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FLYWHEEL PRIVATE WEALTH LLC

Updated 3 days ago

Managed by Flywheel Private Wealth Llc • Latest filing Q3 2026

Portfolio value
$201.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$160.2M
Q1 2026$175.6M
Q2 2026$202.9M
Q3 2026$201.9M

Top holdings

111 positions as of Q3 2026

View filing
B

VANGUARD SPECIALIZED FUNDS

Value
$23.8M
Shares
102.2K
% Port
11.81%
P

QUANTA SVCS INC

Value
$18.6M
Shares
29.0K
% Port
9.23%
E

ISHARES TR

Value
$17.3M
Shares
178.7K
% Port
8.57%
E

ISHARES INC

Value
$15.2M
Shares
187.9K
% Port
7.55%
V

VANGUARD INDEX FDS

Value
$14.9M
Shares
64.5K
% Port
7.38%
V

VANGUARD TAX-MANAGED FDS

Value
$8.4M
Shares
119.5K
% Port
4.18%
E

ISHARES TR

Value
$6.9M
Shares
31.1K
% Port
3.42%
V

VANGUARD INTL EQUITY INDEX F

Value
$6.2M
Shares
105.2K
% Port
3.09%
V

VANGUARD WHITEHALL FDS

Value
$6.1M
Shares
39.4K
% Port
3.03%
E

ISHARES TR

Value
$5.6M
Shares
77.5K
% Port
2.76%
M

AMERICAN CENTY ETF TR

Value
$5M
Shares
42.3K
% Port
2.47%
E

ISHARES TR

Value
$5M
Shares
6.5K
% Port
2.46%
V

VANGUARD INDEX FDS

Value
$3.4M
Shares
42.7K
% Port
1.66%
E

ISHARES TR

Value
$3.2M
Shares
12.9K
% Port
1.58%
V

VANGUARD INDEX FDS

Value
$3M
Shares
8.0K
% Port
1.48%
E

ISHARES TR

Value
$2.8M
Shares
22.7K
% Port
1.41%
A

APPLE INC

Value
$2.7M
Shares
8.1K
% Port
1.34%
I

ISHARES GOLD TR

Value
$2.5M
Shares
32.0K
% Port
1.24%
C

CITIGROUP INC

Value
$2.1M
Shares
16.1K
% Port
1.03%
S

SELECT SECTOR SPDR TR

Value
$2M
Shares
10.3K
% Port
1.00%

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