account_balance

Investment manager · 13F filer · SEC CIK 1653199

FFT Wealth Management LLC

Reported value$638Mas of Jun 30, 2026
Positions96 11 new, 14 sold out
Top 10 weight75.5%IVV alone is 25%
FiledJul 2727 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 24.6% Added +28%
QLTY Gmo ETF Trust 11.8% Added +11%
IWV iShares Tr 9.1% Held
DGRO iShares Tr 8.9% Added +5%
QQQ Invesco QQQ Tr 6.1% Added +59%
IJR iShares Tr 4.8% Added +9%
SPY SPDR S&P 500 ETF Trust 4.1% Trimmed −15%
IJH iShares Tr 2.3% Added +9%
VTI Vanguard Index FDS 2.1% Held
SCHB Schwab Strategic Tr 1.7% Trimmed −2%
SCHF Schwab Strategic Tr 1.4% Held
AAPL Apple Inc. 1.2% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 27, 2026, compared with the May 14, 2026 filing
add_circleNew
  • ICSH $5.63M
  • VCSH $1.44M
  • MNTN $637K
  • NEE $461K
arrow_upwardAdded
  • V +158%
  • VSGX +100%
  • VMC +100%
  • VYM +100%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist