Flp Wealth Management, LLC Top Holdings and 13F Report (2026) About Flp Wealth Management, LLCInvestment ActivityFlp Wealth Management, LLC has $48.53 million in total holdings as of March 31, 2026.Flp Wealth Management, LLC owns shares of 53 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 37.42% of the portfolio was purchased this quarter.About 25.32% of the portfolio was sold this quarter.This quarter, Flp Wealth Management, LLC has purchased 62 new stocks and bought additional shares in 25 stocks.Flp Wealth Management, LLC sold shares of 10 stocks and completely divested from 26 stocks this quarter.Largest Holdings WALMART INC $5,572,072Janus Henderson Mortgage-Backed Securities ETF $4,325,669CAPITOL SER TR $2,282,369abrdn Physical Silver Shares ETF $1,804,500iShares 7-10 Year Treasury Bond ETF $1,780,433 Largest New Holdings this Quarter 47103U852 - Janus Henderson Mortgage-Backed Securities ETF $4,325,669 Holding85917K470 - STERLING CAP FDS $1,743,826 Holding85917K454 - STERLING CAP FDS $1,363,454 Holding85917K462 - STERLING CAP FDS $1,039,983 Holding78464A854 - SPDR Portfolio S&P 500 ETF $839,961 Holding Largest Purchases this Quarter Janus Henderson Mortgage-Backed Securities ETF 95,743 shares (about $4.33M)STERLING CAP FDS 70,146 shares (about $1.74M)STERLING CAP FDS 57,845 shares (about $1.36M)STERLING CAP FDS 41,599 shares (about $1.04M)SPDR Portfolio S&P 500 ETF 10,974 shares (about $839.96K) Largest Sales this Quarter abrdn Physical Silver Shares ETF 24,391 shares (about $1.75M)iShares National Muni Bond ETF 10,678 shares (about $1.13M)SPROTT ASSET MANAGEMENT LP 29,106 shares (about $1.03M)SPDR S&P 500 ETF Trust 303 shares (about $197.05K)iShares Core MSCI Emerging Markets ETF 1,393 shares (about $97.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFlp Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWALMART INC$5,572,072$207,920 â–²3.9%44,83511.5%COMJMBSJanus Henderson Mortgage-Backed Securities ETF$4,325,669$4,325,669 â–²New Holding95,7438.9%ETFCAPITOL SER TR$2,282,369$353,198 â–²18.3%90,9854.7%STERLING CAP ENHSIVRabrdn Physical Silver Shares ETF$1,804,500$1,746,639 â–¼-49.2%25,1993.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,780,433$139,152 â–²8.5%18,6553.7%ETFSTERLING CAP FDS$1,743,826$1,743,826 â–²New Holding70,1463.6%NATIONAL MUNI BDIWYiShares Russell Top 200 Growth ETF$1,706,030$208,277 â–²13.9%6,8563.5%ETFSTERLING CAP FDS$1,363,454$1,363,454 â–²New Holding57,8452.8%CAP HEDGED EQT PZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$1,361,301$544,981 â–²66.8%21,2672.8%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,282,298$54,572 â–²4.4%48,7572.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,140,339$61,553 â–²5.7%9,6152.3%ETFIWXiShares Russell Top 200 Value ETF$1,090,815$102,493 â–²10.4%11,7712.2%ETFSPROTT ASSET MANAGEMENT LP$1,076,242$1,031,517 â–¼-48.9%30,3682.2%PHYSICAL GOLD TRSTERLING CAP FDS$1,039,983$1,039,983 â–²New Holding41,5992.1%CAPITAL MULTIDYNFiShares U.S. Equity Factor Rotation Active ETF$1,022,379$142,538 â–²16.2%17,5732.1%ETFMUBiShares National Muni Bond ETF$1,010,117$1,133,463 â–¼-52.9%9,5162.1%ETFEFViShares MSCI EAFE Value ETF$930,706$6,840 â–¼-0.7%12,5181.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$905,039$97,165 â–¼-9.7%12,9751.9%ETFIVWiShares S&P 500 Growth ETF$849,250$156,548 â–²22.6%7,5081.7%ETFQUALiShares MSCI USA Quality Factor ETF$844,024$82,292 â–¼-8.9%4,4001.7%ETFSPLGSPDR Portfolio S&P 500 ETF$839,961$839,961 â–²New Holding10,9741.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$801,585$381,631 â–²90.9%10,9601.7%ETFIVEiShares S&P 500 Value ETF$761,907$117,411 â–²18.2%3,6081.6%ETFPZAInvesco National AMT-Free Municipal Bond ETF$729,008$375,672 â–²106.3%31,7241.5%ETFBLACKROCK ETF TRUST$719,648$719,648 â–²New Holding22,3821.5%ISHARES INTL CTRGOVTiShares U.S. Treasury Bond ETF$678,207$678,207 â–²New Holding29,6031.4%ETFIUSBiShares Core Total USD Bond Market ETF$646,548$36,859 â–²6.0%13,9981.3%ManufacturingEFGiShares MSCI EAFE Growth ETF$638,217$35,970 â–¼-5.3%5,7311.3%ETFXLUUtilities Select Sector SPDR Fund$600,517$600,517 â–²New Holding13,0861.2%ETFMBBiShares MBS ETF$591,725$101,976 â–²20.8%6,2321.2%ETFXLVHealth Care Select Sector SPDR Fund$580,722$580,722 â–²New Holding3,9611.2%ETFXLPConsumer Staples Select Sector SPDR Fund$572,302$572,302 â–²New Holding6,9811.2%ETFIWSiShares Russell Mid-Cap Value ETF$568,106$35,270 â–²6.6%3,8981.2%ETFAAPLApple$500,580$38,584 â–²8.4%1,9721.0%Computer and TechnologyBINCiShares Flexible Income Active ETF$482,662$52,244 â–¼-9.8%9,2941.0%ETFVUGVanguard Growth ETF$424,573$3,058 â–¼-0.7%9720.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$417,329$417,329 â–²New Holding4,5540.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$371,355$371,355 â–²New Holding7,3100.8%ETFCASYCasey's General Stores$363,9300.0%5000.7%Retail/WholesaleBTHMBlackRock Future U.S. Themes ETF$359,693$60,196 â–²20.1%9,9310.7%ETFITBiShares U.S. Home Construction ETF$340,106$104,585 â–²44.4%3,7560.7%ETFBNDXVanguard Total International Bond ETF$333,966$333,966 â–²New Holding6,9500.7%ETFREZiShares Residential and Multisector Real Estate ETF$331,093$331,093 â–²New Holding3,9790.7%ETFRKTRocket Companies$326,924$109,953 â–²50.7%22,9420.7%FinanceVGITVanguard Intermediate-Term Treasury ETF$299,876$299,876 â–²New Holding5,0360.6%ETFAMZNAmazon.com$296,455$15,000 â–²5.3%1,4230.6%Retail/WholesaleVTWOVanguard Russell 2000 ETF$295,541$26,448 â–²9.8%2,9500.6%ETFBLACKROCK ETF TRUST$290,241$31,531 â–²12.2%8,8090.6%ISHARES A I INNOIVViShares Core S&P 500 ETF$271,888$64,051 â–²30.8%4160.6%ETFSPYSPDR S&P 500 ETF Trust$256,234$197,053 â–¼-43.5%3940.5%FinanceXHBSPDR S&P Homebuilders ETF$253,118$17,473 â–²7.4%2,5640.5%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$251,428$251,428 â–²New Holding2,8250.5%ETFDEDeere & Company$203,402$203,402 â–²New Holding3610.4%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$0$655,272 â–¼-100.0%00.0%ManufacturingOEFiShares S&P 100 ETF$0$525,492 â–¼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$520,850 â–¼-100.0%00.0%ETFXMMOInvesco S&P MidCap Momentum ETF$0$372,755 â–¼-100.0%00.0%ETFIYKiShares U.S. Consumer Staples ETF$0$372,209 â–¼-100.0%00.0%ETFBLACKROCK ETF TRUST II$0$368,322 â–¼-100.0%00.0%ISHARES HIGH YIEXSMOInvesco S&P SmallCap Momentum ETF$0$358,699 â–¼-100.0%00.0%ETFXMESPDR S&P Metals & Mining ETF$0$322,020 â–¼-100.0%00.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$0$318,582 â–¼-100.0%00.0%ETFEWYiShares MSCI South Korea ETF$0$312,465 â–¼-100.0%00.0%ETFICLOInvesco AAA CLO Floating Rate Note ETF$0$279,064 â–¼-100.0%00.0%ETFFGDFirst Trust Dow Jones Global Select Dividend Index Fund$0$277,403 â–¼-100.0%00.0%ETFWDIVSPDR S&P Global Dividend ETF$0$274,791 â–¼-100.0%00.0%ETFEWTiShares MSCI Taiwan ETF$0$262,061 â–¼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$257,344 â–¼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$249,763 â–¼-100.0%00.0%Financial ServicesUSMViShares MSCI USA Min Vol Factor ETF$0$239,879 â–¼-100.0%00.0%ETFMSFTMicrosoft$0$227,569 â–¼-100.0%00.0%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$0$226,729 â–¼-100.0%00.0%ETFGLDSPDR Gold Shares$0$226,689 â–¼-100.0%00.0%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$0$218,147 â–¼-100.0%00.0%ETFTSLATesla$0$215,416 â–¼-100.0%00.0%Auto/Tires/TrucksSCHFSchwab International Equity ETF$0$210,065 â–¼-100.0%00.0%ETFGLDMSPDR Gold MiniShares Trust$0$208,730 â–¼-100.0%00.0%FinanceDIVGlobal X SuperDividend U.S. ETF$0$201,432 â–¼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$200,180 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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