Flywheel Private Wealth LLC Portfolio Holdings

Flywheel Private Wealth LLC

  • $160 Billion
  • Q4 2025

Flywheel Private Wealth LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $21.9B, Quanta Services, Inc. with a value of $17.3B, Ishares Tr with a value of $13.6B, Vanguard Small Cap Value ETF with a value of $12.6B, and Ishares Inc with a value of $11.6B.

Examining the 13F form we can see an increase of $32.1B in the current position value, from $128B to 160B.

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 $160 Billion
ETFs: $123 Billion
Industrials: $19.6 Billion
Technology: $6.12 Billion
Healthcare: $2.85 Billion
Financial Services: $2.45 Billion
Consumer Defensive: $1.39 Billion
Communication Services: $1.34 Billion
Energy: $1.11 Billion
Other: $1.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 13.66% of portfolio
99,543
Q4 2025 Added 19.23%
$61.4B
$17.3 Billion 10.78% of portfolio
40,914
Q4 2025 New
$0
$13.6 Billion 8.47% of portfolio
151,715
Q4 2025 Added 26.4%
$0
$12.6 Billion 7.88% of portfolio
59,615
Q4 2025 Added 4.06%
$0
$11.6 Billion 7.23% of portfolio
172,145
Q4 2025 Added 16.98%
$0
$5.94 Billion 3.71% of portfolio
41,365
Q4 2025 Reduced 0.01%
$0
$5.75 Billion 3.59% of portfolio
28,971
Q4 2025 Added 102.59%
$0
$5.07 Billion 3.17% of portfolio
81,163
Q4 2025 Reduced 1.1%
$0
$5.01 Billion 3.13% of portfolio
75,876
Q4 2025 Reduced 0.09%
$0
$4.4 Billion 2.75% of portfolio
6,427
Q4 2025 Reduced 2.33%
$0
$3.8 Billion 2.37% of portfolio
37,294
Q4 2025 Reduced 1.57%
$0
$3.3 Billion 2.06% of portfolio
61,363
Q4 2025 Reduced 2.83%
$0
$3.19 Billion 1.99% of portfolio
11,000
Q4 2025 Reduced 0.23%
$0
$2.82 Billion 1.76% of portfolio
5,957
Q4 2025 Reduced 3.28%
$0
$2.81 Billion 1.76% of portfolio
13,375
Q4 2025 Reduced 5.73%
$65.3B
$2.62 Billion 1.64% of portfolio
32,269
Q4 2025 Reduced 0.21%
$0
$2.16 Billion 1.35% of portfolio
6,430
Q4 2025 Reduced 0.22%
$4.3T
$2.11 Billion 1.32% of portfolio
7,751
Q4 2025 Reduced 14.46%
$0
$1.6 Billion 1.0% of portfolio
8,394
Q4 2025 Added 0.14%
$0
$1.52 Billion 0.95% of portfolio
20,159
Q4 2025 Added 31.82%
$3.78T
$1.39 Billion 0.87% of portfolio
2,865
Q4 2025 Reduced 3.37%
$319B
$1.24 Billion 0.78% of portfolio
16,141
Q4 2025 Reduced 1.54%
$0
$1.25 Billion 0.78% of portfolio
8,688
Q4 2025 Added 70.29%
$0
$1.16 Billion 0.72% of portfolio
7,462
Q4 2025 Reduced 10.58%
$0
$1.09 Billion 0.68% of portfolio
19,932
Q4 2025 Reduced 7.55%
$0
$985 Million 0.61% of portfolio
1,570
Q4 2025 Added 0.19%
$0
$747 Million 0.47% of portfolio
5,294
Q4 2024 New
$1.65T
$742 Million 0.46% of portfolio
2,370
Q4 2025 Added 6.76%
$522B
$714 Million 0.45% of portfolio
3,448
Q2 2025 Reduced 2.96%
$881B
$687 Million 0.43% of portfolio
2,132
Q4 2025 Reduced 1.16%
$0
$663 Million 0.41% of portfolio
2,572
Q3 2025 Reduced 2.72%
$465B
$609 Million 0.38% of portfolio
3,265
Q2 2025 Reduced 9.93%
$258B
$616 Million 0.38% of portfolio
3,358
Q4 2025 Reduced 0.03%
$0
$588 Million 0.37% of portfolio
4,896
Q3 2025 Reduced 14.67%
$279B
$568 Million 0.35% of portfolio
5,097
Q4 2025 Reduced 8.93%
$57.5B
$567 Million 0.35% of portfolio
2,295
Q2 2025 Reduced 2.13%
$75.4B
$514 Million 0.32% of portfolio
3,870
Q4 2025 Reduced 0.05%
$0
$506 Million 0.32% of portfolio
11,322
Q4 2025 Added 77.82%
Blackrock Inc
-
$492 Million 0.31% of portfolio
-
Q2 2025 Reduced 4.17%
$0
$479 Million 0.3% of portfolio
636
Q4 2025 Reduced 1.55%
$0
$459 Million 0.29% of portfolio
942
Q1 2025 Added 5.25%
$183B
$427 Million 0.27% of portfolio
1,305
Q4 2024 New
$170B
$433 Million 0.27% of portfolio
2,818
Q4 2024 New
$0
$419 Million 0.26% of portfolio
3,506
Q4 2025 Added 100.0%
$662B
$402 Million 0.25% of portfolio
800
Q2 2025 Reduced 28.89%
$0
$408 Million 0.25% of portfolio
2,632
Q4 2025 Reduced 10.63%
$346B
$405 Million 0.25% of portfolio
2,824
Q4 2025 Reduced 0.04%
$283B
$385 Million 0.24% of portfolio
2,796
Q4 2025 Reduced 0.04%
$0
$372 Million 0.23% of portfolio
7,525
Q3 2025 Reduced 2.82%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $160 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Flywheel Private Wealth LLC Portfolio

Follow Flywheel Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flywheel Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flywheel Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email