FLYWHEEL PRIVATE WEALTH LLC

CIK 0002029680 · LOS ALTOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

FLYWHEEL PRIVATE WEALTH LLC reported 109 positions worth $202.9M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VIG (12.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.9M
2026 Q2
Positions
109
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.5%
Est. Net Flow (Q)
2026 Q2
10 / 109 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIGVANGUARD SPECIALIZED FUNDSSH$24.3M11.99%102,806
2PWRQUANTA SVCS INCSH$22.3M11.00%31,000
3IEFAISHARES TRSH$16.3M8.04%168,943
4VBRVANGUARD INDEX FDSSH$15.7M7.72%64,484
5IEMGISHARES INCSH$15.0M7.40%181,298
6VEAVANGUARD TAX-MANAGED FDSSH$7.1M3.51%100,101
7QUALISHARES TRSH$6.6M3.25%30,071
8VYMVANGUARD WHITEHALL FDSSH$6.5M3.21%41,220
9IJHISHARES TRSH$5.7M2.80%73,749
10VWOVANGUARD INTL EQUITY INDEX FSH$5.2M2.56%86,952

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FLYWHEEL PRIVATE WEALTH LLC hold as of Q2 2026?

FLYWHEEL PRIVATE WEALTH LLC reported 109 positions worth $202.9M in its Q2 2026 13F filing. Largest positions: VIG (12.0%), PWR (11.0%), IEFA (8.0%), VBR (7.7%) and IEMG (7.4%).

What did FLYWHEEL PRIVATE WEALTH LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FLYWHEEL PRIVATE WEALTH LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.