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The Analysis of FFT WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, FFT WEALTH MANAGEMENT LLC holds 99 types of securities in its portfolio with a total value $552.3M. In the most recent quarter, they have increased their positions in IVV (+21.9K shares, valued at $14.3M), DGRO (+101.7K shares, valued at $7.1M), N/A (+5.8K shares, valued at $3.4M); decreased their positions in N/A (-35.3K shares, valued at $1.9M), DFUS (-13.2K shares, valued at $934.1K), AGG (-5.9K shares, valued at $588.9K); initiated new positions in VSGX (+27.4K shares, valued at $2.0M), VYM (+9.7K shares, valued at $1.4M), IEF (+15.0K shares, valued at $1.4M).

1M P&L

+13.0M+2.58%

3M P&L

+19.7M+3.97%

HY P&L

+45.5M+9.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A392.4M

80.9%

2Specialty Business Services12.7M

2.6%

3Internet Content & Information10.0M

2.1%

Top Industries by Stock Count

1N/A43 stocks

56.6%

2Credit Services5 stocks

6.6%

3Software - Infrastructure4 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR163.3K shares15.51%2026-03-312026-05-14

QLTY GMO ETF TRUST1.6M shares3.02%2026-03-312026-05-14

IWV ISHARES TR137.9K shares0.89%2026-03-312026-05-14

DGRO ISHARES TR708.7K shares16.75%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T41.5K shares0.50%2026-03-312026-05-14

IJR ISHARES TR191.9K shares12.86%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR33.4K shares21.05%2026-03-312026-05-14

IJH ISHARES TR176.6K shares-2.23%2026-03-312026-05-14

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VTI VANGUARD INDEX FDS35.7K shares0.06%2026-03-312026-05-14

CPRT COPART INC324.7K shares0.00%2026-03-312026-05-14

CCJ CAMECO CORP89.0K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC16.5K shares8.33%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR373.6K shares-0.00%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR332.1K shares-0.06%2026-03-312026-05-14

WMB WILLIAMS COS INC107.9K shares0.33%2026-03-312026-05-14

SGI SOMNIGROUP INTERNATIONAL INC106.2K shares0.00%2026-03-312026-05-14

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ALPHABET INC ALPHABET INC24.9K shares-1.69%2026-03-312026-05-14

AAPL APPLE INC27.1K shares18.86%2026-03-312026-05-14

ACGL ARCH CAP GROUP LTD62.1K shares0.11%2026-03-312026-05-14

AMZN AMAZON COM INC28.3K shares11.91%2026-03-312026-05-14

ACWI ISHARES TR42.3K shares22.87%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO110.3K shares-24.25%2026-03-312026-05-14

EEM ISHARES TR98.9K shares-8.41%2026-03-312026-05-14

EFA ISHARES TR48.3K shares-7.61%2026-03-312026-05-14

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ALPHABET INC ALPHABET INC16.1K shares50.25%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS63.0K shares1.30%2026-03-312026-05-14

SNPS SYNOPSYS INC9.4K shares0.00%2026-03-312026-05-14

IEMG ISHARES INC49.5K shares62.48%2026-03-312026-05-14

IEFA ISHARES TR36.6K shares214.64%2026-03-312026-05-14

AGG ISHARES TR30.8K shares-16.17%2026-03-312026-05-14

MUB ISHARES TR26.6K shares0.00%2026-03-312026-05-14

OKE ONEOK INC NEW30.7K shares0.00%2026-03-312026-05-14

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CBRE CBRE GROUP INC19.4K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F45.2K shares12.32%2026-03-312026-05-14

NTR NUTRIEN LTD29.9K shares0.00%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST31.2K shares-29.67%2026-03-312026-05-14

VTV VANGUARD INDEX FDS10.4K shares1.11%2026-03-312026-05-14

VSGX VANGUARD WORLD FD27.4K sharesnew addition2026-03-312026-05-14

OMF ONEMAIN HLDGS INC33.8K shares0.00%2026-03-312026-05-14

FOX FOX CORP33.1K shares0.00%2026-03-312026-05-14

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LLY ELI LILLY & CO1.9K shares461.38%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares294.20%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS9.7K sharesnew addition2026-03-312026-05-14

IEF ISHARES TR15.0K sharesnew addition2026-03-312026-05-14

IGV ISHARES TR16.7K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP3.4K shares31.54%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST27.7K shares0.00%2026-03-312026-05-14

CET CENTRAL SECS CORP21.6K shares0.00%2026-03-312026-05-14

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IVW ISHARES TR8.8K shares-2.81%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO3.3K shares385.97%2026-03-312026-05-14

EMXC ISHARES INC12.5K shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.9K shares-4.04%2026-03-312026-05-14

QRVO QORVO INC11.4K shares0.00%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW2.6K sharesnew addition2026-03-312026-05-14

VOT VANGUARD INDEX FDS3.3K sharesnew addition2026-03-312026-05-14

V VISA INC2.7K shares-5.52%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION4.5K shares1.00%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC17.3K shares-16.81%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR23.8K shares0.00%2026-03-312026-05-14

TDTT FLEXSHARES TR29.4K shares25.84%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC7.4K sharesnew addition2026-03-312026-05-14

VMC VULCAN MATLS CO2.5K shares0.00%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares14.62%2026-03-312026-05-14

SPYG SPDR SERIES TRUST6.4K shares0.09%2026-03-312026-05-14

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XBI SPDR SERIES TRUST4.6K shares-1.31%2026-03-312026-05-14

ABBV ABBVIE INC2.6K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP1.8K sharesnew addition2026-03-312026-05-14

CVGW CALAVO GROWERS INC21.4K shares0.00%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-5.12%2026-03-312026-05-14

IWF ISHARES TR1.2K shares0.00%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS8.4K shares0.00%2026-03-312026-05-14

SHOP SHOPIFY INC3.5K shares-3.26%2026-03-312026-05-14

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VXF VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-05-14

APH AMPHENOL CORP2.9K sharesnew addition2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS6.3K sharesnew addition2026-03-312026-05-14

IWB ISHARES TR986 shares0.10%2026-03-312026-05-14

XOM EXXON MOBIL CORP2.0K sharesnew addition2026-03-312026-05-14

MAGS LISTED FDS TR5.8K sharesnew addition2026-03-312026-05-14

GUNR FLEXSHARES TR5.9K shares0.00%2026-03-312026-05-14

Sponsored

ALPS ETF TR ALPS ETF TR6.1K shares0.00%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR3.7K shares0.00%2026-03-312026-05-14

IWD ISHARES TR1.4K sharesnew addition2026-03-312026-05-14

IGF ISHARES TR4.3K shares0.00%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO979 sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON1.2K sharesnew addition2026-03-312026-05-14

USXF ISHARES TR5.0K sharesnew addition2026-03-312026-05-14

NFRA FLEXSHARES TR4.2K shares0.00%2026-03-312026-05-14

Sponsored

DFAX DIMENSIONAL ETF TRUST8.0K shares0.00%2026-03-312026-05-14

OWL BLUE OWL CAPITAL INC28.6K shares-3.42%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC212 sharesnew addition2026-03-312026-05-14

ARTY ISHARES TR5.3K sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP1.6K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.3K shares2.77%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2026-03-312026-05-14

Sponsored

CAT CATERPILLAR INC300 sharesnew addition2026-03-312026-05-14

IJK ISHARES TR2.1K shares0.00%2026-03-312026-05-14

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-14

IVV

ISHARES TR

15.51%

Shares163.3K

Event2026-03-31

Filed2026-05-14

QLTY

GMO ETF TRUST

3.02%

Shares1.6M

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

0.89%

Shares137.9K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

16.75%

Shares708.7K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.50%

Shares41.5K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

12.86%

Shares191.9K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

21.05%

Shares33.4K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-2.23%

Shares176.6K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.06%

Shares35.7K

Event2026-03-31

Filed2026-05-14

CPRT

COPART INC

0.00%

Shares324.7K

Event2026-03-31

Filed2026-05-14

CCJ

CAMECO CORP

0.00%

Shares89.0K

Event2026-03-31

Filed2026-05-14