Flagship Wealth Advisors LLC Buys Significant Holdings in Q2 2026
Flagship Wealth Advisors, Llc increased its portfolio size by adding new positions during the second quarter of 2026. No significant sales or exits were disclosed.
As reported for Flagship Wealth Advisors LLC, the investment advisor's portfolio saw substantial growth during Q2 2026, with all holdings listed in the "changed_holdings" section showing an increase or replacement. The total portfolio value rose to $438,203,365.
The firm demonstrated a clear focus on expanding its positions through Exchange-Traded Funds (ETFs) during this quarter. Key purchases included significant additions of QQQ ($34.9M), VUG ($28.6M), FDVV ($18.7M), FELC ($12.8M), and EPS ($18.2M). These ETF investments, which form the bulk of Flagship Wealth's holdings, accounted for nearly all the portfolio value at the end of Q2.
Several notable ETFs were highlighted as significant buys: INVESCO QQQ TR (QQQ) valued at $34.9 million, VANGUARD INDEX FDS (VUG) valued at $28.6 million, FIDELITY COVINGTON TRUST (FDVV) valued at $18.7 million, and WISDOMTREE TR (EPS) valued at $18.2 million.
Furthermore, Flagship Wealth Advisors also increased its position in SCHWAB STRATEGIC TR (SCHG), adding shares worth $11.8 million, and VANGUARD WHITEHALL FDS (VYM), adding shares valued at $20.4 million. Other ETFs added during Q2 include INVESCO EXCHANGE TRADED FD T (XMMO) valued at $12.1M, SCHWAB STRATEGIC TR (SCHD) valued at $3.9M, BNY MELLON ETF TRUST (BKIE) valued at $11.7M, ISHARES TR (DGRO) valued at $8.7M, WISDOMTREE TR (DGRW) valued at $8.3M, and VANGUARD MUN BD FDS (VTEB) valued at $4.2M.
It's important to note that all listed holdings in the "changed_holdings" section showed an increase or replacement this quarter for Flagship Wealth Advisors LLC. There were no disclosed sales, exits, or large sell-offs during Q2 2026.