FLYWHEEL PRIVATE WEALTH LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DH | 68K | $83.32K |
 | FSEA | 50K | $629.11K |
 | AFBI | 41K | $912.66K |
 | PBFS | 40K | $556.80K |
 | PWR | 35K | $19.17M |
 | ZION | 23K | $1.30M |
 | CSCO | 16K | $1.25M |
 | C | 16K | $1.83M |
 | NBBK | 15K | $316.05K |
 | PFE | 14K | $379.50K |
 | KEY | 12K | $240.60K |
 | BUSE | 10K | $252.70K |
 | WBD | 10K | $274.60K |
 | PFS | 10K | $211.60K |
 | AAPL | 8K | $2.06M |
 | PEBK | 8K | $305.06K |
 | VZ | 8K | $377.65K |
 | KMI | 7K | $251.07K |
 | BAC | 6K | $283.97K |
 | WMT | 5K | $633.39K |
Definitive Healthcare Corp.
DH
Shares Held
68K
Value
$83.32K
First Seacoast Bancorp
FSEA
Shares Held
50K
Value
$629.11K
Affinity Bancshares, Inc.
AFBI
Shares Held
41K
Value
$912.66K
Pioneer Bancorp, Inc.
PBFS
Shares Held
40K
Value
$556.80K
Quanta Services, Inc.
PWR
Shares Held
35K
Value
$19.17M
Zions Bancorporation, National Association
ZION
Shares Held
23K
Value
$1.30M
Cisco Systems, Inc.
CSCO
Shares Held
16K
Value
$1.25M
Citigroup Inc.
C
Shares Held
16K
Value
$1.83M
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
15K
Value
$316.05K
Pfizer Inc.
PFE
Shares Held
14K
Value
$379.50K
KeyCorp
KEY
Shares Held
12K
Value
$240.60K
First Busey Corporation
BUSE
Shares Held
10K
Value
$252.70K
Warner Bros. Discovery, Inc.
WBD
Shares Held
10K
Value
$274.60K
Provident Financial Services, Inc.
PFS
Shares Held
10K
Value
$211.60K
Apple Inc.
AAPL
Shares Held
8K
Value
$2.06M
Peoples Bancorp of North Carolina, Inc.
PEBK
Shares Held
8K
Value
$305.06K
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$377.65K
Kinder Morgan, Inc.
KMI
Shares Held
7K
Value
$251.07K
Bank of America Corporation
BAC
Shares Held
6K
Value
$283.97K
Walmart Inc.
WMT
Shares Held
5K
Value
$633.39K