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Brandon Smith

Flywheel Private Wealth Llc

Assets Managed
$175.558M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
9.63%(2Q avg: 17.36%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Flywheel Private Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Flywheel Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 175.558M in assets, with a quarterly growth rate of 9.63% and a 2-quarter average growth rate of 17.36%. The portfolio is managed by Brandon Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.15%
12.34%
$21.654M
100,687 shares@ $215.07 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -14.66%
10.92%
$19.168M
34,914 shares@ $549.02 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.24%
8.08%
$14.179M
156,617 shares@ $90.54 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 1.06%
7.46%
$13.087M
60,241 shares@ $217.25 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.78%
6.97%
$12.22M
175,202 shares@ $69.75 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.03%
3.49%
$6.124M
41,351 shares@ $148.1 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 14.28%
3.39%
$5.943M
92,750 shares@ $64.09 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.7%
3.19%
$5.595M
29,171 shares@ $191.82 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.62%
2.91%
$5.092M
75,400 shares@ $67.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.26%
2.37%
$4.145M
6,346 shares@ $653.21 avg price

1-10 of 104