Flatrock Wealth Partners LLC - Portfolio overview

Flatrock Wealth Partners LLC has 167 reported holdings in this dataset, with the latest filing dated 2026-05-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.56%
2. SPY - SPDR S&P 500 ETF TR, 6.89%
3. LONZ - PIMCO ETF TR, 4.94%

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

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