FLP Wealth Management, LLC: 13F holdings
CIK 20520242026Q2
| Positions | 65 |
|---|
| Reported value | $56.2m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 65 (+12 vs prior quarter) |
|---|
| Reported value | $56.2m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT WALMART INC | 55,050 | $6.2m | 11.1% |
| CAPITOL SER TR | 108,569 | $2.7m | 4.8% |
| IWY ISHARES TR | 7,852 | $2.3m | 4.1% |
| STERLING CAP FDS | 90,630 | $2.3m | 4.1% |
| SIVR ABRDN SILVER ETF TRUST | 40,215 | $2.3m | 4.0% |
| JMBS JANUS DETROIT STR TR | 49,779 | $2.2m | 4.0% |
| IEF ISHARES TR | 18,828 | $1.8m | 3.2% |
| PHYS SPROTT ASSET MANAGEMENT LP | 57,136 | $1.7m | 3.1% |
| SPYM SPDR SERIES TRUST | 19,533 | $1.7m | 3.1% |
| STERLING CAP FDS | 61,074 | $1.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052024")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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