Flatrock Wealth Partners LLC
Flatrock Wealth Partners LLC reported 173 positions worth $254.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $16.6M | 6.52% | 57,381 | — | — | |
| ▸ 2 | SPY | SH | $16.4M | 6.45% | 21,923 | — | — | |
| ▸ 3 | FNDF | SH | $15.4M | 6.06% | 292,260 | — | — | |
| ▸ 4 | LONZ | SH | $11.7M | 4.59% | 237,146 | — | — | |
| ▸ 5 | SPIB | SH | $10.7M | 4.21% | 320,001 | — | — | |
| ▸ 6 | BIL | SH | $9.7M | 3.81% | 105,878 | — | — | |
| ▸ 7 | SCHF | SH | $8.5M | 3.35% | 307,609 | — | — | |
| ▸ 8 | FNDX | SH | $8.4M | 3.28% | 268,507 | — | — | |
| ▸ 9 | BOXX | SH | $8.1M | 3.19% | 69,359 | — | — | |
| ▸ 10 | CTRE | SH | $6.8M | 2.66% | 166,118 | — | — |
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Frequently Asked Questions
What stocks does Flatrock Wealth Partners LLC hold as of Q2 2026?
Flatrock Wealth Partners LLC reported 173 positions worth $254.6M in its Q2 2026 13F filing. Largest positions: AAPL (6.5%), SPY (6.4%), FNDF (6.1%), LONZ (4.6%) and SPIB (4.2%).
What did Flatrock Wealth Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Flatrock Wealth Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.