FLAGSHIP WEALTH ADVISORS, LLC - Portfolio Stock Holdings
FLAGSHIP WEALTH ADVISORS, LLC disclosed 511 stock positions in a recent SEC 13F filing. $438,042,937 of stock holdings were filed, with the largest holdings including QQQ, VUG, and VYM. This filing represented positions held on June 30, 2026, and was filed on July 27, 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:
June 30, 2026No. of Stocks:
511Est. Stock Holding Value:
$438,042,937Top Stock Holdings By Sector
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Portfolio Stock Holdings - FLAGSHIP WEALTH ADVISORS, LLC
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