Future Financial Wealth Managment LLC

CIK

1801892

Location

CINCINNATI, OH

Portfolio Value

Micro $43,994,120

Diversification

Diversified

Filing Date

Global Rank

#6,988 / 8,586 ▲ 78

Top Industry

Asset Management 22.0%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+58.8%

SPY

+78.1%

Annualised alpha

-4.6%

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

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

Top Position

8.2%

+0.4 pts

Top 5

23.1%

−0.5 pts

Top 10

34.9%

+0.3 pts

HHI

231

Diversified+5

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.7%	$11,751,200	28
Technology	14.3%	$6,283,315	9
Healthcare	13.2%	$5,786,650	9
Consumer Defensive	11.2%	$4,930,402	5
Communication Services	7.9%	$3,474,933	4
Consumer Cyclical	7.5%	$3,314,411	7
Real Estate	5.9%	$2,611,075	6
Industrials	4.5%	$1,960,120	6
Unclassified	3.8%	$1,652,463	3
Energy	3.2%	$1,399,916	3
Utilities	1.9%	$829,635	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 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
KR	Kroger Co	+2	3,510	$253,983
IBM	International Business Machines Corp	+2	3,120	$756,256
GE	General Electric Co	+1	850	$241,204
XOM	Exxon Mobil Corp	+1	4,440	$753,290
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

81 positions · $43,994,120 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 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IGR	Cbre Global Real Estate Income Fund Financial Services	Held	10,000	0	$43,900	+0.2%	0.10%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	10,000	0	$75,400	−7.0%	0.17%
IMRX	Immuneering Corp Healthcare	Held	18,000	0	$94,860	−19.9%	0.22%
MYI	Blackrock Muniyield Quality Fund III, Inc. Financial Services	Held	10,000	0	$105,100	−3.3%	0.24%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	10,000	0	$112,300	−3.4%	0.26%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Held	11,800	0	$145,494	−2.6%	0.33%
BTZ	Blackrock Credit Allocation Income Trust Financial Services	Held	17,000	0	$171,700	−6.7%	0.39%
INTC	Intel Corp Technology	Reduced	3,900	-400	$172,107	+8.5%	0.39%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	11,500	-1,000	$182,620	−44.2%	0.42%
DNP	Dnp Select Income Fund Inc Financial Services	Held	18,000	0	$185,400	+3.1%	0.42%
DSL	DoubleLine Income Solutions Fund Financial Services	Held	18,000	0	$194,940	−3.9%	0.44%
O	Realty Income Corp Real Estate	NEW	3,200	NEW	$195,776	NEW	0.45%
HD	Home Depot, Inc. Consumer Cyclical	Held	605	0	$198,978	−4.4%	0.45%
CAT	Caterpillar Inc Industrials	NEW	288	NEW	$204,036	NEW	0.46%
SKT	Tanger Inc. Real Estate	Added	6,146	+18	$208,841	+2.1%	0.47%
ISD	PGIM High Yield Bond Fund, Inc. Financial Services	Held	17,000	0	$223,720	−9.1%	0.51%
QCOM	Qualcomm Inc/De Technology	NEW	1,739	NEW	$223,948	NEW	0.51%
MMM	3M Co Industrials	Held	1,600	0	$232,368	−9.3%	0.53%
UPS	United Parcel Service Inc Industrials	Reduced	2,400	-2,700	$236,112	−53.3%	0.54%
MEDP	Medpace Holdings, Inc. Healthcare	Held	500	0	$240,095	−14.5%	0.55%
GE	General Electric Co Industrials	Added	850	+1	$241,204	−7.8%	0.55%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	4,801	-117	$253,588	−19.1%	0.58%
KR	Kroger Co Consumer Defensive	Added	3,510	+2	$253,983	+15.9%	0.58%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,908	-50	$257,888	+13.0%	0.59%
UTF	Cohen & Steers Infrastructure Fund Inc Financial Services	Added	10,000	+400	$258,800	+11.8%	0.59%
CVX	Chevron Corp Energy	Held	1,278	0	$264,418	+35.8%	0.60%
EAT	Brinker International, Inc Consumer Cyclical	Held	2,000	0	$285,540	−0.5%	0.65%
OHI	Omega Healthcare Investors Inc Real Estate	Held	6,703	0	$293,725	−1.2%	0.67%
SYK	Stryker Corp Healthcare	Held	896	0	$294,416	−6.5%	0.67%
DKNG	DraftKings Inc. Consumer Cyclical	Added	13,689	+300	$295,956	−35.9%	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,924	-198	$304,463	−4.1%	0.69%
GILD	Gilead Sciences, Inc. Healthcare	Held	2,200	0	$306,614	+13.5%	0.70%
CLX	Clorox Co /De/ Consumer Defensive	Held	3,000	0	$310,890	+2.8%	0.71%
KEY	Keycorp /New/ Financial Services	Held	16,700	0	$334,835	−2.9%	0.76%
SPY	Spdr S&P 500 ETF Trust	Held	520	0	$338,176	−4.6%	0.77%
FRA	Blackrock Floating Rate Income Strategies Fund, Inc. Financial Services	Reduced	31,744	-510	$349,818	−7.9%	0.80%
ARCC	Ares Capital Corp Financial Services	Reduced	19,650	-650	$354,093	−13.8%	0.80%
UBER	Uber Technologies, Inc Technology	Held	5,110	0	$367,562	−12.0%	0.84%
KMI	Kinder Morgan, Inc. Energy	Added	11,399	+30	$382,208	+22.3%	0.87%
VICI	Vici Properties Inc. Real Estate	Added	14,000	+596	$382,480	+1.5%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,088	0	$404,464	−17.3%	0.92%
HTGC	Hercules Capital, Inc. Financial Services	Reduced	28,175	-2,000	$416,144	−26.7%	0.95%
FDX	Fedex Corp Industrials	Held	1,175	0	$418,511	+23.3%	0.95%
AVGO	Broadcom Inc. Technology	Added	1,429	+14	$442,289	−9.7%	1.01%
JQC	Nuveen Credit Strategies Income Fund Financial Services	Reduced	92,116	-2,104	$448,604	−5.2%	1.02%
F	Ford Motor Co Consumer Cyclical	Reduced	39,073	-3,852	$450,902	−19.9%	1.02%
EVV	Eaton Vance Ltd Duration Income Fund Financial Services	Reduced	48,157	-738	$455,083	−6.1%	1.03%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	28,041	-505	$479,781	−5.1%	1.09%
V	Visa Inc. Financial Services	Held	1,593	0	$481,468	−13.8%	1.09%
IAU	Ishares Gold Trust	Held	5,500	0	$484,880	+8.6%	1.10%