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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 3,340.0 $332K 0.16% NEW $99.28 +43.9%
2 UNH UNITEDHEALTH GROUP INC Healthcare 567.0 $236K 0.12% NEW $415.63 -4.7%
3 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 481.0 $230K 0.11% NEW $477.57 -13.3%
4 LLY ELI LILLY & CO Healthcare 190.0 $228K 0.11% NEW $1200.08 -3.3%
5 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.11% NEW $736.40 -3.9%
6 ETN EATON CORP PLC Industrials 474.0 $202K 0.10% NEW $427.02 -8.5%

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%