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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 190.0 $228K 0.11% NEW $1200.08 -3.3%
102 MCO MOODYS CORP Financial Services 500.0 $226K 0.11% $452.92 +9.2%
103 KO COCA COLA CO Consumer Defensive 2,782.0 $226K 0.11% -135.0 -4.6% $81.28 +8.3%
104 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,800.0 $222K 0.11% +200.0 +12.5% $123.11 +29.6%
105 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.11% NEW $736.40 -3.9%
106 MCD MCDONALDS CORP Consumer Cyclical 813.0 $220K 0.11% $270.32 -3.4%
107 ADBE ADOBE INC Technology 1,055.0 $216K 0.11% +200.0 +23.4% $205.02 +39.5%
108 ETN EATON CORP PLC Industrials 474.0 $202K 0.10% NEW $427.02 -8.5%
109 DH DEFINITIVE HEALTHCARE CORP Healthcare 67,743.0 $56K 0.03% $0.83 +8.6%
Page 6 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%