FLAGSHIP WEALTH ADVISORS, LLC
FLAGSHIP WEALTH ADVISORS, LLC reported 484 positions worth $446.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: QQQ (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $34.9M | 7.82% | 47,420 | — | — | |
| ▸ 2 | VUG | SH | $28.6M | 6.41% | 332,342 | — | — | |
| ▸ 3 | VYM | SH | $20.4M | 4.57% | 129,109 | — | — | |
| ▸ 4 | FDVV | SH | $18.7M | 4.20% | 310,950 | — | — | |
| ▸ 5 | EPS | SH | $18.2M | 4.08% | 233,980 | — | — | |
| ▸ 6 | SPY | SH | $17.5M | 3.91% | 23,394 | — | — | |
| ▸ 7 | VTV | SH | $12.9M | 2.88% | 58,991 | — | — | |
| ▸ 8 | FELC | SH | $12.8M | 2.87% | 305,681 | — | — | |
| ▸ 9 | XMMO | SH | $12.1M | 2.72% | 71,307 | — | — | |
| ▸ 10 | SCHG | SH | $11.8M | 2.65% | 349,514 | — | — |
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Frequently Asked Questions
What stocks does FLAGSHIP WEALTH ADVISORS, LLC hold as of Q2 2026?
FLAGSHIP WEALTH ADVISORS, LLC reported 484 positions worth $446.7M in its Q2 2026 13F filing. Largest positions: QQQ (7.8%), VUG (6.4%), VYM (4.6%), FDVV (4.2%) and EPS (4.1%).
What did FLAGSHIP WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FLAGSHIP WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.