What does Flatrock Wealth Partners LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Flatrock Wealth Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$15M58K6.6%

STATE STR SPDR S&P 500 ETF T

$14M22K6.4%

SCHWAB STRATEGIC TR

$13M270K5.9%

PIMCO ETF TR

$11M222K4.9%

CARETRUST REIT INC

$10M277K4.6%

SPDR SERIES TRUST

$9M271K4.1%

SPDR SERIES TRUST

$9M97K4.0%

EA SERIES TRUST

$7M64K3.3%

SCHWAB STRATEGIC TR

$7M294K3.3%

SCHWAB STRATEGIC TR

$7M236K3.0%

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