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Flagship Private Wealth, LLC
Flagship Private Wealth, LLC is an independent wealth management firm headquartered in Woburn, Massachusetts. The firm was founded by a team of experienced financial advisors and focuses on serving individuals, high-net-worth individuals, and some charitable organizations. With approximately 4 employees, all of whom are investment professionals, Flagship provides financial planning, investment management, and advisory services, striving for long-term client relationships built on trust, leadership, and customized advice beyond just investment markets. The firm primarily serves clients in the Greater Boston area and was recognized as a top financial advisor firm in Boston.
Investment Strategy
Flagship Private Wealth offers personalized wealth management designed to address every aspect of clients' lives where they face financial uncertainty. Their approach combines investment management, financial planning, and holistic advice, seeking to help clients overcome market adversity and achieve their personal and financial goals. The advisors rely on deep market knowledge, collaborative insights, and creative solutions tailored to each client. The firm’s client base is primarily comprised of individuals and high-net-worth individuals, providing discretionary portfolio management and guidance shaped by fiduciary responsibility and transparency.
Latest 13F Filing Activity
Flagship Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 103 equity positions with a total 13F market value of $235M. The fund increased holdings in PIMCO Etf TR, Ishares TR, Invesco QQQ TR among other positions. Flagship Private Wealth, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.83% | $23.1M | 37,238 | $461.85 | $620.90 | +$1.2M |
S SGOV | ISHARES TR | 7.31% | $17.2M | 170,838 | $100.49 | $100.69 | +$6.3M |
U USMV | ISHARES TR | 7.03% | $16.5M | 176,082 | $81.59 | $93.87 | -$1.8M |
S SPY | SPDR S&P 500 ETF TR | 6.73% | $15.8M | 25,619 | $398.51 | $617.85 | +$1.5M |
I IOO | ISHARES TR | 5.39% | $12.7M | 117,530 | $68.21 | $107.81 | +$1.2M |
Industry Allocation
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