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FLYWHEEL PRIVATE WEALTH LLC - Portfolio Stock Holdings

FLYWHEEL PRIVATE WEALTH LLC disclosed 110 stock positions in a recent SEC 13F filing. $202,913,264 of stock holdings were filed, with the largest holdings including VIG, PWR, and IEFA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $415,001,533 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

110

Est. Stock Holding Value:

$202,913,264

Top Stock Holdings By Sector

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Portfolio Stock Holdings - FLYWHEEL PRIVATE WEALTH LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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