FLAGSHIP WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Wakefield, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 446,686
- Description
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- Website
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- 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 | 7/27/2026 | 484 | 446,686 | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC |
| Q1 2026 | 6/1/2026 | 350 | 232,667 | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC |
| Q4 2025 | 2/11/2026 | 394 | 343,880 | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC |
| Q3 2025 | 10/30/2025 | 432 | 303,422 | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC |
| Q2 2025 | 8/7/2025 | 366 | 265,262 | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.2 K | 18.4% | 39.53 K | 0 | 39.53 K |
| ETFs | 364.5 K | 81.6% | 174.5 K | 0 | 174.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
446,686
Holdings
484
QoQ value change ($000)
214,019
(92.0%)
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.