13F Filings History of Future Financial Wealth Managment LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$148,639,004
Signature - Title
Debbie Hall - Operations Mgr
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Future Financial Wealth Managment LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Future Financial Wealth Managment LLC reported 127 stock holdings with total value $148,639,004 as of Q4 2025. Top holdings included VOO, QQQM, JAAA, CGDV, and IWY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $148,639,004 +$17,151,142 -$28,798,341 -$11,647,199 VOO, QQQM, JAAA, CGDV, IWY 13F-HR 21 Jan 2026, 11:20
Q3 2025 460 $158,871,339 +$11,955,475 -$8,188,056 +$3,767,419 QQQM, VOO, JAAA, CGDV, IWY 13F-HR 15 Oct 2025, 10:28
Q2 2025 451 $146,771,262 +$12,145,933 -$9,998,353 +$2,147,580 QQQM, VOO, SCHD, JAAA, IWY 13F-HR 21 Jul 2025, 13:45
Q1 2025 448 $136,367,169 +$14,257,609 -$11,513,578 +$2,744,031 VOO, QQQM, SCHD, IWY, TSPA 13F-HR 09 Apr 2025, 12:09
Q4 2024 447 $136,744,814 +$8,236,766 -$7,240,720 +$996,046 QQQM, VOO, SCHD, IWY, TSPA 13F-HR 13 Jan 2025, 12:25
Q3 2024 469 $140,066,624 +$26,985,667 -$6,047,588 +$20,938,079 VOO, QQQM, SCHD, IWY, PG 13F-HR 08 Oct 2024, 15:39
Q2 2024 122 $113,758,800 +$14,748,782 -$32,590,975 -$17,842,193 QQQM, VOO, SCHD, IWY, PG 13F-HR 16 Jul 2024, 11:13
Q1 2024 505 $129,983,662 +$37,804,480 -$15,076,288 +$22,728,192 VOO, QQQM, SCHD, COWZ, MOAT Restatement 15 Apr 2024, 15:15
Q4 2023 112 $100,711,291 +$5,658,955 -$2,933,736 +$2,725,219 VOO, QQQM, IWF, VIG, OEF 13F-HR 18 Jan 2024, 15:01
Q3 2023 101 $90,206,737 +$4,523,120 -$6,995,020 -$2,471,900 VOO, QQQM, PG, VIG, VTV 13F-HR 20 Oct 2023, 11:24
Q2 2023 111 $94,970,729 +$22,200,051 -$20,473,471 +$1,726,580 VOO, QQQM, VCSH, PG, VIG 13F-HR 18 Jul 2023, 12:14
Q1 2023 108 $90,730,634 +$25,421,079 -$24,893,863 +$527,216 VOO, VIG, SCHD, VCSH, SCHF 13F-HR 04 Apr 2023, 16:50
Q4 2022 117 $87,834,227 +$11,986,660 -$10,967,108 +$1,019,552 SPTM, SPHD, MOAT, PG, VOO 13F-HR 05 Jan 2023, 17:16
Q3 2022 121 $81,683,000 +$11,437,513 -$13,749,406 -$2,311,893 SPTM, SPHD, MOAT, PG, SCHF 13F-HR 13 Oct 2022, 10:49
Q2 2022 130 $92,788,000 +$291,000 -$18,433,000 -$18,142,000 SPTM, MOAT, PG, VOO, SCHF 13F-HR 05 Jul 2022, 09:05
Q1 2022 506 $120,589,000 +$13,635,515 -$12,746,187 +$889,328 SPTM, MOAT, PG, VOO, SCHF 13F-HR 03 May 2022, 16:07
Q4 2021 518 $125,027,000 +$32,354,921 -$6,964,654 +$25,390,267 SPTM, PG, VOO, MOAT, JHMM 13F-HR 07 Jan 2022, 09:43
Q3 2021 124 $96,057,000 $0 $0 $0 SPTM, VOO, MOAT, PG, SCHF 13F-HR 06 Oct 2021, 16:00
Q2 2021 124 $97,217,000 +$19,678,191 -$11,432,217 +$8,245,974 SPTM, VOO, MOAT, PG, SCHF 13F-HR 04 Aug 2021, 13:07
Q1 2021 114 $86,952,000 +$13,173,569 -$17,184,688 -$4,011,119 USMV, VOO, SPTM, CAPD, XLSR 13F-HR 05 May 2021, 09:44
Q4 2020 122 $86,660,000 $0 $0 $0 AAPL, USMV, VOO, PG, SPTM 13F-HR 03 Feb 2021, 11:58