Institutions / FLP Wealth Management, LLC
FLP Wealth Management, LLC
CIK 2052024 · Institution · as of Dec 31, 2025
Portfolio value
$42.41M
Positions
64
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 64 →
| Company | Value | % of portfolio |
|---|---|---|
| Walmart Inc. | $4.81M | 11.3% |
| Abrdn Silver ETF Trust | $3.35M | 7.9% |
| iShares Tr | $2.16M | 5.1% |
| Sprott Asset Management LP | $1.96M | 4.6% |
| Capitol Ser Tr | $1.95M | 4.6% |
| iShares Tr | $1.67M | 3.9% |
| iShares Tr | $1.65M | 3.9% |
| SPDR Series Trust | $1.24M | 2.9% |
| iShares Tr | $1.09M | 2.6% |
| iShares Tr | $979.7K | 2.3% |
| iShares Inc | $965.8K | 2.3% |
| iShares MSCI UAE ETF | $959.1K | 2.3% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $919.6K | 2.2% |
| iShares Tr | $900.5K | 2.1% |
| PIMCO ETF Tr | $819.4K | 1.9% |
| iShares Tr | $754.9K | 1.8% |
| iShares Tr | $689.7K | 1.6% |
| iShares Tr | $655.3K | 1.5% |
| iShares Tr | $647.3K | 1.5% |
| iShares Tr | $614.3K | 1.4% |
| BlackRock ETF Trust II | $543.5K | 1.3% |
| iShares Tr | $525.5K | 1.2% |
| Vanguard Scottsdale Fds | $520.9K | 1.2% |
| iShares Tr | $515.7K | 1.2% |
| Apple Inc. | $494.9K | 1.2% |
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.