Flatrock Wealth Partners LLC

Q4 2025 13F Holdings

Location
Newport Beach, CA
Holdings as of
12/31/2025
Value ($000)
$208,392
Num holdings
167
Date filed
5/26/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
4/29/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type