ETF Holders

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

TickerFundValueSharesChange
IWYiShares Russell Top 200 Growth ETF$2.3M7,852+996 shares
SCNMSterling Capital National Municipal Bond ETF$2.3M90,630+20,484 shares
SIVRabrdn Physical Silver Shares ETF$2.3M40,215+15,016 shares
JMBSJanus Henderson Mortgage-Backed Securities ETF$2.2M49,779−45,964 shares
IEFiShares 7-10 Year Treasury Bond ETF$1.8M18,828+173 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$1.7M19,533+8,559 shares
SCEPSterling Capital Hedged Equity Premium Income ETF$1.5M61,074+3,229 shares
IWXiShares Russell Top 200 Value ETF$1.5M14,238+2,467 shares
ZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$1.4M21,794+527 shares
MUBiShares National Muni Bond ETF$1.3M12,045+2,529 shares
45 more ETF positions

The full list comes with the Advisors and Institutions package.

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From 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.