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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 112 | $254,232,514 | +$12,235,551 | -$11,031,898 | +$1,203,653 | IVV, SPY, IOO, QQQ, QUAL | 13F-HR | 03 Feb 2026, 17:54 |
| Q3 2025 | 110 | $248,850,752 | +$21,034,401 | -$21,886,600 | -$852,199 | IVV, SPY, IOO, SGOV, QQQ | 13F-HR | 03 Nov 2025, 08:27 |
| Q2 2025 | 103 | $235,188,650 | +$21,206,557 | -$12,077,428 | +$9,129,129 | IVV, SGOV, USMV, SPY, IOO | Restatement | 06 Aug 2025, 11:12 |
| Q1 2025 | 100 | $209,987,797 | +$24,246,583 | -$14,782,268 | +$9,464,315 | IVV, USMV, SPY, IOO, SGOV | 13F-HR | 14 Apr 2025, 11:06 |
| Q4 2024 | 100 | $207,632,009 | +$23,739,774 | -$10,776,682 | +$12,963,092 | IVV, SPY, IOO, USMV, QUAL | 13F-HR | 21 Jan 2025, 16:48 |
| Q3 2024 | 101 | $194,162,317 | +$24,698,820 | -$7,852,319 | +$16,846,501 | IVV, SPY, IOO, USMV, QUAL | 13F-HR | 30 Oct 2024, 16:00 |
| Q2 2024 | 90 | $168,937,967 | +$15,327,013 | -$6,201,235 | +$9,125,778 | IVV, SPY, IOO, USMV, SGOV | 13F-HR | 22 Jul 2024, 16:21 |
| Q1 2024 | 88 | $154,971,950 | +$27,331,798 | -$8,471,966 | +$18,859,832 | IVV, SPY, IOO, USMV, VGT | 13F-HR | 30 Apr 2024, 09:47 |
| Q4 2023 | 81 | $129,861,685 | +$6,868,103 | -$2,674,656 | +$4,193,447 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 17 Jan 2024, 10:16 |
| Q3 2023 | 72 | $113,545,064 | +$4,024,986 | -$3,962,278 | +$62,708 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 19 Oct 2023, 16:44 |
| Q2 2023 | 74 | $120,779,001 | +$5,220,850 | -$2,563,089 | +$2,657,761 | SPY, IVV, IOO, USMV, VGT | 13F-HR | 20 Jul 2023, 12:31 |
| Q1 2023 | 74 | $111,901,916 | +$2,665,007 | -$4,002,226 | -$1,337,219 | SPY, IVV, IOO, USMV, SPHQ | 13F-HR | 18 Apr 2023, 13:30 |
| Q4 2022 | 72 | $106,983,421 | +$5,931,532 | -$1,075,610 | +$4,855,922 | SPY, IVV, IOO, USMV, SPHQ | 13F-HR | 20 Jan 2023, 12:16 |
| Q3 2022 | 69 | $96,910,000 | +$2,029,416 | -$1,378,861 | +$650,555 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 14 Oct 2022, 14:18 |
| Q2 2022 | 71 | $103,051,000 | +$4,300,990 | -$3,244,974 | +$1,056,016 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 19 Jul 2022, 14:12 |
| Q1 2022 | 74 | $121,954,000 | +$7,063,415 | -$12,108,128 | -$5,044,713 | SPY, IVV, USMV, IOO, SPHQ | 13F-HR | 21 Apr 2022, 15:53 |
| Q4 2021 | 76 | $136,843,000 | +$7,467,795 | -$3,232,502 | +$4,235,293 | SPY, IVV, USMV, SPHQ, QQQ | 13F-HR | 09 Feb 2022, 13:34 |
| Q3 2021 | 72 | $125,159,000 | +$10,323,987 | -$12,914,735 | -$2,590,748 | SPY, IVV, USMV, QQQ, ITOT | 13F-HR | 20 Oct 2021, 14:28 |
| Q2 2021 | 332 | $131,437,704 | +$7,659,608 | -$2,618,521 | +$5,041,087 | SPY, IVV, USMV, ITOT, QQQ | Restatement | 09 Jul 2021, 13:50 |
| Q1 2021 | 300 | $119,730,610 | +$10,059,989 | -$4,475,831 | +$5,584,158 | IVV, SPY, USMV, ITOT, QQQ | 13F-HR | 09 Apr 2021, 14:23 |
| Q4 2020 | 287 | $107,251,159 | $0 | USMV, IVV, SPY, ITOT, QQQ | 13F-HR | 02 Feb 2021, 11:13 |