Flywheel Private Wealth LLC Portfolio Holdings

Flywheel Private Wealth LLC

  • $125 Billion
  • Q2 2025

Flywheel Private Wealth LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $16B, Vanguard Small Cap Value ETF with a value of $10.4B, Quanta Services, Inc. with a value of $9.45B, Ishares Tr with a value of $8.96B, and Ishares Inc with a value of $8.45B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $110B to 125B.

Flywheel Private Wealth LLC is based out at Los Altos, CA

Below you can find more details about Flywheel Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $95.9 Billion
Industrials: $11.7 Billion
Technology: $5.81 Billion
Financial Services: $2.61 Billion
Healthcare: $2.17 Billion
Consumer Defensive: $1.8 Billion
Consumer Cyclical: $1.23 Billion
Energy: $1.07 Billion
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56B
$9.45 Billion 7.58% of portfolio
24,995
Q2 2025 Added 435.0%
$64.2B
$647 Million 0.52% of portfolio
2,295
Q2 2025 Reduced 2.13%
$78.6B
$516 Million 0.41% of portfolio
3,872
Q2 2025 Reduced 4.44%
$146B
$399 Million 0.32% of portfolio
1,714
Q4 2024 New
$152B
$364 Million 0.29% of portfolio
1,305
Q4 2024 New
$155B
$348 Million 0.28% of portfolio
2,818
Q4 2024 New
$177B
$334 Million 0.27% of portfolio
1,607
Q4 2024 New
$182B
$326 Million 0.26% of portfolio
7,523
Q4 2024 New
$86.2B
$294 Million 0.24% of portfolio
1,007
Q4 2024 New
$102B
$294 Million 0.24% of portfolio
1,600
Q4 2024 New
$38.4B
$298 Million 0.24% of portfolio
994
Q4 2024 New
$57.7B
$271 Million 0.22% of portfolio
2,273
Q4 2024 New
$65.4B
$261 Million 0.21% of portfolio
2,478
Q2 2025 Reduced 8.49%
$80B
$256 Million 0.21% of portfolio
1,036
Q4 2024 New
$113B
$265 Million 0.21% of portfolio
572
Q4 2024 New
$182B
$232 Million 0.19% of portfolio
440
Q4 2024 New
$150B
$220 Million 0.18% of portfolio
1,980
Q1 2025 New
$142B
$208 Million 0.17% of portfolio
525
Q2 2025 New
$141B
$202 Million 0.16% of portfolio
5,654
Q4 2024 New
$24.3B
$200 Million 0.16% of portfolio
2,077
Q2 2025 New
$84.1B
$205 Million 0.16% of portfolio
3,039
Q1 2025 New
$29.2B
$115 Million 0.09% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $125 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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