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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 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 5,097.0 $633K 0.36% $124.27 -3.2%
42 FIRST SEACOAST BANCORP INC 50,088.0 $629K 0.36% NEW $12.56
43 JPM JPMORGAN CHASE & CO Financial Services 2,132.0 $627K 0.36% $294.20 +4.3%
44 BERKSHIRE HATHAWAY INC DEL 1,300.0 $623K 0.35% +500.0 +62.5% $479.20
45 IJR ISHARES TR 4,896.0 $609K 0.35% $124.31 +12.3%
46 NVDA NVIDIA CORPORATION Technology 3,265.0 $569K 0.32% $174.40 +23.2%
47 PBFS PIONEER BANCORP INC MD Financial Services 40,000.0 $557K 0.32% NEW $13.92 +6.8%
48 EMR EMERSON ELEC CO Industrials 3,870.0 $507K 0.29% $131.02 +7.6%
49 AMGN AMGEN INC Healthcare 1,305.0 $459K 0.26% $351.85 -4.5%
50 TJX TJX COS INC NEW Consumer Cyclical 2,818.0 $450K 0.26% $159.70 -0.5%
51 VGT VANGUARD WORLD FD 636.0 $444K 0.25% $697.62 -83.1%
52 SPGI S&P GLOBAL INC Financial Services 1,040.0 $442K 0.25% +600.0 +136.4% $425.34 -3.0%
53 XOM EXXON MOBIL CORP Energy 2,570.0 $436K 0.25% $169.66 -8.7%
54 NVS NOVARTIS AG Healthcare 2,796.0 $427K 0.24% $152.75 -1.3%
55 XLI SELECT SECTOR SPDR TR 2,632.0 $426K 0.24% $161.74 +7.8%
56 PSX PHILLIPS 66 Energy 2,273.0 $414K 0.24% $182.18 -4.6%
57 VUG VANGUARD INDEX FDS 942.0 $411K 0.23% $436.71 -79.8%
58 CVX CHEVRON CORPORATION Energy 1,985.0 $411K 0.23% $206.90 -10.7%
59 PG PROCTER & GAMBLE CO Consumer Defensive 2,647.0 $382K 0.22% -177.0 -6.3% $144.42 -1.0%
60 XLY SELECT SECTOR SPDR TR 3,506.0 $382K 0.22% $108.99 +9.6%
Page 3 of 6  ·  104 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%