Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Flywheel Private Wealth LLC (CIK 2029680) reported $175.6M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($21.7M, 12.33%), PWR ($19.2M, 10.92%), IEFA ($14.2M, 8.08%), VBR ($13.1M, 7.45%), IEMG ($12.2M, 6.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $21.7M | 12.33% | 100,687 | Added |
| 2 | PWR | QUANTA SVCS INC | $19.2M | 10.92% | 34,914 | Trimmed |
| 3 | IEFA | ISHARES TR | $14.2M | 8.08% | 156,617 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $13.1M | 7.45% | 60,241 | Added |
| 5 | IEMG | ISHARES INC | $12.2M | 6.96% | 175,202 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $6.1M | 3.49% | 41,351 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 3.39% | 92,750 | Added |
| 8 | QUAL | ISHARES TR | $5.6M | 3.19% | 29,171 | Added |
| 9 | IJH | ISHARES TR | $5.1M | 2.90% | 75,400 | Trimmed |
| 10 | IVV | ISHARES TR | $4.1M | 2.36% | 6,346 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $4.1M | 2.35% | 37,355 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.18% | 70,767 | Added |
| 13 | VO | VANGUARD INDEX FDS | $3.2M | 1.80% | 10,974 | Trimmed |
| 14 | IWD | ISHARES TR | $2.8M | 1.62% | 13,313 | Trimmed |
| 15 | IAU | ISHARES GOLD TR | $2.8M | 1.61% | 32,100 | Trimmed |
| 16 | IWF | ISHARES TR | $2.5M | 1.44% | 5,909 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $2.1M | 1.17% | 6,421 | Trimmed |
| 18 | AAPL | APPLE INC | $2.1M | 1.17% | 8,101 | Added |
| 19 | ITOT | ISHARES TR | $1.8M | 1.05% | 12,918 | Trimmed |
| 20 | C | CITIGROUP INC | $1.8M | 1.04% | 16,100 | New |
| 21 | VTV | VANGUARD INDEX FDS | $1.6M | 0.94% | 8,400 | Added |
| 22 | VXUS | VANGUARD STAR FDS | $1.6M | 0.93% | 21,139 | Added |
| 23 | ZION | ZIONS BANCORPORATION NATL AS | $1.3M | 0.74% | 22,500 | New |
| 24 | CSCO | CISCO SYS INC | $1.3M | 0.71% | 16,141 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.2M | 0.70% | 3,310 | Added |
Source: SEC Form 13F filings · as of 2026-03-31