FLP Wealth Management, LLC
All 13F Filings
- Location
- Bentonville, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 56,230
- 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 | 7/28/2026 | 65 | 56,230 | 13F-HR | FLP Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 53 | 48,530 | 13F-HR/A - RESTATEMENT | FLP Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 56 | 48,929 | 13F-HR | FLP Wealth Management, LLC |
| Q4 2025 | 4/28/2026 | 62 | 42,244 | 13F-HR/A - RESTATEMENT | FLP Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 64 | 42,411 | 13F-HR | FLP Wealth Management, LLC |
| Q3 2025 | 10/24/2025 | 57 | 35,505 | 13F-HR/A - RESTATEMENT | FLP Wealth Management, LLC |
| Q3 2025 | 10/15/2025 | 61 | 35,971 | 13F-HR | FLP Wealth Management, LLC |
| Q2 2025 | 10/1/2025 | 58 | 35,626 | 13F-HR | FLP Wealth Management, LLC |
| Q1 2025 | 7/15/2025 | 51 | 31,464 | 13F-HR | FLP Wealth Management, LLC |
| Q4 2024 | 7/14/2025 | 471 | 39,123 | 13F-HR | FLP Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.83 K | 31.7% | 0 | 1.633 K | -1.633 K |
| ETFs | 38.4 K | 68.3% | 9.336 K | 0 | 9.336 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
56,230
Holdings
65
QoQ value change ($000)
7,700
(15.9%)
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.