Flatrock Wealth Partners LLC

Q4 2025 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
12/31/2025
Value ($000)
$222,267,047
Num holdings
166
Date filed
5/26/2026
Form type
13F-HR
Prev filing
Next filing
4/29/2026
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type