FLP Wealth Management, LLC
CIK
2052024
Location
BENTONVILLE, AR
Portfolio Value
Micro
$5,572,093
Diversification
Highly concentrated
Filing Date
Global Rank
#8,089
/ 8,586
▼ 10
Top Industry
Discount Stores
66.8%
3Y Alpha vs SPY
+10.1%
Period ended 3 months ago
Filed Apr 28, 2026 · 49d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+40.5%
SPY
+25.8%
Annualised alpha
+10.3%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
53.6%
+16.2 pts
Top 5
89.6%
+3.3 pts
Top 10
100.0%
+3.3 pts
HHI
3,342
Highly concentrated+974
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 53.6% | $5,572,093 |
| Unclassified | 19.8% | $2,060,733 |
| Financial Services | 13.5% | $1,403,164 |
| Consumer Cyclical | 6.3% | $660,298 |
| Technology | 4.8% | $500,473 |
| Industrials | 2.0% | $203,351 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DE | Deere & Co | 361 | $203,351 | |
| No positions match the current search. | ||||
1 positions ·
$5,572,093 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 44,835 | $5,572,093 | 100.00% |