FLP Wealth Management, LLC reported 65 holdings worth US$56.2M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
FLP Wealth Management, LLC reported 65 holdings worth US$56.2M as of Jun 30, 2026. Largest: Walmart Inc., Apple Inc and Caseys General Stores, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$56.2M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Walmart Inc. | 55,050 | US$6.23M | 11.1% |
| Apple Inc | 1,994 | US$577K | 1.0% |
| Caseys General Stores, Inc. | 500 | US$397K | 0.71% |
| Rocket Companies, Inc. | 23,910 | US$377K | 0.67% |
| Amazon.com, Inc. | 1,426 | US$340K | 0.60% |
| Deere & Company | 362 | US$230K | 0.41% |
| Nvidia Corporation | 1,059 | US$212K | 0.38% |
| Tesla, Inc. | 477 | US$201K | 0.36% |