MondegarAI
FFT WEALTH MANAGEMENT LLC

Q4 2025 · 13F-HR

FFT WEALTH MANAGEMENT LLCholdings as filed

Filed 2026-02-09 · accession 0001653199-26-000001

$525.0M
Reported value
86
Positions
2025-12-31
Period end
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The Brief · FFT WEALTH MANAGEMENT LLC · Q4 2025

AI · grounded in 13F

FFT WEALTH MANAGEMENT LLC established a new position in AKRE valued at $9.5M. The fund also opened a new position in ACWI worth $4.8M and increased its holdings in QLTY by 7.49%. Conversely, the fund reduced its exposure to several holdings, most notably trimming EEM by 38.3% and SGI by 26.47%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$96.8M18.4%141,372CommonNONE
90139K100QLTYGMO ETF TRUST$61.1M11.6%1,587,405CommonNONE
464287689IWVISHARES TR$52.9M10.1%136,681CommonNONE
46434V621DGROISHARES TR$42.1M8.03%607,050CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$28.2M5.37%41,260CommonNONE
464287804IJRISHARES TR$20.4M3.89%169,993CommonNONE
46090E103QQQINVESCO QQQ TR$16.9M3.23%27,578CommonNONE
217204106CPRTCOPART INC$12.7M2.42%324,699CommonNONE
922908769VTIVANGUARD INDEX FDS$12.0M2.28%35,725CommonNONE
464287507IJHISHARES TR$11.9M2.27%180,588CommonNONE
30303M102METAMETA PLATFORMS INC$10.0M1.91%15,202CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$9.8M1.87%373,641CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$9.5M1.82%145,579CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$9.5M1.81%106,165CommonNONE
13321L108CCJCAMECO CORP$8.1M1.55%88,970CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$8.0M1.52%332,252CommonNONE
02079K107GOOGALPHABET INC$8.0M1.52%25,353CommonNONE
969457100WMBWILLIAMS COS INC$6.5M1.23%107,582CommonNONE
037833100AAPLAPPLE INC$6.2M1.18%22,805CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$5.9M1.13%62,000CommonNONE
464287234EEMISHARES TR$5.9M1.13%107,992CommonNONE
023135106AMZNAMAZON COM INC$5.8M1.11%25,289CommonNONE
464287465EFAISHARES TR$5.0M0.96%52,244CommonNONE
464288257ACWIISHARES TR$4.9M0.93%34,426CommonNONE
871607107SNPSSYNOPSYS INC$4.4M0.84%9,368CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M0.74%62,173CommonNONE
464287226AGGISHARES TR$3.7M0.70%36,691CommonNONE
02079K305GOOGLALPHABET INC$3.4M0.64%10,736CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$3.3M0.63%44,405CommonNONE
12504L109CBRECBRE GROUP INC$3.1M0.59%19,400CommonNONE
464288414MUBISHARES TR$2.9M0.54%26,623CommonNONE
68268W103OMFONEMAIN HLDGS INC$2.3M0.44%33,822CommonNONE
682680103OKEONEOK INC NEW$2.3M0.43%30,715CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.2M0.41%40,264CommonNONE
35137L204FOXFOX CORP$2.1M0.41%33,074CommonNONE
46434G103IEMGISHARES INC$2.0M0.39%30,487CommonNONE
922908744VTVVANGUARD INDEX FDS$2.0M0.38%10,319CommonNONE
67077M108NTRNUTRIEN LTD$1.9M0.36%29,942CommonNONE
337738108FISVFISERV INC$1.8M0.34%26,483CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.24%2,622CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.23%20,821CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.22%1,981CommonNONE
464287309IVWISHARES TR$1.1M0.21%9,065CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.1M0.21%27,708CommonNONE
155123102CETCENTRAL SECS CORP$1.1M0.21%21,596CommonNONE
46432F842IEFAISHARES TR$1.0M0.20%11,628CommonNONE
92826C839VVISA INC$1.0M0.19%2,883CommonNONE
74736K101QRVOQORVO INC$964,1750.18%11,409CommonNONE
46434G764EMXCISHARES INC$906,9010.17%12,478CommonNONE
67066G104NVDANVIDIA CORPORATION$835,8930.16%4,482CommonNONE
808524706SCHESCHWAB STRATEGIC TR$777,9060.15%23,753CommonNONE
929160109VMCVULCAN MATLS CO$712,1940.14%2,497CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$677,2280.13%3,810CommonNONE
78464A409SPYGSPDR SERIES TRUST$677,1290.13%6,346CommonNONE
00287Y109ABBVABBVIE INC$592,9320.11%2,595CommonNONE
922908363VOOVANGUARD INDEX FDS$592,1890.11%944CommonNONE
82509L107SHOPSHOPIFY INC$578,3650.11%3,593CommonNONE
78464A870XBISPDR SERIES TRUST$569,4130.11%4,670CommonNONE
33939L506TDTTFLEXSHARES TR$561,3680.11%23,332CommonNONE
464287614IWFISHARES TR$555,8960.11%1,175CommonNONE
128246105CVGWCALAVO GROWERS INC$465,4500.09%21,400CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$450,3740.09%896CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$442,8340.08%29,641CommonNONE
922907746VTEBVANGUARD MUN BD FDS$422,1340.08%8,394CommonNONE
464287622IWBISHARES TR$367,8250.07%985CommonNONE
532457108LLYELI LILLY & CO$358,9520.07%334CommonNONE
68389X105ORCLORACLE CORP$314,0000.06%1,611CommonNONE
770700102HOODROBINHOOD MKTS INC$313,1740.06%2,769CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$300,6740.06%3,653CommonNONE
00162Q452AMLPALPS ETF TR$285,1540.05%6,065CommonNONE
002824100ABTABBOTT LABS$275,6380.05%2,200CommonNONE
48251W104KKRKKR & CO INC$273,5720.05%2,146CommonNONE
33939L407GUNRFLEXSHARES TR$268,2680.05%5,851CommonNONE
464288372IGFISHARES TR$264,6460.05%4,313CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$260,7440.05%7,967CommonNONE
33939L795NFRAFLEXSHARES TR$256,7440.05%4,243CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$255,3000.05%6,000CommonNONE
09260D107BXBLACKSTONE INC$249,3990.05%1,618CommonNONE
025816109AXPAMERICAN EXPRESS CO$247,8670.05%670CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$241,0990.05%1,097CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$226,5490.04%1,565CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$220,8040.04%3,709CommonNONE
88160R101TSLATESLA INC$215,8660.04%480CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$202,8150.04%520CommonNONE
464287606IJKISHARES TR$202,6730.04%2,092CommonNONE
922908512VOEVANGUARD INDEX FDS$202,0240.04%1,139CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.