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FLYWHEEL PRIVATE WEALTH LLC 13F holdings

Filed 2026-07-21 · FLYWHEEL PRIVATE WEALTH LLC · 109 positions · $202.9M

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TickerCompanySharesValue% of portfolio
VIGVANGUARD SPECIALIZED FUNDS102.8K$24.3M12.0%
PWRQUANTA SVCS INC31.0K$22.3M11.0%
IEFAISHARES TR168.9K$16.3M8.0%
VBRVANGUARD INDEX FDS64.5K$15.7M7.7%
ACWIISHARES INC181.3K$15.0M7.4%
VEAVANGUARD TAX-MANAGED FDS100.1K$7.1M3.5%
QUALISHARES TR30.1K$6.6M3.3%
VYMVANGUARD WHITEHALL FDS41.2K$6.5M3.2%
IJHISHARES TR73.7K$5.7M2.8%
VWOVANGUARD INTL EQUITY INDEX F87.0K$5.2M2.6%
AVUVAMERICAN CENTY ETF TR38.9K$4.9M2.4%
IVVISHARES TR6.4K$4.8M2.4%
VOVANGUARD INDEX FDS43.6K$3.5M1.7%
VTIVANGUARD INDEX FDS8.8K$3.2M1.6%
IWDISHARES TR13.1K$3.2M1.6%
IWFISHARES TR22.8K$2.8M1.4%
IAUISHARES GOLD TR32.0K$2.4M1.2%
AAPLAPPLE INC8.1K$2.3M1.2%
CCITIGROUP INC16.1K$2.3M1.1%
ITOTISHARES TR13.5K$2.2M1.1%
VTVVANGUARD INDEX FDS8.9K$1.9M1.0%
CSCOCISCO SYS INC16.1K$1.9M0.9%
VXUSVANGUARD STAR FDS21.3K$1.8M0.9%
XLKSELECT SECTOR SPDR TR8.7K$1.7M0.8%
ZIONZIONS BANCORPORATION NATL AS22.5K$1.6M0.8%
MSFTMICROSOFT CORP3.8K$1.4M0.7%
XLVSELECT SECTOR SPDR TR7.5K$1.2M0.6%
HTBHOMETRUST BANCSHARES INC22.0K$1.1M0.5%
VOOVANGUARD INDEX FDS1.6K$1.1M0.5%
XLFSELECT SECTOR SPDR TR19.8K$1.1M0.5%
—AFFINITY BANCSHARES INC41.0K$926,6000.5%
GOOGLALPHABET INC2.6K$918,4410.5%
JNJJOHNSON & JOHNSON3.4K$852,3230.4%
—FIRST SEACOAST BANCORP INC50.1K$844,4840.4%
DVYISHARES TR5.1K$804,0070.4%
VBVANGUARD INDEX FDS2.6K$779,5130.4%
IJRISHARES TR4.8K$715,5950.4%
JPMJPMORGAN CHASE & CO2.1K$693,6980.3%
PBFSPIONEER BANCORP INC MD40.0K$682,8000.3%
BBTBEACON FINANCIAL CORP.22.1K$672,9450.3%
APDAIR PRODUCTS AND CHEMICALS I2.3K$666,9850.3%
NVDANVIDIA CORPORATION3.3K$653,2940.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1.3K$650,5070.3%
BLKBLACKROCK INC660$634,6300.3%
VGTVANGUARD WORLD FD5.1K$608,0270.3%
RTXRTX CORPORATION3.2K$606,7570.3%
XLESELECT SECTOR SPDR TR11.3K$601,3110.3%
WMTWALMART INC5.1K$577,2320.3%
VUGVANGUARD INDEX FDS6.7K$572,9130.3%
ASMLASML HLDG NV250$497,3600.2%
XLISELECT SECTOR SPDR TR2.6K$487,5650.2%
SPGIS&P GLOBAL INC1.1K$454,0950.2%
TXNTEXAS INSTRS INC1.5K$453,6630.2%
AMGNAMGEN INC1.2K$450,8390.2%
NVSNOVARTIS AG2.8K$438,1890.2%
UMBFUMB FINL CORP3.0K$428,2800.2%
TJXTJX COS INC NEW2.8K$426,9370.2%
XLYSELECT SECTOR SPDR TR3.5K$411,2280.2%
EMREMERSON ELEC CO2.9K$410,8410.2%
VTIPVANGUARD MALVERN FDS7.3K$368,8780.2%
Top Fund Holdings
13F
Top Fund Holdings

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