DOSSIER · 13F-HR · Q1 2026
Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.

FLP Wealth Management, LLC

$49M in tracked AUM across 53 positions as of Q1 2026.

FW
CIK 0002052024 · last filed Mar 31, 2026
Total AUM
$49M
as of Q1 2026
Holdings
53
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

FLP Wealth Management, 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$6M45K11.5%
02
JMBS
JANUS DETROIT STR TR
$4M96K8.9%
03
SCEC
CAPITOL SER TR
$2M91K4.7%
04
SIVR
ABRDN SILVER ETF TRUST
$2M25K3.7%
05
IEF
ISHARES TR
$2M19K3.7%
06
SCNM
STERLING CAP FDS
$2M70K3.6%
07
IWY
ISHARES TR
$2M7K3.5%
08
SCEP
STERLING CAP FDS
$1M58K2.8%
09
ZROZ
PIMCO ETF TR
$1M21K2.8%
10
SPTL
SPDR SERIES TRUST
$1M49K2.6%

Filing history

2026Q1Mar 31
$49M 14.9%
53 positionsView →
2025Q4Dec 31
$42M 225.5%
62 positionsView →
2025Q3Sep 30
$13M 3.8%
27 positionsView →
2025Q2Jun 30
$13M 57.1%
25 positionsLocked
2025Q1Mar 31
$31M 19.6%
51 positionsLocked
2024Q4Dec 31
$39M
471 positionsLocked