Future Financial Wealth Managment LLC

CIK

1801892

Location

CINCINNATI, OH

Portfolio Value

Micro $43,159,556

Diversification

Diversified

Filing Date

Global Rank

#7,013 / 8,603 ▲ 57 · as of Mar 2026

Top Industry

Asset Management 22.5%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.1%

SPY

+76.5%

Annualised alpha

-3.6%

Max drawdown

−15.6%

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

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

+0.5 pts

Top 5

23.5%

−0.4 pts

Top 10

35.6%

+0.5 pts

HHI

237

Diversified+7

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.2%	$11,751,200	28
Technology	14.6%	$6,283,315	9
Healthcare	13.4%	$5,786,650	9
Consumer Defensive	11.4%	$4,930,402	5
Communication Services	8.1%	$3,474,933	4
Consumer Cyclical	7.7%	$3,314,411	7
Real Estate	6.0%	$2,611,075	6
Industrials	4.4%	$1,878,846	6
Unclassified	3.8%	$1,652,463	3
Utilities	1.9%	$829,635	1
Energy	1.5%	$646,626	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+3,004	25,162	$706,548
VICI	Vici Properties Inc.	+596	14,000	$382,480
NVDA	Nvidia Corp	+559	5,619	$979,953
UTF	Cohen & Steers Infrastructure Fund Inc	+400	10,000	$258,800
DKNG	DraftKings Inc.	+300	13,689	$295,956
MSFT	Microsoft Corp	+272	2,171	$803,639
MCI	Barings Corporate Investors	+189	47,021	$810,642
UNH	Unitedhealth Group Inc	+75	2,136	$577,980
KMI	Kinder Morgan, Inc.	+30	11,399	$382,208
DUK	Duke Energy CORP	+24	6,336	$829,635
SKT	Tanger Inc.	+18	6,146	$208,841
AVGO	Broadcom Inc.	+14	1,429	$442,289
USB	US Bancorp De	+10	10,704	$556,715
LLY	ELI LILLY & Co	+10	1,753	$1,612,356
PG	PROCTER & GAMBLE Co	+7	24,890	$3,595,111
ABBV	AbbVie Inc.	+5	5,951	$1,294,282
IBM	International Business Machines Corp	+2	3,120	$756,256
KR	Kroger Co	+2	3,510	$253,983
GE	General Electric Co	+1	850	$241,204
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VVR	Invesco Senior Income Trust	−7,020	154,502	$497,496
F	Ford Motor Co	−3,852	39,073	$450,902
UPS	United Parcel Service Inc	−2,700	2,400	$236,112
PHK	Pimco High Income Fund	−2,530	127,753	$591,496
JQC	Nuveen Credit Strategies Income Fund	−2,104	92,116	$448,604
HTGC	Hercules Capital, Inc.	−2,000	28,175	$416,144
SOFI	SoFi Technologies, Inc.	−1,000	11,500	$182,620
UTG	Reaves Utility Income Fund	−940	24,202	$950,654
EVV	Eaton Vance Ltd Duration Income Fund	−738	48,157	$455,083
ARCC	Ares Capital Corp	−650	19,650	$354,093
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−510	31,744	$349,818
PDI	PIMCO Dynamic Income Fund	−505	28,041	$479,781
IRM	Iron Mountain Inc	−410	7,646	$780,962
INTC	Intel Corp	−400	3,900	$172,107
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	−394	15,428	$814,906
T	At&T Inc.	−374	23,955	$694,455
AMZN	Amazon Com Inc	−207	6,842	$1,424,983
CSCO	Cisco Systems, Inc.	−198	3,924	$304,463
VZ	Verizon Communications Inc	−187	25,554	$1,282,810
AAPL	Apple Inc.	−148	8,799	$2,233,098
NKE	NIKE, Inc.	−117	4,801	$253,588
META	Meta Platforms, Inc.	−105	1,424	$814,713
SPG	Simon Property Group Inc.	−68	4,017	$749,291
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	−58	57,270	$1,131,655
MO	Altria Group, Inc.	−50	3,908	$257,888
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	1,739	$223,948
CAT	Caterpillar Inc	288	$204,036
O	Realty Income Corp	3,200	$195,776
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	4,700	$231,287
APTV	Aptiv PLC	3,000	$228,270
CI	Cigna Group	800	$220,184
IBIT	iShares Bitcoin Trust ETF	4,000	$198,600
LYB	LyondellBasell Industries N.V.	4,400	$190,520
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $43,159,556 total · as of Mar 31, 2026

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

Showing 1–50 of 80 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	Added	24,890	+7	$3,595,111	+0.8%	8.33%
AAPL	Apple Inc. Technology	Reduced	8,799	-148	$2,233,098	−8.2%	5.17%
LLY	ELI LILLY & Co Healthcare	Added	1,753	+10	$1,612,356	−13.9%	3.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,842	-207	$1,424,983	−12.4%	3.30%
ABBV	AbbVie Inc. Healthcare	Added	5,951	+5	$1,294,282	−4.7%	3.00%
VZ	Verizon Communications Inc Communication Services	Reduced	25,554	-187	$1,282,810	+22.4%	2.97%
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc Financial Services	Reduced	57,270	-58	$1,131,655	−0.6%	2.62%
NVDA	Nvidia Corp Technology	Added	5,619	+559	$979,953	+3.8%	2.27%
UTG	Reaves Utility Income Fund Financial Services	Reduced	24,202	-940	$950,654	+3.4%	2.20%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,956	0	$869,536	−8.7%	2.01%
DUK	Duke Energy CORP Utilities	Added	6,336	+24	$829,635	+12.1%	1.92%
QQQ	Invesco Qqq Trust, Series 1	Held	1,437	0	$829,407	−6.0%	1.92%
EMO	ClearBridge Energy Midstream Opportunity Fund Inc. Financial Services	Reduced	15,428	-394	$814,906	+15.4%	1.89%
META	Meta Platforms, Inc. Communication Services	Reduced	1,424	-105	$814,713	−19.3%	1.89%
MCI	Barings Corporate Investors Financial Services	Added	47,021	+189	$810,642	−4.6%	1.88%
MSFT	Microsoft Corp Technology	Added	2,171	+272	$803,639	−12.5%	1.86%
IRM	Iron Mountain Inc Real Estate	Reduced	7,646	-410	$780,962	+16.9%	1.81%
IBM	International Business Machines Corp Technology	Added	3,120	+2	$756,256	−18.1%	1.75%
SPG	Simon Property Group Inc. Real Estate	Reduced	4,017	-68	$749,291	−0.9%	1.74%
PFE	Pfizer Inc Healthcare	Added	25,162	+3,004	$706,548	+28.1%	1.64%
T	At&T Inc. Communication Services	Reduced	23,955	-374	$694,455	+14.9%	1.61%
GOOGL	Alphabet Inc. Communication Services	Held	2,375	0	$682,955	−8.1%	1.58%
JNJ	Johnson & Johnson Healthcare	Held	2,698	0	$659,499	+18.1%	1.53%
RTX	RTX Corp Industrials	Held	3,255	0	$627,889	+5.2%	1.45%
PHK	Pimco High Income Fund Financial Services	Reduced	127,753	-2,530	$591,496	−6.6%	1.37%
UNH	Unitedhealth Group Inc Healthcare	Added	2,136	+75	$577,980	−15.0%	1.34%
USB	US Bancorp De Financial Services	Added	10,704	+10	$556,715	−2.4%	1.29%
WMT	Walmart Inc. Consumer Defensive	Held	4,124	0	$512,530	+11.6%	1.19%
BST	BlackRock Science & Technology Trust Financial Services	Held	14,000	0	$508,900	−10.3%	1.18%
VVR	Invesco Senior Income Trust Financial Services	Reduced	154,502	-7,020	$497,496	−5.8%	1.15%
IAU	Ishares Gold Trust	Held	5,500	0	$484,880	+8.6%	1.12%
V	Visa Inc. Financial Services	Held	1,593	0	$481,468	−13.8%	1.12%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	28,041	-505	$479,781	−5.1%	1.11%
EVV	Eaton Vance Ltd Duration Income Fund Financial Services	Reduced	48,157	-738	$455,083	−6.1%	1.05%
F	Ford Motor Co Consumer Cyclical	Reduced	39,073	-3,852	$450,902	−19.9%	1.04%
JQC	Nuveen Credit Strategies Income Fund Financial Services	Reduced	92,116	-2,104	$448,604	−5.2%	1.04%
AVGO	Broadcom Inc. Technology	Added	1,429	+14	$442,289	−9.7%	1.02%
HTGC	Hercules Capital, Inc. Financial Services	Reduced	28,175	-2,000	$416,144	−26.7%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,088	0	$404,464	−17.3%	0.94%
VICI	Vici Properties Inc. Real Estate	Added	14,000	+596	$382,480	+1.5%	0.89%
KMI	Kinder Morgan, Inc. Energy	Added	11,399	+30	$382,208	+22.3%	0.89%
UBER	Uber Technologies, Inc Technology	Held	5,110	0	$367,562	−12.0%	0.85%
ARCC	Ares Capital Corp Financial Services	Reduced	19,650	-650	$354,093	−13.8%	0.82%
FRA	Blackrock Floating Rate Income Strategies Fund, Inc. Financial Services	Reduced	31,744	-510	$349,818	−7.9%	0.81%
SPY	Spdr S&P 500 ETF Trust	Held	520	0	$338,176	−4.6%	0.78%
FDX	Fedex Corp Industrials	Held	1,175	0	$337,237	+23.3%	0.78%
KEY	Keycorp /New/ Financial Services	Held	16,700	0	$334,835	−2.9%	0.78%
CLX	Clorox Co /De/ Consumer Defensive	Held	3,000	0	$310,890	+2.8%	0.72%
GILD	Gilead Sciences, Inc. Healthcare	Held	2,200	0	$306,614	+13.5%	0.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,924	-198	$304,463	−4.1%	0.71%