§ 13F · FUND PROFILE
Flywheel Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128M (13F)Positions · 81Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 101K | $22M | 12.3% | +1% |
| 2 | PWR | QUANTA SVCS INC | 35K | $19M | 10.9% | −15% |
| 3 | IEFA | ISHARES TR | 157K | $14M | 8.1% | +3% |
| 4 | VBR | VANGUARD INDEX FDS | 60K | $13M | 7.5% | +1% |
| 5 | IEMG | ISHARES INC | 175K | $12M | 7.0% | +2% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 41K | $6M | 3.5% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 93K | $6M | 3.4% | +14% |
| 8 | QUAL | ISHARES TR | 29K | $6M | 3.2% | +1% |
| 9 | IJH | ISHARES TR | 75K | $5M | 2.9% | −1% |
| 10 | IVV | ISHARES TR | 6K | $4M | 2.4% | −1% |
§ 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 $128 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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