FLAGSHIP WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Wakefield, MA
CIK
0002036117
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 366 265,261 QQQ, VUG, VYM, SPY 13F-HR 8/7/2025 000203611725000004
Q1 2025 389 237,564 QQQ, VUG, VYM, SPY RESTATEMENT 5/12/2025 000203611725000003
Q4 2024 377 170,164 QQQ, VUG, VYM, SPY 13F-HR 2/10/2025 000203611725000001
Additional filings from Flagship Wealth Advisors, LLC that have since been restated