13F Filings History of FUTURE YOU WEALTH LLC

Latest 13F report
Q2 2025 - 31 Jul 2025
Value $
$183,860,154
Signature - Title
Lauren Debra Sterling - CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by FUTURE YOU WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FUTURE YOU WEALTH LLC reported 58 stock holdings with total value $183,860,154 as of Q2 2025. Top holdings included IVV, VEA, DLN, SHV, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 58 $183,860,154 +$18,549,627 -$2,368,911 +$16,180,716 IVV, VEA, DLN, SHV, VTI 13F-HR 31 Jul 2025, 09:19
Q1 2025 46 $155,880,869 +$21,321,315 -$3,387,275 +$17,934,040 IVV, DLN, SHV, VEA, VTI 13F-HR 02 May 2025, 08:39
Q4 2024 47 $140,978,309 $0 $0 $0 IVV, SHV, VTI, DLN, VEA 13F-HR 01 May 2025, 09:50