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Portfolio (Quarterly) Guide ↗

Flatrock Wealth Partners LLC

· CIK 0002130067
13F Portfolio $222M AUM 166 positions Filed May 26, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 166 New
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNC CENTENE CORP DEL Healthcare 7,911.0 $259K 0.12% NEW $32.74 +82.4%
122 ETHA ISHARES ETHEREUM TR Financial Services 15,836.0 $251K 0.11% NEW $15.83 -4.9%
123 MRSH MARSH & MCLENNAN COS INC Financial Services 1,444.0 $250K 0.11% NEW $173.43 -7.9%
124 RTX RTX CORPORATION Industrials 1,295.0 $250K 0.11% NEW $192.89 -6.5%
125 NVO NOVO-NORDISK A S Healthcare 6,447.0 $245K 0.11% NEW $37.94 +20.2%
126 TSN TYSON FOODS INC Consumer Defensive 3,806.0 $244K 0.11% NEW $64.07 -1.3%
127 UPS UNITED PARCEL SERVICE INC Industrials 2,459.0 $242K 0.11% NEW $98.39 +8.1%
128 PFE PFIZER INC Healthcare 8,589.0 $241K 0.11% NEW $28.08 -6.6%
129 KCCA KRANESHARES TRUST 16,055.0 $238K 0.11% NEW $14.82 +5.9%
130 LIN LINDE PLC Basic Materials 478.0 $237K 0.11% NEW $495.94 +1.3%
131 PH PARKER-HANNIFIN CORP Industrials 265.0 $237K 0.11% NEW $893.76 -5.0%
132 DAL DELTA AIR LINES INC DEL Industrials 3,541.0 $235K 0.11% NEW $66.48 +23.1%
133 AMAT APPLIED MATLS INC Technology 689.0 $235K 0.11% NEW $341.65 +33.7%
134 TOTALENERGIES SE 2,565.0 $235K 0.11% NEW $91.64
135 BWA BORGWARNER INC Consumer Cyclical 4,308.0 $234K 0.10% NEW $54.26 +33.0%
136 VRT VERTIV HOLDINGS CO Industrials 929.0 $233K 0.10% NEW $250.63 +27.9%
137 BKNG BOOKING HOLDINGS INC Consumer Cyclical 55.0 $232K 0.10% NEW $4210.47 -96.0%
138 PNC PNC FINL SVCS GROUP INC Financial Services 1,105.0 $230K 0.10% NEW $208.08 +5.3%
139 GOVT ISHARES TR 10,003.0 $229K 0.10% NEW $22.91 -0.7%
140 AMP AMERIPRISE FINL INC Financial Services 515.0 $229K 0.10% NEW $444.57 -1.4%
Page 7 of 9  ·  166 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
Technology 30.9%
Financial Services 24.7%
Real Estate 10.1%
Consumer Cyclical 6.2%
Communication Services 5.8%
Industrials 5.8%
Healthcare 5.3%
Consumer Defensive 4.6%
Energy 2.8%
Utilities 2.0%