FLAGSHIP WEALTH ADVISORS, LLC - Portfolio Stock Holdings
FLAGSHIP WEALTH ADVISORS, LLC disclosed 408 stock positions in a recent SEC 13F filing. $227,837,373 of stock holdings were filed, with the largest holdings including QQQ, VYM, and SPY. This filing represented positions held on March 31, 2026, and was filed on June 1, 2026.We estimate the fund has a total AUM of $748,622,409 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
408Est. Stock Holding Value:
$227,837,373Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - FLAGSHIP WEALTH ADVISORS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...