MondegarAI
FFT WEALTH MANAGEMENT LLC

Q1 2026 · 13F-HR

FFT WEALTH MANAGEMENT LLCholdings as filed

Filed 2026-05-14 · accession 0001653199-26-000003

$552.3M
Reported value
99
Positions
2026-03-31
Period end
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The Brief · FFT WEALTH MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

FFT WEALTH MANAGEMENT LLC closed its position in FISV, reducing its holdings by $1.78M. The fund established a new position in VSGX valued at $1.96M and increased its stake in IEFA by 214.6%. Other notable activity includes accumulating shares of QQQ by 21% and trimming its position in DFUS by 29.7%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$106.7M19.3%163,294CommonNONE
90139K100QLTYGMO ETF TRUST$59.3M10.7%1,635,379CommonNONE
464287689IWVISHARES TR$51.1M9.25%137,902CommonNONE
46434V621DGROISHARES TR$49.7M9.01%708,712CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$27.0M4.90%41,466CommonNONE
464287804IJRISHARES TR$23.9M4.32%191,861CommonNONE
46090E103QQQINVESCO QQQ TR$19.3M3.49%33,383CommonNONE
464287507IJHISHARES TR$11.9M2.16%176,567CommonNONE
922908769VTIVANGUARD INDEX FDS$11.5M2.08%35,747CommonNONE
217204106CPRTCOPART INC$10.8M1.95%324,699CommonNONE
13321L108CCJCAMECO CORP$9.7M1.75%88,970CommonNONE
30303M102METAMETA PLATFORMS INC$9.4M1.71%16,468CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$9.4M1.70%373,629CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$8.2M1.49%332,064CommonNONE
969457100WMBWILLIAMS COS INC$7.9M1.42%107,941CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$7.8M1.42%106,165CommonNONE
02079K107GOOGALPHABET INC$7.1M1.29%24,925CommonNONE
037833100AAPLAPPLE INC$6.9M1.25%27,105CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$6.0M1.08%62,068CommonNONE
023135106AMZNAMAZON COM INC$5.9M1.07%28,301CommonNONE
464288257ACWIISHARES TR$5.9M1.06%42,299CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$5.8M1.06%110,274CommonNONE
464287234EEMISHARES TR$5.6M1.02%98,905CommonNONE
464287465EFAISHARES TR$4.7M0.85%48,268CommonNONE
02079K305GOOGLALPHABET INC$4.6M0.84%16,131CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.0M0.73%62,979CommonNONE
871607107SNPSSYNOPSYS INC$3.7M0.67%9,368CommonNONE
46434G103IEMGISHARES INC$3.5M0.63%49,536CommonNONE
46432F842IEFAISHARES TR$3.3M0.60%36,586CommonNONE
464287226AGGISHARES TR$3.1M0.55%30,759CommonNONE
464288414MUBISHARES TR$2.8M0.51%26,623CommonNONE
682680103OKEONEOK INC NEW$2.8M0.50%30,715CommonNONE
12504L109CBRECBRE GROUP INC$2.6M0.48%19,400CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.4M0.44%45,226CommonNONE
67077M108NTRNUTRIEN LTD$2.3M0.41%29,942CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$2.2M0.40%31,232CommonNONE
922908744VTVVANGUARD INDEX FDS$2.0M0.37%10,434CommonNONE
921910725VSGXVANGUARD WORLD FD$2.0M0.36%27,394CommonNONE
68268W103OMFONEMAIN HLDGS INC$1.8M0.33%33,822CommonNONE
35137L204FOXFOX CORP$1.8M0.32%33,074CommonNONE
532457108LLYELI LILLY & CO$1.7M0.31%1,875CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.31%3,532CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.4M0.26%9,693CommonNONE
464287440IEFISHARES TR$1.4M0.26%15,031CommonNONE
464287515IGVISHARES TR$1.3M0.24%16,671CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.23%3,449CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.1M0.19%27,708CommonNONE
155123102CETCENTRAL SECS CORP$1.1M0.19%21,596CommonNONE
464287309IVWISHARES TR$996,5150.18%8,810CommonNONE
025816109AXPAMERICAN EXPRESS CO$984,7320.18%3,256CommonNONE
46434G764EMXCISHARES INC$981,5190.18%12,478CommonNONE
57636Q104MAMASTERCARD INCORPORATED$949,8540.17%1,901CommonNONE
74736K101QRVOQORVO INC$883,0570.16%11,409CommonNONE
571903202MARMARRIOTT INTL INC NEW$860,1940.16%2,630CommonNONE
922908538VOTVANGUARD INDEX FDS$845,9090.15%3,287CommonNONE
92826C839VVISA INC$823,3020.15%2,724CommonNONE
67066G104NVDANVIDIA CORPORATION$789,5530.14%4,527CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$783,3840.14%17,320CommonNONE
808524706SCHESCHWAB STRATEGIC TR$782,6560.14%23,753CommonNONE
33939L506TDTTFLEXSHARES TR$711,7110.13%29,361CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$680,3250.12%7,370CommonNONE
929160109VMCVULCAN MATLS CO$679,9330.12%2,497CommonNONE
922908363VOOVANGUARD INDEX FDS$646,4700.12%1,082CommonNONE
78464A409SPYGSPDR SERIES TRUST$621,9460.11%6,352CommonNONE
78464A870XBISPDR SERIES TRUST$588,7080.11%4,609CommonNONE
00287Y109ABBVABBVIE INC$564,3870.10%2,595CommonNONE
580135101MCDMCDONALDS CORP$555,6930.10%1,788CommonNONE
128246105CVGWCALAVO GROWERS INC$551,9060.10%21,400CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$528,8020.10%3,615CommonNONE
464287614IWFISHARES TR$500,8370.09%1,175CommonNONE
922907746VTEBVANGUARD MUN BD FDS$418,7770.08%8,394CommonNONE
82509L107SHOPSHOPIFY INC$412,3230.07%3,476CommonNONE
922908652VXFVANGUARD INDEX FDS$403,4300.07%1,960CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$379,0090.07%2,740CommonNONE
032095101APHAMPHENOL CORP$370,6850.07%2,928CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$367,5580.07%6,279CommonNONE
464287622IWBISHARES TR$351,6960.06%986CommonNONE
30231G102XOMEXXON MOBIL CORP$345,6450.06%2,037CommonNONE
53656G498MAGSLISTED FDS TR$335,4730.06%5,790CommonNONE
33939L407GUNRFLEXSHARES TR$322,7410.06%5,851CommonNONE
00162Q452AMLPALPS ETF TR$319,2360.06%6,065CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$309,8780.06%3,653CommonNONE
464287598IWDISHARES TR$298,7330.05%1,398CommonNONE
464288372IGFISHARES TR$288,9710.05%4,313CommonNONE
46625H100JPMJPMORGAN CHASE & CO$287,9830.05%979CommonNONE
478160104JNJJOHNSON & JOHNSON$285,5060.05%1,168CommonNONE
46436E767USXFISHARES TR$275,3250.05%4,988CommonNONE
33939L795NFRAFLEXSHARES TR$271,3400.05%4,243CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$270,6220.05%7,967CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$261,3590.05%28,626CommonNONE
893641100TDGTRANSDIGM GROUP INC$245,7000.04%212CommonNONE
46435U556ARTYISHARES TR$244,9800.04%5,265CommonNONE
68389X105ORCLORACLE CORP$236,9940.04%1,611CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$235,9210.04%1,097CommonNONE
002824100ABTABBOTT LABORATORIES$232,1370.04%2,261CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$231,5960.04%3,709CommonNONE
149123101CATCATERPILLAR INC$212,5380.04%300CommonNONE
464287606IJKISHARES TR$210,4970.04%2,092CommonNONE
922908512VOEVANGUARD INDEX FDS$209,8950.04%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.