Founder, Managing Director

0001725547-25-003450.txt : 20250717 0001725547-25-003450.hdr.sgml : 20250717 20250717092025 ACCESSION NUMBER: 0001725547-25-003450 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250717 DATE AS OF CHANGE: 20250717 EFFECTIVENESS DATE: 20250717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FLYWHEEL PRIVATE WEALTH LLC CENTRAL INDEX KEY: 0002029680 ORGANIZATION NAME: EIN: 922236843 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24550 FILM NUMBER: 251129055 BUSINESS ADDRESS: STREET 1: 4 MAIN STREET STREET 2: SUITE 240 CITY: LOS ALTOS STATE: CA ZIP: 94022 BUSINESS PHONE: 650-229-8782 MAIL ADDRESS: STREET 1: 4 MAIN STREET STREET 2: SUITE 240 CITY: LOS ALTOS STATE: CA ZIP: 94022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002029680 XXXXXXXX 06-30-2025 06-30-2025 false Flywheel Private Wealth LLC

4 Main Street Suite 240 Los Altos CA 94022

13F HOLDINGS REPORT 028-24550 000325690 801-127620 N Brandon Smith Founder, Managing Director 650-229-8782 Brandon Smith Los Altos CA 07-17-2025 0 85 124615336 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 261330 2478 SH SOLE 0 0 2478 ABBOTT LABS COM 002824100 218990 1610 SH SOLE 0 0 1610 AIR PRODS & CHEMS INC COM 009158106 647328 2295 SH SOLE 0 0 2295 ALPHABET INC CAP STK CL A 02079K305 338362 1920 SH SOLE 0 0 1920 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3344658 36714 SH SOLE 0 0 36714 CENCORA INC COM 03073E105 298051 994 SH SOLE 0 0 994 AMGEN INC COM 031162100 364369 1305 SH SOLE 0 0 1305 APPLE INC COM 037833100 1861562 9073 SH SOLE 0 0 9073 BANK AMERICA CORP COM 060505104 275639 5825 SH SOLE 0 0 5825 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 388616 800 SH SOLE 0 0 800 BLACKROCK INC COM 09290D101 482655 460 SH SOLE 0 0 460 BOOKING HOLDINGS INC COM 09857L108 329987 57 SH SOLE 0 0 57 CHEVRON CORP NEW COM 166764100 285091 1991 SH SOLE 0 0 1991 CISCO SYS INC COM 17275R102 1155672 16657 SH SOLE 0 0 16657 COMCAST CORP NEW CL A 20030N101 201791 5654 SH SOLE 0 0 5654 COSTCO WHSL CORP NEW COM 22160K105 349449 353 SH SOLE 0 0 353 EMERSON ELEC CO COM 291011104 516254 3872 SH SOLE 0 0 3872 EXXON MOBIL CORP COM 30231G102 277046 2570 SH SOLE 0 0 2570 GENERAL DYNAMICS CORP COM 369550108 293702 1007 SH SOLE 0 0 1007 GILEAD SCIENCES INC COM 375558103 219523 1980 SH SOLE 0 0 1980 HOME DEPOT INC COM 437076102 314944 859 SH SOLE 0 0 859 HONEYWELL INTL INC COM 438516106 399156 1714 SH SOLE 0 0 1714 ILLINOIS TOOL WKS INC COM 452308109 256151 1036 SH SOLE 0 0 1036 INTERCONTINENTAL EXCHANGE IN COM 45866F104 293552 1600 SH SOLE 0 0 1600 INTERNATIONAL BUSINESS MACHS COM 459200101 222559 755 SH SOLE 0 0 755 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 284508 13926 SH SOLE 0 0 13926 ISHARES GOLD TR ISHARES NEW 464285204 2020796 32405 SH SOLE 0 0 32405 ISHARES TR CORE S&P TTL STK 464287150 1216440 9008 SH SOLE 0 0 9008 ISHARES TR SELECT DIVID ETF 464287168 703096 5294 SH SOLE 0 0 5294 ISHARES TR CORE S&P500 ETF 464287200 3732174 6011 SH SOLE 0 0 6010 ISHARES TR CORE S&P MCP ETF 464287507 4765774 76843 SH SOLE 0 0 76842 ISHARES TR RUS 1000 VAL ETF 464287598 2780440 14315 SH SOLE 0 0 14315 ISHARES TR RUS 1000 GRW ETF 464287614 2630100 6195 SH SOLE 0 0 6194 ISHARES TR RUSSELL 2000 ETF 464287655 230311 1067 SH SOLE 0 0 1067 ISHARES TR CORE S&P SCP ETF 464287804 627106 5738 SH SOLE 0 0 5737 ISHARES TR PFD AND INCM SEC 464288687 210302 6855 SH SOLE 0 0 6854 ISHARES TR MSCI USA QLT FCT 46432F339 2568621 14050 SH SOLE 0 0 14050 ISHARES TR CORE MSCI EAFE 46432F842 8957175 107297 SH SOLE 0 0 107297 ISHARES INC CORE MSCI EMKT 46434G103 8450265 140767 SH SOLE 0 0 140767 JPMORGAN CHASE & CO. COM 46625H100 674697 2327 SH SOLE 0 0 2327 JOHNSON & JOHNSON COM 478160104 526682 3448 SH SOLE 0 0 3448 KINDER MORGAN INC DEL COM 49456B101 237787 8088 SH SOLE 0 0 8088 LOCKHEED MARTIN CORP COM 539830109 264753 572 SH SOLE 0 0 571 MCDONALDS CORP COM 580135101 237542 813 SH SOLE 0 0 813 MICROSOFT CORP COM 594918104 1524666 3065 SH SOLE 0 0 3065 MONDELEZ INTL INC CL A 609207105 204928 3039 SH SOLE 0 0 3038 NOVARTIS AG SPONSORED ADR 66987V109 338465 2797 SH SOLE 0 0 2797 NVIDIA CORPORATION COM 67066G104 515837 3265 SH SOLE 0 0 3265 PEPSICO INC COM 713448108 244278 1850 SH SOLE 0 0 1850 PHILLIPS 66 COM 718546104 271169 2273 SH SOLE 0 0 2273 PRICE T ROWE GROUP INC COM 74144T108 200398 2077 SH SOLE 0 0 2076 PROCTER AND GAMBLE CO COM 742718109 450020 2825 SH SOLE 0 0 2824 QUANTA SVCS INC COM 74762E102 9450110 24995 SH SOLE 0 0 24995 RTX CORPORATION COM 75513E101 490481 3359 SH SOLE 0 0 3359 S&P GLOBAL INC COM 78409V104 232008 440 SH SOLE 0 0 440 SPDR S&P 500 ETF TR TR UNIT 78462F103 257643 417 SH SOLE 0 0 417 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1162418 8624 SH SOLE 0 0 8623 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 381021 1753 SH SOLE 0 0 1753 SELECT SECTOR SPDR TR ENERGY 81369Y506 540006 6367 SH SOLE 0 0 6367 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1129109 21560 SH SOLE 0 0 21560 SELECT SECTOR SPDR TR INDL 81369Y704 434503 2945 SH SOLE 0 0 2945 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1292024 5102 SH SOLE 0 0 5102 STRYKER CORPORATION COM 863667101 207706 525 SH SOLE 0 0 525 TJX COS INC NEW COM 872540109 348003 2818 SH SOLE 0 0 2818 TEXAS INSTRS INC COM 882508104 333645 1607 SH SOLE 0 0 1607 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 15975522 78055 SH SOLE 0 0 78055 VANGUARD STAR FDS VG TL INTL STK F 921909768 1047266 15158 SH SOLE 0 0 15158 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3770543 66138 SH SOLE 0 0 66138 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5573824 41811 SH SOLE 0 0 41811 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 389230 7743 SH SOLE 0 0 7742 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2112437 42710 SH SOLE 0 0 42710 VANGUARD WORLD FD INF TECH ETF 92204A702 428416 646 SH SOLE 0 0 645 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 889236 1565 SH SOLE 0 0 1565 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10404678 53355 SH SOLE 0 0 53354 VANGUARD INDEX FDS MID CAP ETF 922908629 3119233 11147 SH SOLE 0 0 11146 VANGUARD INDEX FDS GROWTH ETF 922908736 412896 942 SH SOLE 0 0 941 VANGUARD INDEX FDS VALUE ETF 922908744 1480352 8376 SH SOLE 0 0 8375 VANGUARD INDEX FDS SMALL CP ETF 922908751 626488 2644 SH SOLE 0 0 2643 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1965577 6467 SH SOLE 0 0 6467 VERIZON COMMUNICATIONS INC COM 92343V104 325520 7523 SH SOLE 0 0 7523 VISA INC COM CL A 92826C839 279069 786 SH SOLE 0 0 786 WALMART INC COM 931142103 547228 5597 SH SOLE 0 0 5596 WARNER BROS DISCOVERY INC COM SER A 934423104 114600 10000 SH SOLE 0 0 10000 LINDE PLC SHS G54950103 229429 489 SH SOLE 0 0 489 ASML HOLDING N V N Y REGISTRY SHS N07059210 200348 250 SH SOLE 0 0 250