Fft Wealth Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$552.3M
Q ending 2026-03-31
Prior quarter
$525.0M
Q ending 2025-12-31
Change
+5.2% QoQ · +15.5% YoY
Positions
99
reported holdings

Largest positions

All 99 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIVVShares$106.7M163K
Gmo Etf TrustQLTYShares$59.3M1.6M
Ishares TrIWVShares$51.1M138K
Ishares TrDGROShares$49.7M709K
State Str Spdr S&P 500 Etf TSPYShares$27.0M41K
Ishares TrIJRShares$23.9M192K
Invesco Qqq TrQQQShares$19.3M33K
Ishares TrIJHShares$11.9M177K
Vanguard Index FdsVTIShares$11.5M36K
Copart IncCPRTShares$10.8M325K
Cameco CorpCCJShares$9.7M89K
Meta Platforms IncMETAShares$9.4M16K
Schwab Strategic TrSCHBShares$9.4M374K
Schwab Strategic TrSCHFShares$8.2M332K
Williams Cos IncWMBShares$7.9M108K
Somnigroup International IncSGIShares$7.8M106K
Alphabet IncGOOGShares$7.1M25K
Apple IncAAPLShares$6.9M27K
Arch Cap Group LtdShares$6.0M62K
Amazon Com IncAMZNShares$5.9M28K
Ishares TrACWIShares$5.9M42K
Profesionally Managed PortfoAKREShares$5.8M110K
Ishares TrEEMShares$5.6M99K
Ishares TrEFAShares$4.7M48K
Alphabet IncGOOGLShares$4.6M16K
Vanguard Tax-Managed FdsVEAShares$4.0M63K
Synopsys IncSNPSShares$3.7M9K
Ishares IncIEMGShares$3.5M50K
Ishares TrIEFAShares$3.3M37K
Ishares TrAGGShares$3.1M31K
Ishares TrMUBShares$2.8M27K
Oneok Inc NewOKEShares$2.8M31K
Cbre Group IncCBREShares$2.6M19K
Vanguard Intl Equity Index FVWOShares$2.4M45K
Nutrien LtdNTRShares$2.3M30K
Dimensional Etf TrustDFUSShares$2.2M31K
Vanguard Index FdsVTVShares$2.0M10K
Vanguard World FdVSGXShares$2.0M27K
Onemain Hldgs IncOMFShares$1.8M34K
Fox CorpFOXShares$1.8M33K
Eli Lilly & CoLLYShares$1.7M2K
Berkshire Hathaway Inc DelBRK/BShares$1.7M4K
Vanguard Whitehall FdsVYMShares$1.4M10K
Ishares TrIEFShares$1.4M15K
Ishares TrIGVShares$1.3M17K
Microsoft CorpMSFTShares$1.3M3K
Dimensional Etf TrustDFACShares$1.1M28K
Central Secs CorpCETShares$1.1M22K
Ishares TrIVWShares$997K9K
American Express CoAXPShares$985K3K
Ishares IncEMXCShares$982K12K
Mastercard IncorporatedMAShares$950K2K
Qorvo IncQRVOShares$883K11K
Marriott Intl Inc NewMARShares$860K3K
Vanguard Index FdsVOTShares$846K3K
Visa IncVShares$823K3K
Nvidia CorporationNVDAShares$790K5K
Paypal Hldgs IncPYPLShares$783K17K
Schwab Strategic TrSCHEShares$783K24K
Flexshares TrTDTTShares$712K29K
Oreilly Automotive IncORLYShares$680K7K
Vulcan Matls CoVMCShares$680K2K
Vanguard Index FdsVOOShares$646K1K
Spdr Series TrustSPYGShares$622K6K
Spdr Series TrustXBIShares$589K5K
Abbvie IncABBVShares$564K3K
Mcdonalds CorpMCDShares$556K2K
Calavo Growers IncShares$552K21K
Palantir Technologies IncPLTRShares$529K4K
Ishares TrIWFShares$501K1K
Vanguard Mun Bd FdsVTEBShares$419K8K
Shopify IncSHOPShares$412K3K
Vanguard Index FdsVXFShares$403K2K
Vanguard Intl Equity Index FVTShares$379K3K
Amphenol CorpAPHShares$371K3K
Vanguard Scottsdale FdsVGSHShares$368K6K
Ishares TrIWBShares$352K986
Exxon Mobil CorpXOMShares$346K2K
Listed Fds TrMAGSShares$335K6K
Flexshares TrGUNRShares$323K6K
Alps Etf TrAMLPShares$319K6K
American Centy Etf TrAVDEShares$310K4K
Ishares TrIWDShares$299K1K
Ishares TrIGFShares$289K4K
Jpmorgan Chase & CoJPMShares$288K979
Johnson & JohnsonJNJShares$286K1K
Ishares TrUSXFShares$275K5K
Flexshares TrNFRAShares$271K4K
Dimensional Etf TrustDFAXShares$271K8K
Blue Owl Capital IncOWLShares$261K29K
Transdigm Group IncTDGShares$246K212
Ishares TrARTYShares$245K5K
Oracle CorpORCLShares$237K2K
Vanguard Specialized FundsVIGShares$236K1K
Abbott LaboratoriesABTShares$232K2K
Dimensional Etf TrustDFATShares$232K4K
Caterpillar IncCATShares$213K300
Ishares TrIJKShares$210K2K
Vanguard Index FdsVOEShares$210K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.