Flagship Wealth Advisors, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$343.9M
Holdings
387
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
Invesco QQQ Trust
Held since at least Q1 2024
7.9%
02
$VUG
Vanguard Growth ETF
Held since at least Q1 2024
7.3%
03
$VYM
Vanguard High Dividend Yield ETF
Held since at least Q1 2024
5.1%
04
$SPY
State Street SPDR S&P 500 ETF Trust
Held since at least Q1 2024
4.6%
05
$EPS
WisdomTree U.S. LargeCap Fund
Held since at least Q1 2024
4.1%
06
$FDVV
Fidelity High Dividend ETF
Held since at least Q1 2024
4.0%
07
$VTV
Vanguard Value ETF
Held since at least Q1 2024
3.2%
08
$XMMO
Invesco S&P MidCap Momentum ETF
Held since at least Q1 2024
2.7%
09
$SCHG
Schwab US Large-Cap Growth ETF
Held since at least Q1 2024
2.7%
10
$FELC
Fidelity Enhanced Large Cap Core ETF
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:47 UTC.