StockDriftsStockDriftsTop 50 Flywheel Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 11.99% | 102.8K | $24.3M | +2.10%(+2.12K) | $201.66(+22.29%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 11% | 31.0K | $22.3M | -11.21%(-3.91K) | $352.35(+90.37%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.04% | 168.9K | $16.3M | +7.87%(+12.33K) | $79.66(+26.84%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 7.72% | 64.5K | $15.7M | +7.04%(+4.24K) | $201.09(+24.40%) | 2026-06-30 | |
| IEMG | ISHARES INC | 7.4% | 181.3K | $15.0M | +3.48%(+6.10K) | $57.57(+39.35%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.51% | 100.1K | $7.1M | +7.93%(+7.35K) | $54.26(+34.51%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.25% | 30.1K | $6.6M | +3.09%(+900) | $188.33(+20.14%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.21% | 41.2K | $6.5M | -0.32%(-131) | $127.90(+30.23%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.8% | 73.7K | $5.7M | -2.19%(-1.65K) | $62.32(+25.03%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.56% | 87.0K | $5.2M | +22.87%(+16.18K) | $50.05(+20.70%) | 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 | — | — | — | — | +37.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.96% |
Flywheel Private Wealth LLC reports $202.92M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are VIG (12.0%), PWR (11.0%) and IEFA (8.0%). The top 20 holdings account for 77.06% of reported assets. Its disclosed equity book has returned +37.60% 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 Flywheel Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2029680). View Flywheel Private Wealth LLC’s 13F filings on SEC