FFT WEALTH MANAGEMENT LLC

Q1 2025 13F Holdings

  • Location
    philadelphia, PA
  • Num holdings

    97

  • Value ($000)

    $478,073

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001653199
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$87.92M
18 %

156,474

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
$41.16M
9 %

129,579

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$39.84M
8 %

644,892

QLTY
QLTY

2023 ETF SERIES TRUST II

GMO US QUALITY E
$37.65M
8 %

1,202,553

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$30.50M
6 %

54,356

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$19.90M
4 %

190,257

CPRT
CPRT

COPART INC

COM
$19.30M
4 %

341,094

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$13.66M
3 %

234,044

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$9.68M
2 %

20,606

META
META

META PLATFORMS INC

CL A
$9.52M
2 %

16,520

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 97