Future You Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 1, 2025), Future You Wealth LLC reported 47 stock positions worth $141.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 34.6% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 9.4%) and VG Morningstar TS MKT ETF-US (VTI, 9.2%).
- Most Recent 13F
- Q2 2025
- Location
- New York, NY
- CIK
- 0002055142
- Portfolio Value
- $141.2M (Q4 2024)
- SEC Filing
- 0001667731-25-000564 ↗ filed May 1, 2025
Holdings Value
Holdings 47 stocks · $141.2M
| IVV iShares Core S&P 500 ETF | 34.63% | 83,055 | $48.9M | — |
| SHV iShares 0-1 Year Treasury Bo | 9.42% | 120,837 | $13.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 9.18% | 44,729 | $13.0M | — |
| DLN Wisdomtree US Largecap Divid | 7.94% | 144,200 | $11.2M | — |
| VEA Vanguard Ftse Developed ETF | 7.69% | 227,132 | $10.9M | — |
| SHY iShares 1-3 Year Treasury Bo | 5.03% | 86,653 | $7.1M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.67% | 19,030 | $3.8M | — |
| AAPL Apple Inc. | 1.84% | 10,374 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.80% | 4,327 | $2.5M | — |
| DFAC Dimensional US Core Equity 2 | 1.53% | 62,617 | $2.2M | — |
| MSFT Microsoft Corp. | 1.43% | 4,779 | $2.0M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.32% | 23,745 | $1.9M | — |
| VWO Vanguard Ftse Emerging Marke | 1.18% | 37,807 | $1.7M | — |
| VNQ Vanguard Real Estate ETF | 1.02% | 16,241 | $1.4M | — |
| CGCB Cap Group Core Bond | 1.00% | 54,484 | $1.4M | — |
| DFAT Dimensional US Target Value | 0.93% | 23,466 | $1.3M | — |
| EEM iShares MSCI Emerging Market | 0.86% | 29,083 | $1.2M | — |
| GLD SPDR Gold Shares | 0.71% | 4,125 | $999K | — |
| META Meta Platforms Inc. Class A | 0.69% | 1,654 | $968K | — |
| XVV iShares ESG Select Screened | 0.65% | 20,320 | $920K | — |
| NVDA Nvidia Corp. | 0.63% | 6,615 | $888K | — |
| AMZN Amazon.com Inc. | 0.60% | 3,861 | $847K | — |
| EFA iShares MSCI Eafe ETF | 0.56% | 10,548 | $798K | — |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.53% | 11,520 | $749K | — |
| GOOG Alphabet Inc. Class C | 0.49% | 3,630 | $691K | — |
| DFIV Dimensional International Va | 0.47% | 18,775 | $666K | — |
| TLT iShares 20+ Year Treasury BD | 0.45% | 7,265 | $634K | — |
| DFUV Dimensional US Marketwide Va | 0.44% | 15,216 | $623K | — |
| MUB iShares National Muni Bond E | 0.41% | 5,431 | $579K | — |
| PKG Packaging Corp. of America | 0.38% | 2,380 | $536K | — |
| VOO Vanguard S&P 500 ETF | 0.38% | 982 | $529K | — |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 7,371 | $391K | — |
| JPM JPMorgan Chase & Co. | 0.27% | 1,615 | $387K | — |
| DFAX Dimensional World Ex US Core | 0.22% | 12,683 | $315K | — |
| IWF iShares Russell 1000 Growth | 0.22% | 774 | $311K | — |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,608 | $304K | — |
| RELX Relx PLC - Spon ADR | 0.21% | 6,656 | $302K | — |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,472 | $285K | — |
| PG The Procter & Gamble Co. | 0.19% | 1,596 | $268K | — |
| TSLA Tesla Inc. | 0.18% | 647 | $261K | — |
| TLH iShares 10-20 Year Treasury | 0.17% | 2,462 | $245K | — |
| SRE Sempra | 0.17% | 2,764 | $242K | — |
| IWD iShares Russell 1000 Value E | 0.17% | 1,293 | $239K | — |
| ESGU iShares ESG Aware MSCI USA | 0.16% | 1,789 | $230K | — |
| CRM Salesforce Inc. | 0.16% | 666 | $223K | — |
| ULTA Ulta Beauty Inc. | 0.16% | 3,900 | $221K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 2,978 | $209K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.