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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16 Billion 12.82% of portfolio
78,055
Q2 2025 Added 0.32%
$0
$10.4 Billion 8.35% of portfolio
53,355
Q2 2025 Added 13.5%
$56B
$9.45 Billion 7.58% of portfolio
24,995
Q2 2025 Added 435.0%
$0
$8.96 Billion 7.19% of portfolio
107,297
Q2 2025 Added 7.63%
$0
$8.45 Billion 6.78% of portfolio
140,767
Q2 2025 Added 2.15%
$0
$5.57 Billion 4.47% of portfolio
41,811
Q2 2025 Reduced 2.9%
$0
$4.77 Billion 3.82% of portfolio
76,843
Q2 2025 Reduced 8.7%
$0
$3.77 Billion 3.03% of portfolio
66,138
Q2 2025 Reduced 3.01%
$0
$3.73 Billion 2.99% of portfolio
6,011
Q2 2025 Reduced 5.14%
$0
$3.34 Billion 2.68% of portfolio
36,714
Q2 2025 Reduced 23.86%
$0
$3.12 Billion 2.5% of portfolio
11,147
Q2 2025 Reduced 2.77%
$0
$2.78 Billion 2.23% of portfolio
14,315
Q2 2025 Reduced 3.47%
$0
$2.63 Billion 2.11% of portfolio
6,195
Q2 2025 Reduced 7.02%
$0
$2.57 Billion 2.06% of portfolio
14,050
Q1 2025 Reduced 0.64%
$0
$2.11 Billion 1.7% of portfolio
42,710
Q2 2025 Added 2.63%
$53.5B
$2.02 Billion 1.62% of portfolio
32,405
Q2 2025 Added 1.46%
$3.69T
$1.86 Billion 1.49% of portfolio
9,073
Q2 2025 Reduced 1.75%
$3.95T
$1.52 Billion 1.22% of portfolio
3,065
Q2 2025 Reduced 6.41%
$0
$1.48 Billion 1.19% of portfolio
8,376
Q1 2025 Added 0.08%
$0
$1.29 Billion 1.04% of portfolio
5,102
Q2 2025 Reduced 19.41%
$0
$1.22 Billion 0.98% of portfolio
9,008
Q2 2025 Added 109.1%
$293B
$1.16 Billion 0.93% of portfolio
16,657
Q2 2025 Reduced 3.31%
$0
$1.16 Billion 0.93% of portfolio
8,624
Q2 2025 Reduced 4.26%
$0
$1.13 Billion 0.91% of portfolio
21,560
Q2 2025 Reduced 12.42%
$0
$1.05 Billion 0.84% of portfolio
15,158
Q2 2025 Added 103.46%
$0
$889 Million 0.71% of portfolio
1,565
Q1 2025 Added 6.9%
$0
$703 Million 0.56% of portfolio
5,294
Q4 2024 New
$859B
$675 Million 0.54% of portfolio
2,327
Q1 2025 Reduced 4.12%
$64.2B
$647 Million 0.52% of portfolio
2,295
Q2 2025 Reduced 2.13%
$0
$626 Million 0.5% of portfolio
2,644
Q2 2025 Reduced 15.36%
$0
$627 Million 0.5% of portfolio
5,738
Q2 2025 Reduced 6.52%
$281B
$547 Million 0.44% of portfolio
5,597
Q2 2025 Reduced 16.7%
$0
$540 Million 0.43% of portfolio
6,367
Q2 2025 Reduced 8.39%
$452B
$527 Million 0.42% of portfolio
3,448
Q2 2025 Reduced 2.96%
$456B
$516 Million 0.41% of portfolio
3,265
Q2 2025 Reduced 9.93%
$78.6B
$516 Million 0.41% of portfolio
3,872
Q2 2025 Reduced 4.44%
$229B
$490 Million 0.39% of portfolio
3,359
Q2 2025 Reduced 2.33%
Blackrock Inc
-
$483 Million 0.39% of portfolio
-
Q2 2025 Reduced 4.17%
$368B
$450 Million 0.36% of portfolio
2,825
Q4 2024 New
$0
$435 Million 0.35% of portfolio
2,945
Q2 2025 Reduced 0.1%
$0
$428 Million 0.34% of portfolio
646
Q1 2025 Reduced 5.14%
$0
$413 Million 0.33% of portfolio
942
Q1 2025 Added 5.25%
$146B
$399 Million 0.32% of portfolio
1,714
Q4 2024 New
$0
$381 Million 0.31% of portfolio
1,753
Q2 2025 Reduced 16.44%
$621B
$389 Million 0.31% of portfolio
800
Q2 2025 Reduced 28.89%
$0
$389 Million 0.31% of portfolio
7,743
Q4 2024 New
$152B
$364 Million 0.29% of portfolio
1,305
Q4 2024 New
$439B
$349 Million 0.28% of portfolio
353
Q2 2025 Reduced 13.48%
$155B
$348 Million 0.28% of portfolio
2,818
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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