Future Financial Wealth Managment LLC

Q1 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$155,172
Net value change ($000)
+6,533 (4.4%)
New positions
6
Sold out positions
5
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDEQ 2,579 NEW
IGV 2,304 NEW
QQQM 1,719 11.3%
VOO 1,260 8.1%
JAAA 708 10.5%
SMH 476 17.9%
CGDV 460 7.6%
SPMO 456 17.8%
TSPA 432 8.9%
IWY 416 7.2%
Top Reduces (Value $000, Stocks/ETFs)
XLK -2,105 -85.3%
HEFA -1,983 -41.5%
UPS -294 -54.1%
APTV -232 -100.0%
TFC -231 -100.0%
LLY -228 -12.6%
CI -217 -100.0%
LYB -215 -100.0%
IBIT -203 -100.0%
IBM -144 -15.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type