Flagship Private Wealth, LLC - Portfolio overview

Flagship Private Wealth, LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.45%
2. SPY - STATE STR SPDR S&P 500 ETF T, 6.40%
3. IOO - ISHARES TR, 5.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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