Universe · entity

Flagship Private Wealth, LLC

Institutional manager (13F) · CIK 1842560
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $222M
#IssuerValueShares
1ISHARES TR$32M48,265
2STATE STR SPDR S&P 500 ETF T$16M24,934
3ISHARES TR$14M112,530
4INVESCO QQQ TR$10M17,319
5ISHARES TR$10M103,595
6ISHARES TR$10M49,568
7ISHARES TR$8M82,433
8ISHARES TR$8M57,130
9ISHARES TR$8M120,480
10INVESCO EXCHANGE TRADED FD T$8M103,051
11VANGUARD WORLD FD$8M10,867
12PIMCO ETF TR$6M60,719
13VANGUARD INDEX FDS$6M17,629
14ISHARES TR$5M50,422
15ISHARES TR$5M49,526
16VANGUARD WORLD FD$5M12,976
17SPDR GOLD TR$5M11,038
18ISHARES TR$4M28,008
19ISHARES TR$4M49,273
20ISHARES TR$4M34,337
21ISHARES TR$3M44,812
22SELECT SECTOR SPDR TR$3M21,641
23INVESCO EXCH TRADED FD TR II$3M11,841
24PIMCO DYNAMIC INCOME FD$3M151,916
25ISHARES U S ETF TR$2M48,990
26VANGUARD INDEX FDS$2M11,394
27PIMCO ETF TR$2M43,628
28SELECT SECTOR SPDR TR$2M46,699
29ISHARES TR$2M23,309
30BLACKROCK ETF TRUST$2M58,444
31SPDR SERIES TRUST$2M26,581
32ISHARES TR$1M11,951
33SPDR SERIES TRUST$1M55,672
34VANGUARD ADMIRAL FDS INC$1M12,250
35ISHARES TR$1M11,274
36SPDR SERIES TRUST$1M16,542
37AST SPACEMOBILE INC$1M15,040
38INVESCO EXCH TRADED FD TR II$1M16,714
39ISHARES TR$1M11,352
40ISHARES TR$1M2,757
41ALPHABET INC$1M3,992
42VANGUARD INDEX FDS$1M2,591
43SPDR SERIES TRUST$1M6,150
44INVESCO EXCHANGE TRADED FD T$1M5,549
45APPLE INC$1M3,949
46SPDR INDEX SHS FDS$991k13,091
47VANGUARD BD INDEX FDS$964k13,092
48ISHARES TR$951k3,833
49ISHARES TR$949k3,953
50SIMPLIFY EXCHANGE TRADED FUN$946k28,099
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.