§ 13F · FUND PROFILE
Flywheel Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $124.6T (13F)Positions · 85Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 100K | $21.9T | 13.7% | +19% |
| 2 | PWR | QUANTA SVCS INC | 41K | $17.3T | 10.8% | NEW |
| 3 | IEFA | ISHARES TR | 152K | $13.6T | 8.5% | +26% |
| 4 | VBR | VANGUARD INDEX FDS | 60K | $12.6T | 7.9% | +4% |
| 5 | IEMG | ISHARES INC | 172K | $11.6T | 7.2% | +17% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 41K | $5.9T | 3.7% | ±0% |
| 7 | QUAL | ISHARES TR | 29K | $5.8T | 3.6% | +103% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 81K | $5.1T | 3.2% | −1% |
| 9 | IJH | ISHARES TR | 76K | $5.0T | 3.1% | ±0% |
| 10 | IVV | ISHARES TR | 6K | $4.4T | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FLYWHEEL SIGNAL
AC read
Flywheel Private Wealth LLC is a Other fund managing $124615.3 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed