Future You Wealth LLC Top Holdings and 13F Report (2025) About Future You Wealth LLCInvestment ActivityFuture You Wealth LLC has $184.10 million in total holdings as of June 30, 2025.Future You Wealth LLC owns shares of 58 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.08% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Future You Wealth LLC has purchased 46 new stocks and bought additional shares in 20 stocks.Future You Wealth LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $57,617,446Vanguard FTSE Developed Markets ETF $18,416,882WisdomTree U.S. LargeCap Dividend Fund $15,660,453iShares Short Treasury Bond ETF $14,826,329Vanguard Total Stock Market ETF $11,297,500 Largest New Holdings this Quarter 14021T102 - CAPITAL GROUP INTERNATIONAL $1,238,951 Holding97717Y683 - WisdomTree Continuous Commodity Index Fund $983,287 Holding97717Y527 - WisdomTree Floating Rate Treasury Fund $821,411 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $678,422 Holding084670702 - Berkshire Hathaway $570,780 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 7,539 shares (about $4.28M)Vanguard FTSE Developed Markets ETF 44,246 shares (about $2.52M)CAPITAL GROUP INTERNATIONAL 42,561 shares (about $1.24M)WisdomTree Continuous Commodity Index Fund 49,468 shares (about $983.29K)CAPITAL GRP FIXED INCM ETF T 31,278 shares (about $822.61K) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,151 shares (about $957.64K)Vanguard Small-Cap Value ETF 1,007 shares (about $196.09K)SPDR S&P 500 ETF Trust 301 shares (about $185.98K)Vanguard Real Estate ETF 1,930 shares (about $171.87K)iShares Core S&P 500 ETF 243 shares (about $150.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFuture You Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$57,617,446$150,790 ▼-0.3%92,85131.3%ETFVEAVanguard FTSE Developed Markets ETF$18,416,882$2,520,580 ▲15.9%323,28810.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$15,660,453$761,999 ▲5.1%190,8038.5%FinanceSHViShares Short Treasury Bond ETF$14,826,329$559,392 ▲3.9%134,2718.1%ETFVTIVanguard Total Stock Market ETF$11,297,500$957,642 ▼-7.8%37,1736.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,854,490$764,087 ▲9.4%106,8564.8%ManufacturingCAPITAL GRP FIXED INCM ETF T$6,714,114$822,613 ▲14.0%255,2893.6%CORE BOND ETFVOOVanguard S&P 500 ETF$4,905,531$4,282,399 ▲687.2%8,6362.7%ETFVBRVanguard Small-Cap Value ETF$3,127,874$196,088 ▼-5.9%16,0631.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,095,039$570,323 ▲22.6%62,6201.7%ETFSPYSPDR S&P 500 ETF Trust$2,548,742$185,981 ▼-6.8%4,1251.4%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,485,581$175,351 ▲7.6%30,8871.4%ETFMSFTMicrosoft$2,295,911$46,754 ▼-2.0%4,6161.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$2,244,1930.0%62,6171.2%ETFAAPLApple$2,034,715$28,519 ▼-1.4%9,9171.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,596,839$694,854 ▲77.0%18,0630.9%FinanceEEMiShares MSCI Emerging Markets ETF$1,575,639$184,944 ▲13.3%32,6640.9%FinanceVNQVanguard Real Estate ETF$1,419,209$171,869 ▼-10.8%15,9370.8%ETFTLTiShares 20+ Year Treasury Bond ETF$1,359,527$216,260 ▲18.9%15,4020.7%ETFMETAMeta Platforms$1,316,753$3,690 ▲0.3%1,7840.7%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$1,266,2250.0%23,4660.7%ETFCAPITAL GROUP INTERNATIONAL$1,238,951$1,238,951 ▲New Holding42,5610.7%SHSAMZNAmazon.com$1,112,965$62,307 ▲5.9%5,0730.6%Retail/WholesaleGCCWisdomTree Continuous Commodity Index Fund$983,287$983,287 ▲New Holding49,4680.5%ETFXVViShares ESG Select Screened S&P 500 ETF$921,169$146,002 ▼-13.7%19,3190.5%ETFGLDSPDR Gold Shares$902,689$23,474 ▼-2.5%2,9610.5%FinanceGOOGAlphabet$892,742$1,951 ▲0.2%5,0330.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$882,410$170,987 ▲24.0%14,2280.5%ETFNVDANVIDIA$834,503$38,076 ▲4.8%5,2820.5%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$821,411$821,411 ▲New Holding16,3270.4%FinanceDFIVDimensional International Value ETF$804,1330.0%18,7750.4%ETFIJRiShares Core S&P Small-Cap ETF$771,587$308,088 ▲66.5%7,0600.4%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$753,512$16,715 ▼-2.2%11,2700.4%ETFVGITVanguard Intermediate-Term Treasury ETF$678,422$678,422 ▲New Holding11,3410.4%ETFDFUVDimensional US Marketwide Value ETF$643,3320.0%15,2160.3%ETFBRK.BBerkshire Hathaway$570,780$570,780 ▲New Holding1,1750.3%FinanceJPMJPMorgan Chase & Co.$459,9620.0%1,5870.2%FinancePKGPackaging Corporation of America$440,9730.0%2,3400.2%IndustrialsBWZSPDR Bloomberg Short Term International Treasury Bond ETF$417,962$417,962 ▲New Holding14,8900.2%ETFESGUiShares ESG Aware MSCI USA ETF$378,824$41,806 ▼-9.9%2,8000.2%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$372,5000.0%12,6830.2%ETFRELXRelx$361,6870.0%6,6560.2%Computer and TechnologyMUBiShares National Muni Bond ETF$359,202$29,359 ▼-7.6%3,4380.2%ETFIWFiShares Russell 1000 Growth ETF$328,6250.0%7740.2%ETFISHARES BITCOIN TRUST ETF$311,865$143,354 ▼-31.5%5,0950.2%SHS BEN INTQQQInvesco QQQ$301,830$55,179 ▲22.4%5470.2%FinanceGOOGLAlphabet$289,914$7,050 ▲2.5%1,6450.2%Computer and TechnologyTSLATesla$270,646$270,646 ▲New Holding8520.1%Auto/Tires/TrucksAVGOBroadcom$265,451$265,451 ▲New Holding9630.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$251,1390.0%1,2930.1%ETFNFLXNetflix$247,739$247,739 ▲New Holding1850.1%Consumer DiscretionaryULTAUlta Beauty$241,838$433 ▲0.2%3,9070.1%Retail/WholesaleVVisa$238,2390.0%6710.1%Business ServicesPGProcter & Gamble$237,865$2,549 ▼-1.1%1,4930.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$230,946$230,946 ▲New Holding9120.1%ETFDKNGDraftKings$213,421$213,421 ▲New Holding4,9760.1%Consumer DiscretionarySRESempra Energy$207,534$207,534 ▲New Holding2,7390.1%UtilitiesSCHBSchwab US Broad Market ETF$202,945$202,945 ▲New Holding8,5160.1%ETFIEFAiShares Core MSCI EAFE ETF$0$228,009 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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