Flatrock Wealth Partners LLC Q1 2026 Filing

Filed May 26, 2026

Portfolio Value

$112.8B

Holdings

166

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
FNDFSCHWAB STRATEGIC TR
$13.2B
LONZPIMCO ETF TR
$11.0B
CTRECARETRUST REIT INC
$10.2B
SPIBSPDR SERIES TRUST
$9.1B
BILSPDR SERIES TRUST
$8.9B
SCHFSCHWAB STRATEGIC TR
$7.3B
FNDXSCHWAB STRATEGIC TR
$6.6B
AAEQEA SERIES TRUST
$4.7B
SCHBSCHWAB STRATEGIC TR
$3.4B
SCHHSCHWAB STRATEGIC TR
$3.2B
SCHDSCHWAB STRATEGIC TR
$3.2B
USMVISHARES TR
$2.5B
SCHPSCHWAB STRATEGIC TR
$2.2B
VTIPVANGUARD MALVERN FDS
$1.9B
VGLTVANGUARD SCOTTSDALE FDS
$1.8B
FNDASCHWAB STRATEGIC TR
$1.7B
AAUSEA SERIES TRUST
$1.6B
EFAISHARES TR
$994.5M
SMFGSUMITOMO MITSUI FINL GROUP I
$793.8M
BSVVANGUARD BD INDEX FDS
$772.7M
PXFINVESCO EXCH TRADED FD TR II
$665.0M
EENI S P A
$622.2M
SCHASCHWAB STRATEGIC TR
$610.3M
CARTMAPLEBEAR INC
$601.0M
BMYBRISTOL-MYERS SQUIBB CO
$584.3M
TLTISHARES TR
$567.3M
BACBANK AMERICA CORP
$493.0M
PCGPG&E CORP
$480.0M
EIXEDISON INTL
$467.7M
BILSSPDR SERIES TRUST
$459.0M
INTCINTEL CORP
$447.2M
CSCOCISCO SYS INC
$423.4M
AQLTISHARES TR
$411.5M
KKRKKR & CO INC
$409.8M
IBITISHARES BITCOIN TRUST ETF
$401.5M
FTITECHNIPFMC PLC
$393.3M
PRFZINVESCO EXCHANGE TRADED FD T
$382.1M
HBC2HSBC HLDGS PLC
$375.2M
SHELSHELL PLC
$365.0M
GMGENERAL MTRS CO
$356.9M
VEUVANGUARD INTL EQUITY INDEX F
$340.7M
TDTORONTO DOMINION BK ONT
$332.8M
PLPLANET LABS PBC
$312.0M
NFLXNETFLIX INC
$303.4M
PDXPIMCO DYNAMIC INCOME STRATEG
$301.3M
GLDMWORLD GOLD TR
$290.8M
BBARRICK MNG CORP
$289.4M
PDIPIMCO DYNAMIC INCOME FD
$280.5M
FCXFREEPORT-MCMORAN INC
$274.9M
EX9EXELIXIS INC
$269.7M
USBUS BANCORP DEL
$268.2M
KOCOCA COLA CO
$259.5M
CNCCENTENE CORP DEL
$259.0M
ETHAISHARES ETHEREUM TR
$250.7M
NVONOVO-NORDISK A S
$244.6M
TSNTYSON FOODS INC
$243.8M
UPSUNITED PARCEL SERVICE INC
$242.0M
PFEPFIZER INC
$241.2M
KCCAKRANESHARES TRUST
$237.9M
DALDELTA AIR LINES INC DEL
$235.4M
TTETOTALENERGIES SE
$235.1M
BWABORGWARNER INC
$233.8M
AQLTISHARES TR
$229.2M
BACVERIZON COMMUNICATIONS INC
$227.6M
CVSCVS HEALTH CORP
$224.4M
CGCARLYLE GROUP INC
$220.1M
BHPBHP GROUP LTD
$205.0M
FTNTFORTINET INC
$204.7M
MUFGMITSUBISHI UFJ FINL GROUP IN
$188.1M
SANBANCO SANTANDER SA
$181.7M
MFGMIZUHO FINANCIAL GROUP INC
$134.1M
LYGLLOYDS BANKING GROUP PLC
$123.1M
ITUBITAU UNIBANCO HLDG S A
$114.9M
TSITCW STRATEGIC INCOME FD INC
$48.1M
IMDXINSIGHT MOLECULAR DIA INC
$42.8M
COTYCOTY INC
$24.4M
AAPLAPPLE INC
$14.8M
SPYSPDR S&P 500 ETF TR
$14.1M
BOXXEA SERIES TRUST
$7.4M
VDEVANGUARD WORLD FD
$6.2M
NVDANVIDIA CORPORATION
$4.3M
MINTPIMCO ETF TR
$3.9M
VTIVANGUARD INDEX FDS
$3.4M
MSFTMICROSOFT CORP
$3.2M
IVVISHARES TR
$3.1M
AMZNAMAZON COM INC
$2.4M
GOOGLALPHABET INC
$2.4M
MUBISHARES TR
$2.0M
CIENCIENA CORP
$1.9M
VOOVANGUARD INDEX FDS
$1.9M
WMTWALMART INC
$1.9M
GOOGALPHABET INC
$1.8M
MGKVANGUARD WORLD FD
$1.5M
MUMICRON TECHNOLOGY INC
$1.5M
VTVANGUARD INTL EQUITY INDEX F
$1.5M
TSLATESLA INC
$1.3M
METAMETA PLATFORMS INC
$1.3M
AVGOBROADCOM INC
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
ESLTELBIT SYS LTD
$1.1M
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