Future Financial Wealth Managment LLC

CIK

1801892

Location

CINCINNATI, OH

Portfolio Value

Micro $50,228,845

Diversification

Diversified

Filing Date

Global Rank

#2,190 / 2,968 ▲ 4827

Top Industry

Asset Management 18.2%

3Y Alpha vs SPY

-3.0%

Period ended 30 days ago

Filed Jul 24, 2026 · 6d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.3%

SPY

+67.9%

Annualised alpha

-3.0%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

88 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

−0.9 pts

Top 5

24.7%

+1.6 pts

Top 10

35.6%

+0.7 pts

HHI

225

Diversified−6

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	23.9%	$11,987,231	30
Healthcare	18.6%	$9,321,077	12
Technology	17.0%	$8,525,687	12
Consumer Defensive	9.7%	$4,884,711	5
Consumer Cyclical	6.9%	$3,456,582	6
Communication Services	6.2%	$3,108,348	4
Real Estate	5.9%	$2,985,516	6
Industrials	4.2%	$2,096,274	6
Unclassified	3.8%	$1,888,342	3
Energy	2.3%	$1,178,763	3
Utilities	1.6%	$796,314	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+364	7,206	$1,717,478
MSFT	Microsoft Corp	+310	2,481	$925,462
WMT	Walmart Inc.	+122	4,246	$480,901
AVGO	Broadcom Inc.	+120	1,549	$585,134
CSCO	Cisco Systems, Inc.	+50	3,974	$466,786
QQQ	Invesco Qqq Trust, Series 1	+36	1,473	$1,084,717
KMI	Kinder Morgan, Inc.	+30	11,429	$365,385
IBM	International Business Machines Corp	+26	3,146	$884,686
SKT	Tanger Inc.	+19	6,165	$243,332
USB	US Bancorp De	+10	10,714	$647,125
V	Visa Inc.	+8	1,601	$549,287
SPG	Simon Property Group Inc.	+6	4,023	$899,743
META	Meta Platforms, Inc.	+6	1,430	$805,504
LLY	ELI LILLY & Co	+5	1,758	$2,108,598
IRM	Iron Mountain Inc	+3	7,649	$966,145
XOM	ExxonMobil Holdings Corp	+1	4,441	$607,173
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VVR	Invesco Senior Income Trust	−21,808	132,694	$398,082
PHK	Pimco High Income Fund	−14,361	113,392	$528,406
JQC	Nuveen Credit Strategies Income Fund	−10,724	81,392	$395,565
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	−10,500	46,770	$949,431
EVV	Eaton Vance Ltd Duration Income Fund	−5,817	42,340	$396,725
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−4,732	27,012	$296,861
PDI	PIMCO Dynamic Income Fund	−4,046	23,995	$400,716
DKNG	DraftKings Inc.	−3,639	10,050	$253,863
VZ	Verizon Communications Inc	−2,916	22,638	$958,492
MCI	Barings Corporate Investors	−2,651	44,370	$779,137
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	−1,718	13,710	$686,871
UTG	Reaves Utility Income Fund	−1,567	22,635	$921,697
ARCC	Ares Capital Corp	−1,105	18,545	$343,638
PFE	Pfizer Inc	−697	24,465	$589,117
VICI	Vici Properties Inc.	−500	13,500	$358,425
UNH	Unitedhealth Group Inc	−489	1,647	$684,542
NVDA	Nvidia Corp	−481	5,138	$1,028,062
AAPL	Apple Inc.	−242	8,557	$2,476,053
QCOM	Qualcomm Inc/De	−200	1,539	$284,391
INTC	Intel Corp	−150	3,750	$523,612
ABBV	AbbVie Inc.	−114	5,837	$1,468,822
MO	Altria Group, Inc.	−85	3,823	$275,064
F	Ford Motor Co	−81	38,992	$541,988
JNJ	Johnson & Johnson	−65	2,633	$668,703
DUK	Duke Energy CORP	−45	6,291	$796,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CI	Cigna Group	8,833	$2,435,081
PANW	Palo Alto Networks Inc	1,219	$415,703
AMD	Advanced Micro Devices Inc	600	$348,546
AMCR	Amcor plc	6,050	$262,267
QURE	uniQure N.V.	5,600	$257,936
RACE	Ferrari N.V.	600	$223,374
NOW	ServiceNow, Inc.	2,201	$218,515
MS	Morgan Stanley	1,000	$209,040
GS	Goldman Sachs Group Inc	200	$202,274
MDT	Medtronic plc	2,475	$193,619
PM	Philip Morris International Inc.	1,066	$192,850
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EAT	Brinker International, Inc	2,000	$285,540
KR	Kroger Co	3,510	$253,983
NKE	NIKE, Inc.	4,801	$253,588
HD	Home Depot, Inc.	605	$198,978
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $50,228,845 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	24,888	-2	$3,649,576	+1.5%	7.27%
AAPL	Apple Inc. Technology	Reduced	8,557	-242	$2,476,053	+10.9%	4.93%
CI	Cigna Group Healthcare	NEW	8,833	NEW	$2,435,081	NEW	4.85%
LLY	ELI LILLY & Co Healthcare	Added	1,758	+5	$2,108,598	+30.8%	4.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,206	+364	$1,717,478	+20.5%	3.42%
ABBV	AbbVie Inc. Healthcare	Reduced	5,837	-114	$1,468,822	+13.5%	2.92%
QQQ	Invesco Qqq Trust, Series 1	Added	1,473	+36	$1,084,717	+30.8%	2.16%
NVDA	Nvidia Corp Technology	Reduced	5,138	-481	$1,028,062	+4.9%	2.05%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,956	0	$967,587	+11.3%	1.93%
IRM	Iron Mountain Inc Real Estate	Added	7,649	+3	$966,145	+23.7%	1.92%
VZ	Verizon Communications Inc Communication Services	Reduced	22,638	-2,916	$958,492	−25.3%	1.91%
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc Financial Services	Reduced	46,770	-10,500	$949,431	−16.1%	1.89%
MSFT	Microsoft Corp Technology	Added	2,481	+310	$925,462	+15.2%	1.84%
UTG	Reaves Utility Income Fund Financial Services	Reduced	22,635	-1,567	$921,697	−3.0%	1.83%
SPG	Simon Property Group Inc. Real Estate	Added	4,023	+6	$899,743	+20.1%	1.79%
IBM	International Business Machines Corp Technology	Added	3,146	+26	$884,686	+17.0%	1.76%
GOOGL	Alphabet Inc. Communication Services	Held	2,375	0	$848,753	+24.3%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	1,430	+6	$805,504	−1.1%	1.60%
DUK	Duke Energy CORP Utilities	Reduced	6,291	-45	$796,314	−4.0%	1.59%
MCI	Barings Corporate Investors Financial Services	Reduced	44,370	-2,651	$779,137	−3.9%	1.55%
BST	BlackRock Science & Technology Trust Financial Services	Held	14,000	0	$709,940	+39.5%	1.41%
EMO	ClearBridge Energy Midstream Opportunity Fund Inc. Financial Services	Reduced	13,710	-1,718	$686,871	−15.7%	1.37%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,647	-489	$684,542	+18.4%	1.36%
JNJ	Johnson & Johnson Healthcare	Reduced	2,633	-65	$668,703	+1.4%	1.33%
USB	US Bancorp De Financial Services	Added	10,714	+10	$647,125	+16.2%	1.29%
RTX	RTX Corp Industrials	Held	3,255	0	$617,571	−1.6%	1.23%
XOM	ExxonMobil Holdings Corp Energy	Added	4,441	+1	$607,173	−19.4%	1.21%
PFE	Pfizer Inc Healthcare	Reduced	24,465	-697	$589,117	−16.6%	1.17%
AVGO	Broadcom Inc. Technology	Added	1,549	+120	$585,134	+32.3%	1.16%
V	Visa Inc. Financial Services	Added	1,601	+8	$549,287	+14.1%	1.09%
F	Ford Motor Co Consumer Cyclical	Reduced	38,992	-81	$541,988	+20.2%	1.08%
PHK	Pimco High Income Fund Financial Services	Reduced	113,392	-14,361	$528,406	−10.7%	1.05%
INTC	Intel Corp Technology	Reduced	3,750	-150	$523,612	+204.2%	1.04%
T	At&T Inc. Communication Services	Reduced	23,942	-13	$495,599	−28.6%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	4,246	+122	$480,901	−6.2%	0.96%
CSCO	Cisco Systems, Inc. Technology	Added	3,974	+50	$466,786	+53.3%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,088	0	$457,612	+13.1%	0.91%
HTGC	Hercules Capital, Inc. Financial Services	Held	28,175	0	$444,319	+6.8%	0.88%
PANW	Palo Alto Networks Inc Technology	NEW	1,219	NEW	$415,703	NEW	0.83%
IAU	Ishares Gold Trust	Held	5,500	0	$415,305	−14.3%	0.83%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	23,995	-4,046	$400,716	−16.5%	0.80%
VVR	Invesco Senior Income Trust Financial Services	Reduced	132,694	-21,808	$398,082	−20.0%	0.79%
EVV	Eaton Vance Ltd Duration Income Fund Financial Services	Reduced	42,340	-5,817	$396,725	−12.8%	0.79%
JQC	Nuveen Credit Strategies Income Fund Financial Services	Reduced	81,392	-10,724	$395,565	−11.8%	0.79%
SPY	Spdr S&P 500 ETF Trust	Held	520	0	$388,320	+14.8%	0.77%
KEY	Keycorp /New/ Financial Services	Held	16,700	0	$384,935	+15.0%	0.77%
UBER	Uber Technologies, Inc Technology	Held	5,110	0	$368,737	+0.3%	0.73%
FDX	Fedex Corp Industrials	Held	1,175	0	$367,927	−12.1%	0.73%
KMI	Kinder Morgan, Inc. Energy	Added	11,429	+30	$365,385	−4.4%	0.73%
VICI	Vici Properties Inc. Real Estate	Reduced	13,500	-500	$358,425	−6.3%	0.71%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.