Flywheel Private Wealth LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$175.6M
Holdings
103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 83.5k shares)
12.3%
02
$PWR
QUANTA SVCS INC
Q1 2026: Sold 22.0% (3.1k → 2.4k shares)
10.9%
03
$IEFA
ISHARES TR
Q4 2025: Exited (was 120.0k shares)
8.1%
04
$VBR
VANGUARD INDEX FDS
Q4 2025: Exited (was 57.3k shares)
7.5%
05
$IEMG
ISHARES INC
Q4 2025: Exited (was 147.2k shares)
7.0%
06
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 41.4k shares)
3.5%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 82.1k shares)
3.4%
08
$QUAL
ISHARES TR
Q4 2025: Exited (was 14.3k shares)
3.2%
09
$IJH
ISHARES TR
Q4 2025: Exited (was 75.9k shares)
2.9%
10
$IVV
ISHARES TR
Q1 2026: Increased +124.6% (345 → 775 shares)
2.4%
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 12:45 UTC.