Flatrock Wealth Partners LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Newport Beach, CA
CIK
0002130067
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 166 222,267 AAPL, SPY, FNDF, LONZ 13F-HR 4/29/2026 000195175726000752
Q4 2025 167 208,391 AAPL, SPY, LONZ, FNDF RESTATEMENT 5/26/2026 000195175726000907
Additional filings from Flatrock Wealth Partners LLC that have since been restated