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FLYWHEEL PRIVATE WEALTH LLC
RIA/Wealth
FLYWHEEL PRIVATE WEALTH LLC is a RIA/Wealth based in Los Altos, CA led by Brandon Joseph Smith, reporting $337.9M in AUM as of Q3 2025 with 69% ETF concentration and 60% concentrated in top 10 holdings.
CCOBrandon Joseph Smith
- Portfolio Value
- $128.0M
- Positions
- 81
- Top Holding
- VIG at 14.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FLYWHEEL PRIVATE WEALTH LLC's portfolio (60.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $18.0M | 14.07% | +$1.2M Bought | — 83.5K shares | |
ETF ETF | $12.0M | 9.34% | +$820.6K Bought | — 57.3K shares | |
ETF ETF | $10.5M | 8.19% | +$1.1M Bought | — 120.0K shares | |
ETF ETF | $9.7M | 7.58% | +$421.3K Bought | — 147.2K shares | |
ETF ETF | $5.8M | 4.55% | -$62.3K Sold | — 41.4K shares | |
ETF ETF | $5.0M | 3.87% | -$58.7K Sold | — 75.9K shares | |
ETF ETF | $4.9M | 3.84% | +$954.2K Bought | — 82.1K shares | |
ETF ETF | $4.4M | 3.44% | +$380.8K Bought | — 6.6K shares | |
ETF ETF | $3.8M | 2.95% | +$117.0K Bought | — 37.9K shares | |
ETF ETF | $3.4M | 2.67% | +$1.1M Bought | — 63.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FLYWHEEL PRIVATE WEALTH LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+47.85% | |
+24.08% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for FLYWHEEL PRIVATE WEALTH LLC
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