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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,625.0 $290K 0.14% +2K +2750.9% $178.24 +9.8%
22 FICO FAIR ISAAC CORP Technology 235.0 $281K 0.14% +35.0 +17.5% $1194.78 -7.6%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,800.0 $222K 0.11% +200.0 +12.5% $123.11 +29.6%
24 ADBE ADOBE INC Technology 1,055.0 $216K 0.11% +200.0 +23.4% $205.02 +39.5%
Page 2 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%