 of 8 | |
| 5 |  IDEQ Lazard Intl | $5.4M | 3.3% | 153K | +79K (+106%) | 3 of 8 | |
| 6 |  LVHI Legg Mason ETF Invt | $5.3M | 3.3% | 128K | New position | 1 of 8 | |
| 7 |  VFLO Victory Portfolios II | $5.3M | 3.3% | 104K | New position | 1 of 8 | |
| 8 |  PFFA Etfis Ser TR I | $4.2M | 2.6% | 211K | +24K (+13%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $3.8M | 2.3% | 11K | −252 (−2%) | 8 of 8 | |
| 10 |  PG Procter & Gamble Co | $3.6M | 2.2% | 25K | −151 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FBND Fidelity Total Bond ETF | $3.1M | 69K |
 HEFA Ishares TR | $2.7M | 59K |
 ITA Ishares US Aerospace | $2.5M | 11K |
 BIZD Vaneck ETF Trust | $1.3M | 109K |
 XOM Exxon Mobil Corp | $697K | 4,441 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Future Financial Wealth Managment 13F FAQ
What does Future Financial Wealth Managment own?
Future Financial Wealth Managment reported 128 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QQQM (11.9%), VOO (11.4%) and JAAA (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Future Financial Wealth Managment buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 31 added to, 38 trimmed and 15 sold out. New positions include LVHI, VFLO and XAGG. It sold all of FBND, HEFA and ITA.
When will Future Financial Wealth Managment file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Future Financial Wealth Managment's portfolio worth?
The Q3 2026 filing reports $163M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.