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FFT WEALTH MANAGEMENT LLC

CIK 1653199

13F filing for Q2 2026・No. 3,408

Holdings
US$627.28M
Quarter change
+US$74.95M
Entries
95
Net bought (estimate)
+US$18.43M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 11
  • Sold out 14
  • Cut 23
  • Added 32
  • Corporate actions 0
  • Unchanged 30

Largest holdings

96 stocks worth US$638.25M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFAddedUS$156.74M24.56%
GMO ETF TRUSTUS QUALITY ETFAddedUS$75.35M11.81%
ISHARES TRRUSSELL 3000 ETFCutUS$58.35M9.14%
ISHARES TRCORE DIV GRWTHAddedUS$56.55M8.86%
QQQInvesco QQQUNIT SER 1AddedUS$39.06M6.12%
ISHARES TRCORE S&P SCP ETFAddedUS$30.92M4.84%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITCutUS$26.44M4.14%
IJHISHARES TRCORE S&P MCP ETFAddedUS$14.83M2.32%
VANGUARD INDEX FDSTOTAL STK MKTCutUS$13.14M2.06%
SCHWAB STRATEGIC TRUS BRD MKT ETFCutUS$10.59M1.66%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.