The Analysis of FFT WEALTH MANAGEMENT LLC's Holdings
Currently, FFT WEALTH MANAGEMENT LLC holds 87 types of securities in its portfolio with a total value $544.6M. In the most recent quarter, they have increased their positions in IVV (+7.5K shares, valued at $5.0M), QLTY (+71.8K shares, valued at $2.6M), VTI (+7.7K shares, valued at $2.5M); decreased their positions in MUB (-2.3K shares, valued at $247.9K), AGG (-1.3K shares, valued at $130.6K), IVW (-967 shares, valued at $116.7K); initiated new positions in IVLU (+5.8K shares, valued at $206.8K), IJK (+2.1K shares, valued at $200.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR165.8K shares4.72%2025-09-302025-11-13
QLTY 2023 ETF SERIES TRUST II1.5M shares5.11%2025-09-302025-11-13 IWV ISHARES TR136.5K shares0.36%2025-09-302025-11-13 DGRO ISHARES TR678.5K shares3.00%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR48.2K shares0.20%2025-09-302025-11-13 IJR ISHARES TR163.0K shares2.79%2025-09-302025-11-13 QQQ INVESCO QQQ TR27.9K shares14.98%2025-09-302025-11-13 CPRT COPART INC324.7K shares0.00%2025-09-302025-11-13 IJH ISHARES TR198.9K shares4.07%2025-09-302025-11-13 SGI SOMNIGROUP INTERNATIONAL INC144.4K shares0.00%2025-09-302025-11-13 META META PLATFORMS INC16.5K shares-0.06%2025-09-302025-11-13 VTI VANGUARD INDEX FDS35.7K shares27.33%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR384.5K shares18.16%2025-09-302025-11-13 EEM ISHARES TR175.0K shares2.81%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR368.8K shares22.35%2025-09-302025-11-13 CCJ CAMECO CORP89.0K shares0.00%2025-09-302025-11-13 AAPL APPLE INC27.1K shares-1.22%2025-09-302025-11-13 WMB WILLIAMS COS INC107.6K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC26.3K shares0.01%2025-09-302025-11-13 AMZN AMAZON COM INC28.5K shares-0.35%2025-09-302025-11-13 ACGL ARCH CAP GROUP LTD65.1K shares0.00%2025-09-302025-11-13 EFA ISHARES TR52.8K shares3.28%2025-09-302025-11-13 AGG ISHARES TR49.1K shares-2.59%2025-09-302025-11-13 SNPS SYNOPSYS INC9.4K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC16.5K shares-0.39%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS65.7K shares0.19%2025-09-302025-11-13 FI FISERV INC26.5K shares0.00%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST44.4K shares0.00%2025-09-302025-11-13 CBRE CBRE GROUP INC19.4K shares0.00%2025-09-302025-11-13 MUB ISHARES TR26.6K shares-8.04%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC36.3K shares0.00%2025-09-302025-11-13 OKE ONEOK INC NEW30.7K shares0.00%2025-09-302025-11-13 VTV VANGUARD INDEX FDS11.9K shares0.00%2025-09-302025-11-13 IEMG ISHARES TR30.1K shares1.26%2025-09-302025-11-13 OMF ONEMAIN HLDGS INC33.8K shares0.00%2025-09-302025-11-13 FOX FOX CORP33.1K shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F34.7K shares-0.12%2025-09-302025-11-13 NTR NUTRIEN LTD29.9K shares0.00%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares0.00%2025-09-302025-11-13 LLY ELI LILLY & CO1.9K shares0.00%2025-09-302025-11-13 MSFT MICROSOFT CORP2.6K shares-1.38%2025-09-302025-11-13 IVW ISHARES TR10.7K shares-8.31%2025-09-302025-11-13 V VISA INC3.7K shares0.00%2025-09-302025-11-13 NVDA NVIDIA CORPORATION6.4K shares-3.00%2025-09-302025-11-13 MA MASTERCARD INCORPORATED2.0K shares0.00%2025-09-302025-11-13 CET CENTRAL SECS CORP21.6K shares0.00%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST27.7K shares0.00%2025-09-302025-11-13 QRVO QORVO INC11.4K shares0.00%2025-09-302025-11-13 IEFA ISHARES TR11.5K shares-9.22%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO3.0K shares0.00%2025-09-302025-11-13 EMXC ISHARES TR12.5K shares0.00%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC4.6K shares-0.32%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR24.8K shares180.50%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC7.4K shares-3.28%2025-09-302025-11-13 VMC VULCAN MATLS CO2.5K shares0.00%2025-09-302025-11-13 SPYG SPDR SER TR6.8K shares0.09%2025-09-302025-11-13 TDTT FLEXSHARES TR25.4K shares0.00%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS10.4K shares-12.40%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC4.2K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC2.6K shares0.00%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS11.6K shares0.00%2025-09-302025-11-13 VOO VANGUARD INDEX FDS940 shares-4.57%2025-09-302025-11-13 CVGW CALAVO GROWERS INC21.4K shares0.00%2025-09-302025-11-13 IWF ISHARES TR1.2K shares0.00%2025-09-302025-11-13 MCD MCDONALDS CORP1.8K shares0.00%2025-09-302025-11-13 ORCL ORACLE CORP1.9K shares0.00%2025-09-302025-11-13 SHOP SHOPIFY INC3.5K shares0.00%2025-09-302025-11-13 XBI SPDR SER TR5.0K shares0.00%2025-09-302025-11-13 OWL CAMECO CORP27.8K shares0.90%2025-09-302025-11-13 NEE NEXTERA ENERGY INC4.9K shares0.00%2025-09-302025-11-13 IWB ISHARES TR983 shares0.10%2025-09-302025-11-13 TSLA TESLA INC782 shares-8.00%2025-09-302025-11-13 ABT ABBOTT LABS2.2K shares0.00%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR3.7K shares0.00%2025-09-302025-11-13 AMLP ALPS ETF TR6.1K shares0.00%2025-09-302025-11-13 NFRA FLEXSHARES TR4.2K shares0.00%2025-09-302025-11-13 IGF ISHARES TR4.3K shares0.00%2025-09-302025-11-13 BX BLACKSTONE INC1.5K shares0.00%2025-09-302025-11-13 GUNR FLEXSHARES TR5.9K shares0.00%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST8.0K shares0.00%2025-09-302025-11-13 KKR KKR & CO INC1.9K shares0.00%2025-09-302025-11-13 AAAU GOLDMAN SACHS PHYSICAL GOLD6.0K shares0.00%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2025-09-302025-11-13 NFLX NETFLIX INC175 shares0.00%2025-09-302025-11-13 APO APOLLO GLOBAL MGMT INC1.6K shares0.00%2025-09-302025-11-13 IVLU ISHARES TR5.8K sharesnew addition2025-09-302025-11-13 IJK ISHARES TR2.1K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available