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FFT WEALTH MANAGEMENT LLC
Family Office
FFT WEALTH MANAGEMENT LLC is a Family Office based in Philadelphia, PA led by Keith Mitchell Bloomfield, reporting $6.1B in AUM as of Q3 2025 with 76% ETF concentration, 67% concentrated in top 10 holdings, and 20% allocation to IVV.
CEOKeith Mitchell Bloomfield
- Portfolio Value
- $556.8M
- Positions
- 88
- Top Holding
- IVV at 19.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FFT WEALTH MANAGEMENT LLC's portfolio (66.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $111.0M | 19.93% | +$5.0M Bought | — 165.8K shares | |
ETF ETF | $53.6M | 9.62% | +$2.6M Bought | — 1.5M shares | |
ETF ETF | $51.7M | 9.29% | +$184.5K Bought | — 136.5K shares | |
ETF ETF | $46.2M | 8.30% | +$1.3M Bought | — 678.5K shares | |
ETF ETF | $32.2M | 5.78% | +$63.5K Bought | — 48.2K shares | |
ETF ETF | $19.4M | 3.48% | +$526.4K Bought | — 163.0K shares | |
ETF ETF | $16.7M | 3.01% | +$2.2M Bought | — 27.9K shares | |
Auto - Dealerships Consumer Cyclical | $14.6M | 2.62% | — | 0.03% 324.7K shares | |
ETF ETF | $13.0M | 2.33% | +$507.4K Bought | — 198.9K shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $12.2M | 2.19% | — | 0.07% 144.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FFT WEALTH MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+180.5% | |
+27.33% | |
+22.35% | |
+18.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for FFT WEALTH MANAGEMENT LLC
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