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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSX PHILLIPS 66 Energy 2,168.0 $366K 0.18% -105.0 -4.6% $169.05 +49.1%
62 SOUTHSTATE BK CORP 3,601.0 $360K 0.18% $99.90
63 GD GENERAL DYNAMICS CORP Industrials 972.0 $344K 0.17% -35.0 -3.5% $354.24 +4.3%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 457.0 $341K 0.17% $746.77 +2.0%
65 VMBS VANGUARD SCOTTSDALE FDS 7,200.0 $337K 0.17% $46.81 -2.1%
66 PEBK PEOPLES BANCORP N C INC Financial Services 7,790.0 $336K 0.17% $43.09 +0.3%
67 XOM EXXON MOBIL CORP Energy 2,445.0 $334K 0.17% -125.0 -4.9% $136.72 +20.4%
68 BAC BANK OF AMER CORP Financial Services 5,825.0 $332K 0.16% $56.98 +8.8%
69 NOW SERVICENOW INC Technology 3,340.0 $332K 0.16% NEW $99.28 +43.9%
70 CVX CHEVRON CORPORATION Energy 1,945.0 $322K 0.16% -40.0 -2.0% $165.76 +27.3%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 7,523.0 $319K 0.16% $42.34 +18.8%
72 NBBK NB BANCORP INC Financial Services 15,000.0 $317K 0.16% $21.13 +4.3%
73 SCHW SCHWAB CHARLES CORP Financial Services 3,425.0 $316K 0.16% +400.0 +13.2% $92.27 +17.4%
74 PG PROCTER & GAMBLE CO Consumer Defensive 2,146.0 $315K 0.15% -501.0 -18.9% $146.68 -0.3%
75 PFE PFIZER INC Healthcare 13,015.0 $313K 0.15% -500.0 -3.7% $24.08 +18.6%
76 PCY INVESCO EXCH TRADED FD TR II 13,722.0 $297K 0.15% -169.0 -1.2% $21.65 -3.4%
77 BUSE FIRST BUSEY CORP Financial Services 10,000.0 $295K 0.14% $29.50 +1.4%
78 LMT LOCKHEED MARTIN CORP Industrials 571.0 $291K 0.14% $510.04 +6.8%
79 AFL AFLAC INC Financial Services 2,478.0 $291K 0.14% $117.25 -1.0%
80 AKRE PROFESIONALLY MANAGED PORTFO 5,462.0 $291K 0.14% $53.19 +13.3%
Page 4 of 6  ·  109 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%