Institutions / Flywheel Private Wealth LLC
Flywheel Private Wealth LLC
CIK 2029680 · Institution · as of Dec 31, 2025
Portfolio value
$160.15M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $21.88M | 13.7% |
| Quanta Services Inc | $17.27M | 10.8% |
| iShares Tr | $13.57M | 8.5% |
| Vanguard Index Fds | $12.63M | 7.9% |
| iShares Inc | $11.57M | 7.2% |
| Vanguard Whitehall Fds | $5.94M | 3.7% |
| iShares MSCI UAE ETF | $5.75M | 3.6% |
| Vanguard Tax-Managed Fds | $5.07M | 3.2% |
| iShares Tr | $5.01M | 3.1% |
| iShares Tr | $4.40M | 2.7% |
| American Centy ETF Tr | $3.80M | 2.4% |
| Vanguard Intl Equity Index F | $3.30M | 2.1% |
| Vanguard Index Fds | $3.19M | 2.0% |
| iShares Tr | $2.82M | 1.8% |
| iShares Tr | $2.81M | 1.8% |
| iShares Gold Tr | $2.62M | 1.6% |
| iShares MSCI UAE ETF | $2.58M | 1.6% |
| Vanguard Index Fds | $2.16M | 1.3% |
| Apple Inc. | $2.11M | 1.3% |
| Vanguard Index Fds | $1.60M | 1.0% |
| Vanguard Star Fds | $1.52M | 0.9% |
| Microsoft Corp | $1.39M | 0.9% |
| Select Sector SPDR Tr | $1.25M | 0.8% |
| Cisco Systems, Inc. | $1.24M | 0.8% |
| Select Sector SPDR Tr | $1.16M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.