DOSSIER · 13F-HR · Q1 2026

FLYWHEEL PRIVATE WEALTH LLC

FLYWHEEL PRIVATE WEALTH's asset manager based in London, UK $176M in tracked AUM across 104 positions as of Q1 2026.

FP
FLYWHEEL PRIVATE WEALTH·London, UK·Asset Manager
CIK 0002029680 · last filed Mar 31, 2026
Total AUM
$176M
7.8%
vs prior
Holdings
104
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Health Care
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of FLYWHEEL PRIVATE WEALTH LLC (SEC 13F Filing)
Portfolio Overview

The filing for Flywheel Private Wealth LLC reveals a period of significant expansion and structural reallocation. As of the report date December 31, 2025, the total portfolio value surged to $160.15 million, representing a massive increase of +344.8% from the $36.01M reported in the previous quarter (September 30, 2025). This dramatic growth suggests substantial capital inflows, a major acqui...

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
VIG
VANGUARD SPECIALIZED FUNDS
$22M101K12.3%
02
PWR
QUANTA SVCS INC
$19M35K10.9%
03
IEFA
ISHARES TR
$14M157K8.1%
04
VBR
VANGUARD INDEX FDS
$13M60K7.5%
05
IEMG
ISHARES INC
$12M175K7.0%
06
VYM
VANGUARD WHITEHALL FDS
$6M41K3.5%
07
VEA
VANGUARD TAX-MANAGED FDS
$6M93K3.4%
08
QUAL
ISHARES TR
$6M29K3.2%
09
IJH
ISHARES TR
$5M75K2.9%
10
IVV
ISHARES TR
$4M6K2.4%

Filing history

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