Flywheel Private Wealth LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002029680 · Los Altos, CA

As of Sep 30, 2025, Flywheel Private Wealth LLC reported 81 positions worth 28.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD DIVIDEND APPREC ETF	VIG	—	83,485	8.0M	14.07%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	57,287	2.0M	9.34%
ISHARES CORE MSCI EAFE ETF	IEFA	—	120,024	0.5M	8.19%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	147,158	$9.7M	7.58%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	41,369	$5.8M	4.55%
ISHARES CORE S&P MID-CAP ETF	IJH	—	75,944	$5.0M	3.87%
VANGUARD TAX-MANAGED FUNDS	VEA	—	82,062	$4.9M	3.84%
ISHARES CORE S&P 500 ETF	IVV	—	6,580	$4.4M	3.44%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	37,890	$3.8M	2.95%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	63,147	$3.4M	2.67%
VANGUARD MID-CAP INDEX FUND	VO	—	11,025	$3.2M	2.53%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	14,188	$2.9M	2.26%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	6,159	$2.9M	2.25%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	14,300	$2.8M	2.17%
ISHARES GOLD TRUST	IAU	—	32,337	$2.4M	1.84%
APPLE INC	AAPL	Technology	9,061	$2.3M	1.80%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	6,444	$2.1M	1.65%
VANGUARD VALUE INDEX FUND	VTV	—	8,382	.6M	1.22%
MICROSOFT CORP	MSFT	Technology	2,965	.5M	1.20%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF	XLK	—	5,102	.4M	1.12%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	9,008	.3M	1.02%
THE FINANCIAL SELECT SECTOR SPDR FUND	XLF	Equity	21,560	.2M	0.91%
THE HEALTH CARE SELECT SECTOR SPDR FUND	XLV	Equity	8,345	.2M	0.91%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	15,293	.1M	0.88%
CISCO SYSTEMS INC	CSCO	Technology	16,394	.1M	0.88%