FW

FFT WEALTH MANAGEMENT LLC

13F
FFT WEALTH MANAGEMENT LLC
Last update 2025-05-15 97 Stocks (20 new)
Value $478.00 Mil Turnover 18 %
Countries:
Top Holdings: IVV(18.39%)IWV(8.61%)DGRO(8.33%)QLTY(7.88%)SPY(6.38%)
Summary Stock Picks Current Portfolio
FFT WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
156,474
87,922.8
+48.21%
18.390
+5.98%
0.020
-1.11%
+0.30%
580,908.4
 
IWV 		iShares Russell 3000 ETF
129,579
41,159.5
-8.95%
8.610
-0.32%
0.280
-1.14%
-0.03%
15,052.9
 
DGRO 		iShares Core Dividend Growth ETF
644,892
39,841.5
+59.40%
8.330
+3.10%
0.130
-3.76%
+0.60%
30,823.1
 
QLTY 		GMO U.S. Quality ETF
1,202,553
37,650.3
+50.59%
7.880
+2.65%
-
-2.42%
+1.09%
1,438.7
 
SPY 		SPDR S&P 500 ETF Trust
54,356
30,498.9
-70.68%
6.380
-5.79%
0.010
-1.09%
+0.28%
601,766.2
 
IJR 		iShares Core S&P Small-Cap ETF
190,257
19,895.2
+36.52%
4.160
+1.11%
0.030
-5.76%
-8.57%
76,841.4
 
CPRT 		Copart Inc
341,094
19,302.5
-3.76%
4.040
-0.06%
0.040
-5.02%
-9.30%
50,285.1
Business Services
IJH 		iShares Core S&P Mid-Cap ETF
234,044
13,656.5
-0.12%
2.860
0%
0.020
-2.83%
-3.50%
91,818.4
 
QQQ 		INVESCO QQQ Trust
20,606
9,677.4
+24.92%
2.020
+0.40%
0.000
+2.11%
+1.50%
330,182.4
 
META 		Meta Platforms Inc
16,520
9,521.4
-5.19%
1.990
-0.04%
0.000
-3.60%
+10.02%
1,618,170.7
Interactive Media

FFT WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

FFT WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-39.65%
●
507.05 ($540.58) 563.67
$540.24
-0.06%
Reduce -99.93%
678
-976,392
BND 		Vanguard Total Bond Market ETF2025-03-31Sold Out
-7.45%
●
71.17 ($72.57) 73.66
$72.37
-0.28%
Sold Out
0
-1,375,005
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+5.98%
●
554.06 ($590.51) 615.85
$590.44
-0.01%
Add 48.21%
156,474
50,901
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-5.79%
●
551.42 ($587.78) 612.93
$587.73
-0.01%
Reduce -70.68%
54,356
-131,011
AKAM 		Akamai Technologies Inc2025-03-31Sold Out
-4.45%
●
76.73 ($89.72) 102.1
$76.42
-14.82%
Sold Out
0
-616,734
DGRO 		iShares Core Dividend Growth ETF2025-03-31Add
+3.10%
●
60.46 ($62.66) 64.42
$61.71
-1.52%
Add 59.4%
644,892
240,327
QLTY 		GMO U.S. Quality ETF2025-03-31Add
+2.65%
●
31.01 ($32.62) 33.98
$32.32
-0.92%
Add 50.59%
1,202,553
403,984
TJX 		TJX Companies Inc2025-03-31Sold Out
-2.37%
●
112.81 ($121.39) 126.16
$126.22
3.98%
Sold Out
0
-260,734
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31Sold Out
-1.39%
●
87.68 ($92.03) 94.57
$92.65
0.67%
Sold Out
0
-207,455
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+1.11%
●
102.49 ($112.84) 119.96
$105.35
-6.64%
Add 36.52%
190,257
50,897

FFT WEALTH MANAGEMENT LLC Total Holding History ($B)

To

FFT WEALTH MANAGEMENT LLC's Asset Allocation

To

FFT WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FFT WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

FFT WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FFT WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

FFT WEALTH MANAGEMENT LLC's Holdings Bubble Chart

FFT WEALTH MANAGEMENT LLC News

  • 1

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