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FLYWHEEL PRIVATE WEALTH LLC 13F portfolio summary

FLYWHEEL PRIVATE WEALTH LLC of FLYWHEEL PRIVATE WEALTH LLC has 102 current stock holdings with a reported portfolio value of $175.6M. The portfolio 1 year return is +19.40%. Top holdings include SPY (0.00%), VIG (12.44%), PWR (11.02%), IEFA (8.15%), VBR (7.52%).

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FLYWHEEL PRIVATE WEALTH LLC

FLYWHEEL PRIVATE WEALTH LLC
Latest filing: 2026-03-31

FLYWHEEL PRIVATE WEALTH LLC runs FLYWHEEL PRIVATE WEALTH LLC and currently holds 102 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $175.56M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FLYWHEEL PRIVATE WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FLYWHEEL PRIVATE WEALTH LLC's portfolio at FLYWHEEL PRIVATE WEALTH LLC has delivered returns of +19.40%. Their 3-year annualized return is +18.17%. Looking at the 5-year horizon, FLYWHEEL PRIVATE WEALTH LLC has achieved +18.17% annualized returns at FLYWHEEL PRIVATE WEALTH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.40%
#0/1000
3 Year
+18.17%
#0/1000
5 Year
+18.17%
#0/1000

Portfolio Value

$175.56M

Alpha Score

16.9

#0 of 1000

Holdings

102

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change