🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Fft Wealth Management LLC 13F Filings, Portfolio & Analysis

CIK: 0001653199
Philadelphia Two Liberty Place 50 S. 16Th Street, Suite 3440
Zip Code: 19102
Latest Portfolio Value
$525.02 M
-3.59%
Total Holdings
86
-1
Latest Report Date
Q4 2025
Top 10 Concentration
67.65%

Fft Wealth Management LLC — Portfolio Overview & Company Profile

Fft Wealth Management LLC (CIK: 0001653199) is a financial institution headquartered at Two Liberty Place, 50 S. 16Th Street, Suite 3440, Philadelphia, Pennsylvania 19102. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $525,016,734, comprising 86 distinct securities. Over its filing history, it has submitted 41 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 67.7%. Quarterly turnover: 4.1%. ▲ 8 new, +14 added, −36 reduced, ×6 exited.

Portfolio Summary (Q4 2025)

Asset Allocation

Stocks/ETFs
-3.39%
$525.02 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
141,372 $96.83 M 18.44% ▼ 24,455 Reduce -14.8%
1.59 M $61.14 M 11.64% ▲ 110,606 Add 7.5%
136,681 $52.88 M 10.07% ▲ 183 Add 0.1%
607,050 $42.14 M 8.03% ▼ 71,401 Reduce -10.5%
41,260 $28.22 M 5.37% ▼ 6,947 Reduce -14.4%
169,993 $20.43 M 3.89% ▲ 6,944 Add 4.3%
27,578 $16.94 M 3.23% ▼ 273 Reduce -1.0%
324,699 $12.71 M 2.42%
35,725 $11.98 M 2.28% ▲ 39 Add 0.1%
180,588 $11.92 M 2.27% ▼ 18,309 Reduce -9.2%

Historical Portfolio Charts