account_balance
Investment manager · 13F filer · SEC CIK 2029680
Flywheel Private Wealth LLC
Reported value$202Mas of Sep 30, 2026
Positions111 8 new, 6 sold out
Top 10 weight61.0%VIG alone is 12%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
11.8%
PWRQuanta Services, Inc.
9.2%Trimmed −6%
IEFAiShares Tr
8.6%Added +6%
IEMGiShares Inc
7.6%Added +4%
VBRVanguard Index FDS
7.4%
VEAVanguard Tax-Managed FDS
4.2%Added +19%
QUALiShares Tr
3.4%Added +3%
VWOVanguard Intl Equity Index F
3.1%Added +21%
VYMVanguard Whitehall FDS
3.0%−4%
IJHiShares Tr
2.8%+5%
AVUVAmerican Centy ETF Tr
2.5%+9%
IVViShares Tr
2.5%
VIGVanguard Specialized Funds
11.8%
PWRQuanta Services, Inc.
9.2%Trimmed −6%
IEFAiShares Tr
8.6%+6%
IEMGiShares Inc
7.6%+4%
VBRVanguard Index FDS
7.4%
VEA4.2%
QUAL3.4%
VWO3.1%
VYM3.0%
IJH2.8%
AVUV
IVV2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 11.8% Held
PWR Quanta Services, Inc. 9.2% Trimmed −6%IEFA iShares Tr 8.6% Added +6%
IEMG iShares Inc 7.6% Added +4%
VBR Vanguard Index FDS 7.4% Held
VEA Vanguard Tax-Managed FDS 4.2% Added +19%
QUAL iShares Tr 3.4% Added +3%
VWO Vanguard Intl Equity Index F 3.1% Added +21%
VYM Vanguard Whitehall FDS 3.0% Trimmed −4%
IJH iShares Tr 2.8% Added +5%
AVUV American Centy ETF Tr 2.5% Added +9%
IVV iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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