FLAGSHIP WEALTH ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2036117
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13F Reported Value
ⓘ$446.7M
Holdings
484
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FLAGSHIP WEALTH ADVISORS, LLC disclosed 484 positions worth $446.7M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 7.8% of the equity portfolio. During the quarter the fund opened 163 new positions and exited 34 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (67.1% of disclosed assets). All figures are sourced directly from FLAGSHIP WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2036117.
AI Fund Analysis
Diversifying
$QQQ7.8% weight
Held 7 quarters
VANGUARD INDEX FDS - Excha
6.4% weight
Held 7 quarters
VANGUARD WHITEHALL FDS - E
4.6% weight
Held 7 quarters
FIDELITY COVINGTON TRUST -
4.2% weight
Held 7 quarters
$WT4.1% weight
Held 6 quarters
$FCX3 quarters accumulating
FIDELITY COVINGTON TRUST -
2 quarters accumulating
$META2 quarters accumulating
$PLTR2 quarters accumulating
VANGUARD WORLD FD - Exchan
2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$34.9M47,420 sh VANGUARD INDEX FDS - Exchange Traded Fund
—Quality
$28.6M332,342 shVANGUARD WHITEHALL FDS - Exchange Traded Fund
—Quality
$20.4M129,109 shFIDELITY COVINGTON TRUST - Exchange Traded Fund
—Quality
$18.7M310,950 sh- 59.9
Quality
$18.2M233,980 sh - —
Quality
$17.5M23,394 sh VANGUARD INDEX FDS - Exchange Traded Fund
—Quality
$12.9M58,991 shFIDELITY COVINGTON TRUST - Exchange Traded Fund
—Quality
$12.8M305,681 sh- —
Quality
$12.1M71,307 sh SCHWAB STRATEGIC TR - Exchange Traded Fund
—Quality
$11.8M349,514 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $34.9M | 47,420 |
| VANGUARD INDEX FDS - Exchange Traded Fund | — | $28.6M | 332,342 |
| VANGUARD WHITEHALL FDS - Exchange Traded Fund | — | $20.4M | 129,109 |
| FIDELITY COVINGTON TRUST - Exchange Traded Fund | — | $18.7M | 310,950 |
| WisdomTree, Inc.$WT | 59.9 | $18.2M | 233,980 |
 SPDR S&P 500 ETF TRUST$SPY | — | $17.5M | 23,394 |
| VANGUARD INDEX FDS - Exchange Traded Fund | — | $12.9M | 58,991 |
| FIDELITY COVINGTON TRUST - Exchange Traded Fund | — | $12.8M | 305,681 |
 Invesco Ltd.$IVZ | — | $12.1M | 71,307 |
| SCHWAB STRATEGIC TR - Exchange Traded Fund | — | $11.8M | 349,514 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FLAGSHIP WEALTH ADVISORS, LLC's 484 positions.
Showing top 10 of 484 holdings.
Sector Allocation
Other
$299.6M
Financials
$76.5M
Technology
$37.0M
Industrials
$12.1M
Healthcare
$5.6M
Consumer Discretionary
$5.3M
Energy
$2.6M
Consumer Staples
$2.4M
Top Holdings — FLAGSHIP WEALTH ADVISORS, LLC (Q2 2026)
Top 150 of 484 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $34.9M | 7.8% | +33% | — |
| 2 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $28.6M | 6.4% | +690% | — |
| 3 | — | VANGUARD WHITEHALL FDS - Exchange Traded Fund | $20.4M | 4.6% | +23% | — |
| 4 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $18.7M | 4.2% | +84% | — |
| 5 | $WT | WisdomTree, Inc. | $18.2M | 4.1% | +204% | 59.9 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $17.5M | 3.9% | +18% | — |
| 7 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $12.9M | 2.9% | +16% | — |
| 8 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $12.8M | 2.9% | +139% | — |
| 9 | $IVZ | Invesco Ltd. | $12.1M | 2.7% | +43% | — |
| 10 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $11.8M | 2.6% | +201% | — |
| 11 | — | BNY MELLON ETF TRUST - Exchange Traded Fund | $11.7M | 2.6% | +173% | — |
| 12 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $10.9M | 2.4% | +138% | — |
| 13 |  $NVDA | NVIDIA CORP | $10.1M | 2.3% | +41% | 85.9 |
| 14 | — | ISHARES TR - Exchange Traded Fund | $8.7M | 1.9% | +43% | — |
| 15 | $IVZ | Invesco Ltd. | $8.3M | 1.9% | +176% | — |
| 16 | $WT | WisdomTree, Inc. | $8.3M | 1.9% | +34% | 59.9 |
| 17 | — | VANGUARD WORLD FD - Exchange Traded Fund | $7.7M | 1.7% | +42% | — |
| 18 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $7.5M | 1.7% | +38% | — |
| 19 | — | ISHARES TR - Exchange Traded Fund | $7.3M | 1.6% | +55% | — |
| 20 |  $AAPL | Apple Inc. | $7.3M | 1.6% | +99% | 76.4 |
| 21 | — | VANGUARD ADMIRAL FDS INC - Exchange Traded Fund | $6.8M | 1.5% | +87% | — |
| 22 |  $TSLA | Tesla, Inc. | $6.8M | 1.5% | +458% | 53.9 |
| 23 |  $GLD | SPDR GOLD TRUST | $5.4M | 1.2% | +11% | — |
| 24 | — | VANGUARD ADMIRAL FDS INC - Exchange Traded Fund | $5.4M | 1.2% | +555% | — |
| 25 | — | T ROWE PRICE EXCHANGE-TRADED - Exchange Traded Fund | $5.2M | 1.2% | +26% | — |
| 26 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $5.2M | 1.2% | NEW | — |
| 27 | $WT | WisdomTree, Inc. | $5.0M | 1.1% | +257% | 59.9 |
| 28 | — | VANECK ETF TRUST - Exchange Traded Fund | $4.7M | 1.1% | +85% | — |
| 29 | — | VANGUARD MUN BD FDS - Exchange Traded Fund | $4.2M | 0.9% | NEW | — |
| 30 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $3.9M | 0.9% | -64% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS - Exchange Traded Fund | $3.9M | 0.9% | +1108% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.7M | 0.8% | +62% | 73.8 |
| 33 | — | ISHARES TR - Exchange Traded Fund | $3.6M | 0.8% | +24% | — |
| 34 | — | ISHARES TR - Exchange Traded Fund | $3.5M | 0.8% | NEW | — |
| 35 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $3.0M | 0.7% | +1% | — |
| 36 | — | ISHARES TR - Exchange Traded Fund | $2.8M | 0.6% | +33% | — |
| 37 | — | VANGUARD WORLD FD - Exchange Traded Fund | $2.4M | 0.5% | +83% | — |
| 38 | $WT | WisdomTree, Inc. | $2.3M | 0.5% | NEW | 59.9 |
| 39 |  $MSFT | MICROSOFT CORP | $2.1M | 0.5% | +80% | 79.8 |
| 40 | — | VANGUARD WORLD FD - Exchange Traded Fund | $2.1M | 0.5% | +1674% | — |
| 41 |  $AMZN | AMAZON COM INC | $2.1M | 0.5% | +84% | 68.7 |
| 42 |  $GOOGL | Alphabet Inc. | $2.0M | 0.4% | +16% | 78.2 |
| 43 |  $GOOG | Alphabet Inc. | $1.9M | 0.4% | +52% | 78.2 |
| 44 | — | VANGUARD SCOTTSDALE FDS - Exchange Traded Fund | $1.8M | 0.4% | -56% | — |
| 45 |  $LLY | ELI LILLY & Co | $1.8M | 0.4% | +18% | 87.5 |
| 46 | — | VANGUARD SCOTTSDALE FDS - Exchange Traded Fund | $1.7M | 0.4% | +16% | — |
| 47 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $1.6M | 0.4% | +28% | — |
| 48 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | +1204% | — |
| 49 | — | ISHARES TR - Exchange Traded Fund | $1.5M | 0.3% | +12% | — |
| 50 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.3% | +22% | 70.7 |
| 51 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $1.4M | 0.3% | +26% | — |
| 52 |  $ABBV | AbbVie Inc. | $1.3M | 0.3% | +77% | 72.6 |
| 53 | $META | Meta Platforms, Inc. | $1.3M | 0.3% | +109% | 79.6 |
| 54 |  $CVX | CHEVRON CORP | $1.2M | 0.3% | +25% | 62.8 |
| 55 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | NEW | — |
| 56 | — | ISHARES TR - Exchange Traded Fund | $1.1M | 0.3% | -1% | — |
| 57 | — | VANECK ETF TRUST - Exchange Traded Fund | $1.1M | 0.3% | +521% | — |
| 58 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.3% | NEW | 72.3 |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.3% | +103% | 67.6 |
| 60 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.2% | +162% | 67.7 |
| 61 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $1.1M | 0.2% | NEW | — |
| 62 | — | VANGUARD SPECIALIZED FUNDS - Exchange Traded Fund | $1.1M | 0.2% | +4% | — |
| 63 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $1.1M | 0.2% | -29% | — |
| 64 |  $MA | Mastercard Inc | $1.0M | 0.2% | +237% | 85.1 |
| 65 | — | SELECT SECTOR SPDR TR - Exchange Traded Fund | $1.0M | 0.2% | +175% | — |
| 66 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $978,344 | 0.2% | NEW | — |
| 67 | — | PIMCO ETF TR - Exchange Traded Fund | $976,320 | 0.2% | NEW | — |
| 68 |  $INTC | INTEL CORP | $866,053 | 0.2% | +6102% | 45.6 |
| 69 |  $PWR | QUANTA SERVICES, INC. | $812,925 | 0.2% | +7% | 72.1 |
| 70 | $IVZ | Invesco Ltd. | $802,431 | 0.2% | +0% | — |
| 71 |  $RTX | RTX Corp | $793,071 | 0.2% | +302% | 73.2 |
| 72 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $788,696 | 0.2% | NEW | — |
| 73 |  $NFLX | NETFLIX INC | $787,756 | 0.2% | +1572% | 78.8 |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $776,598 | 0.2% | +15% | 70 |
| 75 |  $BAH | Booz Allen Hamilton Holding Corp | $683,822 | 0.1% | +0% | 58 |
| 76 |  $OKE | ONEOK INC /NEW/ | $665,753 | 0.1% | +9% | 71.7 |
| 77 |  $TJX | TJX COMPANIES INC /DE/ | $663,570 | 0.1% | +49% | 68.7 |
| 78 | $PLTR | Palantir Technologies Inc. | $647,518 | 0.1% | NEW | 84.6 |
| 79 |  $GE | GENERAL ELECTRIC CO | $645,058 | 0.1% | +28% | 73.8 |
| 80 | — | ISHARES TR - Exchange Traded Fund | $644,605 | 0.1% | +191% | — |
| 81 | — | VANGUARD WORLD FD - Exchange Traded Fund | $637,297 | 0.1% | -19% | — |
| 82 | — | ISHARES TR - Exchange Traded Fund | $619,125 | 0.1% | +0% | — |
| 83 | — | PUTNAM ETF TRUST - Exchange Traded Fund | $613,489 | 0.1% | NEW | — |
| 84 | — | VANGUARD WORLD FD - Exchange Traded Fund | $606,579 | 0.1% | NEW | — |
| 85 |  $STT | STATE STREET CORP | $605,346 | 0.1% | +1150% | 71.5 |
| 86 |  $GEV | GE Vernova Inc. | $596,829 | 0.1% | +55% | 81.1 |
| 87 |  $MU | MICRON TECHNOLOGY INC | $594,459 | 0.1% | NEW | 86.2 |
| 88 |  $V | VISA INC. | $583,253 | 0.1% | NEW | 82.9 |
| 89 |  $CSX | CSX CORP | $564,656 | 0.1% | +0% | 65.2 |
| 90 | — | VANGUARD WELLINGTON FD - Exchange Traded Fund | $561,398 | 0.1% | +0% | — |
| 91 | — | ISHARES INC - Exchange Traded Fund | $558,824 | 0.1% | NEW | — |
| 92 |  $PG | PROCTER & GAMBLE Co | $549,900 | 0.1% | +0% | 64.6 |
| 93 |  $JNJ | JOHNSON & JOHNSON | $542,988 | 0.1% | +9% | 69 |
| 94 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $508,920 | 0.1% | NEW | — |
| 95 |  $KLAC | KLA CORP | $500,839 | 0.1% | +900% | 78.6 |
| 96 |  $MRVL | Marvell Technology, Inc. | $486,454 | 0.1% | NEW | 76.5 |
| 97 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $480,098 | 0.1% | +86% | — |
| 98 |  $NSC | NORFOLK SOUTHERN CORP | $471,885 | 0.1% | +43% | 63.2 |
| 99 | — | ISHARES TR - Exchange Traded Fund | $460,792 | 0.1% | +407% | — |
| 100 |  $NEE | NEXTERA ENERGY INC | $458,072 | 0.1% | +3% | 64.6 |
| 101 |  $COST | COSTCO WHOLESALE CORP /NEW | $444,348 | 0.1% | +34% | 66.2 |
| 102 |  $WMT | Walmart Inc. | $439,562 | 0.1% | +107% | 60.2 |
| 103 | — | CAPITAL GROUP CONSERVATIVE E - Exchange Traded Fund | $437,011 | 0.1% | NEW | — |
| 104 |  $PEP | PEPSICO INC | $436,800 | 0.1% | +3% | 63.4 |
| 105 |  $EMR | EMERSON ELECTRIC CO | $434,890 | 0.1% | +18% | 65.3 |
| 106 |  $WM | WASTE MANAGEMENT INC | $433,480 | 0.1% | +9% | 67.6 |
| 107 |  $PANW | Palo Alto Networks Inc | $428,662 | 0.1% | +838% | 65.5 |
| 108 | — | ISHARES TR - Exchange Traded Fund | $425,137 | 0.1% | +13% | — |
| 109 |  $BMY | BRISTOL MYERS SQUIBB CO | $422,397 | 0.1% | +11% | 70.4 |
| 110 |  $BX | Blackstone Inc. | $405,491 | 0.1% | +126% | 74.4 |
| 111 |  $MSI | Motorola Solutions, Inc. | $382,482 | 0.1% | +0% | 71.8 |
| 112 |  $TRV | TRAVELERS COMPANIES, INC. | $380,958 | 0.1% | +1% | 75.9 |
| 113 |  $PFE | PFIZER INC | $366,155 | 0.1% | -4% | 62 |
| 114 |  $ADI | ANALOG DEVICES INC | $364,205 | 0.1% | NEW | 79.2 |
| 115 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $358,769 | 0.1% | NEW | — |
| 116 |  $AXP | AMERICAN EXPRESS CO | $329,794 | 0.1% | +91% | 69.4 |
| 117 |  $PFGC | Performance Food Group Co | $329,780 | 0.1% | -2% | 55.7 |
| 118 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $328,892 | 0.1% | +0% | 65.1 |
| 119 |  $ALL | ALLSTATE CORP | $325,978 | 0.1% | -8% | 78.5 |
| 120 | — | CAPITAL GRP FIXED INCM ETF T - Exchange Traded Fund | $315,283 | 0.1% | NEW | — |
| 121 |  $ADP | AUTOMATIC DATA PROCESSING INC | $313,846 | 0.1% | +14% | 69.8 |
| 122 | — | T ROWE PRICE EXCHANGE-TRADED - Exchange Traded Fund | $302,894 | 0.1% | NEW | — |
| 123 | — | SPDR SERIES TRUST - Exchange Traded Fund | $295,853 | 0.1% | NEW | — |
| 124 |  $KO | COCA COLA CO | $290,296 | 0.1% | +5% | 69.5 |
| 125 | — | ISHARES TR - Exchange Traded Fund | $290,064 | 0.1% | NEW | — |
| 126 |  $IAU | ISHARES GOLD TRUST | $288,750 | 0.1% | +29% | — |
| 127 |  $HD | HOME DEPOT, INC. | $286,550 | 0.1% | +61% | 60.3 |
| 128 | — | ISHARES TR - Exchange Traded Fund | $279,402 | 0.1% | -36% | — |
| 129 |  $GWW | W.W. GRAINGER, INC. | $272,080 | 0.1% | +0% | 61.8 |
| 130 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $268,566 | 0.1% | NEW | — |
| 131 |  $AMD | ADVANCED MICRO DEVICES INC | $260,248 | 0.1% | +460% | 79.8 |
| 132 | — | CAPITAL GROUP INTERNATIONAL - Exchange Traded Fund | $259,388 | 0.1% | NEW | — |
| 133 |  $MTB | M&T BANK CORP | $254,433 | 0.1% | NEW | 58.6 |
| 134 |  $BA | BOEING CO | $254,136 | 0.1% | +74% | 61.6 |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $252,548 | 0.1% | +20% | 61.8 |
| 136 |  $ED | CONSOLIDATED EDISON INC | $243,386 | 0.1% | +0% | 67.3 |
| 137 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $238,574 | 0.1% | +131% | 64.4 |
| 138 |  $COF | CAPITAL ONE FINANCIAL CORP | $237,333 | 0.1% | +23% | 62.4 |
| 139 | — | ARK ETF TR - Exchange Traded Fund | $231,385 | 0.1% | NEW | — |
| 140 | — | SELECT SECTOR SPDR TR - Exchange Traded Fund | $229,874 | 0.1% | +100% | — |
| 141 |  $LMT | LOCKHEED MARTIN CORP | $226,200 | 0.1% | -16% | 65.6 |
| 142 |  $PM | Philip Morris International Inc. | $224,962 | 0.1% | +4% | 75.9 |
| 143 |  $DIS | Walt Disney Co | $221,471 | 0.1% | +294% | 60.1 |
| 144 |  $T | AT&T INC. | $220,745 | 0.1% | -4% | 65.7 |
| 145 |  $SHW | SHERWIN WILLIAMS CO | $215,200 | 0.1% | +0% | 61.3 |
| 146 |  $CSCO | CISCO SYSTEMS, INC. | $213,660 | 0.1% | +0% | 70.3 |
| 147 |  $MRK | Merck & Co., Inc. | $213,567 | 0.1% | +138% | 59.9 |
| 148 | — | SELECT SECTOR SPDR TR - Exchange Traded Fund | $212,980 | 0.1% | +249% | — |
| 149 |  $MMM | 3M CO | $205,462 | 0.1% | +4% | 64.9 |
| 150 | — | PACER FDS TR - Exchange Traded Fund | $202,150 | 0.1% | +0% | — |
New Positions (163)
FIDELITY COVINGTON TRUST - Exchange Traded Fund$5.2M
VANGUARD MUN BD FDS - Exchange Traded Fund$4.2M
ISHARES TR - Exchange Traded Fund$3.5M
$AMAT APPLIED MATERIALS INC /DE$1.1M SCHWAB STRATEGIC TR - Exchange Traded Fund$1.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$978,344 PIMCO ETF TR - Exchange Traded Fund$976,320
FIDELITY COVINGTON TRUST - Exchange Traded Fund$788,696
$PLTR Palantir Technologies Inc.$647,518 PUTNAM ETF TRUST - Exchange Traded Fund$613,489
VANGUARD WORLD FD - Exchange Traded Fund$606,579
$MU MICRON TECHNOLOGY INC$594,459$V VISA INC.$583,253 ISHARES INC - Exchange Traded Fund$558,824
SCHWAB STRATEGIC TR - Exchange Traded Fund$508,920
Exited Positions (34)
$XOM.R34088 EXXON MOBIL CORP
$FISV FISERV INC iShares Core MSCI Emerging Markets ETF Total - Exchange Traded Fund
$ROP ROPER TECHNOLOGIES INC
$NXP NUVEEN SELECT TAX FREE INCOME PORTFOLIO BLACKROCK LARGE CAP GROWTH Total - Common Stock
Columbia India Consumer ETF Total - Exchange Traded Fund
$STZ CONSTELLATION BRANDS, INC. Nestle SA ADR Total - Common Stock
$PHYS Sprott Physical Gold Trust Kellanova Total - Common Stock
PGIM Ultra Short Bond ETF Total - Exchange Traded Fund
iShares Broad USD High Yield Corporate Bond ETF Total - Exchange Traded Fund
$UNH UNITEDHEALTH GROUP INC
$PSLV Sprott Physical Silver TrustBrowse Top Institutional Investors
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