FLP Wealth Management, LLC - Portfolio overview
FLP Wealth Management, LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Consumer Defensive and Financial Services.
Largest reported holdings by portfolio allocation
- WMT - WALMART INC, 9.95%
- JMBS - JANUS DETROIT STR TR, 7.73%
- SCEC - CAPITOL SER TR, 4.08%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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