Flywheel Private Wealth LLC
Top Portfolio Positions
67 positions ·
$52,865,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PWR |
Quanta Services, Inc.
Industrials
|
34,914 | $19,168,484 | 36.26% |
| IAU |
Ishares Gold Trust
|
32,100 | $2,829,936 | 5.35% |
| AAPL |
Apple Inc.
Technology
|
8,101 | $2,055,952 | 3.89% |
| C |
Citigroup Inc
Financial Services
|
16,100 | $1,825,901 | 3.45% |
| ZION |
Zions Bancorporation, National Association /Ut/
Financial Services
|
22,500 | $1,296,450 | 2.45% |
| CSCO |
Cisco Systems, Inc.
Technology
|
16,141 | $1,252,380 | 2.37% |
| MSFT |
Microsoft Corp
Technology
|
3,310 | $1,225,262 | 2.32% |
| HTB |
HomeTrust Bancshares, Inc.
Financial Services
|
22,000 | $938,300 | 1.77% |
| AFBI |
Affinity Bancshares, Inc.
Financial Services
|
41,000 | $912,660 | 1.73% |
| JNJ |
Johnson & Johnson
Healthcare
|
3,448 | $842,829 | 1.59% |
Holdings in DH
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,323 | 67,743 | Shares | Sole | 2026-04-16 | |
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