Future You Wealth LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Future You Wealth LLC reported 46 stock positions worth $156.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.5% of the portfolio, followed by Wisdomtree US Largecap Divid (DLN, 9.2%) and iShares 0-1 Year Treasury Bo (SHV, 9.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 4, added to 20 and reduced 13. The biggest buy was Cap Group Core Bond (CGCB, shares +311%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −10%).
- Most Recent 13F
- Q2 2025
- Location
- New York, NY
- CIK
- 0002055142
- Portfolio Value
- $156.1M (Q1 2025)
- SEC Filing
- 0001667731-25-000574 ↗ filed May 2, 2025
Holdings Value
Holdings 46 stocks · $156.1M
| IVV iShares Core S&P 500 ETF | 33.51% | 93,094 | $52.3M | Add +12.1% |
| DLN Wisdomtree US Largecap Divid | 9.23% | 181,519 | $14.4M | Add +25.9% |
| SHV iShares 0-1 Year Treasury Bo | 9.14% | 129,205 | $14.3M | Add +6.9% |
| VEA Vanguard Ftse Developed ETF | 9.09% | 279,042 | $14.2M | Add +22.9% |
| VTI VG Morningstar TS MKT ETF-US | 7.16% | 40,324 | $11.2M | Reduce -9.8% |
| SHY iShares 1-3 Year Treasury Bo | 5.17% | 97,635 | $8.1M | Add +12.7% |
| CGCB Cap Group Core Bond | 3.77% | 224,011 | $5.9M | Add +311.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.04% | 17,070 | $3.2M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 4,426 | $2.5M | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 1.48% | 51,081 | $2.3M | Add +35.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.45% | 28,708 | $2.3M | Add +20.9% |
| AAPL Apple Inc. | 1.43% | 10,056 | $2.2M | Reduce -3.1% |
| DFAC Dimensional US Core Equity 2 | 1.32% | 62,617 | $2.1M | No change |
| MSFT Microsoft Corp. | 1.13% | 4,710 | $1.8M | Reduce -1.4% |
| VNQ Vanguard Real Estate ETF | 1.04% | 17,867 | $1.6M | Add +10.0% |
| EEM iShares MSCI Emerging Market | 0.81% | 28,830 | $1.3M | Reduce -0.9% |
| DFAT Dimensional US Target Value | 0.77% | 23,466 | $1.2M | No change |
| TLT iShares 20+ Year Treasury BD | 0.76% | 12,952 | $1.2M | Add +78.3% |
| META Meta Platforms Inc. Class A | 0.66% | 1,779 | $1.0M | Add +7.6% |
| XVV iShares ESG Select Screened | 0.61% | 22,381 | $958K | Add +10.1% |
| AMZN Amazon.com Inc. | 0.58% | 4,789 | $911K | Add +24.0% |
| GLD SPDR Gold Shares | 0.56% | 3,038 | $875K | Reduce -26.4% |
| EFA iShares MSCI Eafe ETF | 0.53% | 10,203 | $834K | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 0.50% | 5,022 | $785K | Add +38.4% |
| DFIV Dimensional International Va | 0.47% | 18,775 | $739K | No change |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.44% | 11,520 | $690K | No change |
| IJH iShares Core S&P Midcap ETF | 0.43% | 11,471 | $669K | New |
| DFUV Dimensional US Marketwide Va | 0.40% | 15,216 | $627K | No change |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,097 | $562K | Add +11.7% |
| NVDA Nvidia Corp. | 0.35% | 5,041 | $546K | Reduce -23.8% |
| PKG Packaging Corp. of America | 0.30% | 2,340 | $463K | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 4,241 | $443K | Add +71.6% |
| MUB iShares National Muni Bond E | 0.25% | 3,719 | $392K | Reduce -31.5% |
| JPM JPMorgan Chase & Co. | 0.25% | 1,587 | $389K | Reduce -1.7% |
| ESGU iShares ESG Aware MSCI USA | 0.24% | 3,109 | $379K | Add +73.8% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 7,437 | $348K | Add +0.9% |
| RELX Relx PLC - Spon ADR | 0.21% | 6,656 | $336K | No change |
| DFAX Dimensional World Ex US Core | 0.21% | 12,683 | $332K | No change |
| IWF iShares Russell 1000 Growth | 0.18% | 774 | $279K | No change |
| PG The Procter & Gamble Co. | 0.16% | 1,509 | $257K | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,605 | $248K | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.16% | 1,293 | $243K | No change |
| V Visa Inc. Class A | 0.15% | 671 | $235K | New |
| ULTA Ulta Beauty Inc. | 0.15% | 3,900 | $232K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 3,014 | $228K | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 447 | $210K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.8% | 7.16% | −2.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.3% | 2.04% | −0.63 |
| AAPL Apple Inc. | Reduce -3.1% | 1.43% | −0.41 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.13% | −0.29 |
| NVDA Nvidia Corp. | Reduce -23.8% | 0.35% | −0.28 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.18 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.17 |
| SRE Sempra | Sold out | 0.00% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -31.5% | 0.25% | −0.16 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.16 |
| GLD SPDR Gold Shares | Reduce -26.4% | 0.56% | −0.15 |
| PKG Packaging Corp. of America | Reduce -1.7% | 0.30% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.16% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -0.9% | 0.81% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -3.3% | 0.53% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.25% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.5% | 0.16% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CGCB Cap Group Core Bond | Add +311.1% | 3.77% | +2.78 |
| VEA Vanguard Ftse Developed ETF | Add +22.9% | 9.09% | +1.39 |
| DLN Wisdomtree US Largecap Divid | Add +25.9% | 9.23% | +1.28 |
| IJH iShares Core S&P Midcap ETF | New | 0.43% | +0.43 |
| TLT iShares 20+ Year Treasury BD | Add +78.3% | 0.76% | +0.31 |
| VWO Vanguard Ftse Emerging Marke | Add +35.1% | 1.48% | +0.30 |
| V Visa Inc. Class A | New | 0.15% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | Add +12.7% | 5.17% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.13% | +0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +20.9% | 1.45% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +71.6% | 0.28% | +0.08 |
| ESGU iShares ESG Aware MSCI USA | Add +73.8% | 0.24% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +38.4% | 0.50% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +10.0% | 1.04% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +11.7% | 0.36% | −0.01 |
| AMZN Amazon.com Inc. | Add +24.0% | 0.58% | −0.02 |
| META Meta Platforms Inc. Class A | Add +7.6% | 0.66% | −0.03 |
| XVV iShares ESG Select Screened | Add +10.1% | 0.61% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +0.9% | 0.22% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 1.59% | −0.21 |
| SHV iShares 0-1 Year Treasury Bo | Add +6.9% | 9.14% | −0.28 |
| IVV iShares Core S&P 500 ETF | Add +12.1% | 33.51% | −1.12 |