Flywheel Private Wealth LLC Top Holdings and 13F Report (2025) About Flywheel Private Wealth LLCInvestment ActivityFlywheel Private Wealth LLC has $108.78 million in total holdings as of December 31, 2024.Flywheel Private Wealth LLC owns shares of 82 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Dividend Appreciation ETF $14,990,943Vanguard Small-Cap Value ETF $9,277,715iShares Core MSCI Emerging Markets ETF $6,631,110iShares Core MSCI EAFE ETF $6,532,592Vanguard High Dividend Yield ETF $5,481,264 Sector AllocationMap of 500 Largest Holdings ofFlywheel Private Wealth LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$14,990,94376,55113.8%ETFVBRVanguard Small-Cap Value ETF$9,277,71546,8158.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,631,110126,9846.1%ETFIEFAiShares Core MSCI EAFE ETF$6,532,59292,9516.0%ETFVYMVanguard High Dividend Yield ETF$5,481,26442,9605.0%ETFIJHiShares Core S&P Mid-Cap ETF$5,373,33686,2364.9%ETFAVUVAvantis U.S. Small Cap Value ETF$4,044,37441,8983.7%ETFIVViShares Core S&P 500 ETF$3,796,3446,4493.5%ETFVEAVanguard FTSE Developed Markets ETF$3,084,06864,4932.8%ETFVOVanguard Mid-Cap ETF$3,025,22611,4542.8%ETFIWDiShares Russell 1000 Value ETF$2,810,68015,1822.6%ETFIWFiShares Russell 1000 Growth ETF$2,765,5186,8872.5%ETFQUALiShares MSCI USA Quality Factor ETF$2,518,05114,1402.3%ETFAAPLApple$2,387,8219,5352.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,272,7497,8422.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,670,61437,9341.5%ETFIAUiShares Gold Trust$1,581,46531,9421.5%FinanceXLKTechnology Select Sector SPDR Fund$1,472,1256,3311.4%ETFMSFTMicrosoft$1,418,4363,3651.3%Computer and TechnologyVTVVanguard Value ETF$1,416,8938,3691.3%ETFXLVHealth Care Select Sector SPDR Fund$1,201,3878,7331.1%ETFXLFFinancial Select Sector SPDR Fund$1,189,79924,6181.1%ETFCSCOCisco Systems$1,019,84617,2270.9%Computer and TechnologyVOOVanguard S&P 500 ETF$788,6291,4640.7%ETFVBVanguard Small-Cap ETF$776,0843,2300.7%ETFIJRiShares Core S&P Small-Cap ETF$771,9746,7000.7%ETFDVYiShares Select Dividend ETF$695,0495,2940.6%ETFAPDAir Products and Chemicals$680,1442,3450.6%Basic MaterialsWMTWalmart$607,0186,7190.6%Retail/WholesaleVTVanguard Total World Stock ETF$595,3895,0680.5%ETFXLEEnergy Select Sector SPDR Fund$586,7926,8500.5%ETFJPMJPMorgan Chase & Co.$581,8392,4270.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$578,0184,4940.5%ETFIWMiShares Russell 2000 ETF$538,9862,4390.5%FinanceJNJJohnson & Johnson$513,8353,5530.5%MedicalBRK.BBerkshire Hathaway$509,9401,1250.5%FinanceEMREmerson Electric$502,1644,0520.5%Industrial ProductsXLYConsumer Discretionary Select Sector SPDR Fund$500,3432,2300.5%FinanceBLACKROCK INC$492,0534800.5%COMNVDANVIDIA$486,8013,6250.4%Computer and TechnologyPGProcter & Gamble$473,5492,8250.4%Consumer StaplesVXUSVanguard Total International Stock ETF$439,0297,4500.4%ETFVGTVanguard Information Technology ETF$423,3876810.4%ETFPEPPepsiCo$413,6072,7200.4%Consumer StaplesRTXRTX$397,9613,4390.4%AerospaceHONHoneywell International$387,1751,7140.4%Multi-Sector ConglomeratesXLIIndustrial Select Sector SPDR Fund$375,3032,8480.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$374,9057,7430.3%ManufacturingCOSTCostco Wholesale$373,8384080.3%Retail/WholesaleVUGVanguard Growth ETF$367,2728950.3%ETFPFFiShares Preferred and Income Securities ETF$351,33211,1750.3%ETFTJXTJX Companies$340,4502,8180.3%Retail/WholesaleAMGNAmgen$340,1351,3050.3%MedicalHDHome Depot$334,1428590.3%Retail/WholesaleVVisa$326,1531,0320.3%Business ServicesTROWT. Rowe Price Group$323,4372,8600.3%FinanceBKNGBooking$317,979640.3%Retail/WholesaleTXNTexas Instruments$301,3291,6070.3%Computer and TechnologyVZVerizon Communications$300,8457,5230.3%Computer and TechnologyUNHUnitedHealth Group$286,8235670.3%MedicalSPYSPDR S&P 500 ETF Trust$286,0074880.3%FinanceAFLAflac$280,1162,7080.3%FinanceLMTLockheed Martin$277,7875720.3%AerospaceCVXChevron$276,7891,9110.3%Oils/EnergyXOMExxon Mobil$276,4552,5700.3%Oils/EnergyPCYInvesco Emerging Markets Sovereign Debt ETF$276,19213,9350.3%ETFNVSNovartis$272,1762,7970.3%MedicalGDGeneral Dynamics$265,3341,0070.2%AerospaceITWIllinois Tool Works$262,6881,0360.2%Industrial ProductsPSXPhillips 66$258,9632,2730.2%Oils/EnergyMCDMcDonald's$257,4308880.2%Retail/WholesaleBACBank of America$256,0095,8250.2%FinanceUNPUnion Pacific$249,1821,0930.2%TransportationICEIntercontinental Exchange$238,4161,6000.2%FinanceLINDE PLC$229,8505490.2%SHSCORCencora$223,3329940.2%MedicalKMIKinder Morgan$221,6118,0880.2%Oils/EnergySPGIS&P Global$219,1334400.2%Business ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$212,2771,8430.2%ETFCMCSAComcast$212,1955,6540.2%Consumer DiscretionaryGOOGLAlphabet$210,1231,1100.2%Computer and TechnologyWBDWarner Bros. Discovery$105,70010,0000.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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