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Flagship Wealth Advisors - Q1 2026 13F Filings

FL

Flagship Wealth Advisors, LLC

CIK: 0002036117
Address: Massachusetts Wakefield 301 Edgewater Place Suite 400
$232.67 M
Portfolio Value
347
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SCHD Schwab Us Dividend Equity Etf
+$5.2 M
2. FDRR Fidelity Dividend Etf For Rising Rates
+$363,274.76
3. FI Fiserv
+$311,200
4. IEMG Ishares Core Msci Emerging Markets Etf
+$189,455
5. META Meta Platforms
+$166,652.36

Top Sells

Q1 2026
1. NFLX Netflix
−$9.45 M
2. EPS Wisdomtree Us Largecap Fund
−$7.68 M
3. SCHG Schwab Us Large-Cap Growth Etf
−$4.9 M
4. QQQ Invesco Qqq Trust Series I
−$4.63 M
5. VUG Vanguard Growth Etf
−$4.08 M

Asset Allocation

Stocks/ETFs
-32.33%
$232.52 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-47.45%
$147,452 0.06%

Sector Allocation (Stocks)

Flagship Wealth Advisors Q1 2026 Filing Summary

Flagship Wealth Advisors, LLC filed its 13F report for Q1 2026 on June 01, 2026. The portfolio totaled 232.67 M reflecting a -32.34% change from the prior quarter, spanning 347 assets. The top 10 holdings comprised 46.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 24 new positions and 65 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Flagship Wealth Advisors’s Q1 2026 Filing

Flagship Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 06/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Flagship Wealth Advisors reported a managed portfolio value of 232.67 M, consisting of 350 individual positions.

This page displays the raw filing documents. To see which stocks Flagship Wealth Advisors bought or sold during Q1 2026, please visit Flagship Wealth Advisors's Portfolio Analysis page.