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Jonathan Walsh

Fft Wealth Management Llc

Assets Managed
$552.326M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
5.21%(2Q avg: 0.81%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fft Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Fft Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 552.326M in assets, with a quarterly growth rate of 5.21% and a 2-quarter average growth rate of 0.81%. The portfolio is managed by Jonathan Walsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 15.51%
19.32%
$106.666M
163,294 shares@ $653.22 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 3.03%
10.74%
$59.267M
1.635M shares@ $36.25 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 0.9%
9.26%
$51.118M
137,902 shares@ $370.69 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 16.75%
9.01%
$49.737M
708,712 shares@ $70.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.5%
4.9%
$27.041M
41,466 shares@ $652.14 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 12.87%
4.32%
$23.85M
191,861 shares@ $124.31 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 21.05%
3.49%
$19.268M
33,383 shares@ $577.18 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.22%
2.16%
$11.924M
176,567 shares@ $67.54 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.07%
2.08%
$11.476M
35,747 shares@ $321.04 avg price
CPRT
Copart Inc
Recent Activity
1.96%
$10.78M
324,699 shares@ $33.21 avg price

1-10 of 99