FLP Wealth Management, LLC Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$36.0B

Holdings

61

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (61 positions)

#StockSharesValue% PortfolioType
1
WMTWALMART INC
2,783$4.4B12.28%
2
SIVRABRDN SILVER ETF TRUST
178$2.2B6.00%
3
PHYS/USPROTT ASSET MANAGEMENT LP
118$1.8B4.90%
4
MUBISHARES TR
6,389$1.7B4.60%
5
IEFISHARES TR
1,833$1.6B4.46%
6
IWYISHARES TR
23,808$1.5B4.11%
7
SCECCAPITOL SER TR
1,274$1.4B3.99%
8
IEIISHARES TR
2,032$1.1B2.93%
9
QUALISHARES TR
22,173$1.0B2.82%
10
ZROZPIMCO ETF TR
1,087$844.7M2.35%
11
SPTLSPDR SERIES TRUST
1,833$836.5M2.33%
12
IWXISHARES TR
6,503$741.4M2.06%
13
EFVISHARES TR
9,157$728.6M2.03%
14
DYNFBLACKROCK ETF TRUST
5,861$707.1M1.97%
15
IEMGISHARES INC
11,668$703.8M1.96%
16
VUGVANGUARD INDEX FDS
15,827$675.3M1.88%
17
SHYISHARES TR
1,327$633.4M1.76%
18
OEFISHARES TR
36,280$590.8M1.64%
19
EFGISHARES TR
14,804$589.9M1.64%
20
TFLOISHARES TR
708$589.0M1.64%
21
IVWISHARES TR
11,831$580.5M1.61%
22
AAPLAPPLE INC
3,565$496.8M1.38%
23
VGSHVANGUARD SCOTTSDALE FDS
5,767$465.1M1.29%
24
IUSBISHARES TR
1,168$424.8M1.18%
25
IWSISHARES TR
10,475$416.3M1.16%
26
SPLVINVESCO EXCH TRADED FD TR II
1,396$398.8M1.11%
27
XSMOINVESCO EXCHANGE TRADED FD T
2,649$387.0M1.08%
28
XMMOINVESCO EXCHANGE TRADED FD T
5,139$386.1M1.07%
29
IVEISHARES TR
16,727$385.7M1.07%
30
HIMUBLACKROCK ETF TRUST II
2,115$367.1M1.02%
31
IYKISHARES TR
1,094$363.1M1.01%
32
PZAINVESCO EXCH TRADED FD TR II
947$353.5M0.98%
33
AMZNAMAZON COM INC
3,952$318.9M0.89%
34
RKTROCKET COS INC
310$308.6M0.86%
35
XMESPDR SERIES TRUST
1,491$306.4M0.85%
36
CASYCASEYS GEN STORES INC
565$282.7M0.79%
37
NDQINVESCO QQQ TR
9,006$280.4M0.78%
38
ITBISHARES TR
1,823$274.9M0.76%
39
EWYISHARES INC
1,282$266.7M0.74%
40
XHBSPDR SERIES TRUST
1,773$260.0M0.72%
41
EWTISHARES INC
1,018$259.0M0.72%
42
FGDFIRST TR EXCHANGE TRADED FD
1,323$257.4M0.72%
43
WDIVSPDR INDEX SHS FDS
3,344$256.2M0.71%
44
ICLOINVESCO ACTIVELY MANAGED EXC
1,178$255.0M0.71%
45
XLISELECT SECTOR SPDR TR
2,468$250.9M0.70%
46
MBBISHARES TR
4,472$250.7M0.70%
47
THROBLACKROCK ETF TRUST
3,635$249.2M0.69%
48
MSFTMICROSOFT CORP
6,733$245.5M0.68%
49
ILCGISHARES TR
1,356$231.0M0.64%
50
USMCPRINCIPAL EXCHANGE TRADED FD
1,159$228.7M0.64%
51
VYMVANGUARD WHITEHALL FDS
6,484$228.7M0.64%
52
BINCBLACKROCK ETF TRUST II
2,289$226.1M0.63%
53
BSVVANGUARD BD INDEX FDS
1,341$214.3M0.60%
54
SCHGSCHWAB STRATEGIC TR
511$213.5M0.59%
55
VTWOVANGUARD SCOTTSDALE FDS
7,239$207.6M0.58%
56
BAIBLACKROCK ETF TRUST
2,494$205.7M0.57%
57
GQ9SPDR GOLD TR
13,863$194.1M0.54%
58
IVVISHARES TR
12,717$168.4M0.47%
59
MTUMISHARES TR
12,566$122.9M0.34%
60
IWPISHARES TR
10,396$105.8M0.29%
61
MLB1MERCADOLIBRE INC
14,022$60.8M0.17%