§ 13F · FUND PROFILE
Flywheel Private Wealth LLC.
AUM · $203M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 103K | $24M | 12.0% | +2% |
| 2 | PWR | QUANTA SVCS INC | 31K | $22M | 11.0% | −11% |
| 3 | IEFA | ISHARES TR | 169K | $16M | 8.0% | +8% |
| 4 | VBR | VANGUARD INDEX FDS | 64K | $16M | 7.7% | +7% |
| 5 | IEMG | ISHARES INC | 181K | $15M | 7.4% | +3% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 100K | $7M | 3.5% | +8% |
| 7 | QUAL | ISHARES TR | 30K | $7M | 3.3% | +3% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 41K | $7M | 3.2% | ±0% |
| 9 | IJH | ISHARES TR | 74K | $6M | 2.8% | −2% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 87K | $5M | 2.6% | +23% |
§ 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 $203 million in assets. The fund runs a portfolio of 109 positions.
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