13F Filings History of FUTURE YOU WEALTH LLC
- Latest 13F filing
- Q2 2025 - 31 Jul 2025
- Latest reported 13F value
- $183,860,154
- Largest 13F holdings
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IVV VEA DLN SHV VTI SHY CGCB VOO VBR VWO SPY HYG
+8 more
MSFT DFAC AAPL EFA EEM VNQ TLT META - Form 13F summary
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- FUTURE YOU WEALTH LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- FUTURE YOU WEALTH LLC reported 58 equity holdings with a total reported market value of $183,860,154 for Q2 2025. Top reported holdings included IVV, VEA, DLN, SHV, and VTI.
- Manager signature
- Lauren Debra Sterling - CCO
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2025
Latest value
$183,860,154
Quarter delta
+$27,979,285
Accepted
31 Jul 2025, 09:19
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 58 | $183,860,154 | +$18,549,625 | -$2,368,911 | +$16,180,714 | IVV, VEA, DLN, SHV, VTI | 13F-HR | 31 Jul 2025, 09:19 |
| Q1 2025 | 46 | $155,880,869 | +$21,321,317 | -$3,387,275 | +$17,934,042 | IVV, DLN, SHV, VEA, VTI | 13F-HR | 02 May 2025, 08:39 |
| Q4 2024 | 47 | $140,978,309 | $0 | $0 | $0 | IVV, SHV, VTI, DLN, VEA | 13F-HR | 01 May 2025, 09:50 |