FLAGSHIP WEALTH ADVISORS, LLC: 13F holdings
CIK 20361172026Q2
| Positions | 484 |
|---|---|
| Reported value | $446.7m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 47,420 | $34.9m | 7.8% |
| VUG VANGUARD INDEX FDS | 332,342 | $28.6m | 6.4% |
| VYM VANGUARD WHITEHALL FDS | 129,109 | $20.4m | 4.6% |
| FDVV FIDELITY COVINGTON TRUST | 310,950 | $18.7m | 4.2% |
| EPS WISDOMTREE TR | 233,980 | $18.2m | 4.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,394 | $17.5m | 3.9% |
| VTV VANGUARD INDEX FDS | 58,991 | $12.9m | 2.9% |
| FIDELITY COVINGTON TRUST | 305,681 | $12.8m | 2.9% |
| XMMO INVESCO EXCHANGE TRADED FD T | 71,307 | $12.1m | 2.7% |
| SCHG SCHWAB STRATEGIC TR | 349,514 | $11.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2036117")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.