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Portfolio (Quarterly) Guide ↗

Flywheel Private Wealth LLC

· CIK 0002029680
13F Portfolio $203M AUM 109 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 24 Added 21 Reduced 1 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 102,806.0 $24.3M 11.99% +2K +2.1% $236.62 +1.9%
2 IEFA ISHARES TR 168,943.0 $16.3M 8.04% +12K +7.9% $96.58 +2.9%
3 VBR VANGUARD INDEX FDS 64,484.0 $15.7M 7.72% +4K +7.0% $242.99 +0.3%
4 IEMG ISHARES INC 181,298.0 $15.0M 7.40% +6K +3.5% $82.84 -1.7%
5 VEA VANGUARD TAX-MANAGED FDS 100,101.0 $7.1M 3.52% +7K +7.9% $71.25 +1.2%
6 QUAL ISHARES TR 30,071.0 $6.6M 3.25% +900.0 +3.1% $219.43 +0.7%
7 VWO VANGUARD INTL EQUITY INDEX F 86,952.0 $5.2M 2.56% +16K +22.9% $59.69 +1.7%
8 AVUV AMERICAN CENTY ETF TR 38,944.0 $4.9M 2.39% +2K +4.2% $124.76 -0.5%
9 VO VANGUARD INDEX FDS 43,558.0 $3.5M 1.73% +33K +296.9% $80.57 +0.9%
10 VTI VANGUARD INDEX FDS 8,771.0 $3.2M 1.60% +2K +36.6% $370.05 +1.4%
11 IWF ISHARES TR 22,796.0 $2.8M 1.40% +17K +285.8% $124.17 -2.4%
12 ITOT ISHARES TR 13,524.0 $2.2M 1.09% +606.0 +4.7% $164.27 +1.4%
13 VTV VANGUARD INDEX FDS 8,865.0 $1.9M 0.95% +465.0 +5.5% $217.95 +2.8%
14 VXUS VANGUARD STAR FDS 21,305.0 $1.8M 0.90% +166.0 +0.8% $85.49 +1.4%
15 MSFT MICROSOFT CORP Technology 3,819.0 $1.4M 0.70% +509.0 +15.4% $373.04 +34.3%
16 GOOGL ALPHABET INC Communication Services 2,570.0 $918K 0.45% +200.0 +8.4% $357.37 -6.3%
17 VGT VANGUARD WORLD FD 5,087.0 $608K 0.30% +4K +699.8% $119.53 -0.5%
18 VUG VANGUARD INDEX FDS 6,650.0 $573K 0.28% +6K +605.9% $86.15 +1.4%
19 SPGI S&P GLOBAL INC Financial Services 1,115.0 $454K 0.22% +75.0 +7.2% $407.26 +8.1%
20 SCHW SCHWAB CHARLES CORP Financial Services 3,425.0 $316K 0.16% +400.0 +13.2% $92.27 +17.4%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 43.1%
Financial Services 25.0%
Technology 15.8%
Healthcare 5.4%
Communication Services 2.7%
Consumer Defensive 2.4%
Energy 2.3%
Consumer Cyclical 1.7%
Basic Materials 1.6%