FLP Wealth Management, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$31.5B

Holdings

51

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (51 positions)

#StockSharesValue% PortfolioType
1
WMTWALMART INC
40,848$3.6B11.40%
2
MUBISHARES TR
15,004$1.6B5.03%
3
SIVRABRDN SILVER ETF TRUST
48,547$1.6B5.02%
4
PHYS/USPROTT PHYSICAL GOLD TR
59,474$1.4B4.55%
5
IEIISHARES TR
11,238$1.3B4.22%
6
IEFISHARES TR
12,952$1.2B3.93%
7
SPTLSPDR SER TR
44,290$1.2B3.84%
8
QUALISHARES TR
7,020$1.2B3.81%
9
XMMOINVESCO EXCHANGE TRADED FD T
9,955$1.1B3.60%
10
XSMOINVESCO EXCHANGE TRADED FD T
17,422$1.1B3.47%
11
ZROZPIMCO ETF TR
15,147$1.1B3.45%
12
TFLOISHARES TR
14,573$738.3M2.35%
13
EFVISHARES TR
12,403$731.0M2.32%
14
RSPINVESCO EXCHANGE TRADED FD T
4,208$729.0M2.32%
15
IWYISHARES TR
3,376$712.1M2.26%
16
DYNFBLACKROCK ETF TRUST
13,823$674.0M2.14%
17
IVWISHARES TR
6,729$624.6M1.99%
18
EFGISHARES TR
6,233$623.3M1.98%
19
VGSHVANGUARD SCOTTSDALE FDS
8,825$518.0M1.65%
20
IWXISHARES TR
6,045$496.8M1.58%
21
SPLVINVESCO EXCH TRADED FD TR II
6,249$466.9M1.48%
22
IVEISHARES TR
2,253$429.5M1.36%
23
AAPLAPPLE INC
1,823$405.0M1.29%
24
VGITVANGUARD SCOTTSDALE FDS
6,729$399.7M1.27%
25
IUSBISHARES TR
8,427$388.3M1.23%
26
FDLFIRST TR MORNINGSTAR DIVID L
8,775$381.2M1.21%
27
OEFISHARES TR
1,357$367.5M1.17%
28
IVVISHARES TR
633$355.5M1.13%
29
ANGLVANECK ETF TRUST
11,756$339.3M1.08%
30
IEMGISHARES INC
5,889$317.9M1.01%
31
VUGVANGUARD INDEX FDS
853$316.1M1.00%
32
VMBSVANGUARD SCOTTSDALE FDS
6,815$315.6M1.00%
33
USMVISHARES TR
3,346$313.4M1.00%
34
HIMUBLACKROCK ETF TRUST II
6,261$310.1M0.99%
35
MTUMISHARES TR
1,495$302.3M0.96%
36
USIGISHARES TR
5,900$301.4M0.96%
37
LVHILEGG MASON ETF INVT
8,708$281.9M0.90%
38
EMXCISHARES INC
4,963$273.4M0.87%
39
THROBLACKROCK ETF TRUST
8,586$272.1M0.86%
40
SHMSPDR SER TR
5,593$266.2M0.85%
41
GQ9SPDR GOLD TR
875$252.1M0.80%
42
BINCBLACKROCK ETF TRUST II
4,450$233.1M0.74%
43
RKTROCKET COS INC
18,155$219.1M0.70%
44
IWSISHARES TR
1,734$218.4M0.69%
45
CASYCASEYS GEN STORES INC
500$217.0M0.69%
46
IUSGISHARES TR
1,637$208.0M0.66%
47
MBBISHARES TR
2,168$203.4M0.65%
48
XLFISELECT SECTOR SPDR TR
2,484$202.9M0.64%
49
07WAMR COOPER GROUP INC
1,684$201.4M0.64%
50
FGDFIRST TR EXCHANGE TRADED FD
8,294$200.7M0.64%
51
XLUSELECT SECTOR SPDR TR
2,538$200.1M0.64%