FUTURE YOU WEALTH LLC

CIK

2055142

Location

New York, NY

Portfolio Value

Micro $17,068,898

Diversification

Diversified

Filing Date

Global Rank

#7,339 / 7,998 ▲ 52 · as of Jun 2025

Top Industry

Software - Infrastructure 17.7%

3Y Alpha vs SPY

-5.9%

Period ended 1 year ago

Filed Jul 31, 2025 · 11mo

3 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+15.5%

SPY

+24.0%

Annualised alpha

-5.8%

Max drawdown

−19.4%

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

22 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

14.9%

−3.1 pts

Top 5

58.7%

−6.2 pts

Top 10

81.5%

−6.7 pts

HHI

865

Diversified−195

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	31.8%	$5,430,667	4
Unclassified	23.8%	$4,064,843	4
Consumer Cyclical	22.6%	$3,865,776	5
Communication Services	9.6%	$1,631,423	3
Financial Services	7.4%	$1,269,104	3
Industrials	2.1%	$361,687	1
Consumer Defensive	1.4%	$237,864	1
Utilities	1.2%	$207,534	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+284	5,073	$1,112,965
NVDA	Nvidia Corp	+241	5,282	$834,503
QQQ	Invesco Qqq Trust, Series 1	+100	547	$301,747
GOOGL	Alphabet Inc.	+40	1,645	$289,898
ULTA	Ulta Beauty, Inc.	+7	3,907	$1,827,772
META	Meta Platforms, Inc.	+5	1,784	$1,316,752
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−2,342	5,095	$311,864
SPY	Spdr S&P 500 ETF Trust	−301	4,125	$2,548,631
AAPL	Apple Inc.	−139	9,917	$2,034,670
MSFT	Microsoft Corp	−94	4,616	$2,296,044
GLD	Spdr Gold Trust	−77	2,961	$902,601
PG	PROCTER & GAMBLE Co	−16	1,493	$237,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,175	$570,779
TSLA	Tesla, Inc.	852	$270,646
AVGO	Broadcom Inc.	963	$265,450
DKNG	DraftKings Inc.	4,976	$213,420
SRE	Sempra	2,739	$207,534
NFLX	Netflix Inc	185	$24,773
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $17,068,898 total · as of Jun 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	4,125	-301	$2,548,631	+2.9%	14.93%
MSFT	Microsoft Corp Technology	Reduced	4,616	-94	$2,296,044	+29.9%	13.45%
AAPL	Apple Inc. Technology	Reduced	9,917	-139	$2,034,670	−8.9%	11.92%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	3,907	+7	$1,827,772	+27.9%	10.71%
META	Meta Platforms, Inc. Communication Services	Added	1,784	+5	$1,316,752	+28.4%	7.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,073	+284	$1,112,965	+22.1%	6.52%
GLD	Spdr Gold Trust	Reduced	2,961	-77	$902,601	+3.1%	5.29%
NVDA	Nvidia Corp Technology	Added	5,282	+241	$834,503	+52.7%	4.89%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,175	NEW	$570,779	NEW	3.34%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,587	0	$460,087	+18.2%	2.70%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,340	0	$440,973	−4.8%	2.58%
RELX	Relx PLC Industrials	Held	6,656	0	$361,687	+7.8%	2.12%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,095	-2,342	$311,864	−10.4%	1.83%
QQQ	Invesco Qqq Trust, Series 1	Added	547	+100	$301,747	+44.0%	1.77%
GOOGL	Alphabet Inc. Communication Services	Added	1,645	+40	$289,898	+16.8%	1.70%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	852	NEW	$270,646	NEW	1.59%
AVGO	Broadcom Inc. Technology	NEW	963	NEW	$265,450	NEW	1.56%
V	Visa Inc. Financial Services	Held	671	0	$238,238	+1.3%	1.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,493	-16	$237,864	−7.5%	1.39%
DKNG	DraftKings Inc. Consumer Cyclical	NEW	4,976	NEW	$213,420	NEW	1.25%
SRE	Sempra Utilities	NEW	2,739	NEW	$207,534	NEW	1.22%
NFLX	Netflix Inc Communication Services	NEW	185	NEW	$24,773	NEW	0.15%