13F Insight
DOSSIER · 13F-HR · Q2 2025

FUTURE YOU WEALTH LLC

FUTURE YOU WEALTH's pension fund based in New York, NY — $184M in tracked AUM across 58 positions as of Q2 2025.

FY
FUTURE YOU WEALTH·New York, NY·Pension Fund
CIK 0002055142 · last filed Jun 30, 2025
Total AUM
$184M
▼ 8.8%
vs prior
Holdings
58
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

FUTURE YOU WEALTH LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$58M93K31.3%
02
VEA
VANGUARD TAX-MANAGED FDS
$18M323K10.0%
03
DLN
WISDOMTREE TR
$16M191K8.5%
04
SHV
ISHARES TR
$15M134K8.1%
05
VTI
VANGUARD INDEX FDS
$11M37K6.1%
06
SHY
ISHARES TR
$9M107K4.8%
07
CGCB
CAPITAL GRP FIXED INCM ETF T
$7M255K3.6%
08
VOO
VANGUARD INDEX FDS
$5M9K2.7%
09
VBR
VANGUARD INDEX FDS
$3M16K1.7%
10
VWO
VANGUARD INTL EQUITY INDEX F
$3M63K1.7%

Filing history

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