FUTURE YOU WEALTH LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 8 positions, added to 14, reduced 9, sold out of 2 and left 7 unchanged. The largest increase in value was IVV (+$5,308,091); the largest decrease was PABU (-$690,278).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2025-03-31 93,094; Shares 2025-06-30 92,851.
- VNQ: Country of operation —; Class REAL ESTATE ETF; Shares 2025-03-31 17,867; Shares 2025-06-30 15,937.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2025-03-31 40,324; Shares 2025-06-30 37,173.
- SPY: Country of operation —; Class TR UNIT; Shares 2025-03-31 4,426; Shares 2025-06-30 4,125.
Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||