FLP Wealth Management, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$48.5M
Holdings
53
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Q1 2026: Increased +386.7% (3.2k → 15.7k shares)
11.5%
02
$JMBS
JANUS DETROIT STR TR
Held since at least Q1 2024
8.9%
03
$SCEC
CAPITOL SER TR
Q1 2026: Exited (was 1.6k shares)
4.7%
04
$SIVR
ABRDN SILVER ETF TRUST
Q1 2026: Exited (was 338 shares)
3.7%
05
$IEF
ISHARES TR
Q1 2026: Exited (was 1.9k shares)
3.7%
06
$SCNM
STERLING CAP FDS
Held since at least Q1 2024
3.6%
07
$IWY
ISHARES TR
Q1 2026: Exited (was 28.0k shares)
3.5%
08
$SCEP
STERLING CAP FDS
Held since at least Q1 2024
2.8%
09
$ZROZ
PIMCO ETF TR
Q1 2026: Exited (was 1.1k shares)
2.8%
10
$SPTL
SPDR SERIES TRUST
Q1 2026: Exited (was 2.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.