FFT WEALTH MANAGEMENT LLC
Filing Date
Global Rank
#4,552
/ 8,232
▲ 311
Top Industry
Internet Content & Information
14.0%
3Y Alpha vs SPY
-6.7%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.7%
SPY
+76.3%
Annualised alpha
-6.7%
Max drawdown
−19.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.4%
−1.2 pts
Top 5
51.9%
−2.0 pts
Top 10
75.4%
−1.3 pts
HHI
796
Diversified−39
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.5% | $46,234,997 |
| Energy | 14.1% | $20,640,901 |
| Consumer Cyclical | 10.8% | $15,838,175 |
| Technology | 10.3% | $15,090,552 |
| Financial Services | 10.0% | $14,622,784 |
| Communication Services | 9.6% | $14,060,466 |
| Industrials | 7.7% | $11,238,243 |
| Basic Materials | 2.0% | $2,939,356 |
| Healthcare | 1.9% | $2,806,595 |
| Real Estate | 1.8% | $2,627,924 |
| Consumer Defensive | 0.4% | $551,906 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +5,805 | 33,383 | $19,267,999 | |
| GOOGL | Alphabet Inc. | +5,395 | 16,131 | $4,638,630 | |
| AAPL | Apple Inc. | +4,300 | 27,105 | $6,878,977 | |
| AMZN | Amazon Com Inc | +3,012 | 28,301 | $5,894,249 | |
| BRK-B | Berkshire Hathaway Inc | +2,636 | 3,532 | $1,692,534 | |
| AXP | American Express Co | +2,586 | 3,256 | $984,874 | |
| LLY | ELI LILLY & Co | +1,541 | 1,875 | $1,724,568 | |
| META | Meta Platforms, Inc. | +1,266 | 16,468 | $9,421,836 | |
| MSFT | Microsoft Corp | +827 | 3,449 | $1,276,716 | |
| WMB | Williams Companies, Inc. | +359 | 107,941 | $7,855,945 | |
| SPY | Spdr S&P 500 ETF Trust | +206 | 41,466 | $26,966,998 | |
| ACGL | Arch Capital Group Ltd. | +68 | 62,068 | $5,957,907 | |
| ABT | Abbott Laboratories | +61 | 2,261 | $232,136 | |
| NVDA | Nvidia Corp | +45 | 4,527 | $789,508 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | −3,501 | 17,320 | $783,383 | |
| OWL | Blue Owl Capital Inc. | −1,015 | 28,626 | $261,355 | |
| PLTR | Palantir Technologies Inc. | −195 | 3,615 | $528,802 | |
| V | Visa Inc. | −159 | 2,724 | $823,301 | |
| SHOP | Shopify Inc. | −117 | 3,476 | $412,323 | |
| MA | Mastercard Inc | −80 | 1,901 | $949,853 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MAR | Marriott International Inc /Md/ | 2,630 | $860,194 | |
| ORLY | O Reilly Automotive Inc | 7,370 | $680,324 | |
| MCD | Mcdonalds Corp | 1,788 | $555,692 | |
| APH | Amphenol Corp /De/ | 2,928 | $369,952 | |
| XOM | Exxon Mobil Corp | 2,037 | $345,597 | |
| JPM | Jpmorgan Chase & Co | 979 | $287,982 | |
| JNJ | Johnson & Johnson | 1,168 | $285,505 | |
| TDG | TransDigm Group INC | 212 | $245,699 | |
| CAT | Caterpillar Inc | 300 | $212,538 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FISV | Fiserv Inc | 26,483 | $1,778,863 | |
| HOOD | Robinhood Markets, Inc. | 2,769 | $313,173 | |
| KKR | KKR & Co. Inc. | 2,146 | $273,572 | |
| AAAU | Goldman Sachs Physical Gold ETF | 6,000 | $255,300 | |
| BX | Blackstone Inc. | 1,618 | $249,398 | |
| APO | Apollo Global Management, Inc. | 1,565 | $226,549 | |
| TSLA | Tesla, Inc. | 480 | $215,865 | |
| TT | Trane Technologies plc | 520 | $202,384 | |
| No positions match the current search. | ||||
2 positions ·
$14,060,466 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 16,468 | $9,421,836 | 67.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,131 | $4,638,630 | 32.99% |