Flatrock Wealth Partners LLC: summary

Flatrock Wealth Partners LLC reported 212 positions with a reported value of $291.84M in its 13F for Q3 2026. Compared with Q2 2026: 57 new positions, 18 exited.

Top positions

• APPLE INC COM
• STATE STREET SPDR S&P 500 ETF
• SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
• PIMCO ETF TR
• STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
• SPDR BLOOMBERG 1-3 MONTH T-B
• SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
• SCHWAB INTERNATIONAL EQUITY ETF
• EA SER TR
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF