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Debbie Hall

Future Financial Wealth Managment Llc

Assets Managed
$160.441M
Holdings
132
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
3.4%(2Q avg: 3.9%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Future Financial Wealth Managment Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Future Financial Wealth Managment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 160.441M in assets, with a quarterly growth rate of 3.4% and a 2-quarter average growth rate of 3.9%. The portfolio is managed by Debbie Hall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -3.58%
11.07%
$17.75M
62,283 shares@ $284.99 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.86%
10.8%
$17.322M
25,525 shares@ $678.62 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -4.43%
4.45%
$7.135M
140,923 shares@ $50.63 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -2.67%
4.24%
$6.797M
139,543 shares@ $48.72 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -0.53%
3.89%
$6.234M
22,502 shares@ $277.07 avg price
TSPA
T Rowe Price Us Eqy Research
Recent Activity
Decreased -3.54%
3.36%
$5.386M
115,478 shares@ $46.65 avg price
PFFA
Virtus Infracap Us Pref Stck
Recent Activity
Decreased -0.79%
2.4%
$3.836M
187,587 shares@ $20.45 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased 0%
2.28%
$3.658M
24,888 shares@ $146.97 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.85%
2.25%
$3.602M
11,316 shares@ $318.35 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -1.82%
2.19%
$3.508M
23,410 shares@ $149.83 avg price

1-10 of 132