13F Insight
DOSSIER · 13F-HR · Q2 2026

Flagship Private Wealth, LLC

$283M in tracked AUM across 116 positions as of Q2 2026.

FP
CIK 0001842560 · last filed Jun 30, 2026
Total AUM
$283M
as of Q2 2026
Holdings
116
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Flagship Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$37M49K12.9%02
SPY
STATE STR SPDR S&P 500 ETF T
$18M24K6.3%03
IOO
ISHARES TR
$15M109K5.3%04
QQQ
INVESCO QQQ TR
$12M17K4.3%05
QUAL
ISHARES TR
$11M51K4.0%06
USMV
ISHARES TR
$10M104K3.5%07
ITOT
ISHARES TR
$10M59K3.4%08
VGT
VANGUARD WORLD FD
$10M80K3.4%09
IJH
ISHARES TR
$9M121K3.3%10
SPHQ
INVESCO EXCHANGE TRADED FD T
$9M104K3.3%

Filing history

2026Q2Jun 30
$283M▲ 14.8%
116 positionsView →2026Q1Mar 31
$246M▼ 3.2%
108 positionsView →2025Q4Dec 31
$254M▲ 2.2%
113 positionsView →2025Q3Sep 30
$249M▲ 5.8%
111 positionsView →2025Q2Jun 30
$235M▲ 12.0%
103 positionsLocked2025Q1Mar 31
$210M▲ 1.1%
101 positionsLocked2024Q4Dec 31
$208M▲ 6.9%
100 positionsLocked2024Q3Sep 30
$194M▲ 14.9%
102 positionsLocked2024Q2Jun 30
$169M▲ 9.0%
91 positionsLocked2024Q1Mar 31
$155M▲ 19.4%
90 positionsLocked2023Q4Dec 31
$130M▲ 14.4%
81 positionsLocked2023Q3Sep 30
$114M▼ 6.0%
72 positionsLocked
Showing 12 of 22