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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ITW	ILLINOIS TOOL WKS INC	Industrials	1,036	$270K	0.15%	SOLD

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%