FLAGSHIP WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q1 2026

FLAGSHIP WEALTH ADVISORS, LLC

$233M in tracked AUM across 350 positions as of Q1 2026.

FW

CIK 0002036117 · last filed Mar 31, 2026

Total AUM

$233M

as of Q1 2026

Holdings

350

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

FLAGSHIP WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

QQQ

Invesco QQQ Trust Total

$20M36K8.5%02

VUG

Vanguard Growth ETF Total

$18M42K7.9%03

VYM

Vanguard High Dividend Yield ETF Total

$14M105K6.0%04

SPY

State Street SPDR S&P 500 ETF Trust Total

$12M20K5.2%05

SCHD

Schwab US Dividend Equity ETF Total

$9M341K3.9%06

VTV

Vanguard Value ETF Total

$9M51K3.8%07

FDVV

Fidelity High Dividend ETF Total

$9M169K3.8%08

XMMO

Invesco S&P MidCap Momentum ETF Total

$6M50K2.8%09

NVDA

NVIDIA Corp Total

$6M36K2.4%10

DGRW

WisdomTree US Quality Dividend Gr ETF Total