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Portfolio (Quarterly) Guide ↗

Flywheel Private Wealth LLC

· CIK 0002029680
13F Portfolio $176M AUM 104 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 16 Added 12 Reduced 4 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 C CITIGROUP INC Financial Services 16,100.0 $1.8M 1.04% NEW $113.41 +11.9%
2 ZION ZIONS BANCORPORATION NATL AS Financial Services 22,500.0 $1.3M 0.74% NEW $57.62 +7.8%
3 HOMETRUST BANCSHARES INC 22,000.0 $938K 0.53% NEW $42.65
4 AFBI AFFINITY BANCSHARES INC Financial Services 41,000.0 $913K 0.52% NEW $22.26 +1.0%
5 BEACON FINANCIAL CORP. 22,100.0 $663K 0.38% NEW $30.00
6 FIRST SEACOAST BANCORP INC 50,088.0 $629K 0.36% NEW $12.56
7 PBFS PIONEER BANCORP INC MD Financial Services 40,000.0 $557K 0.32% NEW $13.92 +6.8%
8 UMBF UMB FINL CORP Financial Services 3,000.0 $338K 0.19% NEW $112.79 +19.2%
9 SOUTHSTATE BK CORP 3,601.0 $333K 0.19% NEW $92.52
10 FISV FISERV INC Technology 5,800.0 $324K 0.18% NEW $55.80 -0.3%
11 NBBK NB BANCORP INC Financial Services 15,000.0 $316K 0.18% NEW $21.07 -3.9%
12 PEBK PEOPLES BANCORP N C INC Financial Services 7,790.0 $305K 0.17% NEW $39.16 +7.8%
13 SCHW SCHWAB CHARLES CORP Financial Services 3,025.0 $284K 0.16% NEW $93.98 -4.9%
14 MA MASTERCARD INCORPORATED Financial Services 524.0 $262K 0.15% NEW $499.66 -1.3%
15 BUSE FIRST BUSEY CORP Financial Services 10,000.0 $253K 0.14% NEW $25.27 +9.1%
16 KEY KEYCORP Financial Services 12,000.0 $241K 0.14% NEW $20.05 +8.6%
17 PINNACLE FINL PARTNERS INC 2,618.0 $226K 0.13% NEW $86.14
18 ADI ANALOG DEVICES INC Technology 703.0 $224K 0.13% NEW $318.14 +32.0%
19 MCO MOODYS CORP Financial Services 500.0 $218K 0.12% NEW $436.25 +3.4%
20 MRK MERCK & CO INC Healthcare 1,784.0 $215K 0.12% NEW $120.26 -0.4%
Page 1 of 2  ·  24 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
Industrials 42.8%
Financial Services 25.9%
Technology 13.5%
Healthcare 5.4%
Energy 3.0%
Consumer Defensive 3.0%
Communication Services 2.7%
Consumer Cyclical 1.9%
Basic Materials 1.8%