Flagship Private Wealth, LLC
All 13F Filings
- Location
- Woburn, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 254,391
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
159
(0.1% of total reported value)
· QoQ Δ:
+158
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 155.3 K | 61.1% | 1.81 K | 0 | 1.81 K |
| ETFs | 98.59 K | 38.8% | 3.506 K | 0 | 3.506 K |
| Debt | 0 | 0.0% | 0 | 258 | -258 |
| Other | 321 | 0.1% | 321 | 0 | 321 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
254,391
Holdings
113
QoQ value change ($000)
5,539
(2.2%)
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.