Flywheel Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Los Altos, CA
CIK
0002029680
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 85 124,615 VIG, VBR, PWR, IEFA 13F-HR 7/17/2025 000172554725003450
Q1 2025 82 109,705 VIG, VBR, IEFA, IEMG 13F-HR 4/15/2025 000172554725001412
Q4 2024 82 108,783 VIG, VBR, IEMG, IEFA 13F-HR 1/14/2025 000172554725000090