StockDriftsStockDriftsTop 50 FLP Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 11.09% | 55.0K | $6.2M | +1481.90%(+51.57K) | $116.40(-2.80%) | 2026-06-30 | |
| SCEC | CAPITOL SER TR | 4.83% | 108.6K | $2.7M | +6358.60%(+106.89K) | $25.03(-1.84%) | 2026-06-30 | |
| IWY | ISHARES TR | 4.06% | 7.9K | $2.3M | -71.05%(-19.27K) | $256.82(+13.04%) | 2026-06-30 | |
| SCNM | STERLING CAP FDS | 4.05% | 90.6K | $2.3M | +10317.24%(+89.76K) | $24.96(-0.51%) | 2026-06-30 | |
| SIVR | ABRDN SILVER ETF TRUST | 4.02% | 40.2K | $2.3M | +7926.95%(+39.71K) | $61.06(+1.44%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 3.98% | 49.8K | $2.2M | +4691.05%(+48.74K) | $45.14(-1.67%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.17% | 18.8K | $1.8M | +995.93%(+17.11K) | $94.96(-2.03%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.07% | 57.1K | $1.7M | +22938.71%(+56.89K) | $32.10(+4.04%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.05% | 19.5K | $1.7M | +136.31%(+11.27K) | $75.92(+19.92%) | 2026-06-30 | |
| SCEP | STERLING CAP FDS | 2.72% | 61.1K | $1.5M | +5080.15%(+59.90K) | $24.06(+6.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.16% |
FLP Wealth Management, LLC reports $56.23M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are WMT (11.1%), SCEC (4.8%) and IWY (4.1%). The top 20 holdings account for 65.38% of reported assets. Its disclosed equity book has returned +25.68% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FLP Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052024). View FLP Wealth Management, LLC’s 13F filings on SEC