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Filers›Family Office›FLP Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

FLP Wealth Management, LLC

FLP Wealth's family office based in San Francisco, CA — $49M in tracked AUM across 53 positions as of Q1 2026.

FW
FLP Wealth·San Francisco, CA·Family Office
CIK 0002052024 · last filed Mar 31, 2026
Total AUM
$49M
▲ 10.8%
vs prior
Holdings
53
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
18% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in FLP
haiku-4-5 · 53 positions indexed
Sector mix
  • Health Care18%
  • Cons. Disc.13%
  • Communications19%
  • Industrials4%
  • Energy8%
  • Other38%
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