Flatrock Wealth Partners LLC

Q1 2026 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2026
Value ($000)
$222,267,047
Num holdings
166
Date filed
4/29/2026
Form type
13F-HR
Prev filing
5/26/2026
Next filing
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type