13F Filings History of FLP Wealth Management, LLC

Latest 13F report
Q3 2025 - Oct 24, 2025
Value $
$35.5M
Signature - Title
David Welborn - Managing Member
Location
Bentonville, AR
Summary
This page shows a list of all the recent 13F filings made by FLP Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FLP Wealth Management, LLC reported 57 stock holdings with total value $35.5M as of Q3 2025. Top holdings included WMT, SIVR, PHYS, MUB, and IEF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 57 $35.5M +$5.11M -$7.29M -$2.18M WMT, SIVR, PHYS, MUB, IEF Restatement 10/24/2025, 02:41 PM
Q2 2025 58 $35.6M +$8.23M -$5.83M +$2.4M WMT, MUB, SIVR, IEF, PHYS 13F-HR 10/1/2025, 03:21 PM
Q1 2025 51 $31.5M +$5.71M -$13.6M -$7.88M WMT, MUB, SIVR, PHYS, IEI 13F-HR 7/15/2025, 01:43 PM
Q4 2024 470 $39.1M $0 $0 WMT, MUB, SIVR, IEI, XMMO 13F-HR 7/14/2025, 11:47 AM