Future You Wealth LLC
- SEC CIK
- 0002055142
- Latest filing
- Jul 31, 2025
The latest 13F from Future You Wealth LLC covers Q2 2025 (filed Jul 31, 2025): 58 long positions worth $184.1M. The top 10 holdings make up 78.5% of the portfolio, and the largest is iShares Core S&P 500 ETF at 31.3%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2025
Share counts compared with Q1 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$6.35M
- Added
- 20
- Est. +$12.2M
- Reduced
- 14
- Est. −$2.14M
- Sold out
- 1
- Est. −$228.0K
Top 5 holdings
Share of this quarter's portfolio value
- iShares Core S&P 500 ETF46428720031.3%$57.6M
- Vanguard Ftse Developed Markets ETF92194385810.0%$18.4M
- WisdomTree Tr97717W3078.5%$15.7M
- iShares Trust iShares 0-1 Year Treasury Bond ETF4642886798.1%$14.8M
- Vanguard Morningstar Total Stock Market ETF9229087696.1%$11.3M
Share of portfolio
Top 5 holdings and the other 53 positions, by share of portfolio value
- iShares Core S&P 500 ETF31.3%
- Vanguard Ftse Developed Markets ETF10.0%
- WisdomTree Tr8.5%
- iShares Trust iShares 0-1 Year Treasury Bond ETF8.1%
- Vanguard Morningstar Total Stock Market ETF6.1%
- Other 53 positions36.0%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard S&P 500 ETF922908363+$4.28MAdded
- Vanguard Ftse Developed Markets ETF921943858+$2.52MAdded
- Capital Group International14021T102+$1.24MNew
- WisdomTree Tr97717Y683+$983.3KNew
- Capital Grp Fixed Incm ETF T14020Y508+$822.6KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard S&P 500 ETF922908363+2.30 pp0.4% → 2.7%
- Vanguard Ftse Developed Markets ETF921943858+0.92 pp9.1% → 10.0%
- Capital Group International14021T102+0.67 pp0.0% → 0.7%
- WisdomTree Tr97717Y683+0.53 pp0.0% → 0.5%
- WisdomTree Tr97717Y527+0.45 pp0.0% → 0.4%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Total Stock Market ETF922908769−$957.6KReduced
- iShares Core MSCI Eafe ETF46432F842−$228.0KSold out
- Vanguard Morningstar Small-Cap Value ETF922908611−$196.1KReduced
- SPYSPDR S&P 500 ETF Trust
- Vanguard Real Estate ETF922908553−$171.9KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Core S&P 500 ETF464287200−2.21 pp33.5% → 31.3%
- Vanguard Morningstar Total Stock Market ETF922908769−1.02 pp7.2% → 6.1%
- Vanguard Morningstar Small-Cap Value ETF922908611−0.34 pp2.0% → 1.7%
- AAPLApple Inc.
- Vanguard Real Estate ETF922908553−0.27 pp1.0% → 0.8%
Metrics
13F metrics for Q2 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $184.1M
- +$28.0M (+17.9%) vs. prior quarter
- Positions
- 58
- +12 vs. prior quarter
- Top 10 concentration
- 78.5%
- Top 10 as share of value
- Turnover
- 1.4%
- Q2 2025, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $184.1M (Q2 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2025 | Jul 31, 2025 | 58 | $184.1M | iShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q1 2025 | SEC |
| Q1 2025 | May 2, 2025 | 46 | $156.1M | iShares Core S&P 500 ETFWisdomTree TriShares Trust iShares 0-1 Year Treasury Bond ETF | vs. Q4 2024 | SEC |
| Q4 2024 | May 1, 2025 | 47 | $141.2M | iShares Core S&P 500 ETFiShares Trust iShares 0-1 Year Treasury Bond ETFVanguard Morningstar Total Stock Market ETF | – | SEC |