• 13F History

FLYWHEEL PRIVATE WEALTH LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$110M
Signature - Title
Brandon Smith - Founder, Managing Director
Location
Los Altos, CA
Summary
This page shows a list of all the recent 13F filings made by FLYWHEEL PRIVATE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FLYWHEEL PRIVATE WEALTH LLC reported 82 stock holdings with total value $110M as of Q1 2025. Top holdings included VIG, VBR, IEFA, IEMG, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 82 $110M +$4.48M -$2.43M +$2.05M VIG, VBR, IEFA, IEMG, VYM 13F-HR 4/15/2025, 03:14 PM
Q4 2024 82 $109M $0 $0 VIG, VBR, IEMG, IEFA, VYM 13F-HR 1/14/2025, 04:30 PM