Flagship Private Wealth, LLC
All 13F Filings
- Location
- Woburn, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 282,897
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 116 | 282,897 | 13F-HR | Flagship Private Wealth, LLC |
| Q1 2026 | 4/24/2026 | 108 | 246,361 | 13F-HR | Flagship Private Wealth, LLC |
| Q4 2025 | 2/4/2026 | 113 | 254,391 | 13F-HR | Flagship Private Wealth, LLC |
| Q3 2025 | 11/3/2025 | 111 | 248,852 | 13F-HR | Flagship Private Wealth, LLC |
| Q2 2025 | 8/6/2025 | 103 | 235,189 | 13F-HR/A - RESTATEMENT | Flagship Private Wealth, LLC |
| Q2 2025 | 7/21/2025 | 87 | 194,569 | 13F-HR | Flagship Private Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
77
(0.0% of total reported value)
· QoQ Δ:
+28
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.25 K | 4.7% | 1.19 K | 0 | 1.19 K |
| ETFs | 269.6 K | 95.3% | 35.32 K | 0 | 35.32 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
282,897
Holdings
116
QoQ value change ($000)
36,536
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.