Flywheel Private Wealth LLCETFConcentrated long-term

CIK: 0002029680 | Los Altos, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	111	$201.9M	2026-11-02	SEC ↗
Q2 2026	13F-HR	109	$202.9M	2026-07-21	SEC ↗
Q1 2026	13F-HR	104	$175.6M	2026-04-16	SEC ↗
Q4 2025	13F-HR	84	$160.2M	2026-01-14	SEC ↗
Q3 2025	13F-HR	81	$128.0M	2025-10-14	SEC ↗
Q2 2025	13F-HR	85	$124.6M	2025-07-17	SEC ↗
Q1 2025	13F-HR	82	$109.7M	2025-04-15	SEC ↗
Q4 2024	13F-HR	82	$108.8M	2025-01-14	SEC ↗