FLP Wealth Management, LLC ETF holdings
Bentonville, AR
Reported $43.2M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$43.2M
ETFs held
55
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
76.9%
of $56.2M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $2.3M | 7,852 | +996 shares |
| SCNM | Sterling Capital National Municipal Bond ETF | $2.3M | 90,630 | +20,484 shares |
| SIVR | abrdn Physical Silver Shares ETF | $2.3M | 40,215 | +15,016 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $2.2M | 49,779 | −45,964 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $1.8M | 18,828 | +173 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $1.7M | 19,533 | +8,559 shares |
| SCEP | Sterling Capital Hedged Equity Premium Income ETF | $1.5M | 61,074 | +3,229 shares |
| IWX | iShares Russell Top 200 Value ETF | $1.5M | 14,238 | +2,467 shares |
| ZROZ | PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund | $1.4M | 21,794 | +527 shares |
| MUB | iShares National Muni Bond ETF | $1.3M | 12,045 | +2,529 shares |
45 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002052024. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does FLP Wealth Management, LLC own?
FLP Wealth Management, LLC reported 55 ETF positions worth $43.2M in its Form 13F for June 30, 2026. The largest was IWY, at $2.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.