SEC Form 13F

Flywheel Private Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$202,916,833
Positions109

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$24,325,971102,806
QUANTA SVCS INCPWRCOM$22,321,24031,000
ISHARES TRIEFACORE MSCI EAFE$16,316,558168,943
VANGUARD INDEX FDSVBRSM CP VAL ETF$15,669,11064,484
ISHARES INCIEMGCORE MSCI EMKT$15,018,794181,298
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$7,132,216100,101
ISHARES TRQUALMSCI USA QLT FCT$6,598,48030,071
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$6,513,99741,220
ISHARES TRIJHCORE S&P MCP ETF$5,686,85873,749
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$5,190,16686,952

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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