Future Financial Wealth Managment LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 155,172
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 128 | 155,172 | 13F-HR | Future Financial Wealth Managment LLC |
| Q4 2025 | 1/21/2026 | 127 | 148,639 | 13F-HR | Future Financial Wealth Managment LLC |
| Q3 2025 | 10/15/2025 | 460 | 158,871 | 13F-HR | Future Financial Wealth Managment LLC |
| Q2 2025 | 7/21/2025 | 451 | 146,771 | 13F-HR | Future Financial Wealth Managment LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.09 K | 42.6% | 0 | 27.6 K | -27.6 K |
| ETFs | 89.09 K | 57.4% | 34.14 K | 0 | 34.14 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
155,172
Holdings
128
QoQ value change ($000)
6,533
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.