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FLYWHEEL PRIVATE WEALTH LLC
FLYWHEEL PRIVATE WEALTH LLC
Latest filing: 2026-06-30
FLYWHEEL PRIVATE WEALTH LLC runs FLYWHEEL PRIVATE WEALTH LLC and currently holds 109 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $202.92M. Their top holdings are VIG, PWR, IEFA, VBR, IEMG. The top five represent 46.2% of reported portfolio weight. FLYWHEEL PRIVATE WEALTH LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FLYWHEEL PRIVATE WEALTH LLC initiated 5 new positions. They added to 27 existing positions. They trimmed 29 positions. Their current best-performing preview position is TXN with returns of +53.53%.
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109 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VIG VANGUARD SPECIALIZED FUNDS | 11.99% | $201.68 | $243.85 | +20.91% | Added +2.10% |
 PWR QUANTA SVCS INC | 11.00% | $422.06 | $639.59 | +51.54% | Trimmed -11.21% |
 IEFA ISHARES TR | 8.04% | $78.48 | $100.87 | +28.52% | Added +7.87% |
 VBR VANGUARD INDEX FDS | 7.72% | $202.10 | $249.17 | +23.29% | Added +7.04% |
 IEMG ISHARES INC | 7.40% | $56.33 | $81.56 | +44.79% | Added +3.48% |
 VEA VANGUARD TAX-MANAGED FDS | 3.51% | $53.43 | $73.43 | +37.43% | Added +7.93% |
 QUAL ISHARES TR | 3.25% | $189.57 | $223.23 | +17.76% | Added +3.09% |
 VYM VANGUARD WHITEHALL FDS | 3.21% | $127.59 | $165.00 | +29.32% | Trimmed -0.32% |
 IJH ISHARES TR | 2.80% | $62.31 | $76.75 | +23.17% | Trimmed -2.19% |
 VWO VANGUARD INTL EQUITY INDEX F | 2.56% | $50.47 | $60.45 | +19.77% | Added +22.87% |
Showing 1-10 of 109