Flagstar Advisors Inc Portfolio Shifts in Q2 2026: Focus on Bonds, ETFs

As of June 30, 2026, Flagstar Advisors Inc maintained a substantial portfolio valued at approximately $319.7 million. The firm held 169 distinct positions during this quarter, reflecting activity across multiple asset classes and sectors.

The investor's focus appears heavily weighted towards Exchange-Traded Funds (ETFs), particularly those tracking broad market indices like VOO and the highly concentrated position in AGG. These holdings, along with others such as IWF, VEA, and TLT, demonstrate a preference for established, diversified funds.

Several holdings show significant increases during the quarter:

• AGG: Flagstar Advisors Inc increased their position in this fund by a massive 124.19%, adding over 41,500 shares.
• IWF: The investment in the iShares Core MSCI World Small Cap ETF grew by a substantial 301.9%, representing one of the largest quarterly additions to their portfolio.
• VEA: This Vanguard fund saw an increase of nearly 68% in its position, adding over 15,000 shares.
• VO: The investment in the Vanguard Small Cap ETF increased by a significant 298.12%, adding nearly 16,400 shares.
• TLT (ISHARES TR (TLT)): The position in the iShares 20+ Year Treasury Bond ETF increased by exactly 100%, adding another 17,258 shares.
• USIG: The position in the iShares Core S&P Small Cap US Quality ETF increased by a considerable 200.68%, adding over 15,000 shares.
• FPE: This fund saw an increase of just under 5.26% in its position during the quarter.
• BLV (VANGUARD BD INDEX FDS): The investment increased by approximately -10.21%, meaning shares were reduced, but this is not a large buy.
• IDVO: This fund experienced an increase of exactly 100% during the quarter.
• XLRE (SELECT SECTOR SPDR TR): The position increased by a notable percentage, adding shares worth about $615k in value according to price appreciation.

In contrast, the investor also made adjustments or reductions elsewhere:

• VIG: The Vanguard Dividend Appreciation ETF saw a slight reduction in its position.
• DGRO (ISHARES TR (DGRO)): Shares were reduced by approximately -4.15%, meaning the position was decreased, but this is not a large sell.
• IVW: The iShares Core MSCI World Small Cap ETF saw an increase in shares according to price appreciation.
• IJR (ISHARES TR (IJR)): Shares were reduced by approximately -4.15%, meaning the position was decreased, but this is not a large sell.
• VOO: The Vanguard Admiral Fund saw an increase in shares according to price appreciation.

While the data shows substantial buying activity, particularly in bond funds and small-cap focused ETFs like IWF, no large sell activities were explicitly detailed beyond the exit from IYR.