13F Filings History of FLAGSHIP WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$343,879,777
Signature - Title
Paul V. Ryan Jr. - Member and Chief Compliance Officer
Location
Wakefield, MA
Summary
This page shows a list of all the recent 13F filings made by FLAGSHIP WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FLAGSHIP WEALTH ADVISORS, LLC reported 389 stock holdings with total value $343,879,777 as of Q4 2025. Top holdings included QQQ, VUG, VYM, SPY, and EPS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 389 $343,879,777 +$40,424,658 -$5,346,341 +$35,078,317 QQQ, VUG, VYM, SPY, EPS 13F-HR 10 Feb 2026, 19:29
Q3 2025 428 $303,421,630 +$29,329,352 -$11,096,197 +$18,233,155 QQQ, VUG, VYM, SPY, FDVV 13F-HR 30 Oct 2025, 15:02
Q2 2025 362 $265,261,795 +$17,804,491 -$10,346,301 +$7,458,190 QQQ, VUG, VYM, SPY, SCHD 13F-HR 07 Aug 2025, 14:29
Q1 2025 380 $237,067,199 +$73,853,256 -$3,524,611 +$70,328,645 QQQ, VUG, VYM, SPY, SCHD Restatement 09 May 2025, 18:09
Q4 2024 372 $170,059,120 $0 $0 $0 QQQ, VUG, VYM, SPY, VTV 13F-HR 10 Feb 2025, 16:52