Notify me when Flagship Private Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 110 | $248,850,752 | +$21,034,402 | -$21,886,597 | -$852,195 | IVV, SPY, IOO, SGOV, QQQ | 13F-HR | 03 Nov 2025, 08:27 |
| Q2 2025 | 103 | $235,188,650 | +$21,206,559 | -$12,077,426 | +$9,129,133 | IVV, SGOV, USMV, SPY, IOO | Restatement | 06 Aug 2025, 11:12 |
| Q1 2025 | 100 | $209,987,797 | +$24,246,582 | -$14,782,268 | +$9,464,314 | IVV, USMV, SPY, IOO, SGOV | 13F-HR | 14 Apr 2025, 11:06 |
| Q4 2024 | 100 | $207,632,009 | +$23,739,775 | -$10,776,673 | +$12,963,102 | IVV, SPY, IOO, USMV, QUAL | 13F-HR | 21 Jan 2025, 16:48 |
| Q3 2024 | 101 | $194,162,317 | +$24,698,817 | -$7,852,321 | +$16,846,496 | IVV, SPY, IOO, USMV, QUAL | 13F-HR | 30 Oct 2024, 16:00 |
| Q2 2024 | 90 | $168,937,967 | +$15,327,014 | -$6,201,235 | +$9,125,779 | IVV, SPY, IOO, USMV, SGOV | 13F-HR | 22 Jul 2024, 16:21 |
| Q1 2024 | 89 | $154,984,535 | +$27,331,801 | -$8,471,967 | +$18,859,834 | IVV, SPY, IOO, USMV, VGT | 13F-HR | 30 Apr 2024, 09:47 |
| Q4 2023 | 80 | $129,855,610 | +$6,868,104 | -$2,674,656 | +$4,193,448 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 17 Jan 2024, 10:16 |
| Q3 2023 | 72 | $113,545,064 | +$4,024,985 | -$6,330,938 | -$2,305,953 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 19 Oct 2023, 16:44 |
| Q2 2023 | 74 | $120,779,001 | +$5,220,851 | -$3,078,543 | +$2,142,308 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 20 Jul 2023, 12:31 |
| Q1 2023 | 74 | $111,901,916 | +$2,665,007 | -$4,213,639 | -$1,548,632 | SPY, IVV, IOO, USMV, SPHQ | 13F-HR | 18 Apr 2023, 13:30 |
| Q4 2022 | 72 | $106,983,421 | +$5,931,533 | -$1,874,610 | +$4,056,923 | SPY, IVV, IOO, USMV, SPHQ | 13F-HR | 20 Jan 2023, 13:16 |
| Q3 2022 | 69 | $96,910,000 | +$2,029,417 | -$2,611,861 | -$582,444 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 14 Oct 2022, 14:18 |
| Q2 2022 | 71 | $103,051,000 | +$4,300,986 | -$5,891,974 | -$1,590,988 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 19 Jul 2022, 14:12 |
| Q1 2022 | 74 | $121,954,000 | +$7,063,414 | -$13,822,129 | -$6,758,715 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 21 Apr 2022, 15:53 |
| Q4 2021 | 76 | $136,843,000 | +$7,467,792 | -$5,781,501 | +$1,686,291 | SPY, IVV, USMV, SPHQ, QQQ | 13F-HR | 09 Feb 2022, 14:34 |
| Q3 2021 | 72 | $125,159,000 | +$10,323,995 | -$12,914,736 | -$2,590,741 | SPY, IVV, USMV, QQQ, ITOT | 13F-HR | 20 Oct 2021, 14:28 |
| Q2 2021 | 332 | $131,437,499 | +$7,659,608 | -$2,618,522 | +$5,041,086 | SPY, IVV, USMV, ITOT, QQQ | Restatement | 09 Jul 2021, 13:50 |
| Q1 2021 | 300 | $119,730,413 | +$10,059,990 | -$4,479,674 | +$5,580,316 | IVV, SPY, USMV, ITOT, QQQ | 13F-HR | 09 Apr 2021, 14:23 |
| Q4 2020 | 308 | $107,255,069 | $0 | $0 | $0 | USMV, IVV, SPY, ITOT, QQQ | 13F-HR | 02 Feb 2021, 12:13 |