Flywheel Private Wealth LLC Portfolio Holdings

Flywheel Private Wealth LLC

  • $128 Billion
  • Q3 2025

Flywheel Private Wealth LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $18B, Vanguard Small Cap Value ETF with a value of $12B, Ishares Tr with a value of $10.5B, Ishares Inc with a value of $9.7B, and Vanguard Whitehall Fds (Vangua with a value of $5.83B.

Examining the 13F form we can see an increase of $3.41B in the current position value, from $125B to 128B.

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 $128 Billion
ETFs: $109 Billion
Technology: $6.26 Billion
Financial Services: $2.41 Billion
Industrials: $2.33 Billion
Healthcare: $2.11 Billion
Consumer Defensive: $1.34 Billion
Consumer Cyclical: $1.19 Billion
Energy: $1.14 Billion
Other: $1.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Billion 14.07% of portfolio
83,485
Q3 2025 Added 6.96%
$0
$12 Billion 9.34% of portfolio
57,287
Q3 2025 Added 7.37%
$0
$10.5 Billion 8.19% of portfolio
120,024
Q3 2025 Added 11.86%
$0
$9.7 Billion 7.58% of portfolio
147,158
Q3 2025 Added 4.54%
$0
$5.83 Billion 4.55% of portfolio
41,369
Q3 2025 Reduced 1.06%
$0
$4.96 Billion 3.87% of portfolio
75,944
Q3 2025 Reduced 1.17%
$0
$4.92 Billion 3.84% of portfolio
82,062
Q3 2025 Added 24.08%
$0
$4.4 Billion 3.44% of portfolio
6,580
Q3 2025 Added 9.47%
$0
$3.77 Billion 2.95% of portfolio
37,890
Q3 2025 Added 3.2%
$0
$3.42 Billion 2.67% of portfolio
63,147
Q3 2025 Added 47.85%
$0
$3.24 Billion 2.53% of portfolio
11,025
Q3 2025 Reduced 1.09%
$0
$2.89 Billion 2.26% of portfolio
14,188
Q3 2025 Reduced 0.89%
$0
$2.88 Billion 2.25% of portfolio
6,159
Q3 2025 Reduced 0.58%
$0
$2.78 Billion 2.17% of portfolio
14,300
Q3 2025 Added 1.78%
$65.3B
$2.35 Billion 1.84% of portfolio
32,337
Q3 2025 Reduced 0.21%
$4.3T
$2.31 Billion 1.8% of portfolio
9,061
Q3 2025 Reduced 0.13%
$0
$1.56 Billion 1.22% of portfolio
8,382
Q3 2025 Added 0.07%
$3.78T
$1.54 Billion 1.2% of portfolio
2,965
Q3 2025 Reduced 3.26%
$0
$1.44 Billion 1.12% of portfolio
5,102
Q2 2025 Reduced 19.41%
$0
$1.31 Billion 1.02% of portfolio
9,008
Q2 2025 Added 109.1%
$0
$1.16 Billion 0.91% of portfolio
21,560
Q2 2025 Reduced 12.42%
$0
$1.16 Billion 0.91% of portfolio
8,345
Q3 2025 Reduced 3.24%
$0
$1.12 Billion 0.88% of portfolio
15,293
Q3 2025 Added 0.89%
$319B
$1.12 Billion 0.88% of portfolio
16,394
Q3 2025 Reduced 1.58%
$0
$960 Million 0.75% of portfolio
1,567
Q3 2025 Added 0.13%
$0
$752 Million 0.59% of portfolio
5,294
Q4 2024 New
$881B
$680 Million 0.53% of portfolio
2,157
Q3 2025 Reduced 7.31%
$0
$654 Million 0.51% of portfolio
2,572
Q3 2025 Reduced 2.72%
$522B
$639 Million 0.5% of portfolio
3,448
Q2 2025 Reduced 2.96%
$57.5B
$626 Million 0.49% of portfolio
2,295
Q2 2025 Reduced 2.13%
$465B
$609 Million 0.48% of portfolio
3,265
Q2 2025 Reduced 9.93%
$279B
$577 Million 0.45% of portfolio
5,597
Q2 2025 Reduced 16.7%
$0
$582 Million 0.45% of portfolio
4,896
Q3 2025 Reduced 14.67%
$258B
$562 Million 0.44% of portfolio
3,359
Q2 2025 Reduced 2.33%
$0
$569 Million 0.44% of portfolio
6,367
Q2 2025 Reduced 8.39%
Blackrock Inc
-
$536 Million 0.42% of portfolio
-
Q2 2025 Reduced 4.17%
$1.65T
$540 Million 0.42% of portfolio
2,220
Q3 2025 Added 15.63%
$75.4B
$508 Million 0.4% of portfolio
3,872
Q2 2025 Reduced 4.44%
$0
$482 Million 0.38% of portfolio
646
Q1 2025 Reduced 5.14%
$0
$454 Million 0.35% of portfolio
2,945
Q2 2025 Reduced 0.1%
$0
$452 Million 0.35% of portfolio
942
Q1 2025 Added 5.25%
$346B
$434 Million 0.34% of portfolio
2,825
Q4 2024 New
$0
$420 Million 0.33% of portfolio
1,753
Q2 2025 Reduced 16.44%
$170B
$407 Million 0.32% of portfolio
2,818
Q4 2024 New
$662B
$402 Million 0.31% of portfolio
800
Q2 2025 Reduced 28.89%
$0
$381 Million 0.3% of portfolio
7,525
Q3 2025 Reduced 2.82%
$183B
$368 Million 0.29% of portfolio
1,305
Q4 2024 New
$283B
$359 Million 0.28% of portfolio
2,797
Q4 2024 New
$132B
$361 Million 0.28% of portfolio
1,714
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $128 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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