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Home > Institutional Investor > Fft Wealth Management Llc > Profile

Instuitional Investor - Fft Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fft Wealth Management Llc
Portfolio Value $508,891,149
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 158,346 $100,619,696 19.77%
2.
Ishares Trust
 IEF 136,011 $48,833,554 9.6%
3.
2023 Etf Series Trust Ii
 1,405,041 $47,813,548 9.4%
4.
Ishares Tr
 658,709 $42,704,121 8.39%
5.
Spdr S & P 500 Etf Trust
 SPY 48,112 $30,418,889 5.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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