§ 13F · FUND PROFILE
FUTURE YOU WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $184.1T (13F)Positions · 58Turnover · — · Q2Filed · Jul 31, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 31, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 93K | $57.6T | 31.3% | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 323K | $18.4T | 10.0% | — |
| 3 | DLN | WISDOMTREE TR | 191K | $15.7T | 8.5% | — |
| 4 | SHV | ISHARES TR | 134K | $14.8T | 8.1% | — |
| 5 | VTI | VANGUARD INDEX FDS | 37K | $11.3T | 6.1% | — |
| 6 | SHY | ISHARES TR | 107K | $8.9T | 4.8% | — |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | 255K | $6.7T | 3.6% | — |
| 8 | VOO | VANGUARD INDEX FDS | 9K | $4.9T | 2.7% | — |
| 9 | VBR | VANGUARD INDEX FDS | 16K | $3.1T | 1.7% | — |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 63K | $3.1T | 1.7% | — |
§ 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 $184102.0 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed