account_balance

Investment manager · 13F filer · SEC CIK 2036117

Flagship Wealth Advisors, LLC

Reported value$461Mas of Sep 30, 2026
Positions465 31 new, 50 sold out
Top 10 weight42.5%QQQ alone is 8%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
QQQ Invesco QQQ Tr 7.8% Added +2%
VUG Vanguard Index FDS 6.6% Held
EPS Wisdomtree Tr 4.5% Added +10%
FDVV Fidelity Covington Trust 4.3% Added +6%
VYM Vanguard Whitehall FDS 4.2% Trimmed −2%
SPY SPDR S&P 500 ETF Trust 3.8% Held
FELC Fidelity Covington Trust 3.0% Added +5%
BKIE Bny Mellon ETF Trust 2.8% Added +11%
VTV Vanguard Index FDS 2.8% Held
SCHG Schwab Strategic Tr 2.7% Held
VOO Vanguard Index FDS 2.6% Added +8%
NVDA NVIDIA Corp 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • XOM $1.73M
  • NBBK $760K
  • ONEQ $422K
  • POWR $242K
arrow_upwardAdded
  • VLU +214%
  • SPCX +76%
  • QGRW +64%
  • FVAL +37%
arrow_downwardTrimmed
  • LLY −26%
  • TGRT −11%
  • DGRW −7%
  • SGOV −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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