Holdings
Flywheel Private Wealth LLC
As of Jun 30, 2026, Flywheel Private Wealth LLC reported 68 positions worth US$56.8M. Largest: Quanta Services, Inc., Apple Inc and Citigroup, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Quanta Services, Inc. | 31,000 | US$22.3M | −3,914 | Jun 30, 2026 |
| Apple Inc | 8,101 | US$2.34M | no change | Jun 30, 2026 |
| Citigroup, Inc. | 16,100 | US$2.25M | no change | Jun 30, 2026 |
| Cisco Systems, Inc. | 16,081 | US$1.89M | −60 | Jun 30, 2026 |
| Zions Bancorporation N.a. | 22,500 | US$1.56M | no change | Jun 30, 2026 |
| Microsoft Corp. | 3,819 | US$1.42M | +509 | Jun 30, 2026 |
| Hometrust Bancshares, Inc. | 22,000 | US$1.1M | no change | Jun 30, 2026 |
| Affinity Bancshares, Inc. | 41,000 | US$927K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,570 | US$918K | +200 | Jun 30, 2026 |
| Johnson & Johnson | 3,356 | US$852K | −92 | Jun 30, 2026 |