Flywheel Private Wealth LLC: 13F holdings
CIK 20296802026Q2
| Positions | 109 |
|---|---|
| Reported value | $202.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VIG VANGUARD SPECIALIZED FUNDS | 102,806 | $24.3m | 12.0% |
| PWR QUANTA SVCS INC | 31,000 | $22.3m | 11.0% |
| IEFA ISHARES TR | 168,943 | $16.3m | 8.0% |
| VBR VANGUARD INDEX FDS | 64,484 | $15.7m | 7.7% |
| IEMG ISHARES INC | 181,298 | $15.0m | 7.4% |
| VEA VANGUARD TAX-MANAGED FDS | 100,101 | $7.1m | 3.5% |
| QUAL ISHARES TR | 30,071 | $6.6m | 3.3% |
| VYM VANGUARD WHITEHALL FDS | 41,220 | $6.5m | 3.2% |
| IJH ISHARES TR | 73,749 | $5.7m | 2.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 86,952 | $5.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2029680")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.