# EDGAR Filing Document

**Accession Number:** 0002029680
**File Stem:** 0001725547-26-000020
**Filing Date:** 2026-1
**Character Count:** 11978
**Document Hash:** b49b18ad974e16a40f44b95cf9d0759f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-26-000020.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001725547-26-000020

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FLYWHEEL PRIVATE WEALTH LLC
- **CENTRAL INDEX KEY:** 0002029680

**ORGANIZATION NAME:**
- **EIN:** 922236843
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24550
- **FILM NUMBER:** 26531781

**BUSINESS ADDRESS:**
- **STREET 1:** 4 MAIN STREET
- **STREET 2:** SUITE 240
- **CITY:** LOS ALTOS
- **STATE:** CA
- **ZIP:** 94022
- **BUSINESS PHONE:** 650-229-8782

**MAIL ADDRESS:**
- **STREET 1:** 4 MAIN STREET
- **STREET 2:** SUITE 240
- **CITY:** LOS ALTOS
- **STATE:** CA
- **ZIP:** 94022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Flywheel Private Wealth LLC<br>**Address:** 4 Main Street<br>Suite 240<br>Los Altos, CA 94022

**Form 13F File Number:** 028-24550

**CRD Number (if applicable):** 000325690

**SEC File Number (if applicable):** 801-127620

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brandon Smith<br>**Title:** Founder Managing Director<br>**Phone:** 650-229-8782

**Signature, Place, and Date of Signing:**

Brandon Smith  Los Altos, CA  01-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $160150796

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 273249 | 2478 | SH |  | SOLE |  | 0 | 0 | 2478 |
| ABBOTT LABS | COM | 002824100 |  | 201730 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 566911 | 2295 | SH |  | SOLE |  | 0 | 0 | 2295 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 741810 | 2370 | SH |  | SOLE |  | 0 | 0 | 2370 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 3803234 | 37294 | SH |  | SOLE |  | 0 | 0 | 37293 |
| CENCORA INC | COM | 03073E105 |  | 335724 | 994 | SH |  | SOLE |  | 0 | 0 | 994 |
| AMGEN INC | COM | 031162100 |  | 427140 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| APPLE INC | COM | 037833100 |  | 2107259 | 7751 | SH |  | SOLE |  | 0 | 0 | 7751 |
| BANK AMERICA CORP | COM | 060505104 |  | 320375 | 5825 | SH |  | SOLE |  | 0 | 0 | 5825 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 402120 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| BLACKROCK INC | COM | 09290D101 |  | 492356 | 460 | SH |  | SOLE |  | 0 | 0 | 460 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 305254 | 57 | SH |  | SOLE |  | 0 | 0 | 57 |
| CHEVRON CORP NEW | COM | 166764100 |  | 302534 | 1985 | SH |  | SOLE |  | 0 | 0 | 1985 |
| CISCO SYS INC | COM | 17275R102 |  | 1243351 | 16141 | SH |  | SOLE |  | 0 | 0 | 16141 |
| COCA COLA CO | COM | 191216100 |  | 203950 | 2917 | SH |  | SOLE |  | 0 | 0 | 2917 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 218172 | 253 | SH |  | SOLE |  | 0 | 0 | 253 |
| EMERSON ELEC CO | COM | 291011104 |  | 513626 | 3870 | SH |  | SOLE |  | 0 | 0 | 3870 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 309274 | 2570 | SH |  | SOLE |  | 0 | 0 | 2570 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 339017 | 1007 | SH |  | SOLE |  | 0 | 0 | 1007 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 243025 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| HONEYWELL INTL INC | COM | 438516106 |  | 334384 | 1714 | SH |  | SOLE |  | 0 | 0 | 1714 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 255167 | 1036 | SH |  | SOLE |  | 0 | 0 | 1036 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 259136 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 223639 | 755 | SH |  | SOLE |  | 0 | 0 | 755 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 301334 | 13912 | SH |  | SOLE |  | 0 | 0 | 13912 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2619302 | 32269 | SH |  | SOLE |  | 0 | 0 | 32269 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2575757 | 17323 | SH |  | SOLE |  | 0 | 0 | 17323 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 747195 | 5294 | SH |  | SOLE |  | 0 | 0 | 5294 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4402048 | 6427 | SH |  | SOLE |  | 0 | 0 | 6426 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5007812 | 75876 | SH |  | SOLE |  | 0 | 0 | 75875 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2813339 | 13375 | SH |  | SOLE |  | 0 | 0 | 13375 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2819255 | 5957 | SH |  | SOLE |  | 0 | 0 | 5956 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 258786 | 1051 | SH |  | SOLE |  | 0 | 0 | 1051 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 588401 | 4896 | SH |  | SOLE |  | 0 | 0 | 4895 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5754220 | 28971 | SH |  | SOLE |  | 0 | 0 | 28971 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 13572450 | 151715 | SH |  | SOLE |  | 0 | 0 | 151715 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 11571575 | 172145 | SH |  | SOLE |  | 0 | 0 | 172144 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 687058 | 2132 | SH |  | SOLE |  | 0 | 0 | 2132 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 713564 | 3448 | SH |  | SOLE |  | 0 | 0 | 3448 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 205845 | 7488 | SH |  | SOLE |  | 0 | 0 | 7488 |
| ELI LILLY  CO | COM | 532457108 |  | 204301 | 190 | SH |  | SOLE |  | 0 | 0 | 190 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 276489 | 572 | SH |  | SOLE |  | 0 | 0 | 571 |
| MCDONALDS CORP | COM | 580135101 |  | 248485 | 813 | SH |  | SOLE |  | 0 | 0 | 813 |
| MICROSOFT CORP | COM | 594918104 |  | 1385672 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 385485 | 2796 | SH |  | SOLE |  | 0 | 0 | 2796 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 608923 | 3265 | SH |  | SOLE |  | 0 | 0 | 3265 |
| PFIZER INC | COM | 717081103 |  | 336524 | 13515 | SH |  | SOLE |  | 0 | 0 | 13515 |
| PHILLIPS 66 | COM | 718546104 |  | 293308 | 2273 | SH |  | SOLE |  | 0 | 0 | 2273 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 404654 | 2824 | SH |  | SOLE |  | 0 | 0 | 2823 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 259551 | 3962 | SH |  | SOLE |  | 0 | 0 | 3962 |
| QUANTA SVCS INC | COM | 74762E102 |  | 17268163 | 40914 | SH |  | SOLE |  | 0 | 0 | 40914 |
| RTX CORPORATION | COM | 75513E101 |  | 615857 | 3358 | SH |  | SOLE |  | 0 | 0 | 3358 |
| S GLOBAL INC | COM | 78409V104 |  | 229940 | 440 | SH |  | SOLE |  | 0 | 0 | 440 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 284361 | 417 | SH |  | SOLE |  | 0 | 0 | 417 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 1155162 | 7462 | SH |  | SOLE |  | 0 | 0 | 7462 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 418697 | 3506 | SH |  | SOLE |  | 0 | 0 | 3506 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 506207 | 11322 | SH |  | SOLE |  | 0 | 0 | 11322 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 1091686 | 19932 | SH |  | SOLE |  | 0 | 0 | 19932 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 408309 | 2632 | SH |  | SOLE |  | 0 | 0 | 2632 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1250791 | 8688 | SH |  | SOLE |  | 0 | 0 | 8687 |
| TJX COS INC NEW | COM | 872540109 |  | 432883 | 2818 | SH |  | SOLE |  | 0 | 0 | 2818 |
| TEXAS INSTRS INC | COM | 882508104 |  | 278798 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 21877596 | 99543 | SH |  | SOLE |  | 0 | 0 | 99543 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1520795 | 20159 | SH |  | SOLE |  | 0 | 0 | 20159 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5070270 | 81163 | SH |  | SOLE |  | 0 | 0 | 81163 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 5936705 | 41365 | SH |  | SOLE |  | 0 | 0 | 41365 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 372176 | 7525 | SH |  | SOLE |  | 0 | 0 | 7524 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3298876 | 61363 | SH |  | SOLE |  | 0 | 0 | 61363 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 479332 | 636 | SH |  | SOLE |  | 0 | 0 | 635 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 301312 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 984558 | 1570 | SH |  | SOLE |  | 0 | 0 | 1569 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 290601 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 12625773 | 59615 | SH |  | SOLE |  | 0 | 0 | 59614 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3192325 | 11000 | SH |  | SOLE |  | 0 | 0 | 10999 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 459479 | 942 | SH |  | SOLE |  | 0 | 0 | 941 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1603125 | 8394 | SH |  | SOLE |  | 0 | 0 | 8393 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 663352 | 2572 | SH |  | SOLE |  | 0 | 0 | 2571 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2155854 | 6430 | SH |  | SOLE |  | 0 | 0 | 6430 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 306412 | 7523 | SH |  | SOLE |  | 0 | 0 | 7523 |
| VISA INC | COM CL A | 92826C839 |  | 275658 | 786 | SH |  | SOLE |  | 0 | 0 | 786 |
| WALMART INC | COM | 931142103 |  | 567803 | 5097 | SH |  | SOLE |  | 0 | 0 | 5096 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 288200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| LINDE PLC | SHS | G54950103 |  | 208505 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 267465 | 250 | SH |  | SOLE |  | 0 | 0 | 250 |

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