The Analysis of FFT WEALTH MANAGEMENT LLC's Holdings


Currently, FFT WEALTH MANAGEMENT LLC holds 86 types of securities in its portfolio with a total value $525.0M. In the most recent quarter, they have increased their positions in N/A (+145.6K shares, valued at $9.5M), ACWI (+34.4K shares, valued at $4.9M), QLTY (+110.6K shares, valued at $4.3M); decreased their positions in IVV (-24.5K shares, valued at $16.8M), DGRO (-71.4K shares, valued at $5.0M), SPY (-6.9K shares, valued at $4.8M); initiated new positions in N/A (+145.6K shares, valued at $9.5M), ACWI (+34.4K shares, valued at $4.9M), VIG (+1.1K shares, valued at $241.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR141.4K shares-14.75%2025-12-312026-02-09history
QLTY GMO ETF TRUST1.6M shares7.49%2025-12-312026-02-09history
IWV ISHARES TR136.7K shares0.13%2025-12-312026-02-09history
DGRO ISHARES TR607.0K shares-10.52%2025-12-312026-02-09history
SPY SPDR S&P 500 ETF TR41.3K shares-14.41%2025-12-312026-02-09history
IJR ISHARES TR170.0K shares4.26%2025-12-312026-02-09history
INVESCO QQQ TR INVESCO QQQ TR27.6K shares-0.98%2025-12-312026-02-09history
CPRT COPART INC324.7K shares0.00%2025-12-312026-02-09history
Sponsored
VTI VANGUARD INDEX FDS35.7K shares0.11%2025-12-312026-02-09history
IJH ISHARES TR180.6K shares-9.21%2025-12-312026-02-09history
META META PLATFORMS INC15.2K shares-7.93%2025-12-312026-02-09history
SCHB SCHWAB STRATEGIC TR373.6K shares-2.82%2025-12-312026-02-09history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO145.6K sharesnew addition2025-12-312026-02-09history
SGI SOMNIGROUP INTERNATIONAL INC106.2K shares-26.47%2025-12-312026-02-09history
CCJ CAMECO CORP89.0K shares0.00%2025-12-312026-02-09history
SCHF SCHWAB STRATEGIC TR332.3K shares-9.92%2025-12-312026-02-09history
Sponsored
ALPHABET INC ALPHABET INC25.4K shares-3.64%2025-12-312026-02-09history
WMB WILLIAMS COS INC107.6K shares0.00%2025-12-312026-02-09history
AAPL APPLE INC22.8K shares-15.92%2025-12-312026-02-09history
ACGL ARCH CAP GROUP LTD62.0K shares-4.82%2025-12-312026-02-09history
EEM ISHARES TR108.0K shares-38.30%2025-12-312026-02-09history
AMZN AMAZON COM INC25.3K shares-11.27%2025-12-312026-02-09history
EFA ISHARES TR52.2K shares-1.10%2025-12-312026-02-09history
ACWI ISHARES TR34.4K sharesnew addition2025-12-312026-02-09history
Sponsored
SNPS SYNOPSYS INC9.4K shares0.00%2025-12-312026-02-09history
VEA VANGUARD TAX-MANAGED FDS62.2K shares-5.40%2025-12-312026-02-09history
AGG ISHARES TR36.7K shares-25.22%2025-12-312026-02-09history
ALPHABET INC ALPHABET INC10.7K shares-35.07%2025-12-312026-02-09history
DFUS DIMENSIONAL ETF TRUST44.4K shares0.00%2025-12-312026-02-09history
CBRE CBRE GROUP INC19.4K shares0.00%2025-12-312026-02-09history
MUB ISHARES TR26.6K shares0.00%2025-12-312026-02-09history
OMF ONEMAIN HLDGS INC33.8K shares0.00%2025-12-312026-02-09history
Sponsored
OKE ONEOK INC NEW30.7K shares0.00%2025-12-312026-02-09history
VWO VANGUARD INTL EQUITY INDEX F40.3K shares15.92%2025-12-312026-02-09history
FOX FOX CORP33.1K shares0.00%2025-12-312026-02-09history
IEMG ISHARES INC30.5K shares1.19%2025-12-312026-02-09history
VTV VANGUARD INDEX FDS10.3K shares-13.11%2025-12-312026-02-09history
NTR NUTRIEN LTD29.9K shares0.00%2025-12-312026-02-09history
FI FISERV INC26.5K shares0.00%2025-12-312026-02-09history
MSFT MICROSOFT CORP2.6K shares-0.76%2025-12-312026-02-09history
Sponsored
PYPL PAYPAL HLDGS INC20.8K shares-42.67%2025-12-312026-02-09history
MA MASTERCARD INCORPORATED2.0K shares-3.08%2025-12-312026-02-09history
IVW ISHARES TR9.1K shares-15.06%2025-12-312026-02-09history
DFAC DIMENSIONAL ETF TRUST27.7K shares0.00%2025-12-312026-02-09history
CET CENTRAL SECS CORP21.6K shares0.00%2025-12-312026-02-09history
IEFA ISHARES TR11.6K shares0.88%2025-12-312026-02-09history
V VISA INC2.9K shares-21.62%2025-12-312026-02-09history
QRVO QORVO INC11.4K shares0.00%2025-12-312026-02-09history
Sponsored
EMXC ISHARES INC12.5K shares0.00%2025-12-312026-02-09history
NVDA NVIDIA CORPORATION4.5K shares-29.99%2025-12-312026-02-09history
SCHE SCHWAB STRATEGIC TR23.8K shares-4.30%2025-12-312026-02-09history
VMC VULCAN MATLS CO2.5K shares0.00%2025-12-312026-02-09history
PLTR PALANTIR TECHNOLOGIES INC3.8K shares-17.44%2025-12-312026-02-09history
SPYG SPDR SERIES TRUST6.3K shares-7.28%2025-12-312026-02-09history
ABBV ABBVIE INC2.6K shares0.00%2025-12-312026-02-09history
VANGUARD INDEX FDS VANGUARD INDEX FDS944 shares0.43%2025-12-312026-02-09history
Sponsored
SHOP SHOPIFY INC3.6K shares3.37%2025-12-312026-02-09history
XBI SPDR SERIES TRUST4.7K shares-7.25%2025-12-312026-02-09history
TDTT FLEXSHARES TR23.3K shares-8.14%2025-12-312026-02-09history
IWF ISHARES TR1.2K shares0.09%2025-12-312026-02-09history
CVGW CALAVO GROWERS INC21.4K shares0.00%2025-12-312026-02-09history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL896 shares-71.52%2025-12-312026-02-09history
OWL BLUE OWL CAPITAL INC29.6K shares6.49%2025-12-312026-02-09history
VTEB VANGUARD MUN BD FDS8.4K shares-27.39%2025-12-312026-02-09history
Sponsored
IWB ISHARES TR985 shares0.20%2025-12-312026-02-09history
LLY ELI LILLY & CO334 shares-82.13%2025-12-312026-02-09history
ORCL ORACLE CORP1.6K shares-14.35%2025-12-312026-02-09history
HOOD ROBINHOOD MKTS INC2.8K shares-34.77%2025-12-312026-02-09history
AVDE AMERICAN CENTY ETF TR3.7K shares0.00%2025-12-312026-02-09history
ALPS ETF TR ALPS ETF TR6.1K shares0.00%2025-12-312026-02-09history
ABT ABBOTT LABS2.2K shares0.00%2025-12-312026-02-09history
KKR & CO INC KKR & CO INC2.1K shares15.69%2025-12-312026-02-09history
Sponsored
GUNR FLEXSHARES TR5.9K shares0.00%2025-12-312026-02-09history
IGF ISHARES TR4.3K shares0.00%2025-12-312026-02-09history
DFAX DIMENSIONAL ETF TRUST8.0K shares0.00%2025-12-312026-02-09history
NFRA FLEXSHARES TR4.2K shares0.00%2025-12-312026-02-09history
AAAU GOLDMAN SACHS PHYSICAL GOLD6.0K shares0.00%2025-12-312026-02-09history
BLACKSTONE INC BLACKSTONE INC1.6K shares6.59%2025-12-312026-02-09history
AXP AMERICAN EXPRESS CO670 shares-77.67%2025-12-312026-02-09history
VIG VANGUARD SPECIALIZED FUNDS1.1K sharesnew addition2025-12-312026-02-09history
Sponsored
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.6K shares0.00%2025-12-312026-02-09history
DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2025-12-312026-02-09history
TSLA TESLA INC480 shares-38.62%2025-12-312026-02-09history
TT TRANE TECHNOLOGIES PLC520 sharesnew addition2025-12-312026-02-09history
IJK ISHARES TR2.1K shares0.00%2025-12-312026-02-09history
VOE VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available