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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.31 Billion 1.8% of portfolio
9,061
Q3 2025 Reduced 0.13%
$3.78T
$1.54 Billion 1.2% of portfolio
2,965
Q3 2025 Reduced 3.26%
$319B
$1.12 Billion 0.88% of portfolio
16,394
Q3 2025 Reduced 1.58%
$881B
$680 Million 0.53% of portfolio
2,157
Q3 2025 Reduced 7.31%
$522B
$639 Million 0.5% of portfolio
3,448
Q2 2025 Reduced 2.96%
$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%
$258B
$562 Million 0.44% of portfolio
3,359
Q2 2025 Reduced 2.33%
$1.65T
$540 Million 0.42% of portfolio
2,220
Q3 2025 Added 15.63%
$346B
$434 Million 0.34% of portfolio
2,825
Q4 2024 New
$662B
$402 Million 0.31% of portfolio
800
Q2 2025 Reduced 28.89%
$283B
$359 Million 0.28% of portfolio
2,797
Q4 2024 New
$404B
$327 Million 0.26% of portfolio
353
Q2 2025 Reduced 13.48%
$303B
$308 Million 0.24% of portfolio
1,986
Q3 2025 Reduced 0.25%
$490B
$290 Million 0.23% of portfolio
2,570
Q4 2024 New
$413B
$301 Million 0.23% of portfolio
5,825
Q4 2024 New
$405B
$242 Million 0.19% of portfolio
250
Q2 2025 New
$224B
$247 Million 0.19% of portfolio
813
Q2 2025 New
$367B
$226 Million 0.18% of portfolio
558
Q3 2025 Reduced 35.04%
$593B
$226 Million 0.18% of portfolio
804
Q3 2025 New
$228B
$216 Million 0.17% of portfolio
1,610
Q1 2025 New
$266B
$213 Million 0.17% of portfolio
755
Q2 2025 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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