FLP Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, FLP Wealth Management, LLC held in its portfolio 62 assets valued at $42,411,351 (i.e. $42.41M).
The most valuable assets in the portfolio included: WALMART INC ($4.81M), ABRDN SILVER ETF TRUST ($3.35M), and ISHARES TR ($2.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FLP Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WALMART INC | 3231 | 4808647 | COM |
| ABRDN SILVER ETF TRUST | 338 | 3354268 | PHYSCL SILVR SHS |
| ISHARES TR | 7391 | 2163027 | NATIONAL MUN ETF |
| SPROTT ASSET MANAGEMENT LP | 132 | 1963831 | PHYSICAL GOLD TR |
| CAPITOL SER TR | 1623 | 1949929 | STERLING CAP ENH |
| SPDR SERIES TRUST | 5820 | 1803457 | STATE STREET SPD |
| ISHARES TR | 27971 | 1666991 | RUS TP200 GR ETF |
| ISHARES TR | 1923 | 1653669 | 7-10 YR TRSY BD |
| ISHARES TR | 1910 | 1085657 | 3 7 YR TREAS BD |
| ISHARES TR | 9278 | 979716 | RUS TP200 VL ETF |
| ISHARES INC | 15864 | 965797 | CORE MSCI EMKT |
| ISHARES TR | 26019 | 959125 | MSCI USA QLT FCT |
| BLACKROCK ETF TRUST | 7966 | 919638 | ISHARES US EQUIT |
| ISHARES TR | 12711 | 900482 | EAFE VALUE ETF |
| PIMCO ETF TR | 1092 | 819380 | 25YR+ ZERO U S |
| ISHARES TR | 16024 | 754878 | S&P 500 GRWT ETF |
| ISHARES TR | 17885 | 689720 | EAFE GRWTH ETF |
| ISHARES TR | 1242 | 655272 | 1 3 YR TREAS BD |
| ISHARES TR | 23964 | 647278 | S&P 500 VAL ETF |
| ISHARES TR | 2187 | 614306 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST II | 4644 | 543520 | ISHARES FLEXIBLE |
| ISHARES TR | 39099 | 525492 | S&P 100 ETF |
| VANGUARD SCOTTSDALE FDS | 6930 | 520850 | SHORT TERM TREAS |
| ISHARES TR | 14246 | 515729 | RUS MDCP VAL ETF |
| APPLE INC | 4078 | 494855 | COM |
| ISHARES TR | 8855 | 491110 | MBS ETF |
| VANGUARD INDEX FDS | 6342 | 477513 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 12275 | 475298 | TR UNIT |
| INVESCO EXCH TRADED FD TR | 1357 | 410080 | S&P500 LOW VOL |
| INVESCO EXCHANGE TRADED FD | 4292 | 372755 | S&P MDCP MOMNTUM |
| ISHARES TR | 1004 | 372209 | US CONSM STAPLES |
| BLACKROCK ETF TRUST II | 1996 | 368322 | ISHARES HIGH YIE |
| INVESCO EXCHANGE TRADED FD | 2160 | 358699 | S&P SMLCP MOMENT |
| INVESCO EXCH TRADED FD TR | 904 | 356568 | NATL AMT MUNI |
| BLACKROCK ETF TRUST | 4936 | 318841 | ISHARES US THEMA |
| ISHARES TR | 353 | 318582 | TRS FLT RT BD |
| ISHARES INC | 1556 | 312465 | MSCI STH KOR ETF |
| AMAZON COM INC | 4386 | 311934 | COM |
| ROCKET COS INC | 290 | 294775 | COM CL A |
| INVESCO ACTIVELY MANAGED | 1329 | 279064 | AAA CLO FLTNG RT |
| FIRST TR EXCHANGE TRADED FD | 1574 | 277403 | DJ GLBL DIVID |
| CASEYS GEN STORES INC | 553 | 276355 | COM |
| SPDR INDEX SHS FDS | 3923 | 274791 | S&P GLBDIV ETF |
| VANGUARD SCOTTSDALE FDS | 10052 | 267292 | VNG RUS2000IDX |
| ISHARES INC | 1016 | 262061 | MSCI TAIWAN ETF |
| BLACKROCK ETF TRUST | 3330 | 261457 | ISHARES A I INNO |
| SELECT SECTOR SPDR TR | 2482 | 257344 | STATE STREET IND |
| ISHARES TR | 1637 | 250476 | US HOME CONS ETF |
| VANGUARD WHITEHALL FDS | 7463 | 249763 | HIGH DIV YLD |
| ISHARES TR | 5555 | 239879 | MSCI USA MIN VOL |
| MICROSOFT CORP | 6771 | 227569 | COM |
| ISHARES TR | 20776 | 226729 | MSCI USA MMENTM |
| SPDR GOLD TR | 16645 | 226689 | GOLD SHS |
| GOLDMAN SACHS ETF TR | 1456 | 218147 | ACTIVEBETA US LG |
| ISHARES TR | 17808 | 218136 | CORE S&P500 ETF |
| TESLA INC | 4047 | 215416 | COM |
| SCHWAB STRATEGIC TR | 1274 | 210065 | INTL EQTY ETF |
| WORLD GOLD TR | 6061 | 208730 | SPDR GLD MINIS |
| GLOBAL X FDS | 901 | 201432 | GLOBX SUPDV US |
| ISHARES TR | 8473 | 200180 | JPMORGAN USD EMG |
| ISHARES TR | 13694 | 135480 | RUS MD CP GR ETF |
| MERCADOLIBRE INC | 10071 | 32228 | COM |
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