§ 13F · FUND PROFILE
FUTURE YOU WEALTH LLC.
AUM · $184M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 31, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 31, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 93K | $58M | 31.3% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 323K | $18M | 10.0% | +16% |
| 3 | DLN | WISDOMTREE TR | 191K | $16M | 8.5% | +5% |
| 4 | SHV | ISHARES TR | 134K | $15M | 8.1% | +4% |
| 5 | VTI | VANGUARD INDEX FDS | 37K | $11M | 6.1% | −8% |
| 6 | SHY | ISHARES TR | 107K | $9M | 4.8% | +9% |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | 255K | $7M | 3.6% | +14% |
| 8 | VOO | VANGUARD INDEX FDS | 9K | $5M | 2.7% | +687% |
| 9 | VBR | VANGUARD INDEX FDS | 16K | $3M | 1.7% | −6% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 63K | $3M | 1.7% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUTURE SIGNAL
AC read
FUTURE YOU WEALTH LLC is a Other fund managing $184 million in assets. The fund runs a portfolio of 58 positions.
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