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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 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 102,806.0 $24.3M 11.99% +2K +2.1% $236.62 +1.8%
2 PWR QUANTA SVCS INC Industrials 31,000.0 $22.3M 11.00% -4K -11.2% $720.04 -15.6%
3 IEFA ISHARES TR 168,943.0 $16.3M 8.04% +12K +7.9% $96.58 +2.8%
4 VBR VANGUARD INDEX FDS 64,484.0 $15.7M 7.72% +4K +7.0% $242.99 +0.2%
5 IEMG ISHARES INC 181,298.0 $15.0M 7.40% +6K +3.5% $82.84 -1.8%
6 VEA VANGUARD TAX-MANAGED FDS 100,101.0 $7.1M 3.52% +7K +7.9% $71.25 +1.1%
7 QUAL ISHARES TR 30,071.0 $6.6M 3.25% +900.0 +3.1% $219.43 +0.7%
8 VYM VANGUARD WHITEHALL FDS 41,220.0 $6.5M 3.21% $158.03 +3.2%
9 IJH ISHARES TR 73,749.0 $5.7M 2.80% -2K -2.2% $77.11 -3.3%
10 VWO VANGUARD INTL EQUITY INDEX F 86,952.0 $5.2M 2.56% +16K +22.9% $59.69 +1.7%
11 AVUV AMERICAN CENTY ETF TR 38,944.0 $4.9M 2.39% +2K +4.2% $124.76 -0.6%
12 IVV ISHARES TR 6,376.0 $4.8M 2.35% $748.96 +2.1%
13 VO VANGUARD INDEX FDS 43,558.0 $3.5M 1.73% +33K +296.9% $80.57 +0.8%
14 VTI VANGUARD INDEX FDS 8,771.0 $3.2M 1.60% +2K +36.6% $370.05 +1.3%
15 IWD ISHARES TR 13,119.0 $3.2M 1.57% -194.0 -1.5% $242.43 +5.5%
16 IWF ISHARES TR 22,796.0 $2.8M 1.40% +17K +285.8% $124.17 -2.5%
17 IAU ISHARES GOLD TR Financial Services 32,013.0 $2.4M 1.19% $75.51 +8.0%
18 AAPL APPLE INC Technology 8,101.0 $2.3M 1.16% $289.37 +12.4%
19 C CITIGROUP INC Financial Services 16,100.0 $2.3M 1.11% $139.96 -5.5%
20 ITOT ISHARES TR 13,524.0 $2.2M 1.09% +606.0 +4.7% $164.27 +1.4%
Page 1 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%