FLYWHEEL PRIVATE WEALTH LLC
โขCIK: 2029680โขFiling: Q4 2025
**FLYWHEEL PRIVATE WEALTH LLC** manages $160M across a diversified portfolio of 84 positions. The strategy exhibits a notable tilt toward value and international exposure, evidenced by top holdings including VIG ($21.9M) and PWR ($17.3M). Significant allocations are also directed toward broad market indices and international equities, with IEFA ($13.6M) and VBR ($12.6M) anchoring core holdings. This concentration suggests a disciplined, multi-asset approach targeting established value drivers.
Total AUM
$160.2M
QoQ Performance
+25.1%
Positions
63
Top 10 Concentration
64.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
PWR
IEFA
VBR
IEMG
VIG13.7%
PWR10.8%
IEFA8.5%
VBR7.9%
IEMG7.2%
VYM3.7%
QUAL3.6%
VEA3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other87.1%
Technology4.1%
ETF3.5%
Financial1.6%
Healthcare1.3%
Consumer0.8%
Industrial0.8%
Materials0.5%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ14 increased
โ28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024