Future Financial Wealth Managment LLC

Q2 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$160,441
Net value change ($000)
+5,269 (3.4%)
New positions
12
Sold out positions
8
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CI 2,529 NEW
QQQM 794 4.7%
LLY 498 31.4%
SPMO 490 16.2%
VOO 413 2.4%
AAPL 409 17.4%
PANW 397 NEW
XLV 383 14.4%
AMD 324 NEW
CGDV 290 4.5%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -324 -4.3%
EAT -314 -100.0%
BIZD -280 -17.3%
OEF -262 -100.0%
PFFA -260 -6.3%
JEPQ -243 -24.9%
KR -234 -100.0%
RNP -229 -19.4%
NKE -218 -100.0%
GOOGL -216 -5.7%
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