FLYWHEEL PRIVATE WEALTH LLC - Portfolio overview

FLYWHEEL PRIVATE WEALTH LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 12.23%
2. PWR - QUANTA SVCS INC, 10.83%
3. IEFA - ISHARES TR, 8.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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