account_balance
Investment manager · 13F filer · SEC CIK 1842560
Flagship Private Wealth, LLC
Reported value$285Mas of Sep 30, 2026
Positions111 3 new, 7 sold out
Top 10 weight50.5%IVV alone is 13%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.3%
SPYSPDR S&P 500 ETF Trust
5.6%Trimmed −12%
IOOiShares Tr
5.5%
QUALiShares Tr
4.6%Added +15%
QQQInvesco QQQ Tr
4.2%
MINTPimco ETF Tr
3.8%Added +70%
USMViShares Tr
3.6%
ITOTiShares Tr
3.4%
VGTVanguard World Fd
3.3%Trimmed −5%
SGOViShares Tr
3.2%Added +8%
SPHQInvesco Exchange Traded Fd T
3.1%Added +2%
IJHiShares Tr
3.1%Added +2%
IVViShares Tr
13.3%
SPYSPDR S&P 500 ETF Trust
5.6%
IOOiShares Tr
5.5%
QUALiShares Tr
4.6%+15%
QQQInvesco QQQ Tr
4.2%
MINTPimco ETF Tr
3.8%
USMViShares Tr
3.6%
ITOTiShares Tr
3.4%
VGTVanguard World Fd
3.3%
SGOV3.2%
SPHQ3.1%
IJH3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.3% Held
SPY SPDR S&P 500 ETF Trust 5.6% Trimmed −12%IOO iShares Tr 5.5% Held
QUAL iShares Tr 4.6% Added +15%
QQQ Invesco QQQ Tr 4.2% Held
MINT Pimco ETF Tr 3.8% Added +70%
USMV iShares Tr 3.6% Held
ITOT iShares Tr 3.4% Held
VGT Vanguard World Fd 3.3% Trimmed −5%
SGOV iShares Tr 3.2% Added +8%
SPHQ Invesco Exchange Traded Fd T 3.1% Added +2%
IJH iShares Tr 3.1% Added +2%
What changed
Biggest moves since Jun 30, 2026
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