Long-term investor
Flywheel Private Wealth LLC @flywheelprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002029680).
Record
- Tracked since 2025-06-30 (448 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +13.0% · 6 months n/a · 1 year +26.9% · all +26.9%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 12.0% · long · since 2025-06-30
- PWR · 11.0% · long · since 2025-06-30
- 46432F842 · 8.0% · long · since 2025-06-30
- 922908611 · 7.7% · long · since 2025-06-30
- 46434G103 · 7.4% · long · since 2025-06-30
- 921943858 · 3.5% · long · since 2025-06-30
- 46432F339 · 3.3% · long · since 2025-06-30
- 921946406 · 3.2% · long · since 2025-06-30
- 464287507 · 2.8% · long · since 2025-06-30
- 922042858 · 2.6% · long · since 2025-06-30
- 025072877 · 2.4% · long · since 2025-06-30
- 464287200 · 2.4% · long · since 2025-06-30