FLP Wealth Management, LLC
FLP Wealth Management, LLC reported 65 positions worth $56.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: WMT (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMT | SH | $6.2M | 11.09% | 55,050 | — | — | |
| ▸ 2 | SCEC | SH | $2.7M | 4.83% | 108,569 | — | — | |
| ▸ 3 | IWY | SH | $2.3M | 4.06% | 7,852 | — | — | |
| ▸ 4 | SCNM | SH | $2.3M | 4.05% | 90,630 | — | — | |
| ▸ 5 | SIVR | SH | $2.3M | 4.02% | 40,215 | — | — | |
| ▸ 6 | JMBS | SH | $2.2M | 3.98% | 49,779 | — | — | |
| ▸ 7 | IEF | SH | $1.8M | 3.17% | 18,828 | — | — | |
| ▸ 8 | PHYS | SH | $1.7M | 3.07% | 57,136 | — | — | |
| ▸ 9 | SPYM | SH | $1.7M | 3.05% | 19,533 | — | — | |
| ▸ 10 | SCEP | SH | $1.5M | 2.71% | 61,074 | — | — |
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Frequently Asked Questions
What stocks does FLP Wealth Management, LLC hold as of Q2 2026?
FLP Wealth Management, LLC reported 65 positions worth $56.2M in its Q2 2026 13F filing. Largest positions: WMT (11.1%), SCEC (4.8%), IWY (4.1%), SCNM (4.1%) and SIVR (4.0%).
What did FLP Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FLP Wealth Management, 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.