Flagship Private Wealth, LLC - Portfolio Stock Holdings
Flagship Private Wealth, LLC disclosed 120 stock positions in a recent SEC 13F filing. $282,821,187 of stock holdings were filed, with the largest holdings including IVV, SPY, and IOO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $447,232,172 and has 4 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:
120Est. Stock Holding Value:
$282,821,187Top Stock Holdings By Sector
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Portfolio Stock Holdings - Flagship Private Wealth, LLC
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Portfolio Options Holdings - Flagship Private Wealth, LLC
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