FLP Wealth Management, LLC
All 13F Filings
- Location
- Bentonville, AR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 42,411
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.9 K | 64.3% | 4.226 K | 0 | 4.226 K |
| ETFs | 14.1 K | 33.7% | 2.75 K | 0 | 2.75 K |
| Debt | 0 | 0.0% | 0 | 214 | -214 |
| Other | 814 | 1.9% | 389 | 0 | 389 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
42,411
Holdings
64
QoQ value change ($000)
6,906
(19.5%)
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.