• 13F History

Future Financial Wealth Managment LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$136M
Signature - Title
Debbie Hall - Operations Mgr
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Future Financial Wealth Managment LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Future Financial Wealth Managment LLC reported 448 stock holdings with total value $136M as of Q1 2025. Top holdings included VOO, QQQM, SCHD, IWY, and TSPA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 448 $136M +$14.3M -$11.5M +$2.74M VOO, QQQM, SCHD, IWY, TSPA 13F-HR 4/9/2025, 12:09 PM
Q4 2024 447 $137M +$8.24M -$7.24M +$996K QQQM, VOO, SCHD, IWY, TSPA 13F-HR 1/13/2025, 12:25 PM
Q3 2024 469 $140M +$27M -$6.05M +$20.9M VOO, QQQM, SCHD, IWY, PG 13F-HR 10/8/2024, 03:39 PM
Q2 2024 122 $114M +$14.6M -$32.5M -$17.9M QQQM, VOO, SCHD, IWY, PG 13F-HR 7/16/2024, 11:13 AM
Q1 2024 500 $130M +$37.7M -$15.1M +$22.7M VOO, QQQM, SCHD, COWZ, MOAT Restatement 4/15/2024, 03:15 PM
Q4 2023 112 $101M +$5.66M -$2.93M +$2.73M VOO, QQQM, IWF, VIG, OEF 13F-HR 1/18/2024, 03:01 PM
Q3 2023 100 $89.9M +$4.52M -$1.2M +$3.32M VOO, QQQM, PG, VIG, VTV 13F-HR 10/20/2023, 11:24 AM
Q2 2023 111 $95M +$22.2M -$8.16M +$14M VOO, QQQM, VCSH, PG, VIG 13F-HR 7/18/2023, 12:14 PM
Q1 2023 108 $90.7M +$25.4M -$15.2M +$10.2M VOO, VIG, SCHD, VCSH, SCHF 13F-HR 4/4/2023, 04:50 PM
Q4 2022 117 $87.8M +$13.1M -$3.14M +$10M SPTM, SPHD, MOAT, PG, VOO 13F-HR 1/5/2023, 04:16 PM
Q3 2022 108 $80.4M SPTM, SPHD, MOAT, PG, SCHF 13F-HR 10/13/2022, 10:49 AM
Q2 2022 89 $75M SPTM, MOAT, PG, VOO, SCHF 13F-HR 7/5/2022, 09:05 AM
Q1 2022 498 $121M +$13.6M -$10.8M +$2.82M SPTM, MOAT, PG, VOO, SCHF 13F-HR 5/3/2022, 04:07 PM
Q4 2021 507 $124M +$32.5M -$6.52M +$26M SPTM, PG, VOO, MOAT, JHMM 13F-HR 1/7/2022, 08:43 AM
Q3 2021 121 $96.1M $0 $0 SPTM, VOO, MOAT, PG, SCHF 13F-HR 10/6/2021, 04:00 PM
Q2 2021 124 $97.2M +$19.7M -$11.4M +$8.25M SPTM, VOO, MOAT, PG, SCHF 13F-HR 8/4/2021, 01:07 PM
Q1 2021 114 $87M +$13.2M -$17.2M -$4.01M USMV, VOO, SPTM, CAPD, XLSR 13F-HR 5/5/2021, 09:44 AM
Q4 2020 122 $86.1M AAPL, USMV, VOO, PG, SPTM 13F-HR 2/3/2021, 10:58 AM