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