FLYWHEEL PRIVATE WEALTH LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,917
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 109 | 202,917 | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC |
| Q1 2026 | 4/16/2026 | 104 | 175,558 | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC |
| Q4 2025 | 1/14/2026 | 84 | 160,151 | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC |
| Q3 2025 | 10/14/2025 | 81 | 128,025 | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC |
| Q2 2025 | 7/17/2025 | 85 | 124,615 | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.28 K | 28.2% | 6.914 K | 0 | 6.914 K |
| ETFs | 145.6 K | 71.8% | 20.44 K | 0 | 20.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
202,917
Holdings
109
QoQ value change ($000)
27,359
(15.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.