FUTURE YOU WEALTH LLC

CIK

2055142

Location

New York, NY

Portfolio Value

Small $184,192,050

Diversification

Highly concentrated

Filing Date

Global Rank

#5,990 / 8,137 ▲ 194 · as of Jun 2025

Top Industry

Internet Content & Information 19.9%

Period ended 1 year ago

Filed Jul 31, 2025 · 1y

3 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 86.0%; sector active share 81.0% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

49.6%

−3.7 pts

Top 5

82.7%

−2.2 pts

Top 10

91.1%

−2.7 pts

HHI

2,789

Highly concentrated−350

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	93.2%	$171,658,160	39
Technology	2.9%	$5,430,667	4
Communication Services	1.5%	$2,747,192	4
Consumer Cyclical	1.2%	$2,279,842	5
Financial Services	0.7%	$1,269,104	3
Industrials	0.2%	$361,687	1
Consumer Defensive	0.1%	$237,864	1
Utilities	0.1%	$207,534	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+44,246	323,288	$18,430,648
CGCB	Capital Group Fixed Income ETF Trust	+31,278	255,289	$6,714,100
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+11,539	62,620	$3,097,185
DLN	WisdomTree U.S. LargeCap Dividend Fund	+9,284	190,803	$15,672,558
SHY	iShares 1-3 Year Treasury Bond ETF	+9,221	106,856	$8,854,088
EFA	iShares MSCI EAFE ETF	+7,860	18,063	$1,614,651
VOO	VANGUARD 500 INDEX FUND	+7,539	8,636	$4,905,507
SHV	iShares 0-1 Year Treasury Bond ETF	+5,066	134,271	$14,826,203
EEM	iShares MSCI Emerging Markets ETF	+3,834	32,664	$1,575,711
IJR	iShares Core S&P Small-Cap ETF	+2,819	7,060	$771,587
IJH	iShares Core S&P Mid-Cap ETF	+2,757	14,228	$882,420
TLT	iShares 20+ Year Treasury Bond ETF	+2,450	15,402	$1,359,226
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+2,179	30,887	$2,491,036
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
GOOG	Alphabet Inc.	+11	5,033	$892,803
ULTA	Ulta Beauty, Inc.	+7	3,907	$241,838
META	Meta Platforms, Inc.	+5	1,784	$1,316,752
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−3,151	37,173	$11,297,989
XVV	iShares ESG Select Screened S&P 500 ETF	−3,062	19,319	$921,303
IBIT	iShares Bitcoin Trust ETF	−2,342	5,095	$311,864
VNQ	VANGUARD REAL ESTATE INDEX FUND	−1,930	15,937	$1,419,349
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,007	16,063	$3,132,445
ESGU	iShares ESG Aware MSCI USA ETF	−309	2,800	$378,840
SPY	Spdr S&P 500 ETF Trust	−301	4,125	$2,548,631
MUB	iShares National Muni Bond ETF	−281	3,438	$359,202
PABU	iShares Paris-Aligned Climate Optimized MSCI USA ETF	−250	11,270	$753,512
IVV	iShares Core S&P 500 ETF	−243	92,851	$57,651,185
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

13 positions

Ticker	Company	Shares	Value
CGIC	Capital Group International Core Equity ETF	42,561	$1,238,950
—		49,468	$983,918
USFR	WisdomTree Floating Rate Treasury Fund	16,327	$821,411
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	11,341	$678,305
BRK-B	Berkshire Hathaway Inc	1,175	$570,779
BWZ	State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF	14,890	$417,962
TSLA	Tesla, Inc.	852	$270,646
AVGO	Broadcom Inc.	963	$265,450
NFLX	Netflix Inc	185	$247,739
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	912	$230,945
DKNG	DraftKings Inc.	4,976	$213,420
SRE	Sempra	2,739	$207,534
SCHB	Schwab U.S. Broad Market ETF	8,516	$202,936
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IEFA	iShares Core MSCI EAFE ETF	3,014	$228,009
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $184,192,050 total · filing declares 58 positions · $184,101,992 · as of Jun 30, 2025

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	92,851	-243	$57,651,185	+10.2%	3	before history	31.30%
VEA	Vanguard FTSE Developed Markets ETF	Added	323,288	+44,246	$18,430,648	+29.9%	3	before history	10.01%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Added	190,803	+9,284	$15,672,558	+8.8%	3	before history	8.51%
SHV	iShares 0-1 Year Treasury Bond ETF	Added	134,271	+5,066	$14,826,203	+3.9%	3	before history	8.05%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	37,173	-3,151	$11,297,989	+1.9%	3	before history	6.13%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	106,856	+9,221	$8,854,088	+9.6%	3	before history	4.81%
CGCB	Capital Group Fixed Income ETF Trust	Added	255,289	+31,278	$6,714,100	+14.0%	3	before history	3.65%
VOO	VANGUARD 500 INDEX FUND	Added	8,636	+7,539	$4,905,507	+770.1%	3	before history	2.66%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	16,063	-1,007	$3,132,445	−1.5%	3	before history	1.70%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	62,620	+11,539	$3,097,185	+34.0%	3	before history	1.68%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,125	-301	$2,548,631	+2.9%	3	before history	1.38%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	30,887	+2,179	$2,491,036	+10.0%	3	before history	1.35%
MSFT	Microsoft Corp Technology	Reduced	4,616	-94	$2,296,044	+29.9%	3	before history	1.25%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	62,617	0	$2,244,193	+8.6%	3	before history	1.22%
AAPL	Apple Inc. Technology	Reduced	9,917	-139	$2,034,670	−8.9%	3	before history	1.10%
EFA	iShares MSCI EAFE ETF	Added	18,063	+7,860	$1,614,651	+93.6%	3	before history	0.88%
EEM	iShares MSCI Emerging Markets ETF	Added	32,664	+3,834	$1,575,711	+25.1%	3	before history	0.86%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	15,937	-1,930	$1,419,349	−12.3%	3	before history	0.77%
TLT	iShares 20+ Year Treasury Bond ETF	Added	15,402	+2,450	$1,359,226	+15.3%	3	before history	0.74%
META	Meta Platforms, Inc. Communication Services	Added	1,784	+5	$1,316,752	+28.4%	3	before history	0.71%
DFAT	Dimensional U.S. Targeted Value ETF	Held	23,466	0	$1,266,225	+4.8%	3	before history	0.69%
CGIC	Capital Group International Core Equity ETF	NEW	42,561	NEW	$1,238,950	NEW	1	$27.33	0.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,073	+284	$1,112,965	+22.1%	3	before history	0.60%
		NEW	49,468	NEW	$983,918	NEW	1	$19.40	0.53%
XVV	iShares ESG Select Screened S&P 500 ETF	Reduced	19,319	-3,062	$921,303	−3.8%	3	before history	0.50%
GLD	Spdr Gold Trust	Reduced	2,961	-77	$902,601	+3.1%	3	before history	0.49%
GOOG	Alphabet Inc. Communication Services	Added	5,033	+11	$892,803	+13.8%	3	before history	0.48%
IJH	iShares Core S&P Mid-Cap ETF	Added	14,228	+2,757	$882,420	+31.8%	2	unpriced	0.48%
NVDA	Nvidia Corp Technology	Added	5,282	+241	$834,503	+52.7%	3	before history	0.45%
USFR	WisdomTree Floating Rate Treasury Fund	NEW	16,327	NEW	$821,411	NEW	1	unpriced	0.45%
DFIV	Dimensional International Value ETF	Held	18,775	0	$804,133	+8.8%	3	before history	0.44%
IJR	iShares Core S&P Small-Cap ETF	Added	7,060	+2,819	$771,587	+74.0%	3	before history	0.42%
PABU	iShares Paris-Aligned Climate Optimized MSCI USA ETF	Reduced	11,270	-250	$753,512	+9.2%	3	before history	0.41%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	NEW	11,341	NEW	$678,305	NEW	1	$59.19	0.37%
DFUV	Dimensional U.S. Marketwide Value ETF	Held	15,216	0	$643,332	+2.6%	3	before history	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,175	NEW	$570,779	NEW	1	$507.86	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,587	0	$460,087	+18.2%	3	before history	0.25%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,340	0	$440,973	−4.8%	3	before history	0.24%
BWZ	State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF	NEW	14,890	NEW	$417,962	NEW	1	$27.41	0.23%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	2,800	-309	$378,840	−0.0%	3	before history	0.21%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Held	12,683	0	$372,499	+12.1%	3	before history	0.20%
RELX	Relx PLC Industrials	Held	6,656	0	$361,687	+7.8%	3	before history	0.20%
MUB	iShares National Muni Bond ETF	Reduced	3,438	-281	$359,202	−8.4%	3	before history	0.20%
IWF	iShares Russell 1000 Growth ETF	Held	774	0	$328,624	+17.6%	3	before history	0.18%
IBIT	iShares Bitcoin Trust ETF	Reduced	5,095	-2,342	$311,864	−10.4%	3	before history	0.17%
QQQ	Invesco Qqq Trust, Series 1	Added	547	+100	$301,747	+44.0%	2	$506.11	0.16%
GOOGL	Alphabet Inc. Communication Services	Added	1,645	+40	$289,898	+16.8%	3	before history	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	852	NEW	$270,646	NEW	1	$301.28	0.15%
AVGO	Broadcom Inc. Technology	NEW	963	NEW	$265,450	NEW	1	$217.15	0.14%
IWD	iShares Russell 1000 Value ETF	Held	1,293	0	$251,139	+3.2%	3	before history	0.14%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.