Future Financial Wealth Managment LLC holds a focused book of 132 stocks worth $160.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened The Cigna Group and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Invesco Nasdaq 100 ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +16% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801892/holdings"
Use Arkolith to show Future Financial Wealth Managment LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +22.2%, a 5.9-point gap that is the cost of the ~24-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Future Financial Wealth Managment LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Future Financial Wealth Managment LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $98.9B |
| LPL Financial LLC | 80 / 80 | $83.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $77.5B |
| Cetera Investment Advisers | 80 / 80 | $22.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.6B |
| MORGAN STANLEY | 79 / 80 | $548.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $157.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.3B |
Ranked by how many of Future Financial Wealth Managment LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $17.7M | 62.3K | 11.1% | ▼−3.6% Reduced · −2K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $17.3M | 25.5K | 10.8% | ▼−2.9% Reduced · −754 sh | |
| 3 | Janus Detroit STR TR HENDRSON AAA CL | $7.1M | 140.9K | 4.4% | ▼−4.4% Reduced · −7K sh | |
| 4 | Capital Group Dividend Value SHS CREAT UNIT | $6.8M | 139.5K | 4.2% | ▼−2.7% Reduced · −4K sh | |
| 5 | Ishares TR RUS TP200 GR ETF | $6.2M | 22.5K | 3.9% | ▼−0.5% Reduced · −121 sh | |
| 6 | T Rowe Price Exchange-Traded US EQUI RESH ETF | $5.4M | 115.5K | 3.4% | ▼−3.5% Reduced · −4K sh | |
| 7 | Etfis Ser TR I VIRTUS INFRCAP | $3.8M | 187.6K | 2.4% | ▼−0.8% Reduced · −2K sh | |
| 8 | Procter & Gamble Co COM | $3.7M | 24.9K | 2.3% | ▼~0% Reduced · −2 sh | |
| 9 | Alphabet Inc CAP STK CL C | $3.6M | 11.3K | 2.2% | ▼−0.8% Reduced · −98 sh | |
| 10 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.5M | 23.4K | 2.2% | ▼−1.8% Reduced · −434 sh | |
| 11 | J P Morgan Exchange Traded F INCOME ETF | $3.4M | 74.9K | 2.1% | ▲+1.9% Added · +1K sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.3M | 5.7K | 2.1% | ▼−17% Reduced · −1K sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.1M | 69.2K | 1.9% | ▲+5.6% Added · +4K sh | |
| 14 | Ishares TR 0-5YR HI YL CP | $3.1M | 72.7K | 1.9% | ▼−2.0% Reduced · −1K sh | |
| 15 | Select Sector SPDR TR ST STR CARE ETF | $3.0M | 18.8K | 1.9% | ▲+4.7% Added · +850 sh | |
| 16 | Apple Inc COM | $2.8M | 8.6K | 1.7% | ▼−2.8% Reduced · −242 sh | |
| 17 | Ishares TR HDG MSCI EAFE | $2.7M | 59.1K | 1.7% | ▼−5.7% Reduced · −4K sh | |
| 18 | Lazard Active ETF TR INTL DYNAMIC EQT | $2.6M | 74.4K | 1.6% | ▼−1.8% Reduced · −1K sh | |
| 19 | The Cigna Group COM | $2.5M | 8.8K | 1.6% | ▲New New position | |
| 20 | Ishares TR US AER DEF ETF | $2.5M | 10.5K | 1.6% | ▲+0.6% Added · +60 sh | |
| 21 | Ishares TR EXPANDED TECH | $2.5M | 28.6K | 1.6% | ▲+2.8% Added · +790 sh | |
| 22 | Eli Lilly & Co COM | $2.1M | 1.8K | 1.3% | ▲+0.3% Added · +5 sh | |
| 23 | Amazon Com Inc COM | $1.7M | 7.2K | 1.0% | ▲+5.3% Added · +364 sh | |
| 24 | Abbvie Inc COM | $1.5M | 5.8K | 0.9% | ▼−1.9% Reduced · −114 sh | |
| 25 | Vaneck ETF Trust BDC INCOME ETF | $1.3M | 109.2K | 0.8% | ▼−11% Reduced · −14K sh | |
| 26 | Nvidia Corporation COM | $1.1M | 5.1K | 0.7% | ▼−8.6% Reduced · −481 sh | |
| 27 | JPMorgan Chase & Co COM | $1.0M | 3.0K | 0.6% | —Held | |
| 28 | Invesco QQQ TR UNIT SER 1 | $1.0M | 1.5K | 0.6% | ▲+2.5% Added · +36 sh | |
| 29 | Verizon Communications Inc COM | $992K | 22.6K | 0.6% | ▼−11% Reduced · −3K sh | |
| 30 | Cohen & Steers REIT & PFD & COM | $953K | 46.8K | 0.6% | ▼−18% Reduced · −11K sh | |
| 31 | Iron MTN Inc Del COM | $953K | 7.6K | 0.6% | ▲~0% Added · +3 sh | |
| 32 | Microsoft Corp COM | $947K | 2.5K | 0.6% | ▲+14% Added · +310 sh | |
| 33 | Reaves Util Income FD COM SH BEN INT | $915K | 22.6K | 0.6% | ▼−6.5% Reduced · −2K sh | |
| 34 | Simon Ppty Group Inc New COM | $906K | 4.0K | 0.6% | ▲+0.1% Added · +6 sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $906K | 3.8K | 0.6% | ▼−7.0% Reduced · −286 sh | |
| 36 | Meta Platforms Inc CL A | $867K | 1.4K | 0.5% | ▲+0.4% Added · +6 sh | |
| 37 | Invesco Exch Traded FD TR II CEF INM COMPSI | $839K | 42.1K | 0.5% | ▼−8.3% Reduced · −4K sh | |
| 38 | Ishares TR CORE S&P500 ETF | $820K | 1.1K | 0.5% | —Held | |
| 39 | Duke Energy Corp New COM NEW | $813K | 6.3K | 0.5% | ▼−0.7% Reduced · −45 sh | |
| 40 | Alphabet Inc CAP STK CL A | $755K | 2.4K | 0.5% | —Held | |
| 41 | Barings Corporate Invs COM | $737K | 44.4K | 0.5% | ▼−5.6% Reduced · −3K sh | |
| 42 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $734K | 12.5K | 0.5% | ▼−25% Reduced · −4K sh | |
| 43 | ClearBridge Energy Midstream COM | $726K | 13.7K | 0.5% | ▼−11% Reduced · −2K sh | |
| 44 | Unitedhealth Group Inc COM | $698K | 1.6K | 0.4% | ▼−23% Reduced · −489 sh | |
| 45 | Exxon Mobil Corp COM | $697K | 4.4K | 0.4% | ▲~0% Added · +1 sh | |
| 46 | Johnson & Johnson COM | $683K | 2.6K | 0.4% | ▼−2.4% Reduced · −65 sh | |
| 47 | RTX Corporation COM | $681K | 3.3K | 0.4% | —Held | |
| 48 | US Bancorp COM NEW | $679K | 10.7K | 0.4% | ▲+0.1% Added · +10 sh | |
| 49 | Ea Series Trust STRIVE 500 ETF | $662K | 13.9K | 0.4% | ▼−0.2% Reduced · −23 sh | |
| 50 | Global X FDS GLBL X MLP ETF | $660K | 11.7K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 132 | $160.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 128 | $155.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 127 | $148.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 460 | $158.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 451 | $146.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 448 | $136.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 449 | $136.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 470 | $140.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.