account_balance
Investment manager · 13F filer · SEC CIK 2052024
FLP Wealth Management, LLC
Reported value$62Mas of Sep 30, 2026
Positions65 10 new, 10 sold out
Top 10 weight47.1%WMT alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
8.2%Trimmed −11%
SHWSherwin Williams Co
6.8%New
SCECSterling Cap FDS
6.1%Added +46%
IWYiShares Tr
5.1%Added +35%
SCNMSterling Cap FDS
4.4%Added +28%
SIVRabrdn Silver ETF Trust
3.7%
SPYMSPDR Series Trust
3.6%Added +28%
IWXiShares Tr
3.5%Added +39%
PHYSSprott Physical Gold Trust
2.9%
SCEPSterling Cap FDS
2.9%Added +18%
SCMCSterling Cap FDS
2.6%Added +32%
DYNFBlackRock ETF Trust
2.6%Added +23%
WMTWalmart Inc.
8.2%Trimmed −11%
SHWSherwin Williams Co
6.8%New
SCECSterling Cap FDS
6.1%Added +46%
IWYiShares Tr
5.1%Added +35%
SCNMSterling Cap FDS
4.4%+28%
SIVRabrdn Silver ETF Trust
3.7%
SPYMSPDR Series Trust
3.6%
IWXiShares Tr
3.5%
PHYSSprott Physical Gold Trust
2.9%
SCEP
SCMC
DYNF
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
WMT Walmart Inc. 8.2% Trimmed −11%SHW Sherwin Williams Co 6.8% New
SCEC Sterling Cap FDS 6.1% Added +46%
IWY iShares Tr 5.1% Added +35%
SCNM Sterling Cap FDS 4.4% Added +28%
SIVR abrdn Silver ETF Trust 3.7% HeldSPYM SPDR Series Trust 3.6% Added +28%
IWX iShares Tr 3.5% Added +39%
PHYS Sprott Physical Gold Trust 2.9% HeldSCEP Sterling Cap FDS 2.9% Added +18%
SCMC Sterling Cap FDS 2.6% Added +32%
DYNF BlackRock ETF Trust 2.6% Added +23%
What changed
Biggest moves since Jun 30, 2026
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